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2026-03-05 10:26:00 ET By Lei Qiu, John H. Fogarty, CFA, Kent Hargis, PhD and Thorsten Winkelmann AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect.... Read the full article on Seeking Alpha For further ...

2026-03-04 06:20:00 ET By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Markets are influenced by a constant interplay between short‑term narratives and the underlying fundamentals that drive long‑term outcomes. At times, these na...

2026-03-04 06:00:00 ET After a relatively positive and calm start to the year in January, February proved to be much more eventful across markets and the economy.... Read the full article on Seeking Alpha For further details see: March 2026 Perspective

2026-02-28 02:50:00 ET By Carrie King Corporate America delivered again, with the S&P 500 Index of U.S. stocks on pace for 13% growth in earnings for Q4 2025. This would mark the fifth consecutive quarter of double-digit growth, a stretch not seen since the 2021-2022 emergen...

2026-02-25 03:20:00 ET By Mark Barnes, PhD, Head of Global Investment Research, Americas, FTSE Russell | Indhu Raghavan, CFA, Manager, Global Investment Research, FTSE Russell ... Read the full article on Seeking Alpha For further details see: Looking Past The U.S. T...

2026-02-20 11:49:00 ET By Mike Larson Mike Larson: The word of the year for this market is rotation, out of the tech sector into groups like energy, materials, and staples, out of AI disruption victims and into AI disruption winners, out of U.S. stocks into foreign ones, and...

2026-02-18 14:20:00 ET Transcript The recent software selloff marks a dramatic shift in market perception around the AI narrative. The debate is no longer whether AI is real; now, markets are increasingly pricing in its potential to disrupt entire business models.... ...

2026-02-14 02:50:00 ET U.S. hiring beats forecasts in January The January U.S. jobs report, published on Wednesday, surprised to the upside. Payrolls rose by 130,000, a clear step up from December's revised total of 48,000 and well above consensus expectations. Meanwhile, the unempl...

2026-02-13 09:10:00 ET After more than three years of stellar gains, technology companies, or more specifically their stock prices, are struggling. Expectations for economic acceleration and overly concentrated portfolios have led investors to reallocate to many previously ignored parts...

2026-02-12 07:00:00 ET The last month felt like a year. Halfway through the first earnings season of 2026, and markets have already experienced two volatility spikes. 1 The first followed the nomination of Kevin Warsh as Federal Reserve chair and hotter-than-expected producer infl...