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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...

2026-02-26 08:01:23 ET More on tech AI Trade: Short CapEx, Long Profits BOTZ: A Definitive Bet On Physical AI BOTZ: Positioned For Relative Outperformance As AI Digests Market confused on AI winners, investors must focus on compute costs, strategist Ray tells...

2026-02-26 07:42:01 ET More on tech Smart Money Is Short Tech 22 Reasons AI Data Center Construction Is In A Bubble Market Sector Review: Extreme Market Bifurcation Retail traders grow more cautious on the market; AI optimism fades, Schwab says on CNBC ...

2026-02-25 08:43:17 ET More on tech This Is Not A Normal Rotation - It's A Regime Change Yen And JGBs Sold On New BOJ Nominees While Japanese Stocks Rally To Record Highs Dividend Payers In The S&P 500 Apollo warns that market structure is growing increas...

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...

2026-02-24 11:06:07 ET The U.S. economy continues to outperform expectations, buoyed in part by a growing contribution from artificial intelligence-related investment, but risks of a sharp downturn have climbed, Apollo Global Management’s chief economist Torsten Slok said.... ...

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.... ...

2026-02-18 10:36:20 ET More on AI AI Can't Sustain This Rate Of Return ARTY: Explore The IShares Future AI & Tech ETF THNQ Offers Diversification, ARTY Has Better Liquidity - But Both Are Holds For Now ‘SaaS apocalypse is entirely unwarrantedȁ...

2026-02-18 09:37:45 ET More on the markets This Is When The Bull Market Is In Trouble S&P 500: The Path To 5,000 Is Getting Clearer U.S. Dollar Is Mostly Firmer, Amid Weak Conviction Stock market in green as tech regains momentum Dividend picks: 2...