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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...

2026-02-25 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...

2026-02-12 05:30:00 ET While tech firms may benefit from a longer-term “renaissance” in AI, TD Wealth’s Chief Wealth Strategist Brad Simpson says the recent selloff may be a “reset moment” for the sector.... Read the full article on Seeking Alpha ...

2026-02-10 04:15:00 ET By Mandy Xu Cross-Asset Volatility: Implied volatilities diverged across asset classes last week as crypto, Tech, and silver continued to sell off while gold and small-cap stocks rebounded. Gold 1M implied volatility fell by almost 10 pts wk/wk to 32%,...

2026-02-09 19:40:00 ET In the past couple of weeks, we have repeatedly highlighted the weakness in the software stocks. Fears that AI will pose a significant threat to the sector have caused large losses in terms of both price and weighting.... Read the full article on Seeking Alp...