• AAPL
• AMD
• CRM
• DELL
• IBM
• IXIC
• MSFT
• NDX
• NOW
• NVDA
• ORCL
• PLTR

Stage set for AI-led tech rally into year-end, Wedbush says

Wedbush analysts forecast tech stocks to rally significantly by year-end and in 2025, driven by rising AI demand and capital expenditures amid growing enterprise spending.

• ARKK
• BLK
• NDX
• NVDA
• STT
• US500

Assets in actively managed ETFs top $1 trillion worldwide

Active ETFs reached a milestone with $1 trillion in assets, driven by relaxed regulations and innovation, representing a significant growth in the investment category.

• ALB
• AMD
• AVGO
• BABA
• FCX
• GOOGL
• HG
• LI
• META
• MSFT
• MU
• NDX
• NVDA
• PDD
• TSLA
• US2000
• US500

Wall St closes higher on strong US economic data

The S&P 500 hit a record high, boosted by Micron Technology and positive economic data, while energy stocks declined amid rising supply expectations from OPEC.

• NDX
• US500

Industry veteran: Forget the Fed, focus on semiconductors and infrastructure

Paul Marino advises focusing on innovation and infrastructure over Fed decisions, highlighting semiconductor demand and infrastructure investment as key growth opportunities.

• NDX
• US500

Leveraging GenAI for asset management

• DJI
• NDX
• US500
• VIX

More large cuts ahead if labor market continues to soften, says JPMorgan

The Federal Reserve's recent rate cut may lead to more reductions if labor market softens, according to JPMorgan strategies, emphasizing data dependence for future policy.

• DJI
• NDX
• US500
• VIX

Morgan Stanley sees string of 25bp cuts through mid-2025

• DJI
• NDX
• US500
• VIX

How will the Fed loosening cycle impact the Gulf?

The Fed's loosening cycle will lower interest rates in Gulf economies, easing debt costs but limiting overall growth impact, dependent on oil prices and fiscal policy support.

• NDX
• US500

Selling season, election ahead, but keep an eye on ’25, says Wells Fargo

Wells Fargo warns investors of imminent market volatility as the election approaches, while suggesting strategies for potential investment opportunities and maintaining a long-term positive outlook.

• META
• MSFT
• NDX
• US500
• VIX

Tech bull trend 'in question' following recent selloff: BTIG

Analysts at BTIG express concerns over the technology sector's sustainability amidst market volatility, noting potential tactical lows and a shift in investor sentiment.