Wall Street's fear of an AI slowdown is 'laughable,' Morgan Stanley says
"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan Stanley said.
Analyst Note
One big reason US stock market exceptionalism is here to stay
American companies are investing more in their future and getting a better return on their investments than overseas peers, Goldman Sachs said.
US households are sitting on record amounts of stock. That could be bad news for the market.
"With this much optimism, one must ask how much liquidity is left around to buy," Ned Davis Research said.
It's not going to get any easier to buy a house in the next 2 years, economist says
Capital Economics expects home prices to rise 4% in 2025 and 2026, which would send the median home price in America to a record high of about $455,000.
Goldman just cut its US stock forecast. It lays out 3 things that could spark a recovery.
Goldman's chief US equity strategist lowered his year-end price target for the S&P 500, but said there's a path to recovery for stocks.
Citi says US exceptionalism has paused under Trump — and investors should load up on China stocks
After struggling in 2024, China's stock market is roaring as its AI trade soars. Meanwhile, US peers are hobbled by growth concerns and waning enthusiasm.
The stock market has a $1 trillion secret weapon to fight further declines
Buybacks have historically been an ace in the hole for companies looking to generate stock gains during lean times.
Spending cuts and mass layoffs have made growth the biggest question mark for US stocks
Torsten Sløk, chief economist at Apollo, estimates 1 million jobs could be eliminated by the DOGE job layoffs.
Stock investors may be overlooking this key bullish theme
"Industries that presumably stand to gain most are those that are most regulated," BofA's Savita Subramanian said.
Elon Musk's DOGE side project could start weighing on Tesla vehicle sales, analyst says
"Opinions on Elon Musk have taken a turn for the worse along political affiliations," Stifel analyst Stephen Gengaro said.
These 8 stocks could be the biggest losers as DeepSeek clouds the outlook for tech
Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like Caterpillar, JPMorgan said.
JPMorgan is deeply skeptical of Wall Street's upbeat reaction to Tesla's earnings
"The move higher in Tesla shares bore no relation whatsoever to the company's financial performance in the quarter," JPMorgan said.
Top strategists say this unloved stock sector could be one of 2025's top performers
While RFK Jr. is likely to lead the Department of HHS, he will be limited in his ability to stop the continued innovation and rollout of new drugs.
BofA says Trump will backstop stocks this year, but to closely watch one key area of the market
Small-caps need to break above a key resistance level to signal more bullish momentum for stocks. Otherwise, it could signal broader weakness, BofA said.
The 3-year US freight recession may finally be ending
Bank of America said the strength its observing in the freight market is more than just pre-shipping ahead of tariffs and the Chinese New Year.
America's economic and market dominance is here to stay in 2025
A risk-taking culture, geographic advantages, and strong consumer spending continue to drive US economic growth way ahead of its peers.
How the LA wildfires will impact US growth and the labor market, Goldman Sachs says
Economists at Goldman Sachs expect the LA wildfires will lower first-quarter GDP growth by about 0.2 percentage points.
3 trends to watch as earnings season kicks off
Nearly 75% of S&P 500 companies will have reported their results by February 7, giving investors a clear picture of what 2025 could look like.
The stock market is hitting extreme valuations. Get used to it.
"The S&P 500 is a different animal than in prior cycles," Bank of America's Savita Subramanian said in a note Friday.
One chart shows why mega-cap tech continues to dominate the stock market
The biggest US tech stocks have enjoyed an earnings bonanza in the past two years, leading to their significant outperformance of the broader market.