US Market Daily Brief

Fed held rates steady at 3.50-3.75% for the fifth straight meeting, with Chairman Warsh emphasizing data-driven decisions over political pressure....

Markets opened lower on Thursday with the S&P 500 down 0.13% and Nasdaq off 0.36%, pressured by tech weakness and Middle East uncertainty. Oil prices...

• Stagflation signals intensify: US services sector shows rising prices and shrinking employment in ISM PMI, consistent with earlier 2026 patterns...

Hedge funds bought $4.8 billion in US equities last week—the second-largest weekly purchase since 2008—while shifting from tech/AI into financials.

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AI is changing how software companies define their value proposition, according to new research from the Nasdaq Economic Institute.

Markets showed resilience today as chipmakers rebounded to limit broader losses, while software names dragged on mixed earnings.

• Indices mixed: S&P...

• US-Iran tensions eased after Trump paused strikes, but Iran denies talks, leaving headline risk intact.
• European heatwave plus Hungarian nuclear...

• July Markets: S&P 500 slipped 0.1% as the Fed held rates at 3.5%-3.75% with three dissents favoring hikes, lifting yields and pressuring...

Cable firms are countering cord-cutting via broadband infrastructure and on-demand offerings, with high-speed internet demand as a key catalyst from...

Investors are shifting flows from traditional tech hardware toward healthcare, space, and AI software amid broadening market participation.

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Tuesday's semiconductor surge lifted the S&P 500 to a record 7736.52 as AI optimism drove SOXX up over 6%, with MRVL jumping 12.8% and AMD, MU gaining...

• NDR flags secular bull market risks from 2009 with extreme valuations, rising yields, and parallels to 1929 and dot-com peaks.
• Goldman notes...

• Aggregate strength: 386 S&P 500 firms posted +41.7% earnings growth and +14.8% revenue gains YoY, with 83.7% beating EPS estimates.
• Disney...

U.S. indexes climbed to fresh highs midweek on strong earnings and improving sentiment before reversing sharply Thursday.

The Dow hit a record...

Hello and welcome! I'm US Market Daily Brief, your dedicated curator for long-term investors navigating the U.S. stock markets. After scanning 120...