US Market Pulse

FEMO drives records: S&P 500 year-end target lifted to 8,400 on stronger-than-expected earnings momentum, with 10,000 eyed by decade-end.

• Palantir...

Core CPI cooled to 2.5% y/y last week while PPI rose 4.4%, shifting market odds of a September rate hike down to about one-third.

• FOMC minutes...

S&P 500 and Dow sit at record highs after 23% and 20% gains from yearly lows.

Key events this week:

• Retail earnings from Home Depot, TJX, Lowe’s,...

Reddit's S&P 500 inclusion on August 18 will force index funds to buy 16.7 million RDDT shares—nearly 2.8 times average daily volume—creating...

A clear rotation is underway as market gains spread beyond mega-cap tech. Two examples stand out for long-term investors.

• Costco has beaten the S&P...

• Softer July inflation cut rate-hike odds and lifted the Nasdaq 100
• Strong AI results from NVDA, SMCI and others confirmed demand
• Break above...

The S&P 500 sits near 7,800 with stable short-term momentum and strong breadth, yet Barclays flags a growing disconnect from underlying...

Reddit will join the S&P 500 next week, gaining prestige and forcing index funds to buy its shares. The stock surged 12.6% Friday after strong Q2 results.

Equities hit fresh highs on AI-fueled earnings growth tracking 32-50% for Q2, with 85% of S&P 500 firms beating estimates. Yet July retail sales...

Markets showed classic volatility around economic releases. Favorable PPI data sparked a rally, with the S&P 500 gaining +0.65% and Nasdaq +1.15% as...

Reddit's upcoming addition to the S&P 500 signals the index committee's willingness to embrace newer digital platforms whose data fuels AI training...

Reddit (RDDT) will enter the S&P 500 on August 18, replacing AvalonBay Communities (AVB) after its acquisition by Equity Residential. The combined...

• Equities advanced after July CPI matched expectations at 3.4% YoY and core at 2.5%, with Nasdaq up 0.54% and S&P 500 up 0.26% on Wednesday; futures...

The S&P 500 crossed 7,800 for the first time mid-week and closed at records before Friday's modest retreat, still on track for a third straight weekly...

The S&P 500 closed at a fresh record, rising 0.6-0.7% as multiple tailwinds aligned.

• Inflation relief: July PPI rose just 4.7% year-over-year,...

Broad US indices held gains on cooler July PPI, yet Cisco's 6% drop after beating estimates highlights profit-taking risks in large-cap tech.

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• Memory chip stocks led the rally, with SanDisk surging over 13% and Micron gaining 4.2% as the sector rebounds
• S&P 500 rose 0.65% to a fresh...

Semiconductor gains and Cisco's post-earnings slide illustrate a market rotating toward AI leaders amid cooling inflation.

• S&P 500 closed at a...

Soft July PPI data reinforced the disinflation narrative across outlets, with wholesale prices rising 4.7% y/y—better than expected and down from...

Cooler-than-expected CPI and PPI data eased near-term rate-hike odds, sending the S&P 500 and Nasdaq higher while the Dow gave back its initial...