Markets

A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.

Corporate earnings are strong in 2026, but guidance, margins and AI spending will shape what comes next. See our midyear scorecard and some things to watch for in Q3.

A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.

Oil surged throughout July as tensions in the Middle East whipsawed throughout the month. Higher oil prices have increased inflation, raised expectations for a Fed rate hike and weighed on equities.

Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.

A divided Federal Reserve held rates steady at Kevin Warsh’s second meeting as chair. Here’s what changed with the inflation outlook and path forward for interest rates.

All-time stock market highs can feel risky, but they’re fairly common. Learn what has historically followed record highs, as well as when corrections may hit and why timing can be hard for investors.

AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.