75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley’s top analyst is ‘very concerned’

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of ...

The US stock market keeps setting records as AI excitement keeps building

The Dow Jones Industrial Average dipped 63 points, or 0.1%, while the Nasdaq composite rose 0.7% to its own record. Advanced ...

Wall Street drifts around its records as gold tops $4,000 per ounce

The S&P 500 ticked down by 0.1%, coming off its latest all-time high and a seven-day winning streak. The Dow Jones Industrial ...

Japanese banks well placed to join Nikkei's Takaichi euphoria, say analysts

The "Takaichi trade" that propelled Japanese stocks to record highs this week passed by the banking sector, which heavily ...