An old quip by financier Michael Milken about backing US companies led by Indian born CEOs has resurfaced after new analysis. The study claims this approach would have dramatically outperformed the S&P 500 over the last 15 years, underscoring how strongly Indian origin leadership has been shaping American tech and delivering measurable investment gains.
U.S. markets are looking past near-term turbulence as forecasts suggest the S&P 500 could extend its rally into 2026. The catch: Middle East tensions are disrupting global energy flows, keeping inflation pressure elevated. Experts point to a potential “ray of hope,” arguing growth and market positioning may cushion shocks even if costs stay firm.
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U.S. markets closed higher on Friday, with the S&P 500 and Nasdaq setting fresh record highs. The rally was fueled by a sharp surge in AI-linked names, including Nvidia and memory and storage players like Micron and Sandisk. A stronger-than-expected jobs report also signaled a resilient labor market, helping investors look past rising geopolitical concerns.
U.S. stocks rose sharply at Friday’s open after a robust employment report eased fears that the labor market was cooling. Investors leaned into the momentum as chipmaker shares rebounded, lifting sentiment across the board. Early gains were broad, with the Dow, S&P 500, and Nasdaq all moving higher in response to the data-driven turn.
US markets ended mixed as the S&P 500 and Nasdaq rose, but the Dow Jones slipped, underscoring a widening performance split. Analysts point to support from technology stocks, ongoing earnings momentum, shifting oil prices, and persistent geopolitical risks. With inflation still a key concern and global uncertainty rising, they expect continued wild swings in coming months, pushing investors to stay nimble.
The S&P 500 and Nasdaq climbed to fresh record highs as AI-linked chip names, including Intel, rallied alongside encouraging quarterly results. With a U.S.-Iran ceasefire holding, investors also saw geopolitical tension cool off. Market optimism was reinforced by forecasts pointing to strong year-over-year earnings growth across S&P 500 companies.
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Wall Street ended mixed as the Dow and S&P 500 fell while the Nasdaq climbed, with traders weighing the Fed decision, oil moves, and standout technology earnings. Energy stocks gained, but utilities and materials lagged. After the close, futures rose following a sharp jump in Alphabet shares, shifting sentiment—but tomorrow’s direction now hinges on inflation data and corporate outlook amid global tensions.
Legendary economist Gary Shilling warns that U.S. stocks could face a major correction, with the S&P 500 potentially plunging 30%. He also cautions that the economy may slip into recession, citing the fragility of current conditions and the likelihood of rapid market repricing. Investors are watching whether his bearish signal gains traction.
US stocks climbed to record highs as strong earnings and lower crude prices lifted the S&P 500 and Nasdaq. The rally marks the longest weekly gain streak since October 2024, defying the usual May softness. Analysts point to solid results—Q1 earnings growth of 27.8%—with 83% of companies beating estimates, keeping momentum in focus.
US stock indexes ended higher as earnings beat expectations and softer economic data eased investor worries. Oil nudged higher early but eased later. The S&P 500, Nasdaq and Dow posted their biggest monthly gains in years, leaving analysts focused on what happens next as inflation, geopolitical risks and interest-rate signals remain key swing factors for whether gains persist.
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U.S. stock index futures point to a volatile Monday on Wall Street, with the Dow, S&P 500 and Nasdaq set to trade based on a handful of catalysts. Market direction is expected to hinge on incoming economic signals and broader risk sentiment, making the early session especially sensitive to any surprises from key releases.
US markets finished higher as the S&P 500 and Nasdaq logged their strongest monthly gains in years. Investors looked past oil supply disruptions and ongoing geopolitical worries, focusing instead on upbeat corporate earnings and data pointing to continued healthy US growth. Industrials and technology led, with Alphabet’s cloud business posting a record quarter.
Over the past 15 months, US stocks have swung sharply in response to President Donald Trump’s remarks and social media posts, according to Fundstrat analysis. The study links his comments to the S&P 500’s biggest gains and losses, a level of influence analysts say is unmatched by any modern US leader. It also suggests investors remain highly sensitive to political signals.
Despite a big Friday jump in the S&P 500 and Nasdaq, the Dow Jones is lagging. Tech stocks are driving most of the gains, lifting the broader indexes where growth and software-heavy names carry more weight. The Dow’s different mix of legacy industrial and financial stocks can make it move differently, even on the same trading day.
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US stocks opened higher as Intel’s sharp profit surge fueled technology gains, pulling the S&P 500 close to an all-time high. Optimism around potential US-Iran talks added support, even as oil prices stayed volatile. Strong results from Procter & Gamble also helped, while Charter Communications slid after reporting weaker performance.
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