SPY remains the primary institutional vehicle for S&P 500 exposure, leveraging unmatched liquidity in the derivatives market to maintain its market position. However, the trust faces long-term structural headwinds as capital migrates toward lower-cost alternat...
Price trend, volume and key moving averages
Recent results and news deserve attention only when they alter the forward view.
AI hyperscalers like Oracle face record CDS widening, reflecting rising credit risk from intensive AI infrastructure investments and weakening cash flow. Investment-grade corporate bond yields have surged to decade highs, signaling broader market concerns beyond just AI hyperscalers.
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not pricing in.
Markets are flashing extreme fear, but Wall Street veterans say investors are watching the wrong thing. The real threat to your finances may be hiding in a corner of the market most people ignore until it's too late.
Goldman Sachs sees the S&P 500 climbing to 8,000 by year-end and rising to 8,700 by the end of 2027. While it's possible the market will stumble at some point, stocks are cheap on a forward-looking basis.
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