US equities gain as tech stocks add to Trump bump

As Nvidia’s stock gains, one analyst shows why Stargate could be so significant

Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly moves ahead and help the company’s long-term growth.

MarketWatch - 1h

Beyond Big Tech: 20 stocks to ride the AI trend

Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”

MarketWatch - 7h

Trump’s space ambitions ignite a rally in these stocks — an analyst sees more gains ahead

A Cantor Fitzgerald analyst says that he expects “future growth” in the space-exploration industry.

MarketWatch - 11h

Tesla’s ‘Trump bump’ fades as stock falls alongside rest of EV sector

Investors still expect Musk to benefit more broadly from Trump 2.0.

MarketWatch - 23h

Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative

President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.

MarketWatch - 1d

Tech is now betting on AI ‘agents.’ Will they boost stocks or take your job?

Software companies like Salesforce are marketing their newest generative artificial-intelligence products as “agents” and “digital labor” — but analysts doubt agentic AI’s ability to take jobs or ...

MarketWatch - 1d

Why you should use home equity to pay credit card debt in 2025

A home equity loan could be a smart and effective way to pay down your credit card debt this year. Here's why.

CBS News - 1d

Tech titans bend the knee to Trump

President-elect Trump’s inauguration will bring together some of the country’s most prominent technology leaders this week, underscoring the results of a months-long push by the industry to ...

The Hill - 3d

The stock market’s ‘Trump bump’ will be back. Just be patient.

The stock market’s rough 2025 start should smooth out after the presidential inauguration.

MarketWatch - 4d

Tempted to swap your stocks for bonds this year? Here's why we're sticking with equities

Trying to consistently hop in and out of asset classes is not a game we want to play.

CNBC - 4d

Bitcoin gains as Trump reportedly plans crypto executive order

Bitcoin rejoined the crypto rally amid reports that President-elect Donald Trump could release an executive order on crypto as soon as day 1.

CNBC - 4d

US stocks post best week since Donald Trump’s election win

Easing underlying US inflation pressures and strong bank earnings ‘emboldened the bulls’ on Wall Street

Financial Times - 5d

SLB Stock Gains on Topped Forecast, $2.3 Billion Buyback

Shares of SLB advanced after the oilfield services giant announced a $2.3 billion stock buyback, bumped dividend payouts higher and reported quarterly earnings that topped Wall Street views.

The Wall Street Journal - 5d

This strategist nailed when the Trump bump would end, to the day. Now he says stocks can fall as much as 40%.

Volatility trader and founder of Kai Volatility Cem Karsan believes the Fed could provoke a sharp stock fall if it’s not careful.

MarketWatch - 5d

3 smart ways to use your home equity in 2025

Borrowing from your home equity could save you money this year. Here's how.

CBS News - 6d

10 things to watch in the stock market Thursday after the best S&P 500 gain since the election

The S&P 500 was looking at a muted open.

CNBC - 6d

There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop

Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.

CNBC - Jan. 13

‘I will gain no equity’: My boyfriend is buying a townhouse. How much should I pay him in rent?

“My partner earns about $60,000 a year. I earn about 25% more than he does.’

MarketWatch - Jan. 12

Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next.

The S&P 500 is threatening to erase the “Trump bump” investors attributed to Donald Trump’s victory.

MarketWatch - Jan. 11

Despite Trump’s Attacks, Republicans Made Big Gains in Mail Voting

As Republican voters embraced a practice that Donald J. Trump railed against for years, softening his tone only slightly in 2024, the party eroded a key Democratic advantage across the country.

The New York Times - Jan. 11

2 ways to use your home equity in 2025 (and 2 to avoid)

Home equity loans and HELOCs can be valuable financial tools in 2025 if used for these specific reasons.

CBS News - Jan. 10

Stock market gain that followed Trump's election win is close to being wiped out

The S&P 500's gain since Election Day now sits at just around 0.5%.

CNBC - Jan. 10

Constellation’s stock soared on AI hopes. Now the energy company is using those gains to buy Calpine in $16 billion deal.

Constellation Energy Corp., an electricity provider whose stock has doubled over the last year on hopes it will help meet the voracious energy demand created by artificial-intelligence ...

MarketWatch - Jan. 10

US adds whopping 256K jobs in December

The U.S. added 256,000 jobs and the unemployment rate ticked down to 4.1 percent in December, according to data released Friday by the Labor Department. The December jobs report showed the U.S. ...

The Hill - Jan. 10

Micron’s stock leads the S&P 500 for 2025. Here’s why more gains could follow.

An analyst sees big upside ahead, fueled by rapid growth in high-bandwidth memory for AI.

MarketWatch - Jan. 9

Fed braces for Trump inflation bump

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Fed frets about impact of Trump policies on inflation Central bank officials ...

The Hill - Jan. 8

We're locking in roughly 100% gains on a stock that has fallen out of favor

The stock has been downgraded by three analysts this week.

CNBC - Jan. 8

Trump ramps up threats to gain control of Greenland and Panama Canal

The president-elect said he would not rule out the use of military force to seize control of the Panama Canal and Greenland.

BBC News - Jan. 8

Is the US stock market in bubble territory?

Valuations might be frothy but don’t seem nutty

Financial Times - Jan. 7

Blackstone joins private equity deal wave in US accounting sector

Acquisition of Citrin Cooperman from New Mountain Capital for $2bn marks a step up in valuations

Financial Times - Jan. 7

US adds Tencent and CATL to blacklist of companies working with China’s military

Shares of WeChat owner and EV battery maker fall after defence department discloses designation

Financial Times - Jan. 7

FirstFT: Private equity to lobby Trump as industry seeks to tap retirement funds

Also in today’s newsletter, China’s equity markets extend poor start to the year and accountancy’s Gen Z problem

Financial Times - Jan. 6

Private equity to lobby Trump for access to savers’ retirement funds

Industry hopes incoming administration will open long-restricted private investments to individual investors

Financial Times - Jan. 6

US set for IPO comeback as private equity firms seek to offload holdings

Bankers hope strong 2024 gains for Wall Street equities and pro-business policies will drive listings rebound

Financial Times - Jan. 5

Tesla’s stock got a big Trump bump. Now Elon Musk needs to get back to work.

Some of the question marks for the coming year: How will Chief Executive Elon Musk’s foray into politics will play out? And how fast and seamless will Tesla’s new projects, including a cheaper EV ...

MarketWatch - Jan. 4