Fragile nerves into US CPI
Investors’ nerves are fragile ahead of the US CPI update, which will land at a time technology appetite either appears to be questioned, or tech …
June 10, 2026
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Dip-rushing
Investors rush back into technology stocks after a brief selloff triggered by strong US jobs data and concerns about AI-related memory demand. The rebound reinforces …
June 9, 2026
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AI’s reality check
Technology stocks are facing their first meaningful test in months as a combination of rising yields, profit-taking and growing questions about AI spending pressure the …
June 8, 2026
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The Age of Disconnect
There is a growing sense that some investors want to take profits after a powerful rally since April, while others remain eager to buy every …
June 5, 2026
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The cost of staying bullish
Investors appear to acknowledge the consequences of higher oil prices, rising inflation expectations, more hawkish interest-rate outlooks and an increasingly fragile market where a handful …
June 4, 2026
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AI hardware rally extends. The rest?
The S&P 500 is trading at fresh record highs despite rising oil prices, sticky inflation worries, and unresolved geopolitical tensions. Investors remain captivated by the …
June 3, 2026
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