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In Review
Tariff Optimism, Earnings Revive Growth Stocks

Tariff Optimism, Earnings Revive Growth Stocks

Investors are flocking back to classic growth stocks as tariff worries fade and earnings arrive. The S&P 500 rose 4.6 percent between Thursday, April 17, and Friday, April 25. It was the second gain in the last three weeks. Large-cap growth sectors like...

Stocks Have Been Frozen on Tariff Uncertainty

Stocks Have Been Frozen on Tariff Uncertainty

The stock market has been in suspended animation as investors wait for tariff news. The S&P 500 fell 1.5 percent between Friday, April 11, and Thursday, April 17. It represented only a minor dip following the explosive rally a week before, with most of the prior...

Have Tariffs Ended the AI Trade?

Have Tariffs Ended the AI Trade?

Stocks are falling again as tariff fears deflate the AI trade and economic sentiment. The S&P 500 has declined in five of the last six weeks, with selling focused on the technology sector and AI names like Super Micro Computer.