Page 2 - Mega Caps News Today

"Credit conditions for small companies are at levels consistent with recession," Societe Generale's Albert Edwards wrote in a note on Thursday.

While mega-cap tech stocks are the cheapest since 2017, the upcoming earnings season is a catalyst for further growth, Goldman Sachs wrote.

The S&P500 came close to its 200-day moving average last night on another steep fall, then bounced, closing flat. (Available for non-subscribers after 10am)

With the strength exhibited by the equity market late last month quickly giving way to a return to selling, just about everything is down so far in September. What [...]

Over the last year, the conversation among investors and analysts has prominently centered on artificial intelligence.

It’s no secret that the big gains in the stock market this year have been on account of only a select number of equities surging ahead – namely, the Mega Caps, and mostly ones with AI exposure. While that has raised concerns among market watchers that the rally is not really as strong as it appears and masks a more fragile market, Sharmin Mossavar-Rahmani, head of the investment strategy group at Goldman Sachs, disagrees with such a prognosis. In fact, Mossavar-Rahmani thinks that ...

It’s no secret that the big gains in the stock market this year have been on account of only a select number of equities surging ahead – namely, the Mega…

These are good times for the markets. Inflation concerns are abating, showing that the Fed’s aggressive efforts to tame it are bearing fruit. At the same time, notes Oppenheimer’s Chief Investment Strategist John Stoltzfus, the strength exhibited by labor, the consumer, and business have contributed to “improved sentiment” in the stock market. While the rally that drove the gains in the first part of the year was led by the Mega Caps, it is now widening to less herald...

Roth analyst Rohit Kulkarni upgraded his price target for Amazon to $155 from $130.

Year-to-date, the S&P 500 has delivered an impressive return of 14%. However, those gains are a bit deceiving as the bulk of the upside has been driven by…