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Sector Performance

In‑Line July Inflation and Flat PPI Cut Odds of September Fed Hike

Data has eased near-term pressure for a rate increase but sustained oil risk and pending core PCE keep policy uncertainty alive.

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

Markets Reprice After Weak U.S. Jobs Print as Dow Hits Record and Chip Stocks Crash

Micron Blowout Rebounds Tech Stocks as Memory Demand Tightens

UK Leadership Shock, US–Iran Progress and Chip Selloff Split Global Markets

Robinhood Stock Sinks After Q1 Miss as Crypto Revenue Collapses

Fund Letters Highlight Q4 2025 Results, Stock Drivers, and Repositioning for 2026

Asia Stocks Split: KOSPI Hits New High as India’s IT Slides and Pakistan Extends Rally

Tech-Led Asian Rally Extends as Gold Jumps After U.S. Ouster of Maduro

Fiserv Shares Collapse After Earnings Miss, Guidance Cut, Leadership Shake-Up

U.S. Adds 22,000 Jobs, Unemployment Hits 4.3% As Fed Cut Bets Surge

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Fed-Cut Rally Stalls as Nvidia, PCE Loom and Trump Moves on Fed