Sagarika Jaisinghani
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Citi Says It’s Time To Book Profits In High-Flying AI Equities
The rally in artificial-intelligence stocks may show little sign of flagging, but a historical review suggests it’s time to take profit in the biggest names, according to strategists at Citigroup Inc.
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Goldman Sachs Says Equity Investors Bracing For Return Of Volatility'
Stock investors are bracing for a spike in market volatility, and upcoming events such as Nvidia Corp.’s earnings report can exacerbate any moves, according to Goldman Sachs Group Inc. strategists.
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A $600 Billion Wall of Debt Looms Over Market’s Riskiest Stocks
The Russell 2000’s price-to-sales ratio relative to the S&P 500 is near the lowest since 2003, excluding the bottoming out during the Covid pandemic in 2020
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Unforgiving Investors Want Bumper Earnings After Record Rally
It’s taking bumper corporate earnings and profit forecasts to impress investors this season, after a record first-quarter rally left stocks looking expensive.
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Unforgiving Investors Want Bumper Earnings After Record Rally
It’s taking bumper corporate earnings and profit forecasts to impress investors this season, after a record first-quarter rally left stocks looking expensive.
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Strong Earnings Will Give S&P 500 A Boost
Index is struggling after hot start to year, in a rout since March record as bond yields are soaring
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Big Tech-Led Rally Is Unlike Past Bubbles, Goldman Strategists Say
Stocks with an enterprise value-to-sales ratio of above 10 account for 24% of total US equity market capitalization, versus 28% during 2021 and 35% during the tech bubble, strategist David Kostin wrote in a note dated March 1.
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Stock Bulls Turn To Europe For Cheap Alternative To Magnificent Riches
For European stocks, the year started like much of the past decade — a struggle to keep up with gains on Wall Street. But now some investors say the familiar pattern is about to be challenged.
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Stock Bulls Turn To Europe For Cheap Alternative To Magnificent Riches
For European stocks, the year started like much of the past decade — a struggle to keep up with gains on Wall Street. But now some investors say the familiar pattern is about to be challenged.
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BofA Survey Shows Investors Are All In On U.S. Tech Stock Rally
Allocation to tech is now at the highest since August 2020, the global survey of fund managers showed.
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Citi Says U.S. Tech Stocks Face Risk Of Big Selloff On Positioning
Investor positioning in US technology stocks is so bullish that any selloff could trigger a wider rout, according to Citigroup Inc. strategists.
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Citi Sees Risk To U.S. Stock Rally After Investors Lock In Profits
The S&P 500’s best week in a year was driven by investors locking in profits on bearish bets, suggesting little room for further gains, according to Citigroup Inc. strategists.
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Citi Sees Risk To U.S. Stock Rally After Investors Lock In Profits
The S&P 500’s best week in a year was driven by investors locking in profits on bearish bets, suggesting little room for further gains, according to Citigroup Inc. strategists.
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Everything Wall Street Got Wrong In 2023
Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected.
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Everything Wall Street Got Wrong In 2023
Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected.
