#global-equities

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fromFortune
1 day ago

Top analyst sees U.S. stocks underperforming the rest of the world over the next decade as 'superstar' AI stocks make forecast uncertain | Fortune

U.S. stocks are forecast to underperform over the next decade due to high starting valuations and market concentration, while other regions should deliver stronger returns.
Business
fromFortune
1 week ago

'Big Short' investor Michael Burry has a $1.1 billion bet against AI stocks and markets are plunging | Fortune

Concentrated tech stocks triggered a global selloff, dragging major indices down, hitting Nvidia and Palantir and prompting a disclosed $1.1B short position.
fromFortune
3 weeks ago

Stock traders are delighted at the prospect of Trump losing his tariff war | Fortune

S&P 500 futures rose 0.27% this morning, premarket, with indexes in Asia and Europe also broadly rising as traders savored strong economic growth in China, a new "pro-stimulus" government in Japan, and the prospect that President Trump may not be in a position to impose 100% tariffs on Beijing starting November 1. Investors are also increasingly convinced that the Fed's next rate cut is locked in.
Business
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