Market Intelligence
- FSI Snapshot
- FSI Snapshot
The Upside to Last Week's Tech Slide
Large-cap Technology stocks sank last week. This was NOT ENTIRELY UNEXPECTED at FS Insight, in part due to the sizeable gains we've seen in Tech in the past few months. Those gains are seen in the Nasdaq 100, which REMAINS UP 15% YTD even after last week's declines. Head of...
- Your Weekly Roadmap
Small-caps Rise Amidst Large-Tech Selloff
Good evening, We saw major indices dip this week as large-cap Technology stocks declined. Much of this took place after Alphabet ($GOOG) released its quarterly earnings after the close on Tuesday, even though the company beat on both top and bottom lines. To Fundstrat Head of Research Tom Lee, this...
FSI Snapshot
'Sweet Spot' Apparent Post-CPI
As last week began, Fundstrat Head of Research Tom Lee pointed out signs INVESTORS HAD DE-RISKED TO SUCH AN EXTENT in April that they NOW...
FSI Snapshot
What June Means for Stocks
The S&P 500 ended its WEEKLY winning streak at five with a 0.51% DECLINE after the Memorial Day holiday, but stocks still ended THE MONTH...
FSI Snapshot
Why Nvidia Could Lift Other Stocks
NVIDIA ($NVDA) SOARED LAST WEEK after once again reporting STELLAR QUARTERLY RESULTS and releasing EBULLIENT GUIDANCE. The stock HAD BEEN CONSOLIDATING since February BEFORE LAST...
- Your Weekly Roadmap
Potential for New All-Time Highs After Powell’s Remarks at Jackson Hole
Good evening, “Just get through August.” That’s what Fundstrat Head of Research Tom Lee has been telling clients for the past month, and we are now most of the way there. Since 1928, the most common month for a summer bottom has been August, and the most common week for...
First to Market
The Freedom to Choose
A daily market update from FS Insight — what you need to know ahead of opening bell “’I am not bound to win, but I...
Earnings Daily
Signal From Noise
It’s Electric!: Investing in U.S. Power in an Age of AI and EVs
After the Federal Energy Regulatory Commission (FERC) finalized a 1,363-page transmission rule to accelerate the green-energy buildout last week, developers of renewable energy are more...
First to Market
The Good-News-Bad-News Continuum
A daily market update from FS Insight — what you need to know ahead of opening bell “Better to have bad news that's true than...