Ticker Appearances
Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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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 1.18% ) released its quarterly...
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 16 free reports this month.
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 16 free reports this month.
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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You’ve reached your 16 free reports this month.
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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You’ve reached your 16 free reports this month.
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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You’ve reached your 16 free reports this month.
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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 1.18% ) released its quarterly...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 16 free reports this month.
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FSI Snapshot
First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 16 free reports this month.
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 16 free reports this month.
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First Word
Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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First Word
Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes Tuesday's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
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