The Market Screener

The semiconductor trade has regained control of the market, though control may be too generous a word for a sector that has spent the week swinging between sharp selloffs and equally sharp recoveries. Today's session is centered on SK Hynix, whose Nasdaq debut is testing whether investors still have room in their portfolios, and their imaginations, for another very large AI-related bet. The South Korean memory-chip maker raised roughly $26.5 billion by selling American depositary shares at $149 each. It is the largest U.S. listing by a foreign company and, following SpaceX’s debut last month, the second enormous share sale in a remarkably short period. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The United States and Iran exchanged fire again overnight, with Washington saying it hit 90 military targets. Donald Trump said Iran had called him looking for a deal, though Tehran has not confirmed any new talks. That leaves investors with half-signals, official claims and silence from the other side. However, they do not seem too bothered, with futures up 0.3% for the S&P 500 and 1% for the Nasdaq.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Donald Trump arrived at the NATO summit and blew up the market's quiet summer script, declaring the Iran deal dead, reigniting fears around the Strait of Hormuz and dragging oil, inflation and the Fed back into the same sentence. For investors, today is no longer about AI fatigue or chip rotation, but about a rally suddenly forced to price in war risk and alliance drama.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street is opening with one eye on AI and the other on oil, which is not exactly the calmest way to start a Tuesday. Dow futures are up 0.3%, S&P 500 futures are flat, and Nasdaq 100 futures are down 0.8%, as Samsung's huge profit jump somehow managed to make investors more nervous about the chip trade, not less. After a year of spectacular gains, even great numbers now have to clear a much higher bar.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have just touched fresh highs, while U.S. indexes are close to their peaks after a strong second quarter. Oil has fallen back toward levels seen before the latest Middle East shock. Shipping through the Strait of Hormuz has resumed in size, with 160 vessels reported to have passed through last week. OPEC+ has added another 188,000 barrels a day to its August production targets.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Second-quarter earnings season begins in earnest the week of July 13, with about 100 major European and American companies set to report. PepsiCo gets an early turn on Thursday, July 9, which may not sound like the opening act of a grand market reckoning, but investors will take what they can get. After record highs at the end of the second quarter, equities have entered July looking a little restless. This morning, futures are in the green after June non-farm payroll data.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose 9.1% in the first half, including dividends. Europe did even better, with the Stoxx Europe 600 Total Return index up 10.3%. Japan's Nikkei jumped 39%. South Korea's KOSPI did something closer to levitation, rising 101%, helped by artificial intelligence enthusiasm and local policy shifts. That is the backdrop for today's softer session. U.S. stocks are set to open lower, European indexes have already slipped, and parts of Asia were mixed.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

For the last session of the quarter, stocks are edging higher, oil is no longer screaming, and investors are waiting for fresh labor-market data before deciding how much optimism is allowed. The S&P 500 and Nasdaq are still on track for their best quarter in six years. The Dow is heading for its strongest quarterly gain since 2022. Not bad for a market that spent the past few months worrying about war, oil, inflation, AI spending, and the Federal Reserve.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are treating the U.S.-Iran pause as permission to breathe again: oil is back near $72, stock futures are higher, and the Strait of Hormuz has been downgraded from global panic button to unresolved risk. That gives Wall Street room to return to its other obsession: deciding which parts of the AI trade still deserve the hype, and which ones simply got too crowded.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The Nasdaq's attempt at a rebound already looks shaky, as investors grow more impatient with the gap between massive AI spending and actual profits. Micron’s strong forecast briefly lifted the mood, but renewed pressure on chip stocks, Apple's price increases, and doubts around OpenAI's IPO plans have revived concerns that the AI trade may be running ahead of reality. At the same time, fresh tension around Iran is adding another layer of risk, even as falling oil prices suggest markets are still more focused on supply flows than geopolitical headlines.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that the rally was powerful but still selective.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The memory-chip maker reports earnings after the close, and investors are treating the event as a useful test case for the AI boom. It sells into the infrastructure buildout that has powered the market's biggest story: cloud giants spending enormous sums on data centers, chips, servers, and everything else needed to keep artificial intelligence humming. When that story feels strong, Micron looks like a winner, but when investors start asking whether all this spending will earn a decent return, the company becomes a very visible place to worry.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minutes. U.S. stocks enter Monday's session after a strong prior week, with the Nasdaq up 2.4% and technology once again doing much of the heavy lifting. The S&P 500 is comfortably above where it stood before the latest Middle East conflict began, and Europe's Stoxx 600 has already climbed back above its late-February record.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extends the April ceasefire by another 60 days and restores full maritime traffic through the Strait of Hormuz, without the extra charges that had become one more tax on an already nervous global economy. Brent fell again, sliding toward $77 a barrel, its lowest level since early March. For markets, the agreement is less a breakthrough than a badly needed reduction in one of the world’s most expensive risks.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm inflation fears. But the bigger test comes from Washington, where Kevin Warsh's first press conference as Fed chair will show whether he can sound dovish enough for the White House without frightening bond investors.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today. It will be the first interest-rate decision under Kevin Warsh as Federal Reserve chair, and markets are treating it like a debut with unusually high ticket prices. The central bank is widely expected to hold rates steady at 3.50% to 3.75%, but the decision itself is not what matters most.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week begins with the possibility that a war may actually be ending. Washington and Tehran have confirmed the outline of an agreement to halt the conflict with Iran, extend the ceasefire, and reopen the Strait of Hormuz on Friday. That is the main fact shaping today's U.S. session. Investors are repricing risk, oil, inflation, and the odds that the Federal Reserve may have a little more room to breathe. Oil prices are falling sharply, with Brent back near $83 a barrel and West Texas Intermediate near $80.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The market entered Friday with two reasons to believe again: a possible U.S.-Iran peace deal that could cool oil prices, and SpaceX's record-breaking debut testing how much appetite investors still have for giant future-facing bets.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes for U.S.-Iran diplomacy helped cool oil prices and lift market sentiment. With the ECB already raising rates, AI stocks wobbling, Oracle exposing the cost of the boom, and SpaceX preparing a monster debut, investors don't know where to look.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and fresh U.S.-Iran fighting, investors had already moved on to worrying about the rest of the menu.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in chip stocks. Futures were up, showing that investors are willing to step back into risk as long as the AI trade keeps working.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week begins with a troubling question: is the AI boom still sturdy enough to carry the market, or did Friday expose how much of the rally has been running on faith? Today's session should offer the first clue. After Friday's bruising sell-off in technology stocks, especially semiconductors, Wall Street is trying to stabilize.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets had been bracing for another sign that the U.S. labor market was cooling: payroll growth somewhere around 85,000 to 88,000, unemployment steady at 4.3%, and enough weakness to keep the Fed comfortable staying on hold. Instead, the economy added 172,000 jobs.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Broadcom was supposed to be one of the safer names in the artificial-intelligence trade. Not safe in the old-fashioned, dividend-stock sense, but safe by the current standards of Wall Street, where a company can add hundreds of billions of dollars in value because investors believe it has found a permanent seat at the AI table. But good enough suddenly wasn't.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The market is making history, but not everyone is invited. On Tuesday, the S&P 500, Nasdaq and Dow all closed at record highs. The S&P 500 even finished above 7,600 for the first time. That sounds like a broad vote of confidence in the American economy. Look closer, though, and the picture is less democratic. A small group of technology and semiconductor stocks is doing most of the heavy lifting. The rest of the market is coming along, but more like a passenger than a co-pilot.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street is taking a breather, with futures down between 0.5% and 0.1%, after the S&P 500 posted eight straight winning sessions, matching a run from April 2025, and has reached another record. The Nasdaq has also been setting highs. This is happening while Brent and WTI crude are sitting in the $90-to-$95 range.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are entering June with momentum. May ended strongly, with major U.S. indexes at record highs after a run helped by big corporate earnings, hopes that the Middle East conflict might eventually cool, and the continuing belief that AI will keep creating winners. Global stocks have also been carried by the same force. After a shaky April, the MSCI World Index rose sharply again in May, marking its strongest two-month stretch since the rebound after Covid. Investors are still following the money, and the money is still going into AI.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are ending May with a strange but powerful mix: huge enthusiasm for AI-linked companies, relief over lower oil prices, and a broader rally that has spread well beyond tech. The result is a market that looks confident.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's inflation report gave Wall Street a reason to breathe, but not much room to relax. Prices rose less than expected, yet the market's bigger problem is still coming from oil, Iran, and the risk that a geopolitical shock could undo the Fed's progress on inflation.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Micron and SK Hynix just did something remarkable. In the space of 24 hours, both memory-chip makers crossed $1 trillion in market value. It says a lot about where the artificial-intelligence boom has moved next.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street reopens today after Memorial Day, and the market is returning to a week that has already started without it. Europe traded while the U.S. and UK were away, and the message from investors was fairly clear: they are worried about the Middle East, but not worried enough to stop buying technology stocks.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Stocks are moving higher. The Dow is building on Thursday's record close, the S&P 500 is on track for an eighth straight weekly gain: its best run since late 2023. Tech shares are again doing much of the work. Bond yields have eased after a rough stretch. And investors are preparing for a long Memorial Day weekend, which usually encourages a bit of housekeeping, a bit of caution, and a bit of pretending nobody will check their phone on Monday.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's session had briefly looked as if it might build on Wednesday's rebound. Stocks had snapped a three-day losing streak, Europe had rallied sharply, oil had cooled, and Nvidia had done what Nvidia is now expected to do: report numbers so large they make normal corporate earnings look like a neighborhood bake sale. There was also the added excitement of a possible SpaceX IPO, with OpenAI not far behind, giving investors another reason to believe the technology boom still has plenty of fuel. Then Iran re-entered the picture.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like a quarterly update than a market-wide health check, since the company is the clearest symbol of the AI boom. If its results are strong, and its outlook is stronger, it could give stocks the jolt they badly need after three straight tech-led declines.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

What happens when the stocks that carried the rally begin to look expensive at the same time bonds start flashing warning signs? That is the uncomfortable setup facing U.S. equities this Tuesday. The pressure is most visible in chip stocks. Nvidia is down again before the open, on track for a third straight decline, just one day before it reports results. Micron, Seagate, and Western Digital are also sliding after big recent gains. The chip trade has been one of the market's favorite stories this year. But favorite stories can become crowded stories.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Kevin Warsh is taking over the Fed just as the bond market is sending its first warning. This week, Wall Street gets a clear test: whether AI optimism, Nvidia's results, and a still-resilient consumer can hold up against $110 oil, rising yields, and renewed tension in the Middle East.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The Trump-Xi meeting was meant to reassure investors, but it fell short. The two leaders talked, and the summit avoided a major blowup, but markets were looking for more than careful staging and diplomatic smiles. They wanted signs that Washington and Beijing could ease pressure on the global economy. Those signs never really came.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Markets are rallying as Trump meets Xi, lifted by Nvidia, AI optimism, and hopes for a U.S.-China thaw. But Donald Trump goes to China with a weaker hand than he wants to admit…Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

April's hotter-than-expected producer inflation has turned this week into a test of whether markets can keep looking past rising prices after yesterday's sharp CPI surprise. With rate-cut hopes fading, oil still tied to the Iran conflict, and Trump heading to Beijing for trade talks with Xi Jinping, investors are facing a less forgiving economic backdrop. Stocks may steady today, helped by a chip rebound and lower oil, but the bigger message is that inflation is back.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's inflation report did not deliver a disaster, but confirmation that prices are still rising too fast, at exactly the wrong time. While headline inflation can be blamed on oil, war, shipping routes and bad luck, core inflation is harder to wave away. It tells us whether price pressure is spreading through the economy rather than simply arriving at the gas pump. So, today's data was not comforting.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors face a crowded calendar in the week ahead: a stalled U.S.-Iran peace effort, oil above $100 a barrel, fresh inflation data, a high-stakes meeting between Donald Trump and Xi Jinping in Beijing, and a corporate earnings season that has further cemented artificial intelligence as the dominant market narrative.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This morning's US data gave investors a familiar problem: inflation remains sticky, wage growth looks firm, and the labor market appears too strong for the Fed to sound relaxed. At the same time, Big Tech earnings continue to show real resilience, leaving markets caught between solid corporate profits and an economic backdrop that argues against quick rate cuts.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street enters Wednesday with a full plate: the Federal Reserve is expected to hold interest rates steady, Jerome Powell is preparing what should be his final press conference as Fed chair, and four of the largest companies in America - Microsoft, Alphabet, Amazon, and Meta - will report earnings after the close. That is a lot for one trading day.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Tuesday's session will test a market that has rallied despite little improvement in the risks around it. The conflict with Iran is still keeping pressure on oil, while the Fed is preparing to hold rates steady even as inflation risks become harder to dismiss. After a strong run for stocks, investors now have to decide whether earnings and the AI boom can carry the market through a more expensive and uncertain moment.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.