Weekly Investment Update Archives

Markets Shift as AI Stocks Pull Back and Value Sectors Gain

For just the second time in the last 13 weeks, both the S&P 500 and the NASDAQ recorded weekly losses. AI stocks, which had driven the market for much of the year, experienced a notable drop, despite favorable earnings reports from some major microchip companies. Investors moved away from tech to more value-driven sectors, such […]

Fed Holds Rates Steady as Markets Rally on Middle East Deal

Most markets were closed last Friday in observance of Juneteenth National Independence Day. Wall Street rallied last week as investors displayed optimism over the signing of an initial agreement ending hostilities in the Middle East. Market gains were realized despite the Federal Reserve holding interest rates steady at 3.50%-3.75% following the first meeting under new […]

Stocks Rebound as Inflation Rises and Fed Decision Looms

Wall Street began last week with a heavy sell-off as investors appeared anxious about the U.S.-Iran war, elevated inflation, and fears of a potential tech correction. However, stocks staged a massive turnaround midweek, driven by easing tensions in the Middle East and the largest initial public offering in U.S. financial history. Consumer staples and real […]

Strong Jobs Report Ends Stock Rally as Rate Cut Hopes Fade

For much of last week, stocks continued a rally that appeared headed for another week of gains. However, investors, who had been clinging to the prospect of monetary easing, had those hopes all but dashed after a better-than-expected jobs report (see below) doused any hopes of an interest rate reduction in the immediate future. Heading […]

Broad Market Rally Continues as Investor Confidence Expands Beyond Tech

Wall Street ended the week with broad gains, record-setting index performances, and a notable shift toward broader market participation beyond tech and AI shares. The Dow, the S&P 500, the NASDAQ, and the Global Dow each finished the week higher. The S&P 500 extended an eight-week winning streak, while the Dow recorded new highs. Markets […]

Inflation and Oil Drive Market Volatility in May 2026

Two hotter-than-expected inflation reports and a lack of progress in negotiations to end the war in Iran created havoc in some corners of the financial markets last week. Oil prices surged again while the Strait of Hormuz remained effectively closed, disrupting the world’s supply of essential crude. The S&P 500 reached record highs on Thursday […]

Stock Market Gains Push S&P 500 to Record Highs

The U.S. stock market ended last week with strong gains, which led to record highs for the S&P 500 and the NASDAQ. The surge in stock values was largely driven by a better-than-expected jobs report (see below), falling crude oil prices, and robust tech company earnings. Investors continued to favor risk, despite the ongoing tensions […]

Market Rally 2026: Stocks Hit Record Highs

Wall Street continued to rally with equities ending last week on a strong note. The S&P 500 and the NASDAQ closed at record highs, driven by robust corporate earnings, a potential end to the U.S. military involvement in Iran, and easing crude oil prices. Each of the benchmark indexes listed here posted notable gains as […]

Market Trends 2026: Stocks Rally as Inflation Cools

Stocks continued to rally for the most part last week, fueled by cautious investor optimism that U.S. involvement in the Middle East may be nearing an end. In addition, cooler inflation data (see below) along with the start of what is hoped to be a resilient earnings season also contributed to the rally. A resurgence […]

Stock Market Surge: S&P 500 Hits Record High

Stocks surged last week with the easing of geopolitical tensions that had weighed on equities for weeks. The S&P 500 crossed the 7,000 point barrier, while the NASDAQ achieved its longest winning streak (12 straight sessions) since 1992. Investor optimism was fueled by the ceasefire announced last week and the reopening of the Strait of […]