What is the latest on the stock market?
Asked 10 hours ago
Answer
The S&P 500 and Nasdaq have reached record highs, with communication services leading gains. Market sentiment is cautious due to trade tensions and mixed global performance. Analysts describe the environment as favorable for selective stock picking, with opportunities in sectors like alternative asset management and technology.
Now Playing
- Liontrust sees the current environment as a stock picker's market, with index-level valuations less attractive. 21s
- Alternative asset managers like Apollo and Blackstone are identified as areas of value. 51s
- Technology sector opportunities are polarized between firms aligned with AI and those on older tech stacks. 1m 29s
- Oracle is highlighted as a potential long-term winner due to its cloud infrastructure advantages. 2m 9s
- Small-cap companies, especially those emerging during technology shifts, may benefit from a dovish central bank stance. 3m 15s