Michael Santoli

Insatiable AI demand, Fed lowering rates and trade worries easing keep the bull case in place for stocks.

The phase of the current bull market that pushed off the blocks six months ago is proving elite at refreshing itself with the briefest of respites.

The S&P 500 traded for a seventh day in the range left by the 2.7% drop on Oct. 10.

How are we enjoying the "normal seasonal soft patch" so far?

Wall Street is undergoing a minor AI-nxiety attack.

An ongoing reassessment of the cost of hundreds of billions in announced AI infrastructure projects spurs some profit-taking in semis and related AI enablers.

Stocks took a hit as investors questioned the Nvidia-OpenAI partnership, wondering about overcapacity and overlapping partnerships and vendor relationships.

The bulls got a dovish turn from the Fed without much noticeable slowing in growth, with indexes at a record, credit markets blissfully sedate and capital investments running in torrents into the economy.

The majority of the market took a breather after bulls got most of what they were hoping for this week. 

The story of past several weeks in markets could be called, "Redemption of the Cautious Optimists."

Mike Santoli breaks down Friday's interesting action following the weak jobs report.

Investors want rate cuts to occur in a steady economy — as "insurance" or "normalization" cuts, not a rescue effort for flagging growth.

Mike Santoli looks at the market set-up ahead of Nvidia's earnings report.

Stocks generally held to a broad expectation from Fed Chair Powell's speech Friday that a rate cut in a few weeks alongside a steady U.S. economy is plausible. 

As exciting as the Russell 2000's surge Friday might have been, on a three-year chart it shows up as a mere bounce from a deep hole relative to the Nasdaq 100.

It's no longer possible to argue that most investors are still outright bearish or are fighting the market's four-month advance.

Mike Santoli breaks down how the dip-buying impulse remains intact in today's market notes.

It never hurts to try to anticipate what the markets might find if they soon go looking for something new to worry about. 

Mike Santoli breaks down the differences in market valuation, sentiment and other factors between now and the Feb. 19 peak in the S&P 500.

Mike Santoli breaks down the market after a big decline on Friday.