Market dynamics: Private investors drive a record year on Wall Street

Retail investors are emerging as a dominant force in US stock markets, with inflows into equities on track to reach a record high by 2025. Individual participation has surged on optimism about possible rate cuts and expectations that the rally could extend into next year, reshaping market dynamics traditionally led by institutional players.JP Morgan analysts […]

Young consumers are driving growth as brands turn to AI amid tariff pressure

Despite higher prices due to tariffs and broader economic pressures, several consumer brands say younger consumers are helping drive growth in key product categories — including diapers, glasses and handbags — while artificial intelligence quietly increases efficiency and profitability.At the Reuters NEXT conference in New York on Thursday, senior executives from companies including Warby Parker, […]

Fab 7 is not a bubble: Anurag Singh of Ansid Capital says big tech still has legs, but India needs a year of cool-down

Even as Michael Burry’s huge bearish bets on AI-linked stocks roiled global markets, Anurag Singh, Managing Partner at Ansid Capital, said the artificial intelligence frenzy may be moderated but is far from collapsing. “The Fab 7 is not a bubble,” Singh told ET Now, adding that “AI is real. We need to recognize that.” At […]

Chris Wood of Jefferies has a warning for investors who chase AI shares

De recordrun van de Wall Street, gebaseerd op de belofte van kunstmatige intelligentie, risico’s te eindigen in “een enorme buste overinvestering” als beleggers de lessen van recente ontwikkelingen in de sector negeren, zoals kapitaaluitgaven door Amerikaanse technologie -reuzen versnellen in een niet -duurzaam tempo, Christopher Wood, Global Head of Equity Strategy at Jefferies, heeft warns. […]