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Central Banks
STOCKS UP
Central Banks

Fed easing is reviving classic rotation trades as investors look beyond the AI megacaps

  • ETF executives see early signs of rotation away from AI megacaps as Fed rate cuts restore liquidity. A broadening of equity leadership would favour EM FX, cyclicals and value-tilted sectors, while trimming the shine from crowded AI-growth trades.
Eamonn Sheridan
27/11/2025 | 21:44 GMT
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Eamonn Sheridan
27/11/2025 | 21:44 GMT
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Stock market update
STOCKS UP
Stock market update

JPMorgan: S&P 500 could top 8,000 by 2026 with deeper Fed rate cuts

  • The call supports a constructive equity bias, particularly in AI-levered sectors, while underscoring that Fed policy expectations remain the critical swing factor for index-level upside.
Eamonn Sheridan
27/11/2025 | 01:26 GMT
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Eamonn Sheridan
27/11/2025 | 01:26 GMT
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Stock market update
OpenAI
Stock market update

HSBC warns OpenAI may stay unprofitable to 2030 amid trillion-dollar compute bills

  • The report reinforces concerns about the capital intensity of frontier AI, raising questions for cloud providers, chip suppliers and investors betting on early profitability across the AI ecosystem.
Eamonn Sheridan
26/11/2025 | 22:37 GMT
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Eamonn Sheridan
26/11/2025 | 22:37 GMT
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Stock market update
S&P 500
Stock market update

BofA turns cautious, sees muted S&P 500 gains as valuations and AI risks rise

  • BofA expects only a ~5% S&P 500 gain by 2026, with valuations set to compress despite double-digit earnings growth. Liquidity support is thinning, leadership is shifting toward capex and staples, and AI faces monetisation and power-demand risks.
Eamonn Sheridan
26/11/2025 | 21:29 GMT
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Eamonn Sheridan
26/11/2025 | 21:29 GMT
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Stocks
HP
Stocks

More on HP: To cut up to 6,000 jobs as it ramps up companywide AI transformation

  • HP is launching a companywide AI transformation that will cut 4,000–6,000 jobs and target US$1bn in savings by FY2028. The restructuring will cost about US$650m.
Eamonn Sheridan
25/11/2025 | 23:12 GMT
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Eamonn Sheridan
25/11/2025 | 23:12 GMT
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Stock market update
S&P 500 8000 forecast Deutsche Bank 26 November 2025 2
Stock market update

Deutsche Bank sees S&P 500 surging to 8,000 by end-2026

  • The call reinforces the bullish tail-risk in US equities, highlighting how subdued rate volatility could feed renewed inflows from currently underweight investors. If volatility remains contained, the bank sees positioning alone as a catalyst for further upside.
Eamonn Sheridan
25/11/2025 | 23:04 GMT
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Eamonn Sheridan
25/11/2025 | 23:04 GMT
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Stocks
Google AI winning
Stocks

Alphabet climbs toward $4T as Nvidia slides on rising AI-chip competition

  • The widening gap between Alphabet and Nvidia highlights shifting market sentiment as hyperscalers invest in their own AI-chip capabilities. Any further signs of customers diversifying away from Nvidia could add pressure to its valuation while supporting peers like Alphabet and Google Cloud.
Eamonn Sheridan
25/11/2025 | 22:18 GMT
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Eamonn Sheridan
25/11/2025 | 22:18 GMT
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Stocks
HP
Stocks

HP Q4 revenue beats; 2026 EPS guidance trails, 4k-6k jobs to go

  • Hewlett Packard posts solid Q4 beat but cautious 2026 outlook and planned job cuts reign in enthusiasm.
Eamonn Sheridan
25/11/2025 | 21:24 GMT
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Eamonn Sheridan
25/11/2025 | 21:24 GMT
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News
Learn how to trade + get trade ideas with us, for free.
News

Trade ideas thread - Wednesday, 26 November, insightful charts, technical analysis, ideas

  • Good morning, afternoon and evening all. Any charts, technical analysis, trade ideas, thoughts, views, ForexLive traders would like to share and discuss with fellow ForexLive traders, please do so:
Eamonn Sheridan
25/11/2025 | 21:15 GMT
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Eamonn Sheridan
25/11/2025 | 21:15 GMT
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Stock market update
spx weekly 25 November 2025 Morgan Stanley 2
Stock market update

Morgan Stanley: Market correction nearly done, pullback is a buying opportunity into 2026

  • Morgan Stanley’s call reinforces the view that U.S. equities are in a late-stage correction, not a trend reversal. The firm’s bullish 2026 EPS outlook, combined with expectations of earlier-than-priced Fed easing, may support rotation into cyclicals, small caps and value sectors.
Eamonn Sheridan
24/11/2025 | 23:18 GMT
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Eamonn Sheridan
24/11/2025 | 23:18 GMT
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Stocks
Google AI winning
Stocks

"Google Further Encroaches on Nvidia’s Turf With New AI Chip Push"

  • The Information with the ... information!
Eamonn Sheridan
24/11/2025 | 22:57 GMT
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Eamonn Sheridan
24/11/2025 | 22:57 GMT
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Forex
US dollar
Forex

Barclays: Risk assets, USD poised for firmer footing into 2026

  • A structurally stronger USD would pressure global FX carry trades, weigh on emerging-market currencies and reinforce relative outperformance in US-centric assets tied to the AI investment cycle.
Eamonn Sheridan
24/11/2025 | 03:57 GMT
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Eamonn Sheridan
24/11/2025 | 03:57 GMT
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Stock market update
copper
Stock market update

UBS: AI and tech to power global equity gains through 2026

  • UBS’s upbeat stance reinforces a pro-risk positioning bias, supporting tech, Asia equities and cyclical commodities while signalling continued global rotation toward AI-aligned growth sectors.
Eamonn Sheridan
24/11/2025 | 01:33 GMT
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Eamonn Sheridan
24/11/2025 | 01:33 GMT
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Stock market update
Sleek humaniod robots
Stock market update

Goldman Sachs projects AI $8tn payoff, cautions its largely priced in US equity valuations

  • Goldman’s view suggests high US equity valuations could constrain future returns, reinforcing a relative value case for non-US markets and tempering the AI-driven exuberance behind US mega-cap tech.
Eamonn Sheridan
24/11/2025 | 00:50 GMT
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Eamonn Sheridan
24/11/2025 | 00:50 GMT
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Stock market update
globex open nq higher 24 November 2025 2
Stock market update

US markets (Globex) are open for the new week's trade, equity index futures gap higher

  • Both ES and NQ are higher in Sunday evening US time trade
Eamonn Sheridan
23/11/2025 | 23:04 GMT
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Eamonn Sheridan
23/11/2025 | 23:04 GMT
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Next Previous
View more

UK dealmaking dips 8% to $217bn amid tax fears; investors pull £10bn from stocks.

Telegraph
15m ago

BOJ hikes rates! Japan households gain $5B. USD/JPY eyes volatility. Traders watch for market shifts.

Bloomberg
25m ago

Jobless claims drop 13K! Layoffs stay low, signaling a resilient labor market. Traders eye Fed policy.

Associated Press Finance
28m ago

Jobless claims drop 13K, signaling a resilient labor market despite growing concerns. Traders eye inflation data.

Associated Press Finance
30m ago

BOJ hikes rates to 0.75%, Nikkei jumps 1.2%. Inflation cools, Fed rate cuts eyed. AI stock valuations questioned.

Associated Press Finance
39m ago

ECB holds rates at 2% with upgraded growth outlook, signaling no more cuts soon. Traders eye inflation targets.

Financial Times
1h ago

LLY surges 1.4% on analyst upgrades & weight loss data. Daiwa, Goldman, BMO see upside, but is it fully valued?

CNBC
1h ago
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