Market stories, one focused feed

Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off.

Investors understand Microsoft’s cloud-computing opportunities, but may not be giving enough credit to the revenue potential of its software business.

AMD has become the 14th U.S. company to see its market capitalization top $1 trillion.

Corporate America may be broadly using AI, but an analyst noted that some management teams are hesitant to bring it up with investors because it won’t translate to financial results just yet.

An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.”

Low valuations and founder management are attractive to RV Capital’s Rob Vinall.

A team at the bank, led by Ben Snider, wrote in a recent note that they see S&P 500 earnings per share growth slowing to 11% in 2027 and 2028.

“We have no debt and own our primary home, a vacation home, as well as my mother’s home in another state.”

Novo Nordisk stock tumbled on Monday as the weight-loss drug manufacturer failed to excite investors hoping for a turnaround.

“I also own my home and an SUV outright, with no outstanding debt.”

A major risks now is that diesel prices stay high — and continue to put upward pressure on inflation.

Watchdog groups say midterm voters feel that “something’s wrong.”

After more than five years of failing to do so, Federal Reserve leaders think they can shrink the rate of inflation to 2% by 2029 with just slightly higher U.S. interest rates. Are they serious?

The implication is a belief among insiders that the stocks are going higher from here, not lower.

Investors are well aware of the risks, but they have simply decided none are significant enough to force them out of the market.

You may be able to profit from investors’ irrational belief that crashes are especially likely to occur in October.

The AI data-center buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.

An options volatility tracker has produced a “spike peak” buy signal for stocks for the first time in months, at a time that internal market indicators are negative.