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Investors honed in on tech stocks again as Q2 earnings season kicked off on Monday (July 14). Some experts believe the rallying market is showing signs of frothiness. Apollo Global Management (NYSE:APO) Chief Economist Torsten Sløk highlighted concerns about overvaluation mid-week, comparing the current tech craze to the dotcom bubble of the 1990s. “The difference between the IT bubble in the 1990s and the AI bubble today is that the top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s,” he wrote in a note on Wednesday (July 16). Similar thoughts were expressed by Moor Insights & Strategy founder Patrick Moorhead last week. However, Sanctuary Wealth’s chief investment strategist, Mary Ann Bartels, told CNBC’s Power Lunch team that valuations are justified by the technology that’s being unleashed. Major financial firms like Citigroup (NYSE:C), Bank of America (NYSE:BAC) and Morgan Stanley (NYSE:MS) also said…

Stocks

Week Ahead: NIFTY Violates Short-Term Supports; Stays Tentative Devoid Of Any Major Triggers

The Nifty traded in a broadly sideways and range-bound manner throughout the previous week and ended the week with a modest decline. The Index oscillated within a narrow 276-point range, between 25144.60 on the higher end and 24918.65 on the lower end, before settling mildly lower. The India VIX declined by 3.60% over the week to 11.39, suggesting continued complacency in the markets. On a weekly basis, Nifty ended with a net loss of 181.45 points or (-0.72%). The Nifty is presently consolidating just below a key resistance zone after attempting a breakout above a rising channel. This zone, between 25100 and 25350, has proven to be a supply area where profit-taking has emerged. While the broader trend remains intact and the Nifty is above key moving averages, it is still within a complex zone of consolidation. This pause in momentum comes after a sharp up move from the lows…

Stocks

The Best Five Sectors, #28

Sector Rotation Stalls, Tech Remains King Despite a slight rise in the S&P 500 over the past week, the sector rotation landscape is presenting an intriguing picture. For the first time in recent memory, we’re seeing absolutely no changes in the composition of the sector ranking — not just in the top five, but across the board. Will this stability kick off a return to a period of more significant trends in relative strength and a return to outperformance for the portfolio? (1) Technology – (XLK) (2) Industrials – (XLI) (3) Communication Services – (XLC) (4) Financials – (XLF) (5) Materials – (XLB) (6) Utilities – (XLU) (7) Consumer Discretionary – (XLY) (8) Consumer Staples – (XLP) (9) Real-Estate – (XLRE) (10) Energy – (XLE) (11) Healthcare – (XLV) Technology The tech sector continues to flex its muscles, moving up on the price ratio scale while maintaining a stable momentum…

Business

Musk’s brain implant company filed as a ‘disadvantaged business’

Elon Musk’s health tech company Neuralink labeled itself a “small disadvantaged business” in a federal filing with the U.S. Small Business Administration, shortly before a financing round valued the company at $9 billion. Neuralink is developing a brain-computer interface (BCI) system, with an initial aim to help people with severe paralysis regain some independence. BCI technology broadly can translate a person’s brain signals into commands that allow them to manipulate external technologies just by thinking. Neuralink’s filing, dated April 24, would have reached the SBA at a time when Musk was leading the Trump administration’s Department of Government Efficiency. At DOGE, Musk worked to slash the size of federal agencies. MuskWatch first reported on the details of Neuralink’s April filing. According to the SBA’s website, a designation of SDB means a company is at least 51% owned and controlled by one or more “disadvantaged” persons who must be “socially disadvantaged…

Investing

Top 5 Canadian Mining Stocks This Week: Altima is Energetic with 98 Percent Gain

Statistics Canada released June’s consumer price index (CPI) data on Tuesday (July 15). The report showed that year-over-year inflation gained momentum during the month, rising to 1.9 percent from the 1.7 percent recorded in May. The increase was attributed in part to the 13.4 percent year-over-year decline in gas prices seen in June, as it was a smaller drop than May’s 15.5 percent decrease caused by the removal of the consumer carbon tax. Other factors contributing to the rise included a 2.7 percent increase in durable goods, with passenger vehicles posting the largest gains at 4.1 percent. Grocery prices also increased 2.8 percent, although they eased off from a 3.3 percent increase in May. While economists had predicted a larger 2 percent rise in CPI, the figures still make it unlikely that the Bank of Canada will cut its benchmark rate at its next meeting on July 30. Canada’s central…

Investing

OPINION — Goldenomics 101: Follow the Money

This opinion piece was submitted to the Investing News Network (INN) by Darren Brady Nelson, who is an external contributor. INN believes it may be of interest to readers and has copy edited the material to ensure adherence to the company’s style guide; however, INN does not guarantee the accuracy or thoroughness of the information reported by external contributors. The opinions expressed by external contributors do not reflect the opinions of INN and do not constitute investment advice. All readers are encouraged to perform their own due diligence. By Darren Brady Nelson As an economist, I, perhaps somewhat sadly, have many economist friends. One of them recently alerted me to a post on X that was even a shock to me in the toxic 2020s. That being: “Almost all political donations by Fed employees go to one party. The Fed is already politicized.” The post had a link to the…

Stocks

The Real Drivers of This Market: AI, Semis & Robotics

In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and innovation-focused ETFs like ARK. From there, Mary Ellen breaks down weakness in health care and housing stocks, shows how to refine trade entries using hourly charts, and compares today’s rally to past market surges. Watch as she explores setups in silver and examines individual stocks like Nvidia, BlackRock, and State Street. This video originally premiered on July 18, 2025. You can watch it on our dedicated page for Mary Ellen’s videos. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link. If you’re looking for stocks to invest in, be sure to check out the MEM Edge Report! This report gives you detailed information on the top sectors, industries and…

Stocks

July Strength, Late-Summer Caution: 3 Charts to Watch

Even with a few short-lived roller coaster rides, the stock market had a strong week. Though there was some selling on Friday, the S&P 500 ($SPX) and Nasdaq Composite ($COMPQ) closed up over the week as a whole, while the Dow Jones Industrial Average ($INDU) closed lower by 0.07%. Earnings season has started on a positive note, with big banks and Netflix, Inc. (NFLX) reporting better-than-expected earnings. Inflation remains relatively tame and the labor market remains resilient. This has helped fuel the stock market’s higher trajectory, with sectors such as Technology, Industrials, and Financials showing strong upward moves. Even small-caps are hanging in there, although they have pulled back a bit. This price action supports broad participation in the market. The S&P 500 Equal-Weighted Index ($SPXEW) is also holding strong, trading above its 20-day exponential moving average. This tells us that participation isn’t limited to a handful of giants. A…

Business

Coca-Cola dodges after Trump says soda will switch back to cane sugar

President Donald Trump said Wednesday that Coca-Cola in the United States will begin to be made with cane sugar, but the company did not explicitly say that was the case when it was asked later about Trump’s claim. Trump said Wednesday afternoon on Truth Social that he had been speaking to Coca-Cola about using cane sugar in the sodas sold in the United States and that the company agreed to his idea. ‘This will be a very good move by them — You’ll see. It’s just better!’ Trump wrote in the post. But Coca-Cola did not commit to the change when NBC News asked it later about Trump’s post. ‘We appreciate President Trump’s enthusiasm for our iconic Coca-Cola brand,’ a company spokesperson said in a statement. ‘More details on new innovative offerings within our Coca-Cola product range will be shared soon.’ Donald Trump drinks a Diet Coke during the ProAm…

Business

A flagging U.S. industry looks for new life in a Philadelphia shipyard

The U.S. shipbuilding industry is looking for help. A South Korean company is answering the call. Hanwha Philly Shipyard CEO David Kim, nodding to the gargantuan vessels under construction just off the Delaware River, on Wednesday offered the kind of vision that has brought some optimism back to the U.S. shipbuilding community. “You take that level of experience, the technology that we have, the know-how, the process expertise, and so clearly, we believe we have a lot to bring to the Philly Shipyard, as well as to the U.S. maritime industrial base, in terms of modernization capacity,” he said on a walkthrough of the shipyard. Hanwha Philly Shipyard CEO David Kim.Obtained by NBC News Hanwha Group bought the Philly Shipyard in December for $100 million and plans to invest multiple times that amount in the yard, training over a thousand new workers and bringing in new high-tech equipment. The company…