Alain Guillot

Weekly Market Review | AI records, an energy boom, and a bond-market warning Wall Street finished the week higher, but the gains concealed growing weaknesses beneath the surface. The S&P 500 and Nasdaq reached new closing records during the week, powered by enthusiasm for artificial intelligence and a small group…

Friday | AI rebounds, oil eases, and Wall Street finishes a volatile week higher Wall Street ended the week on a positive note. After Thursday’s technology selloff, investors returned to AI stocks on Friday as concerns about OpenAI’s revenue outlook eased and oil prices retreated. The Dow led the advance,…

Thursday | AI stocks tumble as oil prices reignite inflation fears Wall Street faced a double blow Thursday: oil prices surged while confidence in the AI trade weakened. After reaching record highs earlier this week, the S&P 500 and Nasdaq fell for a second consecutive session. Semiconductor stocks led the…

Wednesday | Wall Street, the Federal Reserve, and the bond market Wall Street’s record-breaking rally hit another obstacle Wednesday: rising Treasury yields. After two consecutive days of record highs, stocks retreated as investors confronted an uncomfortable reality. The Federal Reserve may be approaching the end of its rate-hiking cycle, but…

Wall Street keeps climbing. And increasingly, investors seem determined not to let anything get in the way. A global bond selloff. Treasury yields above 5%. Oil around $100. Record diesel prices. War in the Middle East. Concerns about inflation. None of it was enough to stop stocks Tuesday. For the…