MarketPulse
S

$SPY

85 articles found
29 positive
32 negative
24 neutral
BenzingaBenzinga··Piero Cingari

U.S. Equity Dominance Falters as Global Stocks Surge Ahead

U.S. stocks lag international markets in 2025, with foreign equities surging 40% versus S&P 500's 15% gain, signaling a major reversal after a decade of U.S. dominance.
SPYACWXportfolio rebalancingU.S. equity underperformance
BenzingaBenzinga··Stjepan Kalinic

Tech Giants' AI Investments Spark Portfolio Rotation Toward Smaller Competitors

Tech giants' massive AI spending pressures profits, shifting investor money to smaller competitors in semiconductors, data centers, and AI applications.
SPYMSFTAMZNCRWDQTWO+1data centerscapital expenditure
BenzingaBenzinga··Rishabh Mishra

China's U.S. Treasury Holdings Decline to 15-Year Low, Raising Questions on Debt Demand

China's U.S. Treasury holdings hit a 15-year low at 7%, down from 28% peak, as Beijing shifts reserves to gold and commodities amid geopolitical tensions.
SPYQQQinterest ratesgeopolitical tensions
BenzingaBenzinga··Rishabh Mishra

Stock Futures Rise on Softer Inflation Data as Housing, Tech Stocks Gain

Stock futures rise on softer inflation data. Housing and tech stocks gain; Tri Pointe surges 25.79% on merger news, while Roku climbs on earnings beat.
SPYQQQROKUANETHIVE+2earningsstock market
Investing.comInvesting.com··Mike Zaccardi, Cfa, Cmt

Emerging Market Equities Extend Outperformance Against U.S. Large-Cap Index

Emerging market equities significantly outperform U.S. large-cap stocks, with IEMG up 44% versus modest S&P 500 gains, driven by broad-based regional strength.
SPYEEMEWYEWZVWO+1emerging marketsoutperformance