Jonathan Retskoff

Micron's stock has fallen sharply despite record revenue of $41.46 billion, driven by profit-taking after a 240% rally and broader investor rotation toward AI software rather than chip hardware.

European equities are matching U.S. stock gains as AI volatility pushes investors toward broader geographic diversification.

Masco trades at a 20% discount to analyst targets, with Q1 earnings beat and 18% margin goals by 2028 signaling opportunity for value investors.

Stock futures hold steady despite the strongest quarter in years, with traders awaiting earnings confirmation and Fed guidance.

Record foreign inflows into Indian bonds and stocks accelerate as oil prices ease and rupee strengthens, opening equity markets to all foreign investors.

South32 shares surged 7.2% today as commodity markets stabilized, though aluminum weakness and production shortfalls limit upside potential.

Strong job growth defies forecasts and keeps yields elevated, creating the very headwind that pressures the stock valuations investors hoped employment strength would support.