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Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026

Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026

by junaidadmin | Aug 3, 2026 | Market Commentary

Printer Friendly Version The S&P 500 settled a whirlwind July moderately lower but maintained healthy year-to-date gains. Just one month into the second half, some of our key market themes cited in LPL’s Midyear Outlook 2026 wasted no time making themselves known....

Weekly Market Insights | Earnings Season Arrives; Investors Take a Breath

by junaidadmin | Jul 27, 2026 | Market Insights

Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors for a choppy ride. The Nasdaq Composite Index was under the most pressure, falling 2.13 percent. The Standard & Poor’s 500 Index lost 0.61...
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026

Weekly Market Commentary | Can Hyperscalers’ AI Ambitions Add Up? | July 27, 2026

by junaidadmin | Jul 27, 2026 | Market Commentary

Printer Friendly Version Can Hyperscalers Earn Their AI Ambitions? LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a...

Weekly Market Insights | Inflation Retreats; Chips Stumble

by junaidadmin | Jul 20, 2026 | Market Insights

Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news on inflation. The Standard & Poor’s 500 Index fell 1.55 percent, while the Nasdaq Composite Index declined 2.90 percent. The Dow Jones Industrial Average slipped 0.93...
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026

Weekly Market Commentary | Oil Prices, China, and U.S. Inflation Risks | July 20, 2026

by junaidadmin | Jul 20, 2026 | Market Commentary

China Holds Keys to Post-War Oil Prices Printer Friendly Version Key Talking Points Global growth remains uneven, with the U.S. economy continuing to outperform while China faces softer demand and a less consistent recovery. For an in-depth outlook, consult the...
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  • Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
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  • Weekly Market Commentary | The Debt Math, Explained: Treasury Market Stress | October 05, 2026
  • Weekly Market Insights | Stocks Advance; Investors’ Attention on What’s Next.

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