In the AI race between Alphabet $GOOGL and Microsoft $MSFT, Alphabet is once again clearly ahead
Since the launch of ChatGPT, Alphabet stock has risen nearly 128%, while Microsoft's share price has only increased 98%. Source: HolgerZ, Bloomberg
Lots of talks about seasonality these days...
If you believe in election cycle, we are in for a stretch of sideways at best. Source: Nautilus thru RBC
Something to be worried about
The chart of the S&P 500 expressed in a strong currency (Swiss franc) does not look the same as in Dollars. Source: i3 invest
Google can keep its popular Chrome browser, a federal judge has ruled
Alphabet $GOOGLE shares are up 8% AFTER-MARKET. Source: Brew markets, CNBC
Based on forward P/E, US equities are trading at a 53% premium relative to the rest of the world
Source: Augur Infinity
September is historically the WORST month for US and global stocks
The S&P 500 and MSCI All-Country World Index have averaged a –2% return in September over the past decade. Stocks fell in 4 out of the last 5 Septembers, with the steepest drop in 2022 — exceeding 9%. Source: Global Markets Investor @GlobalMktObserv, Bloomberg
The best performing stocks in the S&P 500 this year...
Source. Charlie Bilello
All major markets became more expensive last 12 months, US saw LEAST valuation increase MOST earnings growth
Source: Blackrock
