Matt Clinch is the Deputy Managing Editor at NBC. He specializes in finance and trading, while also covering topics related to individual and team sports. His work has been featured in prominent outlets including NBC New York, CNBC, and Bloomberg News.
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By: Matt Clinch, Tom Mackenzie, Anna Edwards
Global equities are set to extend their searing second-quarter rally, with earnings growth at technology companies a key driver, according to Peter Oppenheimer at Goldman Sachs Group, Inc.
By: Tom Mackenzie, Anna Edwards, Matt Clinch
Global equities are set to extend their searing second-quarter rally, with earnings growth at technology companies a key driver, according to Peter Oppenheimer at Goldman Sachs Group, Inc.
By: Guy Johnson, Anna Edwards, Matt Clinch
The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann.
By: Guy Johnson, Matt Clinch, Anna Edwards
The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann.
By: Guy Johnson, Matt Clinch, Anna Edwards
Commitments for AI spending should sustain the investment theme around the technology for two to three years, even as tech giants gradually turn cash-flow negative and start raising debt to fund their buildouts, according to BlackRock Inc.’s Helen Jewell.
By: Guy Johnson, Matt Clinch
Investors should brace for more Middle East turmoil but resist the temptation to make major portfolio shifts as earnings growth remains the key driver for markets, according to Barclays Plc’s head of European equity strategy.
By: Anna Edwards, Guy Johnson, Matt Clinch
Commitments for AI spending should sustain the investment theme around the technology for two to three years, even as tech giants gradually turn
By: Tom Mackenzie, Matt Clinch
Investors should look across the entire artificial intelligence value chain rather than focus on Big Tech alone, according to JPMorgan Private Bank’s Madison Faller.
By: Tom Mackenzie, Matt Clinch
Investors should look across the entire artificial intelligence value chain rather than focus on Big Tech alone, according to JPMorgan Private Bank's Madison Faller.
By: Tom Mackenzie, Matt Clinch, Anna Edwards
Sharp stock rotations are necessary for the equity rally to broaden beyond the tech sector, according to Citigroup Inc.’s Beata Manthey.
