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Buy the rumor, sell the AI earnings ?

Buy the rumor, sell the AI earnings ?

Samsung's results did not weaken the AI narrative. They showed that investors are no longer debating the strength of demand, but the durability of the earnings cycle. The question turns to whether the...
Zonebourse July 07, 2026 at 08:46 pm IST
On Wall Street, a rally that is broadening

On Wall Street, a rally that is broadening

For several years, US markets had gotten us used to heavy concentration around a handful of mega caps. But the rally is starting to broaden.
Zonebourse July 07, 2026 at 03:57 pm IST
The Profit Bubble Test

The Profit Bubble Test

The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have just touched fresh highs, while U.S. indexes are...
Zonebourse July 06, 2026 at 06:40 pm IST
Markets pack their bags near the peaks

Markets pack their bags near the peaks

The summer getaway season is upon us, and it begins with equity indices at record highs in Europe and close to their peaks in the United States. The week is likely to be quiet, with investors already...
Zonebourse July 06, 2026 at 11:41 am IST
Back to basics?

Back to basics?

Investors are turning away from artificial intelligence-related stocks in favour of more traditional sectors. Yet the AI theme remains very much alive, as Asian markets showed this morning. It is...
Zonebourse July 03, 2026 at 11:35 am IST
The S&P 500 wraps up a historic quarter

The S&P 500 wraps up a historic quarter

Between tensions in the Middle East, questions about the profitability of massive AI investment, and fears of sustainably higher rates, the U.S. market had plenty of reasons to stall. Instead, it did...
Zonebourse July 02, 2026 at 01:53 pm IST