As the US presidential election enters its 100-day countdown, Vice President Harris, the top of the Democratic ticket, is seeing a narrowing gap in support between her and Trump gradually. With the election's uncertainty rising, the market has begun to reprice the 'Trump trade', while scrutinizing Harris's policies to gauge their impact on investors and identify 'Harris trades' to watch.
Harris Closes the Gap with Trump in Latest Polls
H...

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The market fell during a heavy earnings week, and there is still more to come. There is less than two weeks to the U.S. election, and earnings reports from the largest companies in t...

by Jinta Hong, CFA
This week, several big tech and semiconductor giants, including Alphabet, Meta Platforms, Microsoft, Amazon, Apple, AMD, and Intel, are set to release their earnings reports. Their profitability and revenue growth will serve as the next major test for the U.S. stock market. Some of them are closely tied to AI, such as Microsoft on the software side and AMD and Intel on the hardware side. As AI stands as the hottest invest...