The Vault · 2026-03-31 12:56:56 · Bloomberg Markets
The S&P 500 is enduring its worst month since 2022, with the market's pain points laid bare by a series of wild charts. The core of the selloff is a correction in the technology megacaps, the very stocks that have powered the three-year bull run. Simultaneously, oil prices have broken out, creating a persistent inflati...
The Vault · 2026-04-13 14:22:45 · Seeking Alpha
The high-flying valuation era for artificial intelligence stocks is showing clear signs of deflation. According to a stark assessment from investment giant Apollo Global Management, the forward price-to-earnings multiples for major technology companies have collapsed, roughly halving from a peak of around 40 times earn...
The Vault · 2026-04-16 20:22:31 · Bloomberg Markets
The speculative frenzy in equities is masking a critical divergence at the top. Stephanie Guild, Chief Investment Officer of Robinhood, highlights that the market's monolithic 'Magnificent Seven' narrative is cracking, with the tech giants no longer moving in lockstep. This fracture comes as capital chases extreme, nar...