http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 18 Jun 2026 07:25:21 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Investing/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html <p>Investing.com -- Narrowing market leadership around artificial intelligence stocks echoes the late stage of the dot-com bubble, and may actually signal continued momentum rather than imminent danger, according to KB Securities.</p><p>Analyst Euntaek Lee argued in a note to clients that current market dynamics are "largely the same" as those seen in 1999, when dot-com stocks became the sole focus of investors while sectors posting strong earnings, including healthcare and financials, were left behind. </p><p dir="ltr">Lee drew a direct parallel to today, noting that financials and healthcare rallied in 2025 on strong earnings catalysts but "have been left out of the http://www.streetinsider.com/Trader+Talk/Analyst+draws+dot-com+parallels+as+AI+trade+narrows+market+leadership/26662775.html Thu, 18 Jun 2026 07:25:21 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Investing/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html <p>Investing.com -- Professional investors are pushing back against a Securities and Exchange Commission proposal to reduce financial reporting requirements for US public companies, according to a survey released Wednesday.</p><p>Nearly two-thirds of investment analysts and portfolio managers who responded to a CFA Institute survey said the SEC should keep mandatory quarterly financial reporting for public companies rather than moving to semiannual reporting.</p><p>Matthew Winters, a senior director at CFA Institute, said in a statement that "investors globally — not just in the US — continue to view quarterly reporting as an essential feature of transparent, efficient, and trustworthy capital markets."</p><p>Approximately 70% of http://www.streetinsider.com/Trader+Talk/Investment+professionals+oppose+SEC+semiannual+reporting+plan/26627365.html Wed, 10 Jun 2026 08:43:08 -0400 DJI NDX QQQ SPY http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/General+News/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html <p>Investing.com -- Friday's sharp Nasdaq selloff has likely begun a more coordinated unwind in systematic equity positioning, and another 2% decline could trigger broader deleveraging, Bank of America warned.</p><p>Analyst Chintan Kotecha said in a note to clients that the Nasdaq-100's 4.8% decline on Friday marked its largest volatility-adjusted drawdown since October 2025 and the 13th worst sigma decline since 1985. </p><p dir="ltr">BofA's estimated CTA stop-loss triggers for the NDX heading into the session were roughly 4.3% to 6.8% lower, suggesting the most risk-averse models likely began deleveraging on Friday.</p><p dir="ltr">However, the firm cautioned that the unwind may have further to http://www.streetinsider.com/Investing/Further+%7E2%25+downside+in+Nasdaq+could+trigger+broader+CTA+unwinds%2C+BofA+warns/26614244.html Mon, 08 Jun 2026 07:18:16 -0400 NDX QQQ SPY VIX http://www.streetinsider.com/Investing/Hedge+funds+loaded+up+on+equities+ahead+of+sharp+Friday+drop/26613945.html <p>Investing.com -- Hedge funds purchased global equities at the largest net dollar amount in four months in the week through June 4, just days before a sharp U.S. market selloff on Friday, according to Goldman Sachs Prime desk data.</p><p>Long buying is said to have outpaced short selling throughout the week, with all major regions net bought. </p><p dir="ltr">North America and Asian emerging markets led the flows, while single stocks and macro products were both net purchased, driven by long buying activity.</p><p dir="ltr">On the sector front, hedge funds net bought consumer discretionary stocks for a fifth consecutive week and across every http://www.streetinsider.com/Investing/Hedge+funds+loaded+up+on+equities+ahead+of+sharp+Friday+drop/26613945.html Mon, 08 Jun 2026 06:40:45 -0400 DJI NDX QQQ SPY