Type: research

Michael Clarfeld from ClearBridge Investments emphasizes the importance of dividend stocks for investors seeking stability in a volatile market, particularly as inflation remains high and the S&P 500 reaches new highs.

Recent trends in semiconductor stocks have raised questions about profit-taking, while software stocks like Salesforce show potential for growth amid a shift in market dynamics.

Research from the Federal Reserve Bank of New York indicates that the rise in remote work is significantly contributing to increased youth unemployment, particularly among recent college graduates. This trend raises concerns about the long-term career impacts on young workers.

The S&P 500 reached a record close at the end of May, but only a small number of stocks, primarily in the AI sector, achieved all-time highs, raising concerns about the market's narrow breadth and potential vulnerability.

A recent study by the AI-Driven Enterprise Institute reveals that companies like Nvidia, Meta, and Schlumberger are leading the S&P 500 in artificial intelligence adoption, highlighting the varying degrees of AI integration across industries. This information is crucial for investors as it indicates which companies are positioning themselves strategically in the evolving tech landscape.

Jerome Powell, the former chair of the Federal Reserve, cautioned that increased political pressure from the Trump administration could undermine public trust in the Fed's independence, which is crucial for effective monetary policy.

A new experimental drug, daraxonrasib, has shown promising results in extending survival for patients with advanced pancreatic cancer, potentially marking a significant advancement in treatment options for this challenging disease.

The experimental lung cancer drug ivonescimab from Akeso and Summit Therapeutics has shown a 34% reduction in the risk of death in a late-stage trial, which could position it as a significant player in the oncology market, particularly for squamous non-small-cell lung cancer patients.

The recent analysis reveals that over 3.5 million individuals have lost access to food stamp benefits due to changes implemented by the 'big beautiful bill' signed by President Trump, highlighting a significant increase in food insecurity amid rising inflation and stricter eligibility requirements.

U.S. travelers to Europe can reclaim value-added tax (VAT) on purchases, potentially saving significant amounts, especially on luxury goods. However, many miss out due to lack of awareness about the refund process.