Stock Market Trends

As voters focus on AI data centers and affordability, the market impact will depend on the results.

Do common investor sayings about particular months being stronger or weaker for stocks have empirical backing, or is it all market mythology? Dan Lefkovitz uncovered some surprising truths about stock market performance by examining over 100 years of data.

US ETFs took in over $140.4 billion in September, pushing year-to-date inflows to $1.49 trillion and surpassing 2025’s full-year total of $1.46 trillion.

Plus, lessons from September’s stock market activity.

The AI-driven rally in utility stocks drove dividend yields down. Now the sector is in the shadow of higher bond yields.

Carnival and Synopsys among the top performers last week.

Several 2026 trends flipped in the third quarter: Software rebounded, small caps slumped, and technology alone didn’t drive results.

Palantir and Strategy rank among the best stocks in Q3 2026, while the worst include KLA and Corning.

Streaming, AI, and changing consumer habits are putting pressure on the industry’s long-term dynamics.

The AI trade cooled and bond yields soared to multi-decade highs.

Stocks post small gains as the Mag 7 cushion against a wobbling AI trade, rising oil prices, and higher interest rates.

Plus, the member of the triple-digit club reporting earnings this week.

We wrap up our coverage of the markets and the week.

Moderna and Qualcomm among the top performers of last week.

Plus, other highlights from the latest issue of Morningstar magazine.

Plus, stocks we do and don’t like after earnings.

Plus, a continued HVAC boom, and the SEC’s move to end its oversight of shareholder proposals.

We wrap up our coverage of the markets and the week.

Ionis Pharmaceuticals, Shake Shack among the worst-performing stocks last week.

Crosscurrents include the AI infrastructure boom and strong earnings, along with high oil prices, rising interest rates, and AI safety concerns.