IVV

Resilient earnings and continued AI investment have remained key supports for markets. Any pullback in profits, hyperscaler spending, or AI financing could be concerning. Read more here.

Markets slipped as oil prices rose, marking a shortened week that opened lower after a tough Friday.

Trade dynamics are reshaping inflation and yields, with importers facing higher borrower risk and supply‑driven inflation, while exporters see demand‑driven inflation.

US economic growth appears to be heating up, but headwinds are growing; the warning signs look less severe when viewed through third‑quarter GDP estimates.

Risk of a stock market sell‑off has risen due to geopolitical tension, high energy prices, and a CAPE ratio of 41.

Tech stocks lifted markets as the CPI approached, with dovish Fed signals, oil risks, and 10‑year yields potentially influencing the next move.

The tech sector is described as undervalued, over 12% below fair value, despite aggressive capital spending and capacity expansion from hyperscalers.

The S&P 500 ended the final week of summer 2026 at 7,718.60, slightly up from the previous week and 1% below its August 13 record high.