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) Wed, 20 May 2026 09:56:28 -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/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Investing/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html <p>Investing.com -- Rising U.S. Treasury yields are unsettling markets, but Yardeni Research says investors should not panic, arguing that the bond selloff reflects economic resilience rather than a systemic threat to the bull market.</p> <p></p> <p dir="ltr">In a note, Yardeni highlighted that the 30-year yield hit 5.19%, its highest since July 2007, while the 10-year yield surged to 4.69%, its highest since January 2025. </p> <p dir="ltr">The firm attributed the move to last week&amp;#39;s hotter-than-expected April producer price index reading and a run of stronger-than-expected economic data.</p> <p dir="ltr">Despite the speed of the yield rise, Yardeni pushed back on recession fears, arguing that current levels reflect http://www.streetinsider.com/Trader+Talk/Bull+market+not+at+risk+from+the+sell-off+in+the+bond+market%3A+Yardeni/26526157.html Wed, 20 May 2026 09:56:28 -0400 SPY TLT TNX TYX http://www.streetinsider.com/Investing/Bond+market+stress%2C+not+stocks%2C+may+drive+Trump+response+to+war%3A+Wolfe/26520074.html <p>Investing.com -- Rising bond yields and not falling stock prices is the more likely trigger for White House intervention to end the war, according to Wolfe Research, which warned that bond market stress is building to a breaking point.</p> <p></p> <p dir="ltr">In a note from analyst Chris Senyek, Wolfe said yields have resumed their move higher after hot inflation prints refocused markets on the Federal Reserve&amp;#39;s inability to maintain its easing bias. </p> <p dir="ltr">The firm believes "the Trump Admin is more likely to act (to &amp;#39;end&amp;#39; the war) when yields become unhinged higher vs. stocks fall."</p> <p dir="ltr">Wolfe explained that the U.S. Treasury market has http://www.streetinsider.com/Investing/Bond+market+stress%2C+not+stocks%2C+may+drive+Trump+response+to+war%3A+Wolfe/26520074.html Tue, 19 May 2026 13:31:55 -0400 TNX http://www.streetinsider.com/Investing/Aschenbrenner%E2%80%99s+bearish+AI+chip+bets+add+fuel+to+growing+bubble+warnings/26519987.html <p>Aschenbrenner&amp;#39;s timing is pointed. CNBC reported that AI chip valuations, by at least one concentration measure, now rival the French Mississippi Bubble of the 1720s and surpass the Nasdaq during the dot-com era, with shares of <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span>, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span>, SK Hynix, Marvell, and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> all exhibiting parabolic price action since late March. Bank of America&amp;#39;s Michael Hartnett captured the mood bluntly: "Exponential price action, market concentration, collapsing vol, stocks bossing bond yields higher — why melt-up everyone&amp;#39;s new base case."</p> <p>Short sellers more broadly have grown emboldened. At the Sohn Investment Conference on http://www.streetinsider.com/Investing/Aschenbrenner%E2%80%99s+bearish+AI+chip+bets+add+fuel+to+growing+bubble+warnings/26519987.html Tue, 19 May 2026 13:08:30 -0400 NVDA TNX http://www.streetinsider.com/Investing/Aschenbrenner%E2%80%99s+bearish+AI+chip+bets+add+fuel+to+growing+bubble+warnings/26519987.html <p>Aschenbrenner&amp;#39;s timing is pointed. CNBC reported that AI chip valuations, by at least one concentration measure, now rival the French Mississippi Bubble of the 1720s and surpass the Nasdaq during the dot-com era, with shares of <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Micron</span></span>, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span>, SK Hynix, Marvell, and <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Intel</span></span> all exhibiting parabolic price action since late March. Bank of America&amp;#39;s Michael Hartnett captured the mood bluntly: "Exponential price action, market concentration, collapsing vol, stocks bossing bond yields higher — why melt-up everyone&amp;#39;s new base case."</p> <p>Short sellers more broadly have grown emboldened. At the Sohn Investment Conference on http://www.streetinsider.com/Investing/Aschenbrenner%E2%80%99s+bearish+AI+chip+bets+add+fuel+to+growing+bubble+warnings/26519987.html Tue, 19 May 2026 13:08:30 -0400 NVDA TNX http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html <p>Investing.com -- Wolfe Research economist Stephanie Roth has turned more cautious on risk assets, warning that the tension between rising bond yields and resilient equity markets is becoming increasingly difficult to sustain and revising the firm's Federal Reserve call to push all expected rate cuts back to the second half of 2027.</p><p>In a weekend note to clients, Roth argued that "something eventually has to give," with rates increasingly pricing a higher-for-longer inflation regime while equities continue to reflect a far more benign outcome. </p><p dir="ltr">Wolfe Research identified three plausible paths to lower yields, including disappointing growth, equities weakening enough to http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html Mon, 18 May 2026 08:20:24 -0400 QQQ SPY TNX http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html <p>Investing.com -- Wolfe Research economist Stephanie Roth has turned more cautious on risk assets, warning that the tension between rising bond yields and resilient equity markets is becoming increasingly difficult to sustain and revising the firm's Federal Reserve call to push all expected rate cuts back to the second half of 2027.</p><p>In a weekend note to clients, Roth argued that "something eventually has to give," with rates increasingly pricing a higher-for-longer inflation regime while equities continue to reflect a far more benign outcome. </p><p dir="ltr">Wolfe Research identified three plausible paths to lower yields, including disappointing growth, equities weakening enough to http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html Mon, 18 May 2026 08:20:24 -0400 QQQ SPY TNX http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html <p>Investing.com -- Wolfe Research economist Stephanie Roth has turned more cautious on risk assets, warning that the tension between rising bond yields and resilient equity markets is becoming increasingly difficult to sustain and revising the firm's Federal Reserve call to push all expected rate cuts back to the second half of 2027.</p><p>In a weekend note to clients, Roth argued that "something eventually has to give," with rates increasingly pricing a higher-for-longer inflation regime while equities continue to reflect a far more benign outcome. </p><p dir="ltr">Wolfe Research identified three plausible paths to lower yields, including disappointing growth, equities weakening enough to http://www.streetinsider.com/Investing/Why+Wolfe%27s+Roth+is+increasingly+cautious+on+risk+assets/26510666.html Mon, 18 May 2026 08:20:24 -0400 QQQ SPY TNX http://www.streetinsider.com/Investing/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html <p>Investing.com -- Bond yields surged on Kevin Warsh's first day as Federal Reserve chair, with strategists at Yardeni Research and Bank of America warning that markets are losing patience with the central bank's easing bias and that a hawkish pivot is increasingly inevitable.</p><p>Yardeni Research said the bond market selloff reflects fears that Warsh will tolerate inflation rather than raise the federal funds rate, but argued he will have little choice but to capitulate. </p><p dir="ltr">"The Bond Vigilantes will force him to pivot," the firm wrote, adding that FOMC colleagues are also likely to push in that direction.</p><p dir="ltr">Yardeni said it http://www.streetinsider.com/Investing/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html Mon, 18 May 2026 08:20:06 -0400 TLT TNX http://www.streetinsider.com/Investing/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html <p>Investing.com -- Bond yields surged on Kevin Warsh's first day as Federal Reserve chair, with strategists at Yardeni Research and Bank of America warning that markets are losing patience with the central bank's easing bias and that a hawkish pivot is increasingly inevitable.</p><p>Yardeni Research said the bond market selloff reflects fears that Warsh will tolerate inflation rather than raise the federal funds rate, but argued he will have little choice but to capitulate. </p><p dir="ltr">"The Bond Vigilantes will force him to pivot," the firm wrote, adding that FOMC colleagues are also likely to push in that direction.</p><p dir="ltr">Yardeni said it http://www.streetinsider.com/Investing/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html Mon, 18 May 2026 08:20:06 -0400 TLT TNX http://www.streetinsider.com/Fed/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html <p>Investing.com -- Bond yields surged on Kevin Warsh's first day as Federal Reserve chair, with strategists at Yardeni Research and Bank of America warning that markets are losing patience with the central bank's easing bias and that a hawkish pivot is increasingly inevitable.</p><p>Yardeni Research said the bond market selloff reflects fears that Warsh will tolerate inflation rather than raise the federal funds rate, but argued he will have little choice but to capitulate. </p><p dir="ltr">"The Bond Vigilantes will force him to pivot," the firm wrote, adding that FOMC colleagues are also likely to push in that direction.</p><p dir="ltr">Yardeni said it http://www.streetinsider.com/Fed/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html Mon, 18 May 2026 08:20:06 -0400 TLT TNX http://www.streetinsider.com/Fed/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html <p>Investing.com -- Bond yields surged on Kevin Warsh's first day as Federal Reserve chair, with strategists at Yardeni Research and Bank of America warning that markets are losing patience with the central bank's easing bias and that a hawkish pivot is increasingly inevitable.</p><p>Yardeni Research said the bond market selloff reflects fears that Warsh will tolerate inflation rather than raise the federal funds rate, but argued he will have little choice but to capitulate. </p><p dir="ltr">"The Bond Vigilantes will force him to pivot," the firm wrote, adding that FOMC colleagues are also likely to push in that direction.</p><p dir="ltr">Yardeni said it http://www.streetinsider.com/Fed/Bond+vigilantes+likely+to+force+Warsh+into+hawkish+pivot%2C+strategists+say/26510660.html Mon, 18 May 2026 08:20:06 -0400 TLT TNX http://www.streetinsider.com/General+News/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/General+News/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/General+News/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/General+News/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/Investing/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/Investing/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/Investing/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/Investing/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/Fed/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/Fed/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/Fed/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html <p>Investing.com -- The Federal Reserve's easing bias is increasingly difficult to sustain and may need to give way to a tightening bias, Yardeni Research said, as a string of hotter-than-expected inflation data and a resilient labor market shift the calculus for policymakers.</p><p>The firm said a rate cut in 2026 is "essentially off the table," citing reaccelerating inflation, five consecutive years above the Fed's 2% target, the inflationary impact of the AI infrastructure buildout and a stabilizing jobs market. </p><p dir="ltr">Wall Street consensus has coalesced around the June 16-17 Federal Open Market Committee meeting as the likely moment for the easing http://www.streetinsider.com/Fed/Fed+cutting+rates+in+2026+is+%27essentially+off+the+table%27%3A+Ed+Yardeni/26489580.html Thu, 14 May 2026 06:58:17 -0400 TLT TNX http://www.streetinsider.com/Investing/Market+concentration+at+records%3A+Will+easing+Iran+tensions+spark+rotation%3F/26459255.html <p>Investing.com -- U.S. equity market concentration has surpassed previous historical peaks, with the top five and top 25 companies now accounting for approximately 30% and 53% of the overall market, respectively, according to Wolfe Research.</p> <p></p> <p dir="ltr">This exceeds even the elevated levels seen in the 1960s, the firm said in a note to clients on Friday.</p> <p dir="ltr">Analyst Chris Senyek told investors the narrow rally off the March 30 low in the S&amp;P 500 at 6,343 has been driven heavily by artificial intelligence-linked names, noting that almost half of the companies leading the rebound are leveraged to the AI theme "that has come http://www.streetinsider.com/Investing/Market+concentration+at+records%3A+Will+easing+Iran+tensions+spark+rotation%3F/26459255.html Fri, 08 May 2026 10:49:03 -0400 CL TNX