Lates News

Raymond James warns that the rising trend in the US stock market, driven by strong earnings, declining yields, and falling oil prices, will face a test in the coming weeks. Potential risks include geopolitical tensions, new job data, and market reactions to court rulings related to tariffs during the Trump era. The institution also points out that the momentum of the AI sector is gradually weakening due to market concerns about the weak performance of new models and stagnant project progress, although cloud service spending remains strong. Raymond James expects accelerated profit growth in mid-cap and small-cap stocks from the end of 2025 to mid-2026, but at the same time warns that similar optimistic expectations from a year ago have not been realized.