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S&P 500 and Nasdaq close out week at fresh record highs
CNBC Television· 2025-07-25 21:01
Well, for more on the market now, let's bring in Capital Area Planning Group managing partner and CNBC contributor Malcolm Ethridge. Malcolm, happy Friday. Well, let's step back. The S&P again hasn't closed at highs like this every day since November 2021, which is just before the index peaked and took years to recover. Are these highs combined with the memeish mood, a good sign or a bad one? Well, I think it's probably a good sign that the memeish mood hasn't gotten as out of control as 2021. Right. If you ...
Sea: Improved Gaming Trends On Top Of Record E-Commerce Margins (Rating Upgrade)
Seeking Alpha· 2025-05-20 11:15
With U.S. stocks rebounding sharply and reclaiming high valuation multiples, I continue to find it prudent to allocate a larger percentage of my portfolio toward international stocks. And though international plays are largely focused on value, we also shouldn't ignore the fantastic growth storiesWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the t ...