Rachel Schlueter

A look at how exploding AI revenues have driven returns, lifted non-tech stocks, added to market concentration, and sent unicorn valuations flying.

The tech sector’s top performers make strides in 2026, while the bottom 10% of the sector dips to its lowest in years.

The healthy April employment report is seen cementing the Fed keeping interest rates on hold.

Analysts expect job gains to come from education and healthcare services.

Analysts advise focusing on AI vendors’ ability to keep riding the boom and the degree of disruption risk software stocks face.

Big banks, Netflix kick off first quarter earnings, plus the March Producer Price Index report is due to be released.

Long-term inflation expectations remain low, but economists say higher energy costs could curb near-term consumer spending.

The oil-price jump comes as tariffs continue to push underlying inflation higher.

With goods prices expected to keep inflation elevated, economists think the central bank will keep interest rates unchanged at its upcoming meeting.

A pair of inflation reports is on deck, with the March CPI and February PCE slated for release.

A rebound in the jobs market after February’s weak showing and the threat of higher inflation are seen as keeping the Fed on hold.

Liquefied natural gas stocks have surged since the start of the Iran war, but some oil and gas names have struggled.

The January construction spending report is being released next week.

The energy sector gained roughly 3%. SolarEdge and Venture Global were the top-performing stocks.

While US stocks are broadly outperforming their global counterparts, Morningstar analysts warn that a prolonged conflict would threaten economies worldwide.

Energy led the US sector gains this week, and Hims & Hers Health stock gained more than 57%.

The Federal Reserve will be meeting this week to decide on interest rates, plus February’s Producer Price Index report is releasing.

Pending more data on surging oil prices’ impact on the economy, analysts expect the Fed to keep interest rates steady at its meeting next week.

Economists say the data is unlikely to affect the Fed’s decision at its meeting next week.

The energy sector ticked up this week, while Celsius and Norwegian Cruise Line lost 19%.

The February Consumer Price Index report is being released, plus earnings from Oracle and Adobe.

Despite a much weaker-than-expected jobs picture, the Fed will likely keep interest rates unchanged in March.

Tech saw solid earnings, but there are more questions around which companies will benefit from AI, and which will be hurt.

While the job market likely softened from January’s accelerated pace, analysts still expect the Federal Reserve to leave interest rates unchanged.

Clarivate and Paramount were the top-performing stocks, while Shoals lost 44%.

The February jobs report is releasing this week, plus earnings from Broadcom and Costco.

Meanwhile, value-leaning areas of the market, including industrials and energy stocks, are moving out of undervalued territory.

RingCentral was the top-performing stock this week, while Cogent did the worst.

The utilities sector did best this week, while the broader US Market Index lost 1.33%.

After a strong reading on jobs data this week, economists expect the Federal Reserve to stay on the sidelines.