Late Rally Pushes Stocks Back Near Record High - The New York Times

kept by eddie nov 29, 25

Stocks recovered from a midmonth AI-driven selloff to approach record highs again by the end of the week.

Opinion | The Global Bull Market That A.I. Obscures
Since early 2025, international markets have outperformed the U.S. — emerging economies up 68%, Europe 45%, Japan 44% — driven by the global AI infrastructure supply chain and corporate reforms.
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S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic
S&P 500 rejects rule changes that would have fast-tracked SpaceX, OpenAI, and Anthropic into the index, maintaining standard eligibility criteria like profitability and a one-year seasoning period.
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The hottest stock market in the world has doubled this year. And Goldman Sachs sees another 40% gain from here. - MarketWatch
Goldman Sachs raised South Korea's Kospi index target to 12,000, forecasting another 40% gain driven by the semiconductor cycle that it says markets still underestimate.
also on #stock-market, #economy
How to AI-Proof Your Fund Portfolio - Barron's
Barron's identifies five defensive sectors and 13 funds that can protect portfolios against overvaluation and concentration risk from the AI-driven tech rally.
also on #stock-market, #ai