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The Latest Breaking News from Jurrien Timmer

Among AI crowd, some investors position for slower hyperscaler spending growth

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet and Meta would keep accelerating spending on the buildout of data centers.

The Economic Times

Forget Magnificent 7— Why International Stocks Are Finally A Buy: The End Of The 'Value Trap'

Forget Magnificent 7— Why International Stocks Are Finally A Buy: The End Of The 'Value Trap'

Developed international equities have finally shed their status as a “value trap” and now offer a fundamentally sound alternative to a concentrated U.S. market, riding the wave of the Magnificent 7 tech giants, according to Jurrien Timmer, Director of Global Macro at Fidelity Investments.

Stock Market Today: Nasdaq, S&P 500 Futures Gain On 3rd Day Of Government Shutdown—Rumble, Riggeti, Kodiak In Focus (UPDATED)

Stock Market Today: Nasdaq, S&P 500 Futures Gain On 3rd Day Of Government Shutdown—Rumble, Riggeti, Kodiak In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs were updated in the story.

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Dot-Com Bubble Clone Or Bull Market? Get Ready For 1999-Style Market Melt-Up, Warns Fidelity's Timmer As He Notes 'Juicy' Similarities

The current AI-driven market boom bears “juicy” resemblances to the exuberant run-up of the late 1990s dot-com era, according to Jurrien Timmer, Director of Global Macro at Fidelity Investments.

Stock Market Today: S&P 500, Nasdaq Futures Advance After Hitting Fresh Record—CoreWeave, Cisco, CarParts.Com Earnings In Focus

U.S. stock futures rose on Wednesday after Tuesday’s rally. Futures of major benchmark indices were higher.

S&P 500 Hits 16th All-Time High: Experts Say 'Wall of Worry' Can't Stop Bulls As Jobs Strength, Fed Bets Drive Rally

The SP 500 has climbed to new heights, closing above the 6,400 mark for the first time and marking its 16th all-time high of the year.

US Dollar Can Lose Its 'Supremacy Premium' If Fed Interferes With Bond Market: Currencies Are 'Release Valve For Unsustainable Fiscal Policy'

The U.S. dollar's status as the world's premier currency could be at risk if the Federal Reserve intervenes in the bond market to curb rising interest rates, warns Fidelity's Jurrien Timmer.

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US Stocks Likely To Edge Higher As Iran-Israel Ceasefire Holds: Micron Technology, General Mills In Focus Ahead Of Earnings

US Stocks Likely To Edge Higher As Iran-Israel Ceasefire Holds: Micron Technology, General Mills In Focus Ahead Of Earnings

U.S. futures were flat on Wednesday after a positive day of trading on Tuesday. Futures of major benchmark indices were slightly positive.

Apple And Bitcoin May Be Different Animals But Here's Why This Fidelity Analyst Sees Them To Be On The Same Path

Apple And Bitcoin May Be Different Animals But Here's Why This Fidelity Analyst Sees Them To Be On The Same Path

Fidelity Director of Global Macro Jurrien Timmer compared Apple Inc (NASDAQ: AAPL) and Bitcoin (CRYPTO: BTC) and drew similarities on the trajectory of their growth in value.

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