The Latest Breaking News from Ohsung Kwon

Trump's New Investment Accounts May Send $19.5B Into Wall Street. Large Cap Stocks Could See The Biggest Boost

President Donald Trump's newly launched Trump Accounts could channel nearly $20 billion into the U.S. stock market during the second half of 2026, according to a new analysis.

International Business Times · Jul 7

Why Wells Fargo Is Warning That Surging AI Token Costs Is a Death Knell for Hyperscaler Stocks Like Meta and Microsoft

As AI token costs surge, Wells Fargo warns that hyperscalers like Meta and Microsoft could face growing pressure on the very technology driving their explosive growth.

Barchart · Jun 13

AI is a ‘euphoric’ bubble and you should buy into it, Wells Fargo analyst urges

"You can't own anything but AI—that's how a bubble forms. We expect limited downside," Ohsung Kwon says.

Fortune · May 13

Stock Market Today: Tech Leads Stocks to Broad-Based Gains

Risk appetite came back with a vengeance as oil and bonds took a breather.

Kiplinger · Oct 7, 2024

Fed Chair Powell’s Jackson Hole speech just got a lot less predictable

The economic data is difficult to parse, and that means Powell’s speech has become correspondingly more difficult to foretell.

Fortune · Aug 19, 2024

Analyst Cuts S&P 500 Earnings Estimate, Says Recession Risk Rising

The SPDR S&P 500 ETF Trust (NYSE: SPY) is off to a shaky start to 2022, and Bank of America analyst Ohsung Kwon cut his 2022 S&P 500 EPS forecast on Monday heading into first-quarter earnings season.

Benzinga · Apr 11, 2022