Yes, the market is superconcentrated, and Nvidia is critical to the entire market edifice. But stocks aren’t as expensive as they might appear.

Follow the action in markets to close the week in what's been a record-setting time.

Perhaps that’s one reason stocks are selling off globally this morning. While most indexes in Asia and Europe remain near their all-time highs, there is broad-based but mild selling in all of them.

A large chunk of the market’s gain is the result of bets on price declines that haven’t happened.

Six months into President Donald Trump’s second term, a quick glance at the stock market offers a reassuring picture: The S&P 500 just closed above 6,300 points for the first time ever and has notched eight record highs in the past month.

Retail investors are largely behind the stock market reaching new records, buying $50 billion in stocks in the last month alone, Barclays estimated.

Wall Street's reliance on a small number of high market-value stocks to keep momentum going for the U.S. equities bull market will be tested in coming days as major technology and growth companies report earnings.

Yesterday, in a rerunning of its markets-model forecast, it eased up on some of its U.S. optimism, pointing to stretched valuations in U.S. equities. Notably, U.S. growth stocks are now seen growing at a rate barely beating inflation expectations.