Alexandra Semenova

Stay informed with Alexandra Semenova’s coverage and analysis for Fortune.

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NEW YORK, NEW YORK – NOVEMBER 01: Traders work on the floor of the New York Stock Exchange during morning trading on November 01, 2023 in New York City. Stocks opened up slightly high amid Federal Reserve Chairman Jerome Powell’s news conference and a decision on interest rates. The Dow and the S&P 500 both had loss for the month of October marking the first three-month losing streak for both indexes since March 2020. (Photo by Michael M. Santiago/Getty Images)

A stock bubble is forming in companies with high cash flows as worried investors flee the riskier ‘zombies’ that thrived during low interest rates

By Alexandra Semenova, Elena Popina, and others

Pleasant communication. Cheerful nice pleasant smiling and talking to his grandfather while spending time with him

Buy boomers, sell millennials: Bank of America trade recommendation exploits ‘big diversion’ in generational spending amid high interest rates

By Alexandra Semenova, Carmen Reinicke, and others

NEW YORK, NEW YORK – OCTOBER 20: Traders work on the floor of the New York Stock Exchange (NYSE) on October 20, 2023 in New York City. The Dow is on a multi day losing streak as events in Israel add to global concerns about oil prices and inflation. (Photo by Spencer Platt/Getty Images)

S&P 500 is primed for a 14% rally this year because stocks are extremely oversold, Piper Sandler says

By Alexandra Semenova and Bloomberg

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during the Taipei Computex expo in Taipei, Taiwan, on Monday, May 29, 2023. In a two-hour presentation in Taiwan, Huang unveiled a new batch of products and services tied to artificial intelligence, looking to capitalize on a frenzy that has made his company the world’s most valuable chipmaker. Photographer: I-Hwa Cheng/Bloomberg via Getty Images

Short-sellers reap $13 billion betting against small caps as A.I. enthusiasm creates ‘top-down set of winners’

By Carmen Reinicke, Alexandra Semenova, and others

New York Stock Exchange

Markets are partying like it’s 2019 again, says Wall Street’s top strategist who admitted he ‘was wrong’ about his big bear call

By Alexandra Semenova, Farah Elbahrawy, and others

Stock market information including Apple, Starbucks and Amazon at the Nasdaq MarketSite in New York, US, on Friday, June 30, 2023. The blowout rally in tech megacaps gained further traction on Friday, with the Nasdaq 100 poised to notch a record first-half of a year. Photographer: Victor J. Blue/Bloomberg via Getty Images

Stock market rally leaves bearish prognosticators sounding defensive or humbled: ‘Did not see it coming’

By Alexandra Semenova and Bloomberg

WASHINGTON, DC – MARCH 17: (L-R) U.S. President Joe Biden and Speaker of the House Kevin McCarthy (R-CA) attend the annual Friends of Ireland Luncheon on St. Patricks Day at the U.S. Capitol March 17, 2023 in Washington, DC. The Friends of Ireland caucus was founded in 1981 by the late Irish-American politicians Irish-American politicians Sen. Ted Kennedy (D-MA), Sen. Daniel Moynihan (D-NY) and former Speaker of the House Tip ONeill (D-MA). (Photo by Drew Angerer/Getty Images)

Debt-limit standoff? Stock traders don’t seem to care

By Elena Popina, Jessica Menton, and others

NEW YORK, NEW YORK – APRIL 21: Traders work on the floor of the New York Stock Exchange (NYSE) on April 21, 2023 in New York City. The Dow opened slightly up in morning trading after three consecutive days of losses as investors continue to have concerns about the global economy. (Photo by Spencer Platt/Getty Images)

Wall Street is wondering if it’s been too pessimistic after better-than expected earnings reports

By Alexandra Semenova, Jessica Menton, and others

A trader on the floor at the New York Stock Exchange (NYSE) in New York during the opening bell on April 17, 2023. – Stock markets traded mixed Monday over concerns that central banks may have to wait longer than expected to end their policy of raising interest rates. (Photo by TIMOTHY A. CLARY / AFP) (Photo by TIMOTHY A. CLARY/AFP via Getty Images)

Despite the economic gloom, corporate earnings are off to their best start in a decade, Bank of America says

By Alexandra Semenova and Bloomberg