US stocks will shrug off tariff risks to get a boost from the second-quarter earnings season, the latest Markets Pulse survey showed.

Most Gulf stocks rebounded on Wednesday, buoyed by corporate earnings announcements and optimism following U.S. President Donald Trump's trade deal with Japan, which raised hopes for additional agreements before an impending tariff deadline.

JPMorgan said the speed at which some stocks have become overcrowded is the fastest in 30 years. It flagged retail favorites like Palantir and Coinbase.

Signs of stock-market complacency are emerging as the searing equities rally coincides with an acceleration in earnings downgrades, according to JPMorgan Chase & Co. quantitative strategists.

In tandem with a presidential speech on Wednesday, the Trump administration is set to roll out its “AI Action Plan,” and new executive orders on AI are expected.

The S&P 500 is expensive, making value stocks hard to find, yet even more essential to identify. Learn more about HP and UNH stocks, which are deeply undervalued.

The latest so-called meme stocks are the department store Kohl’s, which has surged this week, and the online-based real estate company Opendoor Technologies, which has skyrocketed this month. Both companies have been struggling in their respective sectors.

A weaker dollar, the global AI race and plans for ramped-up government spending abroad are all reasons why global equities can shine in the months and years ahead.