Software stocks are outperforming semiconductors by the largest margin on record

Not all tech stocks are created equal, and recently, Wall Street has been treating software stocks and hardware stocks — including semiconductors — very differently. The iShares Expanded Tech-Software
Morningstar

Stocks and bonds are sending very different messages about recession risks

The stock market keeps touching fresh record highs, while the bond market is girding for trouble in the economy The bond market usually sniffs out trouble in the economy, but there's also a lot of momentum in the stock market to keep the rally going.
Seeking Alpha

Rithm Capital: Common Stock Very Interesting, Preferred Stocks Are A Strong Buy

Rithm Capital (RITM) is a mortgage REIT (mREIT). In the past it had primarily been invested in mortgages and MSRs (mortgage servicing rights). Mortgages tend to appreciate in value as mortgage interest rates fall, while MSRs appreciate in value when ...