The week’s performance reflected a market driven by improving macro conditions and solidifying sector leadership.

Key Shifts You Can't Miss

The week’s performance reflected a market driven by improving macro conditions and solidifying sector leadership. Strength in growth-oriented areas was supported by reduced geopolitical risk and easing inflation concerns, which pressured oil prices and weighed on energy. Meanwhile...

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What To Expect This Week

Looking ahead, markets are likely to remain sensitive to incoming economic data, particularly inflation and labor trends. Easing yields and a softer dollar could continue supporting equities, especially growth sectors and gold, while geopolitical developments remain a key swing factor. Investors will also...

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Investors Look Beyond Iran, Return to 'Soft Landing' Hopes

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Source: Seeking Alpha, as of 12:00 pm, May 8, 2026

 

Stocks Notch Another High Mark as Macro Improves

U.S. equities pushed to fresh all-time highs in the first full week of May, as risk appetite strengthened alongside improving macro conditions and easing geopolitical concerns. Technology stocks led sector performance, rallying nearly 5% on the week, as investors rotated back into growth as lower oil prices eased inflation fears. Optimism surrounding...

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Alpha Picks performance since launch:

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Source: Seeking Alpha, as of May 7, 2026

 

FREE ANALYSIS ARTICLE

Sterling is Winning, +1,252%**—Are You Positioned?

We doubled down on the power of quant, and it paid off. After adding STRL to Alpha Picks on 8/1/23 and again on 8/1/25, the stock surged another 40% this week.
 

Trending Analysis

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We'll continue to track the trends that matter most and bring you clear, informative insights every week. Until then, wishing you a productive and profitable week ahead.

 

- Steven Cress and the Seeking Alpha Quant Team

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*Performance between July 1, 2022 and May 7, 2026.

**STRL performance August 1, 2023 through May 7, 2026.

Alpha Picks adds two stocks per month—on the closest business day to the 1st & 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a sell). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.