Market pricing in perfection, warns Verdence CIO

The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around the Aug. 1 U.S. trade deadline. “This market is pricing in the perfect situation,” she told CNBC’s “Fast Money” on…

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ASML Q2 2025 earnings report

An icon of ASML is displayed on a smartphone, with an ASML chip visible in the background. Nurphoto | Nurphoto | Getty Images ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter. ASML’s guidance for the current quarter missed…

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