The S&P 500 closed at a record high for the first time since August 13, but the rally is driven almost entirely by AI-levered megacaps. Fewer than half of index...
Bitcoin is lagging as the S&P 500 and Nasdaq close at record highs on AI-driven optimism. The divergence highlights crypto's unstable correlation with equities and suggests bitcoin needs its own...
The S&P 500 has climbed back to record highs, driven by a comeback in the Magnificent Seven mega-cap tech stocks. The rally offers relief to a bull market pressured by...
October 9 has been the site of two major market turning points since 2000, but experts warn against buying into the 'October jinx.' Investors should focus on fundamentals rather than...
Marvell beat on revenue and earnings and, more importantly, convinced investors its growth is no longer hostage to a single customer or product. The stock rallied as Wall Street rewarded...
Wells Fargo upgraded Cleveland-Cliffs, citing improving steel pricing power as trade protection and resilient demand tighten the domestic flat-rolled market. The call is a high-leverage bet on the US steel...
RTX Corporation has lagged the broader market, weighed down by Pratt & Whitney engine remediation costs, uneven defense spending, and a strong dollar. We analyze the market implications across equities,...
J.P. Morgan upgraded Corteva following the spinoff of its Vylor business, signaling confidence in a leaner, more focused agricultural pure-play. The move highlights the ongoing restructuring wave across US industrials...
Five semiconductor companies, including Micron and Nvidia, are trading below the S&P 500's forward earnings multiple while analysts project faster growth. The gap reflects lingering cyclicality discounts, and whether it...
Prediction markets are expanding into pop culture, offering event contracts on reality TV and celebrity outcomes. This move could increase liquidity, attract regulatory scrutiny, and signal a broader financialization trend.
A Heartland Advisors portfolio manager is telling investors to ignore Wall Street's AI hype and buy companies that will profit from adopting the technology as costs fall — including fire...
Google has agreed to buy a massive block of nuclear power from Constellation Energy, equivalent to the output of a new reactor, to fuel its AI data centers. The deal...
Goldman Sachs raised TSMC's 2027 and 2028 capex forecasts to $85 billion and $98 billion, citing AI-driven demand and equipment cost inflation. The bank sees the Texas fab reaching mass...
US real estate stocks have fallen to a record low relative to the S&P 500, erasing bubble-era gains. Elevated interest rates, refinancing pressures, and weak commercial demand are driving the...
Toshiba's ¥60 billion Philippine HDD expansion triggered a >10% single-day selloff in Seagate and Western Digital, but Morgan Stanley's channel checks show the capacity boost is overstated, pricing discipline holds,...
Michael Burry warns that stocks are in a denial phase that historically preceded the 2000 and 2008 crashes by six to nine months. For crypto, the warning is a reminder...
BitMine Immersion Technologies shares fell about 3% in the first nine months of 2026, outpacing a 10% drop in Ethereum by roughly 731 basis points. Chairman Tom Lee credited company...
LGI Homes reported a 9% year-over-year rise in September closings and a 10.4% increase in third-quarter closings, signaling resilient entry-level housing demand despite elevated mortgage rates. The update carries implications...
Nokia CEO Pekka Lundmark said data-center construction could proceed roughly twice as fast without supply bottlenecks, spotlighting execution limits in the AI buildout. The comment has implications for networking and...
McDonald's is facing an antitrust lawsuit over its AI-powered pricing system, which plaintiffs allege may facilitate coordinated price increases and reduce competition. The case could have ripple effects across the...
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