The S&P 500 is staring at a big number for 2026. Earnings are expected to pop more than 26% year over year. On paper, that sounds great. In practice, it ties the whole market to […]
You hear the 1990s comparisons everywhere right now. Fast machines. Big productivity promises. Index grinding higher. The question that keeps coming up is simple enough: could AI push the S&P 500 into one of those […]
SpaceX’s record-setting public debut didn’t just mint a new mega-cap; it rewired market structure debates in real time. A $2.1 trillion close forces portfolio managers and passive allocators to rethink concentration risk, index eligibility timelines, […]
Broadcom’s sharp post-earnings slide jolted the S&P 500 and sparked a larger question: if AI hardware demand still looks strong, why did markets react so violently? Investors now have to separate genuine, durable AI cash […]
Investors are leaning into upbeat earnings narratives, and many targets have crept higher. Yet the calendar is turning to the period when volumes often ebb, spreads widen, and single headlines can move the tape. The […]
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