AI is no longer a software-only story. The biggest upside surprises in 2026 have come from the hardware layer that powers training and inference in data centers. Dell’s blowout quarter and guidance upgrade reset expectations […]
The S&P 500 hovers within sight of its record, yet the tape feels anything but unanimous. One day the Nasdaq 100 sprints while the Dow finishes lower. Another day small caps slump even as mega […]
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 […]
The S&P 500 has sprinted ahead on the back of artificial intelligence optimism and mega-cap tech earnings. At the same time, oil markets are on edge as Middle East tensions threaten supply routes and sentiment. […]
The S&P 500 keeps pressing higher, but a nagging question hangs over every new high: is it still just Big Tech doing the lifting? Traders scrolling their watchlists see mega-caps humming while plenty of mid-cap […]
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