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Can S&P 500 Profits Support 20x P/E?
The S&P 500 is priced like profits will stay hot and broad. That’s the setup. This earnings season will test it in real time. We’ll cut through the noise. You’ll see what growth needs to […]
S&P 500
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Fundstrat’s Tom Lee Abruptly Lifts Year-End Target for S&P 500, Unveils Firm’s Five Favorite Sectors
The head of research and co-founder of the investment management firm Fundstrat says the firm has set a higher year-end target for the S&P 500. Tom Lee says that six months after forecasting that the […]
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Meta’s Spare AI Cloud vs the Chip Crash
The chip trade cracked, then Meta ripped higher. One Friday in June, chip stocks were in a full slide. A few weeks later, Meta floated the idea of selling spare AI horsepower to outsiders, and […]
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Why Bitcoin Missed Q2’s Record Stock Rally
Stocks just ripped through their best quarter since the pandemic era, yet bitcoin did not join the party. If you are looking at your equity book up double digits and your BTC stack barely moving, […]
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Hot Payrolls vs AI Storage Rally
Jobs week has a way of humbling crowded trades. Everyone leans the same direction, then one line in the payrolls release flips rates, and the whole stack of expectations gets repriced in a hurry. That’s […]
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Why Storage Stocks Are Stealing AI’s Premium
You could feel the mood shift on desks. One morning the software names that owned the AI story just… stalled. Meanwhile Micron, Western Digital, Seagate started sprinting. Not a short squeeze, not a rumor cycle. […]
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Bitcoin ETF Outflows Top $4B as Stocks Bounce
The number that set everyone off this week wasn’t a price. It was a flow. Roughly $4.06 billion has walked out of U.S. spot Bitcoin ETFs in June. That’s on pace for the biggest monthly […]
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Can Chips Offset Apple’s S&P 500 Drag?
The last few weeks handed investors a weird mix: scorching chip names and a suddenly price-sensitive Apple. If you are trying to figure out whether the S&P 500 can keep grinding higher with chips doing […]
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Why FedEx Earnings May Outweigh AI Headlines for the S&P 500
It’s been another week of AI headlines, but the tape is whispering something else: boxes. Parcels, freight, and linehaul miles say more about near-term earnings power than the next model demo. With FedEx set to […]
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What a Falling VIX Means for Crypto Flows Now
The S&P 500’s “fear gauge,” the VIX, slid to a low-fear zone just as U.S. equities pushed to fresh highs. Crypto, however, sent mixed signals, with headline ETF data showing sustained outflows. This piece connects […]
