Morgan Stanley’s Bold Bet: Why Wall Street Thinks the S&P 500 Could Hit 7,800 by Year-End

Here's the thing about Wall Street predictions: they're usually wrong, but that doesn't stop anyone from making them. This week, Morgan Stanley's chief U.S. equity strategist Michael Wilson decided to raise his S&P 500 target from 7,200 to 7,800 by the end of 2026—basically saying "yeah, we're going higher." If he's right, that's an 18% return from current levels. If he's wrong, well, at least he's committed. Wilson's thesis is that we're in a new bull market. Not the old one ...
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The Space Race Just Got a Ticket to Wall Street—And Everyone’s Buying

Elon Musk just filed SpaceX for an IPO, and the entire space-tech sector is acting like it just got invited to the coolest party of the year. Spoiler alert: it did. Here's what happened: SpaceX confidentially filed for an IPO on Wednesday, and since then, smaller space companies have been absolutely ripping. We're talking Planet Labs and Intuitive Machines both up 24% in two days. York Space Systems jumped 18%. Firefly Aerospace? Up 14%. Meanwhile, the S&P 500 is just chilling ...
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When Trump Talks Iran, Your Portfolio Holds Its Breath

Here's the thing about geopolitics and your 401(k): they're way more connected than you'd think. And on Wednesday, President Trump reminded everyone of that fact in the most dramatic way possible—by essentially saying the US is about to go full throttle on Iran for the next few weeks. The market's reaction? Chaos. Beautiful, predictable chaos. Oil prices went absolutely bonkers. Brent crude jumped 6.6% to $107.80 a barrel, while WTI (the US benchmark) surged 11% to hit $111 per barrel. For context, ...
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Private Credit’s Liquidity Problem Just Got Real at Blue Owl

The private credit industry has been preaching the gospel of steady returns and portfolio diversification for years. But when investors actually try to pull their money out, things get messy fast. Case in point: Blue Owl.The firm just disclosed that its flagship OCIC fund received redemption requests for 21.9% of shares outstanding in Q1. Its smaller, tech-focused OTIC fund? A staggering 40.7%. Blue Owl responded by capping redemptions at 5% for both funds, a standard gate clause that's now getting ...
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CoreWeave Just Pulled Off an $8.5 Billion GPU-Backed Loan

Here's something you don't see every day: a company borrowing $8.5 billion using GPUs as collateral. That's exactly what CoreWeave just did, and Wall Street is calling it a landmark deal.CoreWeave, the AI cloud infrastructure company that went public recently, closed a delayed draw term loan facility backed entirely by its GPU hardware. The financing got an A3 rating from Moody's and an A (low) from DBRS, making it the first investment-grade debt secured by GPU infrastructure. Translation: institutional investors ...
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Oil’s Getting the Attention—But Aluminum Could Be the Real Winner

Everyone's watching oil prices rocket past $100 a barrel. And sure, the Iran conflict has sent crude into a tailspin — Brent's all over the place, and analysts are tossing around $200 targets like candy.But here's the thing: oil isn't the only commodity caught in this mess. When geopolitical chaos hits the Strait of Hormuz, the ripple effects spread far and wide. One surprising beneficiary? Aluminum.Aluminum production is an energy hog. It takes massive amounts of electricity to smelt, which ...
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While Everyone’s Freaking Out About Oil, Aluminum’s Quietly Stealing the Show

Here's the thing about geopolitical chaos: it's like dropping a pebble in a pond. Everyone watches the ripples spread, but they're usually looking at the wrong part of the water. Right now, the U.S.-Iran conflict has oil prices doing their best impression of a roller coaster—hovering around $100 a barrel with analysts warning it could hit $200. The Strait of Hormuz is basically closed for business. Oil is everywhere in the headlines. But here's what most investors are missing: oil isn't ...
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NVIDIA Just Became the First $4 Trillion Stock—And It’s Not Even Close to Done

Remember when NVIDIA was just that chip company nobody really talked about? Yeah, those days are long gone. On Wednesday, July 9, the AI darling hit a milestone that literally no other company has ever reached: a $4 trillion market cap. Let that sink in for a second. To put this in perspective, five years ago in July 2020, NVIDIA was worth about $323 billion. Apple was the king then at $1.7 trillion. Now? NVIDIA has lapped the field so hard ...
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