GDP Just Missed by a Mile — Here’s Why the Market Doesn’t Care

The U.S. economy grew at just 1.4% in Q4 2025. Wall Street expected 2.5%. That's not a miss — that's a whiff. And yet, as of Friday afternoon, the S&P 500 is green. The Nasdaq is up nearly 1%. Someone forgot to tell the market it's supposed to be scared. The headline number is ugly, no question. A 1.4% GDP print is the weakest quarter since the economy briefly contracted in early 2022. For the full year, the U.S. grew at ...
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Gold Clears $5,000 and Wall Street Says It’s Just Getting Started

Gold just did something it has never done before: traded comfortably above $5,000 an ounce. And if Wall Street's biggest banks are right, this is the middle of the move — not the end. Gold futures rose $43 on Friday to $5,040, pushing further above the psychologically massive $5,000 level that traders have been eyeing for months. The week has been bumpy — gold is actually down about $9.50 since Monday — but the broader trajectory is unmistakable. A year ago, ...
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Supreme Court Just Killed Trump’s Tariffs — And $175 Billion Hangs in the Balance

The Supreme Court just handed President Trump one of the most consequential losses of his presidency — and it wasn't even close. In a sweeping 6-3 decision delivered Friday morning, the Court ruled that Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs on nearly every country on Earth was flatly unconstitutional. Chief Justice John Roberts didn't mince words: the law "does not authorize the President to impose tariffs." No president in American history had ever used ...
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This Defense Giant Has a $268 Billion Backlog and Wall Street Is Barely Paying Attention

While everyone argues about whether AI is in a bubble, RTX Corporation is quietly stacking the kind of numbers that make value investors salivate. The defense and aerospace giant just reported 2025 revenue of $88.6 billion — up from $80.7 billion the year before — with an order backlog that swelled to $268 billion. In RTX's own words, they're seeing "unprecedented demand." Adjusted earnings per share came in at $6.29, beating the high end of their own guidance, and the ...
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Hims & Hers Just Bet $1.15 Billion That the Future of Telehealth Is Global

When the FDA cracked down on your core product and Novo Nordisk slapped you with a lawsuit, most companies would hunker down. Hims & Hers chose to go shopping instead. The telehealth company announced Thursday it's acquiring Australian digital health platform Eucalyptus for up to $1.15 billion — the biggest deal in the company's history and a clear signal that CEO Andrew Dudum is betting the company's future on international expansion. The deal structure tells you a lot about how HIMS ...
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Walmart’s Secret Weapon Is an AI Chatbot That Makes You Spend 35% More

Walmart just dropped its fiscal Q4 earnings and crushed it — 74 cents adjusted EPS versus 73 cents expected, revenue of $190.66 billion versus $190.43 billion expected. But those were the boring numbers. The real story was buried in the earnings call, where new CEO John Furner casually revealed that Walmart's AI shopping assistant, Sparky, is driving average order sizes roughly 35% higher than non-users. Half of Walmart's app users have already tried it. Read that again: a chatbot is generating ...
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DoorDash Just Pulled a Classic Wall Street Magic Trick (And Why It Actually Worked)

You know that friend who shows up late to dinner but somehow still charms everyone at the table? That's basically what DoorDash did with their Q4 earnings this week. Here's the setup: DASH missed both their revenue target ($3.96B vs $3.99B expected) and earnings per share ($0.48 vs $0.59 expected). In normal world logic, missing your targets = bad news. But this is Wall Street, where sometimes 2+2 equals "actually, let's talk about the bigger picture." The stock initially did what you'd ...
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Morgan Stanley Just Cranked Up Their S&P 500 Target – Here’s Why You Should Care

So Morgan Stanley just did that thing where they move their little target numbers around, and this time it actually matters. They bumped their S&P 500 target from 7,200 to 7,800 for the end of 2026. That's an 18% jump from where we're sitting now – not exactly pocket change. Here's the thing: Michael Wilson, their chief U.S. equity strategist (fancy title for "guy who makes educated guesses about where stocks go"), thinks we're in a brand new bull market. Not ...
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