Why This JP Morgan Guy Thinks Wall Street’s ‘Hot Economy’ Predictions Are Dead Wrong (And Where to Put Your Money Instead)

So here's the thing about Wall Street predictions: they're about as reliable as your friend who swears they'll "definitely hit the gym tomorrow." But every once in a while, someone says something that actually makes you pause your doom-scrolling and think, "Huh, that's interesting." Enter David Kelly, JP Morgan's chief global strategist, who's basically the financial equivalent of that friend who calls out everyone's bad decisions at parties. While most of Wall Street is betting on a "run it hot" economy ...
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Morgan Stanley Just Cranked Up Their S&P 500 Target (And Why Small Caps Might Finally Get Their Moment)

So here's the deal: while you were probably doom-scrolling through your feeds, Morgan Stanley's Michael Wilson just did something that should make your portfolio perk up. He bumped his 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 at around 6,600. Now, before you roll your eyes at another Wall Street prediction, hear me out. The S&P has been on an absolute tear – we're talking three straight years ...
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When AI Freaks Out Wall Street, It’s Time to Go Old School

So here's the thing about Wall Street: it's basically a giant mood ring that changes color every time someone mentions AI. This week? The color is "panic green" after some fancy new AI tools made everyone realize that maybe, just maybe, all those software companies aren't as bulletproof as we thought. The drama started when Anthropic (think ChatGPT's cooler cousin) dropped some new AI agents that can basically do legal work and publishing tasks. Suddenly, investors looked at their software stock ...
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SanDisk Just Went Full Beast Mode: How a ‘Boring’ Memory Company Became Wall Street’s Darling

Remember SanDisk? That company that made those little USB drives you'd lose in your couch cushions? Well, plot twist: they just became the stock market's hottest ticket, shooting up over 1,000% in a year. Yeah, you read that right – one thousand percent. That's the kind of gain that makes people quit their day jobs and start day trading from their mom's basement. So what the heck happened? Simple: AI got hungry. Really, really hungry for memory. The AI Memory Munchies Here's the ...
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SanDisk Just Went Full Beast Mode: The 1,000% Rally That Has Everyone Talking

Remember SanDisk? That company that made those little USB drives you'd inevitably lose in your couch cushions? Well, plot twist: they just became the stock market's biggest overachiever, rocketing up over 1,000% in a year. Yeah, you read that right – one thousand percent. That's the kind of gain that makes people quit their day jobs and start day trading from their mom's basement. So what the heck happened? Simple: AI got hungry. Really, really hungry. For memory. The AI Memory Munchies Here's ...
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AI Stocks Are Having Their ‘Wait, What?’ Moment (And It’s About Time)

Remember when everyone was convinced AI was going to solve world hunger, cure cancer, and probably do your taxes while making you a perfect cup of coffee? Yeah, well, the stock market is having second thoughts about that whole thing. The AI darlings that had investors throwing money around like confetti at a New Year's party are now looking more like the morning after. Nvidia's down 13% since November, Oracle has face-planted 43%, and CoreWeave is joining the double-digit decline club ...
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AMD Just Crushed Earnings But Wall Street Had a Meltdown Anyway

So here's a fun Wall Street paradox: AMD just posted absolutely monster earnings and the stock immediately face-planted 10%. Because apparently, crushing it isn't enough anymore. The Numbers Were Actually Insane AMD pulled in $10.3 billion in revenue for Q4 – a 34% jump that beat estimates by $600 million. They made $1.53 per share when analysts expected $1.32. In normal times, this would be champagne territory. Their data center business hit $5.4 billion (up 39%), including a sneaky $390 million from China ...
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NVIDIA Just Hit $4 Trillion – Because Apparently the Sky Isn’t the Limit Anymore

Well, folks, we've officially entered the "numbers don't make sense anymore" phase of the stock market. NVIDIA just became the first company to hit a $4 trillion market cap, and honestly, at this point I'm starting to think Jensen Huang made some kind of deal with the tech gods. Let's Talk About That Number Four trillion dollars. That's more than the GDP of most countries. It's enough money to buy Twitter 100 times over (though why you'd want to is another question) ...
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