So here's the thing about bull markets—they're like that friend who keeps showing up to parties even though everyone's wondering when they'll finally go home. The market's been partying since late 2022, and we're now three years deep into what might be the longest hangover-free celebration Wall Street has ever seen. Let's talk numbers because they're actually pretty wild. The S&P 500 crushed it in 2025 with an 18% gain, hitting all-time highs. The Nasdaq? Up 22.3%. Even the Dow Jones got in on the action with a 14.5% return. That's three consecutive years of double-digit gains, which is basic...

So the Strait of Hormuz is open again, and Wall Street threw a party. Stocks rallied, traders high-fived, and everyone collectively decided the Iran war was basically over. Except—plot twist—it's not actually over for your wallet. Chris Whalen, a veteran analyst and chairman of Whalen Global Advisors, is here to rain on that parade. His take? The inflation damage from this whole mess is going to stick around way longer than the market's currently pricing in. We're talking years, not months. Here's the thing: everyone's focused on the immediate relief of reopening a major shipping route. But ...

Here's a wild paradox: AI can ace the bar exam, read a 400-page book in seconds, and generate investment ideas faster than you can say "market correction." But show it a simple stock chart? Suddenly it's fumbling like a freshman. A recent study by Mercor tested the latest AI models—Claude Opus, GPT-5.4, Gemini 3.1 Pro—on real financial tasks. When the data was clean and text-based, these models nailed it about 75% of the time. But throw that same data into a chart? Accuracy tanked. The models misread axes, grabbed the wrong data points, and built entire analyses on faulty foundations. This m...

For weeks, investors have been drowning in headlines about oil prices, inflation, and geopolitical chaos. It's been noise on top of noise. But then earnings season showed up, and suddenly we had something real to work with: actual numbers. Here's the thing about bank earnings—they're like the canary in the coal mine. They report first, and they tell you what's *actually* happening in the economy, not what cable news thinks is happening. So let's break down what the big three just told us. **Goldman Sachs** came out swinging with a 19% earnings jump to $5.6 billion. Revenue climbed 14% to $1...

Tech stocks are having a moment. Again. The Nasdaq is hitting fresh all-time highs, and everyone's suddenly convinced that piling into the sector is the move. But here's the thing: Manish Kabra, the Chief US Equity Strategist at Société Générale, is basically saying "pump the brakes." And he's got receipts. The setup is familiar. Earlier this year, an AI scare sent tech stocks into a tailspin, which meant valuations got cheap—historically cheap, actually. Wall Street's finest immediately started shouting "buy the dip!" The sector responded by surging 18% since late March. Mission accomplishe...

The bull market's been running hot for three years straight, and now everyone's asking the same question: does it keep going, or does reality finally catch up? Here's the deal: the S&P 500 crushed it in 2025, up about 18% and hitting all-time highs. The Nasdaq? Even better—up 22.3%. Even the Dow got in on the action with a 14.5% gain. That's three consecutive years of solid double-digit returns, which is honestly pretty wild. But here's where it gets interesting. The market's expensive. Like, *really* expensive. The Shiller P/E ratio—which adjusts for inflation—is sitting near all-time highs...

Tech stocks are having a moment. Again. The Nasdaq's hitting fresh highs, and everyone's suddenly convinced that now—*right now*—is the time to go all-in on the AI mega-cap gang. But here's the thing: Manish Kabra, the Chief US Equity Strategist at Société Générale, is basically saying "pump the brakes, friend." And he's got receipts. Look, the AI scare earlier this year tanked tech valuations to genuinely cheap levels. That prompted the usual suspects on Wall Street to dust off their "buy the dip" playbooks. Fair enough—the sector's up 18% since late March. But Kabra's watching two specific ...

There is a constraint nobody in the AI boom is talking about loudly enough: Earth is running out of room. Land near reliable power grids, water rights for cooling, and grid interconnection slots that can take three to five years to obtain — these are the actual bottlenecks slowing AI infrastructure growth, not chips or capital. Bloomberg estimates nearly half of all U.S. AI data center projects will be delayed this year due to power constraints alone.The solution being assembled right now bypasses all of it. Orbital compute — AI data centers launched into low Earth orbit, powered by constant s...

PepsiCo just proved that sometimes the old-school playbook still works. The snack and beverage giant beat Q1 earnings estimates Thursday, sending shares up roughly 2%, after CEO Ramon Laguarta declared that new products and targeted price cuts — up to 15% on Doritos and other snacks — had brought back price-sensitive shoppers who had started trading down to cheaper brands.The move was not without risk. Cutting prices when input costs are rising due to oil-driven supply chain pressure is a margin squeeze waiting to happen. But Laguarta made the strategic call that market share mattered more tha...

Something unusual is happening with AMD stock, and it is the kind of thing that does not come along often. Shares of Advanced Micro Devices are up 7.4% Thursday alone — hitting a recent $277 — and have now climbed for 12 straight sessions, rising 41% over that span. That would be AMD longest winning streak since 2005, according to Dow Jones Market Data.What is driving it? Wall Street is rediscovering a part of AMD business that got overshadowed by the AI chip wars: server CPUs. AMD EPYC processors have been quietly eating into Intel data center market share for years. But now, as AI infrastruc...