Energy's Contrarian Case: Why the Market's Worst Sector May Be 2026's Best Opportunity
While the S&P 500 surged 20% in 2025, energy stocks returned just 7%. Some contrarian investors see a rare setup for outperformance in 2026.
186 articles found for "debt"
Morgan Stanley Sees Dollar Falling Further in 2026 Before Late-Year Rebound
Morgan Stanley forecasts the U.S. dollar index will drop to 94 by Q2 2026 before recovering to 100 by year-end. Here's what the dollar's trajectory means for investors.
Fixed Income's Moment: Why Bond Investors Could Outperform Stock Pickers in 2026
With stocks trading at 30x earnings and bond yields near 4%, fixed income may offer better risk-adjusted returns in 2026. Here's the case for shifting toward bonds.
Private Credit Hits $30 Trillion: Why Wall Street's Hottest Asset Class Is Just Getting Started
BlackRock, Morgan Stanley, and institutional investors are pouring billions into private credit as the alternative asset class expands beyond traditional lending.
The $600 Billion AI Arms Race: Big Tech's Historic Spending Spree Sets Up 2026's Market Leaders
Hyperscaler capital expenditure is projected to exceed $600 billion in 2026, a 36% increase over 2025. Here's what investors need to know about the biggest AI spending surge in history.
The New S&P 500 Champions: How Robinhood, AppLovin, and Carvana Delivered Triple-Digit Gains
Fresh additions to the S&P 500 dominated 2025 returns. Robinhood gained 222%, AppLovin surged over 100%, and Carvana completed an extraordinary comeback from near-bankruptcy.
Hoka and UGG Owner Deckers Crashes 53%—Now the S&P 500's Worst Stock After Nine Years of Gains
Deckers Outdoor lost 53% in 2025 after tariff fears and slowing growth crushed the Hoka and UGG parent company. After nine years of gains, it's now the S&P 500's biggest loser.
The $108 Billion Bidding War: Inside the Epic Battle for Warner Bros. Discovery
Warner Bros. Discovery is at the center of a $108B bidding war between Netflix and Paramount-Skydance. The outcome could reshape the media industry for decades.
The Great Rotation: Small Caps Break Out as Russell 2000 Hits Record Highs
The Russell 2000 is outperforming the S&P 500 for the first time in over a decade. Here's what's driving the small-cap surge and what it means for 2026.
The Dollar's Worst Year Since 2017: What a 9.6% Plunge Means for Your Portfolio
The U.S. dollar has fallen 9.6% in 2025, its worst performance in eight years. Here's what drove the decline and how investors can position for 2026.
Airlines' Brutal 2025: How Storms, Strikes, and Slowing Demand Crushed Carrier Stocks
Airline stocks suffered their worst year since the pandemic as winter storms, recession fears, and softening international demand combined to ground investor enthusiasm.
Europe's Stock Market Victory Lap: How Greece, Poland, and Spain Outshined Wall Street in 2025
European equities emerged as 2025's surprise stars, with Greece surging 60%, Poland 56%, and Spain among top performers. Here's why Europe outshined Wall Street.