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The AI revolution needs power—lots of it. Data center electricity demand could triple by 2030, straining the grid and creating investment opportunities in energy infrastructure.
Midterm election years have historically been the weakest of the presidential cycle, with average drawdowns of 18%. Here's what investors should know about 2026.
With hyperscalers pouring over $500 billion into AI infrastructure, 2026 becomes the year when lofty promises must meet commercial reality. Here's what's at stake.
Nvidia completed its $5 billion stake in Intel, gaining 4% ownership and launching a historic collaboration. The investment has already gained 50% in value.
Novo Nordisk's oral Wegovy pill launches in January 2026, marking a turning point for the $50 billion weight-loss drug market. Here's what investors need to know.
The January Effect could spark rallies in oversold growth stocks. Here are four names—nCino, Global-e, GitLab, and Samsara—that analysts say are poised to bounce.
Taiwan Semiconductor rose 50% in 2025 but analysts say the AI chipmaker remains undervalued heading into 2026. Here's why TSMC could be the year's top performer.
Analysts project robust 15% S&P 500 earnings growth in 2026, but with P/E ratios near dot-com levels, stocks may struggle to advance despite strong profits.
After years of Magnificent Seven dominance, the earnings gap is finally narrowing. Here's why the rest of the S&P 500 could outperform Big Tech in 2026.
Bank of America predicts global semiconductor sales will surge 30% to finally cross the $1 trillion milestone in 2026, led by Nvidia and AI demand.
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.
Tesla will report Q4 2025 deliveries this week. With analysts expecting 420,000 vehicles, the results will confirm whether the EV giant posted its second consecutive year of declining sales.