SanDisk's Stunning Rebirth: How a Camera Memory Company Became AI's Most Essential Stock
SanDisk has emerged as the S&P 500's top performer with an 860% gain since its 2025 spin-off from Western Digital, riding AI-driven demand for flash storage.
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CES 2026: Jensen Huang's Vision of Physical AI Sends Nvidia Partners Soaring
Nvidia CEO Jensen Huang's CES 2026 keynote revealed the next-generation Rubin platform and a bold vision for 'physical AI' that's reshaping investor expectations.
Trump Puts Defense Contractors on Notice: No Dividends or Buybacks Until Production Improves
President Trump signed an executive order blocking defense contractors from paying dividends or buying back stock until they improve weapons production. Raytheon was specifically called out as 'the least responsive.'
International Stocks Outperformed U.S. in 2025: The Case for Global Diversification Grows Stronger
Global markets outperformed U.S. stocks in 2025, with the MSCI ACWI ex-USA gaining 29.2% vs. S&P 500's 16.4%. Here's why the case for international diversification is compelling for 2026.
S&P 500 Valuations Hit Historic Extremes: Shiller PE Tops 40 for Only Second Time in 155 Years
The S&P 500's Shiller PE ratio has exceeded 40 for only the second time since 1871, matching levels last seen during the dot-com bubble. Here's what history says about extreme valuations.
Alphabet Overtakes Apple as World's Second-Most Valuable Company: The AI Dividend
Google's parent company surpasses Apple in market cap for the first time since 2019, now trailing only Nvidia as investors reward its aggressive AI strategy.
Apple's New Year Blues: Stock Notches Seventh Consecutive Daily Loss as Alphabet Reclaims Market Cap Crown
Apple shares fell for the seventh consecutive day as rising component costs and AI strategy concerns weigh on the tech giant. Alphabet briefly reclaimed a larger market cap for the first time in seven years.
Trump Signs Executive Order Banning Defense Contractors From Stock Buybacks and Dividends
President Trump signed an executive order pressing defense contractors to halt stock buybacks and dividends while boosting investment in weapons production and infrastructure.
Moderna's Flu Vaccine Filing Ignites Best Week for Biotech Since 2021
Moderna stock surges nearly 11% after filing for flu vaccine approval in four countries, lifting the broader biotech sector in its strongest weekly performance since 2021.
Constellation Brands Reports Q3 Earnings: Beer Strength Can't Offset Wine and Spirits Drag
Constellation Brands reports fiscal Q3 2026 earnings with strong beer performance from Modelo and Corona offset by continued weakness in wine and spirits segment.
Tesla Shares Slide 3% After Nvidia Unveils Open-Source Autonomous Driving Platform
Tesla shares fell 3% after Nvidia announced its Alpamayo autonomous driving platform at CES 2026, raising concerns about increased competition in the self-driving technology market.
Nvidia Rebrands Project DIGITS as DGX Spark: The $3,000 Personal AI Supercomputer Goes Mainstream
Nvidia rebranded its Project DIGITS personal AI supercomputer as DGX Spark at CES 2026, with partners ASUS, Dell, HP, and Lenovo building systems starting at $3,000.