The Great Rotation: Small Caps Extend Historic Nine-Day Dominance Over Large Caps
Russell 2000 matches longest outperformance streak versus S&P 500 since 1990. What's driving the rotation and what it means for portfolio positioning.
1366 articles found for "investing"
The Value Rotation Is Here: Why the Dow Could Outperform Tech-Heavy Nasdaq in 2026
After the Nasdaq outperformed the Dow for 8 of the last 10 years, analysts see conditions favoring value stocks in 2026. Analysis of the potential market rotation.
Microsoft's $80 Billion AI Paradox: Record Spending Meets Persistent Layoff Fears
Microsoft plans to spend over $80 billion on AI infrastructure in 2026 while workers fear another round of layoffs. Inside the paradox defining Big Tech's workforce strategy.
The Weight Loss Pill Revolution: How Oral GLP-1 Drugs Are Reshaping a $100 Billion Market
Novo Nordisk's oral Wegovy and Eli Lilly's upcoming orforglipron are transforming obesity treatment. Here's what investors need to know about the new $100B market.
Nvidia's Path to $5 Trillion: Why Wall Street Sees 36% Upside in the AI Chipmaker
With a $4.6 trillion market cap and analyst price targets suggesting 36% upside, Nvidia could become the first company to reach a $5 trillion valuation in 2026.
Small-Cap Renaissance: Russell 2000's Record-Breaking Start Signals Major Market Rotation
The Russell 2000 surged 4.69% in the first week of 2026, outpacing both the S&P 500 and Nasdaq as small-cap stocks finally break out after years of underperformance.
Wall Street's $1.1 Trillion Buyback Bonanza: The Hidden Engine Behind the Market's Rally
S&P 500 companies spent a record $1.1 trillion on buybacks in 2025, fundamentally reshaping market dynamics. Here's why corporate repurchases have become the market's most powerful tailwind.
Walmart Joins the Nasdaq-100: What the Index Reshuffle Means for Investors
Walmart's addition to the Nasdaq-100 index marks a historic moment as the retail giant joins the tech-heavy benchmark, triggering billions in passive fund flows.
Amazon's Race to the $3 Trillion Club: How AI Investments Position the Retail Giant for Elite Status
Amazon could join the $3 trillion club by year-end 2026, powered by accelerating AWS growth and its massive AI infrastructure investments.
The Magnificent Seven's Profit Slowdown: Why 18% Growth May Actually Help the Rest of the Market
Magnificent Seven earnings growth is expected to slow to 18% in 2026—the weakest since 2022. Here's why this could finally benefit the other 493 S&P 500 stocks.
DeepSeek's Anniversary: One Year After the AI Shock That Erased $589 Billion in a Day
One year after DeepSeek's bombshell announcement triggered the largest single-day market cap loss in history, the AI landscape looks radically different. Here's what investors learned.
The S&P 500's Three-Peat: What History Says About Third Consecutive Years of Double-Digit Gains
The S&P 500 just posted its third consecutive year of strong gains—a rare feat seen only ten times since 1871. What does history suggest for 2026?