The Great Reversal: International Stocks Crushed U.S. Markets in 2025
After a decade of U.S. dominance, international stocks outperformed by nearly 13 percentage points in 2025. Here's what drove the shift and what it means for 2026.
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Nvidia's $500 Billion Pipeline: Why Wall Street Sees the AI Chip King Extending Its Dominance
Nvidia has visibility to half a trillion dollars in revenue through 2026 from its Blackwell and Rubin platforms. As the AI chip king prepares for CES, analysts see continued dominance ahead.
Databricks' $134 Billion Moment: The AI Data Giant's Path to a Historic 2026 IPO
After raising $4 billion at a $134 billion valuation, Databricks may be preparing for one of tech's largest IPOs. CEO Ali Ghodsi hasn't ruled out a 2026 listing.
Biotech's 2026 Gauntlet: The FDA Decisions That Could Make or Break This Year's Top Drug Stocks
From Vanda Pharmaceuticals to Denali Therapeutics, here are the FDA decisions in early 2026 that could move biotech stocks—for better or worse.
The Week Ahead: Jobs Report, CES, and Five Market-Moving Events to Watch
This week brings Jensen Huang's CES keynote tonight, the crucial December jobs report Friday, and several Fed speeches that could reshape rate expectations.
SanDisk's 559% Rally: How the S&P 500's Best Performer of 2025 Rode the AI Storage Wave
SanDisk emerged as the S&P 500's top performer in 2025 with a stunning 559% gain, outpacing even Nvidia as AI infrastructure demand drove NAND flash memory prices higher.
Four Beaten-Down AI Software Stocks Positioned for January Rebound
GitLab, nCino, Samsara, and Global-e Online lost between 17-33% in 2025 but are deploying AI features that could drive earnings growth exceeding 90% in 2026.
Meta's AI Paradox: Why the Tech Giant Cut 600 AI Jobs While Racing to Build Superintelligence
Meta eliminated 600 positions across its AI divisions—including the legendary FAIR research unit—while simultaneously hiring for its superintelligence lab. The strategy reveals how AI development is evolving.
Bank of America's $1 Trillion Bet: The 6 Semiconductor Stocks Set to Dominate 2026
Bank of America projects global chip sales will surpass $1 trillion in 2026—four years ahead of schedule. Here are the six stocks the bank says will lead the surge.
The Robinhood Portfolio: What 2026's Most Popular Retail Stocks Reveal About Market Sentiment
Nvidia, Tesla, Amazon, Apple, and Microsoft dominate Robinhood's most-held stocks as 2026 begins. Here's what retail investors are betting on and what it means for markets.
The Shiller PE Warning: Stock Market Valuations Haven't Been This Extreme Since the Dot-Com Bubble
The Shiller PE ratio has reached 40.74, its second-highest level in history. Here's what this valuation metric means for investors in 2026.
Big Tech's $600 Billion AI Arms Race: Inside the Infrastructure Spending Spree of 2026
Microsoft, Google, Amazon, and Meta are collectively planning $600 billion in AI infrastructure spending for 2026. Here's what it means for investors.