US Large-Cap earnings have accelerated significantly, with the S&P 500 posting 27.5% year-over-year earnings growth and beating analyst expectations by 16.3%. This strong performance is driven by AI-related gains in technology and robust consumer spending, offsetting concerns from geopolitical tensions and inflation. Small-Cap and Japanese markets also show promising earnings trends, while Europe lags with shrinking revenues. The outlook remains positive as earnings continue to outperform despite macroeconomic and geopolitical uncertainties, suggesting market volatility is likely short-term unless earnings deteriorate.
The S&P 500 is nearing 7,600, but upcoming mega-IPOs such as SpaceX, targeting a $1.75–$2 trillion valuation, and OpenAI, aiming for about $1 trillion, could temporarily disrupt momentum in tech stocks. SpaceX plans the largest IPO in history, debuti...
Since their strong performance pre-2020, high-yield REITs have underperformed due to the pandemic and rising interest rates. However, with the economy and corporate profits growing, demand for real estate is expected to increase, making REITs a promi...
The Federal Reserve has returned to operating profitability with a $1.3 billion gain, ending a streak of 12 consecutive quarters of losses since late 2022. These losses were primarily caused by an asset/liability mismatch from quantitative easing (QE...
SpaceX is set for a massive IPO with a valuation between $1.5 trillion and $1.75 trillion, but it does not meet key S&P 500 inclusion criteria such as profitability, public float, and trading history. Market strategist Jay Woods argues against changi...
As of May 26, 2026, seven of nine major global stock indexes are in positive territory for the year. Japan's Nikkei 225 leads with a strong 29.1% year-to-date gain, followed by the U.S. S&P 500 (+9.8%) and Canada's TSX (+9.3%). In contrast, India's B...
