The recent strong rally in the S&P 500, mainly driven by tech stocks, is facing skepticism due to a lack of healthy pullbacks and rising core inflation, which hit 3.3% year-over-year in April. This inflation trend reduces the likelihood of interest rate cuts this year or even in 2026, prompting a lowered S&P 500 forecast from 8,500 to 7,700. Additionally, geopolitical tensions, particularly the fragile U.S.-Iran ceasefire, could keep oil prices high and inflation pressures persistent. Investors should be cautious as the market may be overextended without clear signs of correction.
Google is projecting capital expenditures of $175-185 billion for 2026, after spending $91.45 billion in 2025, and is reportedly raising $80 billion in equity to fund 2027 capex. This massive spending on AI infrastructure, including a single project ...
Texas has overtaken California as the state with the most Fortune 500 companies, hosting 57 companies with $2.8 trillion in revenue compared to California's 56 companies and $2.7 trillion. This shift reflects Texas' business-friendly environment, inc...
In 2026, several small-cap stocks in the Russell 2000 index surged over 400%, driven by AI infrastructure demand. ETFs like Vanguard Russell 2000 Growth (VTWG) and Inspire Small/Mid Cap (ISMD) held key winners such as Applied Optoelectronics, Aehr Te...
Jim Cramer warned that a surge in capital raises linked to the AI boom could overwhelm investor demand and push stock prices down in the near term. He highlighted that companies like SpaceX, Anthropic, OpenAI, and Alphabet are raising large amounts o...
Uber unveiled a Hyundai Ioniq 5 prototype equipped with numerous sensors to gather real-world driving data for its autonomous vehicle partners like Avride, Waymo, and WeRide. This marks Uber's first self-assembled vehicle since selling its autonomous...
