The opening weeks of 2026 have etched a stark portrait of a "two-speed" economy. As of February 12, 2026, the S&P 500 continues to hover near the historic 7,000-point milestone, but the celebratory headline masks a deep internal fracture. A handful of sectors—primarily high-octane Technology and a
The corporate credit markets have been hit by a historic "supply flood" as some of the world’s largest technology firms issued more than $100 billion in new debt during the opening weeks of 2026. This sudden deluge of high-quality paper, driven primarily by the insatiable capital requirements of artificial
In a move that underscores the relentless momentum of the artificial intelligence revolution, Celestica (NYSE:CLS) has significantly upwardly revised its financial targets for the 2026 fiscal year. The Toronto-based electronics manufacturing giant, which has successfully pivoted from a traditional contract assembler to a high-value engineering partner for the world's
In a stunning reversal for one of 2025’s top market performers, AppLovin (NASDAQ: APP) saw its shares crater by 20% following its fourth-quarter earnings report on February 11, 2026. Despite posting "beat-and-raise" results that exceeded Wall Street’s expectations for both revenue and earnings, the Palo Alto-based software company
In a dramatic reversal of fortune that underscored the insatiable appetite for artificial intelligence infrastructure, shares of Micron Technology, Inc. (Nasdaq: MU) surged nearly 10% on February 11, 2026. The rally, which propelled the stock to a record closing high of $410.34, was ignited by a series of high-stakes
Wall Street reached a monumental psychological and financial peak on January 28, 2026, when the S&P 500 Index surged to an all-time intraday high of 7,002.28. This historic breach marks the first time the benchmark index has ever crossed the 7,000 threshold, crowning a relentless 14-month
The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure spenders are on track to exceed a combined $500 billion in capital expenditures this year alone, with some analysts now
The financial world witnessed a watershed moment on January 28, 2026, as the S&P 500 index breached the 7,000-point threshold for the first time in history. This milestone, coming just fourteen months after the index crossed the 6,000 mark in November 2024, underscores the relentless momentum of
Nebius Group is selling every unit of AI capacity it can build. Find out whether this stock is a rare infrastructure opportunity or a high-risk execution bet.
Growth boosts valuation multiples, but it doesn’t always last forever.
Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
WASHINGTON D.C. — In a sweeping transformation of the federal government not seen in decades, the Office of Budget, Balance, and Bureaucratic Accountability (OBBBA) has initiated a massive "operational efficiency" review, marking the formal beginning of what Wall Street is calling the "Great Regulatory Purge." This aggressive restructuring, authorized under
