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The top market stories and financial headlines of the day.
This week
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PEGA CFO on Company's Growth, A.I. Embrace
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January 2026 STAX: 'Buy the Dip' & 'Sell Into Strength' Splits Tech
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MGM & WYNN Betting on Earnings Comeback & Prediction Markets
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Why Jobs Report is a 'Sign of Relief'
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Ocampo: 'Overcorrection' in Software Selling
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Building a ‘Bond Ladder’ for Portfolio Income
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Gannon: At Beginning of Multi-Year Small Cap Rally, Productivity Supercycle
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Watling: Positive on U.S. Equities but Worries Around Midterms, Economic ‘Bottom Half’
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Woods: 'When We Talk Rotation, It's Healthy'
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Why Fintech Disruption Impacts GDP Makeup
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Protolabs (PRLB) CEO on Building Prototypes for American Innovation
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OUST Rallies on StereoLabs Acquisition: CEOs Explain Next Step for Autonomous Tech
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Remaking ESG Investing in the Age of the AI Boom
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Pagaya (PGY) CEO on Becoming the AI ‘Connective Tissue’ in Bank Landing
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Why the ISM Report Represents an Economic Turning Point
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Stovall: ‘We Will Be Rewarded by Holding On’ Amid Volatile Markets
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Commercial Real Estate: Local Impact, Debt Picture & Return to Office Trends
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Polcari: 'Solidly In This Bull Market'
Last week
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Tech Corner: WDC's Eye-Watering Rally
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ARM CFO on Earnings, Benefitting from Mag 7 CapEx & Agentic AI Impact
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Market Overtime with Vivian Tu
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Takeaways From This Week’s Labor Data: Any Bright Spots?
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Gen Digital (GEN) CEO on Earnings, Creating the ‘Trust Layer’ for Consumer Agentic AI
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What Drove Markets This Week: Anthropic, Mag 7 Capex
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AI Shifting Areas of Employment in U.S. Economy
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Understanding the UAA Turnaround Story
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Bob’s Discount Furniture (BOBS) CFO on IPO, Keeping Prices Low
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American Superconductor (AMSC) CEO: Business ‘Hitting on All Cylinders’ as Manufacturing Rises
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Inside the ‘Drastic Understaffing’ in Healthcare & Patient Impact
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GOOGL ‘Invented AI as We Know It’, PLTR ‘Really Expensive’
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Bitcoin & GOOGL CapEx Shakes Markets, Job Weakness Accelerates
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NYSE's Reinking Weighs in on Concern Around AI Trade
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The Change in Diversification & Incorporating Volatility Into Portfolios
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Crypto Corner: What's Behind Bitcoin Selling?
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VenHub (VHUB) CEO on Fully Roboticizing Convenience Stores & Aiming for Retail Dominance
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Charles Schwab CEO on Earnings, AI, Crypto & Market Volatility
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AT&T (T) Earnings: ‘Strong Finish to a Strong Year’ With Strong Internet Growth
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GOOGL 'Best in Class' into Earnings, Bull Case for 'Aggressive' AI CapEx
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ENPH Earnings Power Rally, LLY Gains on GLP-1s, CMG Slides
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'Goldilocks' Theme in Today's Markets
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SpaceX & xAI Merger's 'Limitless' Potential in Combining AI, Energy & Space Tech
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The FOMC's Crypto Correlation: What Warsh Means for Bitcoin
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Wedbush: UBER Earnings Need to Show TSLA, Waymo Robotaxi Resilience
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'This Inflection Point is Real:' Headwinds & Tailwinds in PLTR Earnings
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Pete Najarian: Memory Chips, Silver & Gold Surges to Continue
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‘Play in the Middle’ of the AI Trade as it Disrupts Software Sector: EME, APH, LRCX
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Tokenization Takes on Mortgages & Real Estate
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MRK Headwinds: Rise of Keytruda Generics, China Weakness, Regulatory Outlook
Last month
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Tech Corner: META's Big AI Spend
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SEIC Powers Ahead: Strong Earnings and Strategic Shifts in Private Markets
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Mag 7 Earnings Recap: MSFT Tech Juggernaut, META 'AI Play' & TSLA Evolution
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MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
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SNDK Stuns Markets in Earnings & Guidance Over 'Unprecedented Demand'
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D-Wave Quantum CEO on Latest Growth & Adoption Trends
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Crude Oil's 'Tough' 2025, Impact of Weaker Dollar
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How A.I. Reshapes Energy Consumption
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EARNINGS ALERT: AAPL
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AI Demand 'Here and Now:' Steven Dickens' Infrastructure Buildout Bull Case
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MUFG Americas CFO on Financing Billions for the AI Revolution
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Tesla's 'Hard Reset:' Explaining Gear Shift from EV to AI & xAI Investment
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TSLA EV Slowdown, Full Speed on AI: Earnings Highlight 'Critical' 2026 Ahead
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iPhone Sales, Siri & Google Gemini: AAPL Earnings Preview & Options Trade
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Consumer Spending & Blockchain Back Visa (V) Bull Case, Sentiment Waves Yellow Flag
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Ethos Technologies (LIFE) CFO on Disrupting Life Insurance With AI
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Firings, Hirings & Labor Market Latest
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Cruisin' World: RCL Earnings Takeoff
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EARNINGS ALERT: MSFT, META, TSLA, IBM
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Virtuix (VTIX) CEO on IPO, Using VR & AI to Create Walkable, ‘Photorealistic’ Worlds
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Daniel Rubino on MSFT 'Great Positioning,' AAPL on AI Sidelines & META Big Bet
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Why it Might be Hard for the Fed to Cut Rates in 2026
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Enova (ENVA) CEO on Credit Strength, Grasshopper Acquisition
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META Needs to Justify AI Spend in Earnings & Example Options Trade
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Herriage: Tech Rally in 'Early Innings,' TSLA 'Transformative' in AI & Robotics
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'Nervousness' Ahead of FOMC Decision, Why Waller Could Replace Powell
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META's 'Show Me' Earnings Story
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Dr. Cherry’s Diversified Energy Pick: EOG Resources (EOG)
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Trinity Capital (TRIN) on Record 2025, Financing Pre-IPO Companies
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UPS Doing a ‘Brilliant Job of Re-Engineering’ Itself
Older
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Crypto Corner: The Year Bitcoin Went Mainstream
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Swirski: Unemployment Angst Will Pressure Markets in 2026
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McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling
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Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA
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‘YouTube Has Become Television’: the Media Shake Up in 2026
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Microsoft (MSFT) 2026: Azure AI & Corporate Adoption
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Inside Out: Software Sector Opportunities
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2026 Bond Market Returns May Lag 2025
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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact
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David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH
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Nova Minerals CEO on Gold Rally
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A.I. Leads to Cloudy Investment Outlook
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Jay Hatfield’s 2026 SPX Target: 8,000
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Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7
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NVDA Groq Acquisition Turns Pages in Big Tech's 'New Playbook'
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Jon Najarian on 2025's Resilience, Silver's Stunning Rally & Tech Weakness
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Butowsky: META Manus Acquisition ‘Brilliant Move’, 25% Stock Upside
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Next Week’s Economic Data Will ‘Set the Course’ for the Fed
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Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks
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Supply & Demand: AI's Double-Edged Sword in Retail
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Dryden Pence's 2026 Mag 7 Bull Case, 'Constructive Across the Board' for SPX
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Tech Corner: AMZN Underperformance & Unique Outlook
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Crypto Corner: 2025's Biggest Disappointments & Wins
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WMT & TGT Holiday Retail Test, A.I. Acceleration's Sales Impact
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AMZN Evercore Top Pick, SoftBank Acquiring DBRG, KBH Price Target Cut
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Market Weighs Earnings to Valuation Balance, FOMC's 'Negative Equity' Issue
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META's $75B AI Bet: Patience and Metrics for 2026 Investors
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The Big 3: TSLA, LULU, SLV
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Pete Najarian’s 2026 Picks: C, GOOGL, CAT
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INTC Slides on NVDA Testing Halt

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