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Deeper looks at the companies, sectors, and stories behind the numbers.
The S&P 500 is up 10% in April. The Nasdaq is up 15%. Oil is above $125. Consumer spending is slowing. And tech is carrying the entire thing. This is not a normal bull market.
60% collective earnings growth. $320 billion combined AI capex. And the stock that fell the most was the one spending the most. Welcome to the era of delayed gratification.
SK Hynix is up 600% in a year. Samsung's margins are approaching 80%. And the supply crunch isn't expected to ease before 2028. Here's why this cycle feels different, and why that's exactly the time to stress-test the thesis.
A 10% drawdown. An 11-session recovery. No ceasefire. The market is not ignoring the war, it's just looking past it.
The US is proposing a $1.5 trillion defence budget. Germany just ran its largest deficit since reunification. Japan is spending at a record pace. The world is rearming, but the fiscal arithmetic is getting complicated.
30,000 companies waiting for an exit. $3.7 trillion in unrealized value. And a secondaries market that has grown 41% in a single year. The liquidity problem in private markets is not getting smaller.
65% in 2025. All-time highs in early 2026. A JPMorgan price target of $6,000 to $6,300. Gold is doing things it has not done since 1979, and the reasons go deeper than geopolitical fear.