Stock market news covering Wall Street, S&P 500, Nasdaq, earnings reports, IPOs, and expert analysis on market trends and investment opportunities.
Wall Street strategists are recalibrating after the Iran war pushed inflation to its biggest jump since 2022. JPMorgan, Goldman, BlackRock, Wells Fargo, and others are stress-testing 2026 targets.
The 10% global baseline tariff stays in effect through July 24, 2026. The S&P 500 has absorbed the shock but technology and automotive face sustained margin pressure. Here is how the tariff landscape maps to sector winners, losers, and portfolio strategies.
Andy Jassy's 2026 shareholder letter reveals Amazon will spend roughly $200 billion on AI infrastructure this year. Amazon stock rose 5.6% on the news. James Calloway breaks down the bet.
A year after Liberation Day, 50% of German companies have cut US investment plans, FDI has stayed below projections, and institutional capital is diversifying away from dollar-dominated assets.
The S&P 500's Shiller CAPE ratio reached 39.8 in April 2026, the highest level since the dot-com peak in 2000. GDP grew only 2.2% in 2025 and job creation hit its lowest pace since 2020, widening the gap between valuations and fundamentals.
Goldman Sachs, JPMorgan, and Morgan Stanley have cut their year-end S&P 500 targets as Iran war uncertainty and sticky inflation scramble the consensus growth trade.
US equities posted their best week in three months as diplomatic signals from Tehran eased oil prices and sparked a broad relief rally across every major index.
The S&P 500 closed lower for a fifth consecutive week as defense and energy stocks outperformed while technology and consumer discretionary sectors bore the brunt of losses.
The Dow Jones Industrial Average officially entered correction territory, falling more than 10% from its December peak as geopolitical risk reprices US equities.
Major US indexes tumbled sharply as escalating Iran tensions, surging oil prices, and investor flight to safety produced Wall Street's worst weekly loss since hostilities began.
Benchmarking against appropriate indices, understanding risk-adjusted returns, and accounting for fees and taxes are the foundations of honest portfolio evaluation.
