As AI comparables grow tougher and trade tensions persist, the technology sector faces its most challenging earnings test yet. Can artificial intelligence continue carrying global markets through 2026 amid narrowing growth gaps?
Against all expectations of tariff-driven declines, General Motors and Ford have emerged as 2025’s most surprising stock market winners. Both legacy automakers are posting double-digit gains while outperforming Tesla, driven by affluent consumer spending and strategic cost management.
Jamf, the dominant Apple device management platform, is going private in a $2.2 billion acquisition by Francisco Partners. The move signals major changes ahead for enterprise Apple management and could reshape competition in the MDM space.
The S&P 500 keeps hitting record highs, but beneath the surface lies a troubling reality. Most stocks aren’t participating in this rally, creating dangerous concentration risk that could threaten market stability when AI enthusiasm wanes.
The Bubble Conversation Goes Mainstream What was once considered financial heresy has become mainstream discourse in 2025. The term “bubble,”…
