ServiceNow
In a move that has sent ripples through the enterprise software sector, KeyBanc Capital Markets has issued a rare and pointed "Underweight" rating on ServiceNow (NYSE: NOW), the long-standing titan of IT Service Management (ITSM). The downgrade, which surfaced prominently in early January 2026, marks a significant departure
AI
As we enter the first week of 2026, the era of "blind faith" in artificial intelligence investment has officially concluded. The "Big Four" hyperscalers—Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Meta Platforms (NASDAQ: META)—have closed out a staggering 2025 with a
Stock Market
After a blistering start to 2026 that saw the major averages scale new heights, the "New Year honeymoon" on Wall Street came to an abrupt halt on Wednesday. The Dow Jones Industrial Average plummeted more than 450 points, marking its first significant pullback of the year as investors
AI
As of January 6, 2026, the global financial markets are witnessing a capital expenditure cycle unlike any in history. The "Big Four"—Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), and Amazon (NASDAQ:AMZN)—alongside Oracle (NYSE:ORCL), have officially projected a collective AI-related capital expenditure (CapEx)
Dow Jones
The Dow Jones Industrial Average (DJIA) achieved a historic milestone today, January 6, 2026, as it surged past the 49,000 mark for the first time in its 130-year history. This technical breakout, occurring just days into the new year, marks a definitive shift in market leadership and suggests that
S&P 500
The S&P 500 reached a historic milestone on January 6, 2026, closing at a new all-time high of 6,944.82. This 0.6% gain on the first full trading week of the year signals a powerful continuation of the multi-year bull run that has redefined market expectations.
FederalReserve
As the sun rises on 2026, the financial world finds itself at a delicate crossroads. Following a year of tentative easing and a surprisingly resilient labor market, the Federal Reserve has signaled that the path to "neutral" interest rates will be far more arduous and gradual than many
Palantir
As the financial markets open for the first full week of 2026, one name continues to dominate the conversation among institutional investors and retail traders alike: Palantir Technologies Inc. (NYSE: PLTR). Once dismissed by skeptics as a "black box" government contractor with a cult-like following, Palantir has spent
AI
As the opening bells of 2026 ring across Wall Street, the narrative dominating the financial landscape is no longer just about the potential of Artificial Intelligence, but the staggering physical reality of its build-out. With global hyperscalers projected to pour more than $600 billion into capital expenditures this year, the
S&P 500
As the calendar flips to January 1, 2026, the U.S. equity markets are entering the new year with a definitive "risk-on" posture. The S&P 500 is currently hovering just below the psychologically significant 7,000 mark, driven by a series of technical breakouts among large-cap
Cloud Computing
As the clock struck midnight on 2025, the tech sector found itself in an uncharacteristically defensive posture. While the broader markets enjoyed a respectable year, the final weeks of December saw a cooling of the "AI fever" that had dominated the last 24 months. Leading the retreat were
CoreWeave
As the calendar turned to 2026, the artificial intelligence infrastructure sector faced a sobering reality check. CoreWeave (Nasdaq: CRWV), the specialized cloud provider that became the poster child for the AI gold rush, saw its stock slide 3.1% to close at $71.61 on the first trading day of