Forecasts for the S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), diverge as AI dictates market direction, while specialized ETFs continue to outperform SPY over a five-year horizon.
United Parcel Service is rated Buy, supported by a leaner domestic network and a pivot to higher-margin SMB and healthcare segments. After shedding low-quality Amazon volume, UPS has restructured its

Macro Risk Advisors warns the S&P 500 (SP500) could see an 8-10% correction triggered by imminent Fed rate hikes. Current market setup resembles 2018, with risk of a second leg down in December if mul

Marvell Technology faces new competition as Qualcomm enters Amazon's AI custom silicon and optical connectivity ecosystem, but MRVL retains broad AWS engagement. MRVL's data-center revenue surged 46%
AI leaders are now openly asking to slow frontier development, a striking shift that changes the risk profile of the entire AI trade. A slowdown in model advancement would not necessarily hurt adoptio

AI infrastructure investment has outpaced revenue growth, pushing major tech players into negative free cash flow and increased debt financing. Broadcom (AVGO) faces margin compression and supply cons
AI's doomsday headlines make great engagement, but the real investment edge lies in understanding how this technological shift is quietly reshaping the economic bottlenecks downstream. Three new bottl

The FAB 10 and MANGOS equity baskets have garnered attention as investors rotate into frontier tech favorites such as SpaceX, and eye Anthropic and OpenAI's IPOs. Amid potential market rotations, Sing
iShares Large Cap Core Active ETF has outperformed peers and indices since late 2023, delivering a 105% price return and maintaining strong momentum. BLCR's strategy targets fundamentally sound, high-
Anthropic and OpenAI researchers raised fresh concerns about recursive self-improvement, the process by which AI helps improve the development of models. Both OpenAI and Anthropic have in recent month
Amazon (AMZN) is rated Buy, with growth and valuation increasingly tied to AI-driven AWS and data center capex. AWS is projected to drive over 70% of AMZN's EBITDA by 2030, but long-term returns hinge
The second quarter of 2026 delivered one of the most remarkable earnings seasons in the post-financial-crisis era. On an adjusted basis, the S&P 500 posted index-level EPS growth north of 30%.
Amazon is going to make it easier to shop when you're watching TV. The retail giant on Thursday announced a series of new features that will allow customers to discover products across thousands of Pr

U.S. indices come under pressure as rising rates test key technical levels ahead of CPI.
Rania Zheng struggled to relax while working at Amazon, so she sought out holistic wellness practices. She was laid off in October 2025 and turned her wellness interest into a full-time business.
Amazon has named Kevin Mandia, the founder of breach-investigation firm Mandiant, to its board of directors, adding security expertise a few months after former NSA director Keith Alexander stepped do
Amazon said Kevin Mandia, the founder and former CEO of cybersecurity company Mandiant, is joining its board of directors. Mandia sold the company to Google for $5.4 billion in 2022, and launched a ne
On September 8, two SanDisk (NASDAQ: SNDK) stock insiders disclosed dumping nearly $12 million worth of equity since the month started, for a massive increase relative to every other month since 2026

The S&P 500's recent rally is underpinned by record corporate profits, but stock prices have outpaced underlying earnings growth. Much of Alphabet's and Amazon's net income surge stems from unrealized

Q2 '26 S&P 500 EPS growth is currently estimated to be 53%, until the Anthropic non-operating mark-ups are removed from Alphabet and Amazon, which reduces the growth to a still-quite robust 34.9% for