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Tech 2026

Wall Street was wrong on AI spending

The market thought AI spending had peaked. Big Tech earnings just proved otherwise. With CapEx accelerating and demand surging, the opportunity is expanding. Here's what the numbers reveal—and where investors should be looking next.

A quiet shift is reshaping the retail market

Levi's (LEVI) just delivered strong results… But there's a bigger story under the surface. LEVI's earnings highlight a shift that's quietly putting pressure on traditional retailers… and creating new opportunities for investors.

Why strong earnings aren’t saving tech stocks

Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

AI

The easy AI hyperscaler trade is over

For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.