What's really moving these markets
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.

Big Tech earnings: The winners and losers

The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.