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The Stock Market Is Doing Something Witnessed Only 2 Times in 153 Years -- and History Is Very Clear About What May Happen in 2026.

The S&P 500 is experiencing a rare third consecutive annual double-digit gain, driven by investor enthusiasm for AI stocks like Nvidia and Alphabet. This has pushed the S&P 500 Shiller CAPE ratio to its second-highest level ever. Historically, such peaks have led to declines, suggesting a potential drop in 2026. However, long-term recovery is expected, emphasizing the importance of holding quality stocks.

Motley Fool·
US
GOOGL
-1.01%
US
GOOG
-1.01%
US
NVDA
-3.27%
Motley Fool·
US
GOOGL
-1.01%
US
GOOG
-1.01%
US
NVDA
-3.27%

Song Xuetao 2026 US Stock Market Outlook: The Internal Melting Point and External Turning Point of the AI Bubble

Song Xuetao looks ahead to the US stock market in 2026, focusing on the AI investment bubble and market vulnerabilities. In 2025, the US stock market experienced tariff shocks and fiscal shifts, with the AI boom boosting market sentiment. Recently, the AI narrative has come under scrutiny, as tech giants ramp up financing, exacerbating irrational market exuberance. The existence of an AI investment bubble and its impacts are being discussed, emphasizing that AI has limited effects on productivity improvement and that systemic risks should be monitored

Wallstreetcn·
US
ORCL
-4.47%
US
MSFT
-1.02%
US
NVDA
-3.27%
Wallstreetcn·
US
ORCL
-4.47%
US
MSFT
-1.02%
US
NVDA
-3.27%

Intel is rumored to acquire AI chip startup SambaNova for nearly $1.6 billion

Intel plans to acquire AI chip startup SambaNova for approximately $1.6 billion and is in late-stage negotiations. This deal is expected to expand Intel's AI product offerings and could be finalized as early as next month. SambaNova was founded by Stanford University professors and competes with NVIDIA chips. Intel CEO Pat Gelsinger is the chairman of SambaNova, and his company was involved in early investments in SambaNova

Stheadline·
US
INTC
-4.30%
Stheadline·
US
INTC
-4.30%

Wall Street Turns Even More Bullish on Broadcom Stock (AVGO) as AI Backlog Surges

Top Wall Street analysts have raised their price targets for Broadcom (AVGO) stock, citing its strong position in AI chips and networking. Bernstein's Stacy Rasgon increased the target to $475, Piper Sandler's Harsh Kumar to $430, and Benchmark's Cody Acree to $485, all maintaining Buy ratings. Broadcom's AI business is outperforming expectations, with significant orders from Anthropic and a $73 billion AI backlog. Analysts have a Strong Buy consensus, with an average price target of $459.59, indicating a 27.43% upside potential.

Tip Ranks·
US
AVGO
-11.43%
Tip Ranks·
US
AVGO
-11.43%

Nvidia CFO Colette Kress Reports Disposal of Common Shares

Nvidia's CFO, Colette Kress, reported the disposal of common shares of Nvidia Corporation. This information was published via EDGAR by Nvidia and is available for public access. The news was generated by Public Technologies using AI and is intended for informational purposes only.

Reuters·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
+0.39%
Reuters·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
+0.39%
Posts
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The market attaches a 95% probability to a Fed funds rate cut of 25bp on Wednesday, to 3.5-3.75%. The market expects two additional 25bp rate cuts in 2026 in March and June. To appease inflation haw...

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Featured

$Coreweave(CRWV.US)

Alternative count

I am updating my previous count to take into account the general market which seems to be tracing a diagonal as well but finishing what seems to be a third wave. As...

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fed officially stoping QT today

fed probably giving us a cut next week

trump announcing shadow fed in a few weeks making Powell largely irrelevant over the next few months

with as many macro issues we ha......
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