Wave of Earnings Surprises Will Be Hard to Repeat, Says Goldman

Jul 8, 2026 | Markets

The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann. While companies are still likely to beat...

Apollo’s Slok Says S&P 493’s Stalled Margins Are a Big-Tech Risk

Jul 7, 2026 | Markets

Apollo Global Management Inc.’s Torsten Slok warned that companies outside the giants of the technology sector are failing to show gains in profitability from their spending on artificial intelligence, posing risks to Big Tech valuations. “We need to see profit...

Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

Jul 7, 2026 | Markets

For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over. While the technology-heavy Nasdaq 100 Index is up 16% in 2026 and the...

Wall Street Bets Rallying Markets Will Absorb Every Market Blow

Jul 2, 2026 | Markets

Wall Street is kicking off the second half of 2026 with fresh conviction: shrugging off one shock after another, markets are set to grind even higher. A diversified portfolio of stocks, bonds and commodities just posted its strongest first-half return since 2021...

Private Credit Keeps $14 Billion Trapped in Bid to Outlast Storm

Jul 2, 2026 | Markets, Private Credit

Ahead of reporting their second-quarter results, private credit managers acknowledged a sobering reality: The redemption wave engulfing the $1.8 trillion market was unlikely to abate swiftly. Now, as the last half of 2026 gets underway, direct lenders are realizing...