Markets may still be climbing, but one macro strategist believes the rally is entering its most dangerous phase.

For most of the past decade, SpaceX’s stock market debut has lived in the realm of speculation. That has now shifted from rumor to expectation, with investors treating the company less like a future IPO and more like a public giant that simply hasn’t rung the bell yet.

As we head into 2026, artificial intelligence continues to be one of the dominant themes driving equity markets.

For years, the artificial intelligence trade has felt untouchable. Earnings surprises, massive capital spending plans, and near-constant hype have turned a handful of companies into market heavyweights almost overnight. Now, one of Wall Street’s most famous skeptics is quietly positioning for a very different ending.

After nearly two decades of uninterrupted expansion, the global financial system may be approaching a breaking point.

As markets look ahead to 2026, investors are increasingly focused on companies with durable earnings power, structural growth drivers, and the ability to navigate shifting macro conditions.

Novo Nordisk shares jumped sharply on Tuesday, extending a strong rebound as investors reacted to a major regulatory milestone and improving technical signals after a difficult year for the stock.

Talk of an overheated U.S. stock market may be premature, at least according to a new outlook from UBS. The bank believes the current equity cycle still has unfinished business, with conditions lining up for U.S. stocks to keep climbing beyond the near term and into 2026.

Nvidia has quietly slipped into a valuation zone that almost never shows up on long-term charts - and some Wall Street analysts believe the market is missing what that really means.

Ark Invest has increased its exposure to Coinbase once again, adding millions of dollars’ worth of shares as part of its ongoing portfolio rebalancing strategy during a volatile period for crypto-related equities.

Trump Media & Technology Group surprised markets with an announcement that pushes the company far beyond its original social media focus, igniting a sharp rally in its Nasdaq-listed shares and opening a new chapter in its corporate strategy.

Micron Technology delivered one of the strongest quarters in its history, underscoring how artificial intelligence is reshaping the global semiconductor landscape.