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Goldman Quietly Doubled Its 10-Year Stock Forecast From 3% to 6.5% — What Actually Changed

Goldman Quietly Doubled Its 10-Year Stock Forecast From 3% to 6.5% — What Actually Changed

In October 2024, Goldman Sachs warned the S&P 500 would return just 3% a year for a decade — a near "lost decade." By November 2025 they had lifted that to 6.5%. Same bank, same index, more than double the forecast in about a year. This

Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

TL;DR — The five biggest US hyperscalers will spend $660–690 billion on AI infrastructure in 2026 — nearly double 2025 — pushing their capex-to-sales ratio to roughly 34%, already above the 32% peak hit at the height of the dot-com bubble in 2000. Bulls point to real, fast-

The AI Sell-Off With No Catalyst — and Why Korea Fell Hardest

The AI Sell-Off With No Catalyst — and Why Korea Fell Hardest

TL;DR — In late June 2026, AI stocks sold off hard with no clear trigger. The Nasdaq fell into correction from its June 2 high, but Asia took the worst of it: Korea's Kospi plunged 10% and tripped a circuit breaker before bouncing 3% the next day. The

Dow 52,000: What the Record Close Actually Means

TL;DR — The Dow Jones Industrial Average closed above 52,000 for the first time on Monday, snapping a five-day losing streak for the S&P 500 and Nasdaq as the "Magnificent Seven" tech stocks bounced back. After a week of bubble warnings and chip selloffs,

The Chip Shortage Isn't Ending — It Runs Past 2027

The Chip Shortage Isn't Ending — It Runs Past 2027

TL;DR — Micron shares jumped after the company signaled the chip shortage is now projected to last beyond 2027, with memory demand from AI outrunning supply. While headlines fret about an AI bubble, the hardware underneath is telling a tighter, more bullish story: not enough chips, for longer than expected.

The AI Trade Just Cracked — What the Selloff Means

The AI Trade Just Cracked — What the Selloff Means

TL;DR — The Nasdaq just logged its fifth straight losing session as chip stocks tumbled, and Oracle had its worst week since the 2001 dot-com bust on fears about how the AI boom is being financed. Big-name investors are openly using the word "bubble." The boom