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U.S. stocks extended their late-November climb Tuesday as major indexes pushed higher into the closing bell. The Dow Jones Industrial Average rose 663.87 points to 47,112.1, a 1.43% gain, while the S&amp;P 500 added 60.76 to finish at 6,765.88, up 0.91%. The Nasdaq Composite advanced 153.59, or 0.67%, to 23,025.6, and the Russell 2000 outperformed with a 2.16% rise to 245.09. The broad advance reflected robust participation across sectors: NYSE advancers made up 74.0% of volume, while just 23.6% of issues declined.

Why Everything Is So Expensive 👇<video src="https://www.youtube.com/embed/TmSpZqYC3Fc" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Episode 17_c108a1fd1764103775492.jpg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/TmSpZqYC3Fc&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Episode 17_c108a1fd1764103775492.jpg&quot;}"></video>Investors were confronted with a fresh political catalyst after <a href="https://www.bloomberg.com/news/articles/2025-11-25/hassett-emerges-as-frontrunner-in-trump-fed-chair-audition?srnd=homepage-americas" target='__blank'>Bloomberg reported</a> that White House National Economic Council Director Kevin Hassett has emerged as the leading candidate to replace Jerome Powell as Chair of the Federal Reserve. Bloomberg reported: “With Hassett, Trump would have a close ally whom the president knows well and trusts installed at the independent central bank… Hassett is seen as someone who would bring the president’s approach to interest-rate cutting to the Fed, which Trump has long wanted to control...” Markets have been sensitive to the prospect of accelerated rate cuts, and the news added a new layer of intrigue to the coming policy calendar.The macro backdrop itself remained unusually noisy. According to a preliminary <a href="https://mediacenter.adp.com/2025-11-25-ADP-National-Employment-Report-Preliminary-Estimate-for-November-8,-2025" target='__blank'>ADP National Employment Report</a> update, U.S. private employers shed 13,500 jobs per week for the four weeks ending Nov. 8, data ADP stressed is preliminary and subject to revision. That uncertainty echoed analysis from Jay D. Hatfield, CEO of Infrastructure Capital Advisors, who warned that BLS labor statistics are arriving “both delayed and dirty, probably dirtier than normal or inaccurate is probably a better word” due to the recent government shutdown. Surveys still arrive by mail, he noted, often lacking responses and being “heavily” revised—problems that “compounded” as the shutdown slowed government operations Hatfield said policymakers face a split-screen economy: “The old economy is very weak… but tech and the inputs to tech like power and data centers are very strong.&quot; He argued that recessions are driven by declines in investment rather than consumption, across post-war downturns, consumer-spending declines were “0%, but the net decline in investment was 10 percentage points,&quot; he said. HatfieldHe maintained a bullish view into 2026, projecting ~3% U.S. growth and noting that large-cap tech valuations remain “right in line with the market… about two times” on PEG ratios.Delayed, Dirty, and Inaccurate — The Data Misleading America’s Economy 👇<video src="https://www.youtube.com/embed/yUiJbRIdsus" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Fed Flying Blind_2d06aa061764104283708.jpg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/yUiJbRIdsus&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Fed Flying Blind_2d06aa061764104283708.jpg&quot;}"></video>Commodities sent mixed signals. Crude oil futures for January settled at $58.07, down 1.31%, while gold gained 0.87% to $4,166.90, extending its month-long defensive bid. Bitcoin slid 1.98% to $87,126.59, and the VIX tumbled 9.20% to 18.63, reflecting a market that has become more comfortable with end-of-year liquidity and rate-cut expectations.In corporate news, Dick’s Sporting Goods delivered what would typically be <a href="https://www.ainvest.com/news/dick-beat-expectations-stock-crash-9-2511-16/" target='__blank'>a victory lap</a> quarter—$4.17 billion in sales, EPS of $0.86, and non-GAAP EPS of $2.78, all above expectations—only for the stock to fall roughly 9% and break below its 200-day moving average near 207. Comparable sales rose 5.7%, beating the 3.6% analysts expected, driven by stronger ticket sizes and higher transactions. But investor focus shifted to the recently closed Foot Locker acquisition, where management warned of $500–$750 million in future pre-tax charges and Q4 gross-margin pressure of 1,000–1,500 basis points. Still, guidance for the legacy Dick’s business was raised: full-year comparable-sales growth of 3.5–4.0% and EPS of $14.25–$14.55.

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Stocks Rally as Hassett Emerges as Front-Runner for Fed Chair

<video src="https://www.youtube.com/embed/TmSpZqYC3Fc" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_612206191764099378539.jpeg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/TmSpZqYC3Fc&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_612206191764099378539.jpeg&quot;}"></video>Dell’s results after the close land right in the middle of the market’s identity crisis about the AI trade. The stock has pulled back with the broader AI complex over the last month, and tonight’s report is being treated as a referendum on whether AI demand is still accelerating or merely being repriced. With <a href="https://finance.yahoo.com/news/dell-q3-earnings-preview-expect-154336802.html" target='__blank'>Wall Street looking</a> for roughly $2.47–$2.48 in EPS and about $27.1B in revenue, investors will be less focused on the headline “beat or miss” and more on what the numbers say about margin resilience and the durability of Dell’s AI infrastructure pipeline into 2026.Dell matters because it sits in the plumbing of the AI build-out. Its PowerEdge servers, storage platforms and “AI Factory” architecture are the boxes that turn Nvidia and AMD silicon into working clusters for hyperscalers, sovereign AI projects and thousands of enterprises. Management says it has already engaged with more than 3,000 enterprise AI customers and has a pipeline north of 6,000, while targeting AI-optimized infrastructure revenue of at least $20B in FY26. Add in Dell’s role in the forthcoming AI PC and Windows 10/11 refresh cycle and you get a company that is leveraged to both the cloud data center and edge compute sides of the AI S-curve. That is why bulls see Dell as one of the cleaner ways to own “AI capex” without having to pick a single model or software winner.For tonight’s print, the first stop is the P&amp;L: Street consensus implies about 16% EPS growth and roughly 11–12% revenue growth year-on-year. <a href="https://investors.delltechnologies.com/static-files/187515b5-8c8b-412d-9f9d-140d21230047" target='__blank'>Dell&#39;s own guidance</a> calls for Q3 revenue of $26.5–$27.5B and non-GAAP EPS of $2.45 ± $0.10, so anything toward the high end of those ranges with clean quality (not just mix or one-offs) will be read as a win. Within that, investors will want to see: 1) continued strength in Infrastructure Solutions Group (ISG) driven by AI servers; 2) commercial PC momentum and early signs of AI PC adoption; and 3) stable storage and services trends that support the “AI Factory” narrative. Unit data BofA flagged earlier – double-digit global PC shipment growth ex-U.S., with U.S. consumer up mid-teens on Win11 refresh – should provide a tailwind if Dell executed.The real knife-edge, though, is margins. DRAM and NAND are in a pricing super-cycle driven by hyperscale AI demand, and several houses have spent the past month running spreadsheets on how much that input inflation could eat into Dell’s profits. BofA’s deep-dive suggests that by FY27, higher memory costs could knock 129 bps off gross margin, 76 bps off operating margin, and about $0.65 off EPS versus prior estimates, with the hit skewed toward the PC-heavy Client Solutions Group (CSG). Their view is that near-term impact is modest – Q3 should be largely insulated by inventory timing, with only a small drag starting in Q4 – and that Dell can lean on pricing and opex cuts to cushion the blow. Morgan Stanley is more skeptical, double-downgrading the stock on the idea that OEMs like Dell and HPQ are structurally exposed to this memory cycle and will struggle to fully reprice systems in such a competitive market.Against that backdrop, tonight’s gross margin and operating margin commentary will likely matter more than the absolute EPS number. Investors will be listening for: how quickly higher memory pricing is flowing through Dell’s cost of goods; whether customers are accepting higher system prices for AI servers; and how much room there is to rationalize opex without starving growth. Clear, confident messaging that FY26 guidance can be maintained despite the cost pressure – in line with BofA’s view that Dell typically guides conservatively – would be a key box checked for the bulls. Any hint that FY27 targets are at risk would feed the bear case that the Street is too optimistic on mid-decade AI server profitability.The October 7 analyst day raised the bar. Dell effectively rewrote its long-term playbook, lifting its revenue CAGR target from 3–4% to 7–9% and non-GAAP EPS growth to 15%+ annually, while promising to return roughly 80% of adjusted free cash flow to shareholders and grow the dividend at 10% or more per year through 2030. ISG is now expected to grow 11–14% with AI servers at 20–25% CAGR, and CSG is pegged at a more modest 2–3% but with a focus on higher-margin commercial and premium PCs. That framework is predicated on management’s view that AI capex in 2025 will exceed $400B and that Dell will be at the center of a broad enterprise and sovereign data-center refresh wave. Tonight’s call needs to show that those long-term slides weren’t just peak-cycle optimism.So what does “good” look like? A clean top- and bottom-line beat versus Dell’s own guidance, AI server commentary that reinforces the $20B FY26 target, stable or only modestly lower margins with a clear roadmap to defend them into FY27, and unchanged FY26 guide despite the memory narrative. Evidence that AI PC and Win-10 end-of-life refreshes are starting to move the needle in CSG would help offset the market’s fear that the PC wave has already rolled through. Any incremental color on large wins – Tier-2 cloud players, sovereign AI projects, or marquee enterprise deployments – would help support the argument from bulls and new initiations like Piper that Dell is a structural share gainer in the next leg of AI spending.Conversely, an “OK but not great” quarter would be one where revenues and EPS land near the midpoint, AI server commentary is positive but cautious, and management leans heavily on cost-control to protect margins. That probably keeps the stock range-bound and the debate unresolved. A true disappointment would involve a shakier margin outlook, any trimming of medium-term expectations, or language that suggests the AI server ramp is slipping versus earlier enthusiasm. With options pricing in roughly a high-single-digit move and the stock still only trading around 14x earnings despite all the AI rhetoric, the market is clearly braced for a big verdict. Tonight we find out whether Dell is still an AI workhorse—or just another passenger on a very expensive hype train.

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Dell Earnings Preview: Can The AI Workhorse Outrun Its Own Cost Inflation?

<video src="https://www.youtube.com/embed/TmSpZqYC3Fc" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_28de88151764084162847.jpeg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/TmSpZqYC3Fc&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_28de88151764084162847.jpeg&quot;}"></video>Dick’s Sporting Goods just <a href="https://s27.q4cdn.com/812551136/files/doc_financials/2025/q3/3Q25-DKS-Investor-Presentation_vF.pdf" target='__blank'>delivered</a> the kind of quarter most retailers would happily frame on the wall – and the stock promptly fell through the 200-day moving average. It was a classic “good news, complicated story” setup: earnings and sales beat expectations, guidance was raised, comps were strong, and management painted a confident picture of the core business. Yet shares slid about 9%, breaking below the 200-day near 207 as investors focused less on the quarter and more on the bill coming due for the Foot Locker acquisition and restructuring.On the <a href="https://s27.q4cdn.com/812551136/files/doc_financials/2025/q3/3Q25-DKS-Earnings-Release_vF.pdf" target='__blank'>headline numbers</a> , the DICK’S Business did what it needed to do and then some. Companywide Q3 sales came in at $4.17 billion, ahead of expectations around $3.18–3.19 billion, with net income of $75 million and EPS of $0.86. On a non-GAAP basis, earnings per diluted share for the DICK’S Business were $2.78, slightly above last year’s $2.75, despite a shakier macro environment. Comparable sales for the DICK’S Business rose 5.7%, handily beating the 3.6% growth analysts were modeling, driven by increases in both average ticket and transactions – a healthy mix that suggests the consumer isn’t just cherry-picking doorbusters.Under the hood, the DICK’S banner itself continues to execute. The comp growth reflects ongoing strength across key performance categories and the benefit of the company’s format expansion, including 13 new House of Sport locations and six new DICK’S Field House stores in the quarter. Management also highlighted gross margin expansion in the DICK’S Business – a sign that promotions are disciplined and inventory is in good shape. This is not a “sales up, margin down” story; it’s a retailer expanding its footprint and protecting profitability, even as it absorbs the noise from a major acquisition.The real wrinkle is that major acquisition. This was the first quarter since DICK’S closed its Foot Locker deal, transforming itself into what it calls a global platform at the intersection of sport and culture. That sounds great on a slide, but in practice it starts with some fairly unglamorous work. Management made it clear they are “cleaning out the garage” at Foot Locker – optimizing inventory, closing underperforming stores, and taking a hard look at unproductive assets. That process will come with $500 million to $750 million in future pre-tax charges and a sharply weaker near-term P&amp;L for the Foot Locker Business. For Q4 2025, they expect Foot Locker gross margin to be down 1,000 to 1,500 basis points versus last year, with pro-forma comp sales down mid- to high-single digits and operating profit only “slightly negative” excluding one-time costs.On the outlook, however, DICK’S wasn’t shy about raising the bar. For the DICK’S Business, full-year 2025 comparable sales guidance was raised to 3.5%–4.0% from 2.0%–3.5%, and EPS guidance nudged up to $14.25–$14.55 from $13.90–$14.50. Net sales are now expected in the $13.95–$14.0 billion range. Importantly, that EPS outlook explicitly includes the expected impact of tariffs currently in effect, suggesting management is not assuming any near-term relief on the trade front and still feels confident enough to guide higher. Capital expenditures are pegged at about $1.2 billion gross and $1.0 billion net, underscoring ongoing investment in stores, experiences, and the broader platform.Management’s commentary on the consumer was notably constructive, especially considering the macro anxiety hanging over discretionary categories. Lauren Hobart, the CEO, emphasized that long-term strategies and “best-in-class execution” are driving strong results, with comps up on both traffic and ticket. That combination suggests the core sporting goods consumer is still spending, not just trading down or waiting for clearance events. Ed Stack, the executive chairman, leaned into the narrative that DICK’S is “operating from a position of strength” and that the heavy lifting at Foot Locker is about setting the stage for profitable growth starting in 2026, rather than plugging holes in a sinking ship.So why did the stock trade like the quarter was a disaster rather than a beat-and-raise? The market appears to be repricing execution risk and near-term earnings drag from the Foot Locker integration. Those $500–$750 million in charges, the deliberate inventory clean-up, and margin pressure at Foot Locker all weigh on the consolidated story, even if the DICK’S Business is holding up nicely. Investors are also still digesting the strategic logic of buying a struggling sneaker chain at a time when the core business is already mid-turnaround – skepticism that won’t vanish on one decent print.Technically, the reaction matters almost as much as the fundamentals. With shares breaking below the 200-day moving average around 207 on heavy selling, the stock is signaling that the Street wants more proof that the combined DICK’S–Foot Locker platform can deliver the promised synergies and return Foot Locker to “its rightful place” in the industry by 2026. Until investors see evidence that the garage is not just being cleaned but reorganized into something structurally more profitable, good quarters like this may keep getting sold. For now, DICK’S Business looks solid; it’s the newly acquired second act that has the market nervous.

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Dick’s Just Beat Expectations — So Why Did the Stock Crash 9%?

<video src="https://www.youtube.com/embed/TmSpZqYC3Fc" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_2ece1aa81764083704795.jpeg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/TmSpZqYC3Fc&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/CandPEpisode17Roth_2ece1aa81764083704795.jpeg&quot;}"></video>Analog Devices came into this print with something to prove, and it largely delivered. For investors trying to read the tea leaves on semiconductors beyond the headline AI GPU names, ADI is one of the cleanest macro barometers in the group. Its portfolio sits at the intersection of industrial, communications, autos, and broad analog demand – the parts of the chip cycle that tell you whether this is a narrow AI melt-up or a genuine, broad-based recovery. Today’s results argue for the latter, with a side of disciplined execution.For the fiscal fourth quarter, ADI posted adjusted EPS of $2.26 versus estimates around $2.22–2.24 and revenue of $3.08 billion versus roughly $3.0 billion expected. That’s 26% year-on-year top-line growth – not a trivial beat in a sector where plenty of “AI-adjacent” names are still working through inventory and mixed demand. Adjusted operating income of $1.34 billion modestly topped expectations, and the adjusted operating margin landed at a very healthy 43.5%. The market likes what it sees so far: shares are up more than 3% premarket, extending a bounce off the 200-day moving average as traders start to test whether a real breakout is brewing rather than just another range trade.The quality of the beat matters as much as the magnitude. Management highlighted year-over-year growth across all end markets, led by Communications and Industrial. That’s the sweet spot for read-throughs: industrial strength suggests the broader capex and automation cycle is improving, while communications demand reflects ongoing investment in 5G, data center, and backbone infrastructure that underpins the AI buildout. Healthy bookings trends in the quarter – particularly in Industrial and Communications – reinforce the idea that this isn’t just a one-quarter shipment catch-up but a cyclical upturn with some secular legs.Those secular legs are a big reason ADI is such an important tell for the sector. Unlike GPU-heavy names where a handful of cloud customers dominate the story, ADI’s growth is driven by thousands of customers designing its signal-chain and power products into factory equipment, EVs, base stations, and communications gear. When ADI talks about a “fast-growing design pipeline” and “secular growth opportunities,” it’s essentially saying that the content per system is still climbing even as the macro wobbles. If that continues, it supports the thesis that the semi cycle is broadening from AI compute into the surrounding analog, power, and connectivity ecosystem.The quarter also showcased the company’s operating discipline. With an adjusted operating margin of 43.5% and free cash flow of $4.3 billion for the full year (39% of revenue), ADI is leaning into the high-margin, high-ROIC profile that investors expect from a mature analog leader. FY 2025 revenue of $11.0 billion was up 17% versus 2024, and the company returned a hefty 96% of free cash flow via $2.2 billion in buybacks and $1.9 billion in dividends. That level of capital return, combined with solid growth, gives the stock a “defensive cyclical” feel: you get paid to wait even if the macro throws a curveball.On the operating environment, management struck a balanced tone. CFO Richard Puccio noted that “healthy bookings trends continued in the fourth quarter,” calling out growth in Industrial and notable strength in Communications, but he also acknowledged that macro uncertainty will influence the shape of fiscal 2026. That’s code for: the cycle is turning up, but don’t expect a straight line. Still, the company believes it is “well positioned to continue capitalizing on the ongoing cyclical recovery and our secular growth opportunities.” In practice, that means ongoing investment in product development and customer programs, rather than pulling back at the first sign of volatility.Guidance for the first quarter of FY26 reinforces that cautious-constructive stance. ADI is forecasting revenue of $3.1 billion, plus or minus $100 million – ahead of the roughly $2.97 billion the Street had penciled in. At that midpoint, the company expects a reported operating margin of about 31% and an adjusted operating margin again around 43.5%. Adjusted EPS is guided to $2.29, plus or minus $0.10, comfortably above consensus. For a name that tends to guide conservatively, that’s a signal that management sees the demand recovery as durable enough to lean into, even as they repeatedly remind investors about macro uncertainty.Strategically, the story is still about marrying cyclical recovery with “idiosyncratic” growth. CEO Vincent Roche emphasized that FY25 was powered by both cyclical tailwinds and company-specific wins, driven by “superior technology and domain expertise” and a deepening design-win pipeline. That’s particularly relevant as industrial automation, EV platforms, and communications infrastructure continue to add more sensing, power management, and mixed-signal content. If those secular drivers keep compounding, ADI can grow faster than the underlying units, even in a choppy macro backdrop.Technically, the stock is trying to translate all of this into a new phase of the chart. Shares recently bounced cleanly off the 200-day moving average and are using today’s beat and raised outlook as fuel for another attempt at a breakout. The fundamental backdrop – broad-based growth, robust margins, strong cash return, and above-consensus guidance – supports the idea that this could be more than just another fade at resistance. The risk, as always, is that macro or AI-rotation headlines whipsaw the entire group. But if you’re looking for a higher-quality semi barometer to tell you whether the cycle is quietly healing underneath the AI noise, ADI’s latest quarter is a pretty constructive datapoint.

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Analog Devices Just Gave the Semiconductor Market the Green Light

Stocks opened on a mixed footing Tuesday, with the Dow Jones Industrial Average rising 125.45 points, or 0.27%, to 46,573.7, while the Nasdaq Composite fell 96.44 points, or 0.42%, to 22,775.6 as early weakness in tech weighed on the benchmark. The S&amp;P 500 edged down 8.65 points, or 0.13%, to 6,696.47, and the Russell 2000 gained 1.01 points, or 0.42%, to 240.91. In commodities, crude oil dropped 1.35 to $57.49, down 2.29%, while gold climbed $44.00 to $4,174.80, up 1.07%. The CBOE Volatility Index slipped to 20.13, down 0.39 points or 1.90%, signaling a mild retreat in implied equity-market stress. Meanwhile, Bitcoin advanced 1.04% to $86,912.94, extending its recent stretch of resilient crypto-market inflows.The real drivers behind cost-of-living, home prices, taxes, and government bloat 👇<video src="https://www.youtube.com/embed/TmSpZqYC3Fc" poster="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Episode 17_7176dbf61764079919576.jpg" data="{&quot;videoUrl&quot;:&quot;https://www.youtube.com/embed/TmSpZqYC3Fc&quot;,&quot;coverUrl&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/Episode 17_7176dbf61764079919576.jpg&quot;}"></video>Credit markets remain in sharp focus. According to Torsten Slok, chief economist at Apollo Global Management, the total amount of U.S. public investment-grade and high-yield bonds outstanding has surged from $3 trillion in 2009 to $11 trillion today, with BBB and A-rated bonds accounting for 79% of the market. Slok contrasted that figure with the roughly $2 trillion in private credit outstanding, noting that “public credit markets have grown much faster than private credit markets both in percent and in dollars.” <img data-json="{&quot;type&quot;:&quot;image&quot;,&quot;src&quot;:&quot;https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/112525_Chart_V2_a12e93e51764078258438.jpg&quot;,&quot;alt&quot;:&quot;&quot;,&quot;children&quot;:[{&quot;text&quot;:&quot;&quot;}]}" src="https://cdn.ainvest.com/articles/focusnews/coverimage/content/pictures/112525_Chart_V2_a12e93e51764078258438.jpg" contentEditable="false" style="display: block; margin: 0 auto; maxWidth: 100%" />That expansion comes as some strategists warn of rising stress in parts of the technology sector’s balance sheets. In a recent analysis, Michael Green of Simplify Asset Management highlighted “rising credit stress, particularly in the tech sector,” pointing to widening credit-default-swap spreads at companies including Oracle and newly listed contracts on Meta. He argued that correlations across equities have increased as major technology names continue to drive index-level behavior, while inflation concerns—“notably absent from any market-based indication”—are weighing on Federal Reserve officials. Green’s research also examines the broader economic landscape, arguing that the officially measured U.S. poverty line <a href="https://www.yesigiveafig.com/" target='__blank'>dramatically understates</a> the true cost structure facing families. He wrote that the Social Security Administration’s 1963 model based on food representing one-third of household spending no longer reflects reality, as food now represents just 5% to 7% of budgets. Updating the original methodology yields a modern poverty threshold between $130,000 and $150,000 for a family of four, Green said. He added that a realistic “Basic Needs” budget reaches roughly $136,500 once childcare, housing, transportation, healthcare, and taxes are included. Against that backdrop of consumer and credit-market strain, technology stocks are getting support from another bullish update from Wedbush. Dan Ives, the firm’s longtime technology analyst. His latest Disruptive Technology research note, says that today’s environment is “NOT an AI bubble,” citing accelerating AI-driven deal flow at hyperscalers and an expected $550 billion to $600 billion in Big Tech capital spending in 2026. Ives described the moment as “a 1996 Moment… and NOT a 1999 Bubble Moment,” and reiterated Wedbush’s list of top AI-beneficiary stocks, including Microsoft, Palantir, Nvidia, AMD, Tesla, Apple, Meta, Alphabet, CrowdStrike, and Palo Alto Networks. &#39;The combination of swelling public-credit issuance, heavy AI infrastructure investment, and deepening household pressure shaped a complex trading backdrop. Major indexes continued to move largely in tandem yesterday, a trend Green called the “real fear index”, as markets reacted to the crosscurrents of tightening financial conditions and optimism around long-cycle technological transformation.

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