Bank of America warns of 2027 stock market risk few expect
Anyone checking their 401(k) this fall could be forgiven for thinking Wall Street has shaken off its worries.
The S&P 500 ended October 22 at 7,623.68, up 11.4% for the year and just 2.5% below its October 6 record. More recently, however, the rally has lost some steam.
» Read more about: Bank of America warns of 2027 stock market risk few expect »
Read MoreWall Street's Biggest Bubble (No, Not AI) Appears Ready to Burst
Earlier this month, Wall Street’s bull market celebrated its fourth anniversary. The artificial intelligence (AI) infrastructure build-out has been instrumental in lifting the Dow Jones Industrial Average (^DJI -1.23%), S&P 500 (^GSPC -0.52%),
» Read more about: Wall Street's Biggest Bubble (No, Not AI) Appears Ready to Burst »
Read MoreWall Street urging Anthropic, OpenAI to do their IPOs this year ‘before things get crazy’ — here’s why
Read More
Online Comedians Are Making a Mint Mocking Wall Street
Johnny Hilbrant Partridge never worked an hour on Wall Street, but you’d never guess that by looking at him. Nearly every day, Partridge takes to YouTube to channel his inner finance bro as P.E. Guy, a puffer-vested private equity putz who brags about his million-dollar deals, Aspen manse and private plane.
Partridge, who once taught fitness classes in Boston,
» Read more about: Online Comedians Are Making a Mint Mocking Wall Street »
Read MoreExtreme Polarization in the Stock Market and the 'FUDD' Trap: The Structure Where Stock Prices Don't Rise Even on Earnings Beats, the Return to Quality Stocks, and Strategic …
Hello, this is Kimama na Yaasu.
An unprecedented, harsh, and irrational ‘extreme bifurcation’ is underway in the stock market.
Observing the current earnings season, a terrifying phenomenon has become routine. Even when companies announce strong earnings (beats) that exceed prior market expectations (consensus), stock prices either do not react at all or show only a slight increase.
Read MoreThe Burst
Forget Billionaire’s Amazon Buy, Time For This Mag 7 Stock?
Stanley Druckenmiller’s Q3 purchase of nearly half a million Amazon shares drew attention, but the move is more interesting when viewed in context.
Druckenmiller has a long habit of trading Amazon in cycles, buying heavily when sentiment softens and trimming when momentum returns. His last cycle didn’t produce much upside, making his decision to jump back in at a higher cost especially noteworthy.
» Read more about: Forget Billionaire’s Amazon Buy, Time For This Mag 7 Stock? »
Read MoreThe Ivy
Is This AI Stock a Buy Heading Into 2026?
CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference.
In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia’s highest-end accelerators,
» Read more about: Is This AI Stock a Buy Heading Into 2026? »
Read MoreThe Spotlight
Berkshire’s $9.7 Billion OxyChem Deal Means What?
Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.
By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.
» Read more about: Berkshire’s $9.7 Billion OxyChem Deal Means What? »