A research firm says 4 signs show the AI trade could spark a 30% stock rally that echoes the dot-com era
NYSE
-
A resurgent AI trade could spark a 1999-style “melt-up” in the stock market, BCA Research said.
-
The firm defined a “melt-up” as a sharp rally that could take the market 30% higher.
-
It highlighted four signs that the AI trade could be entering a late-stage rally.
Don't count on rate cuts just yet: Warsh as Fed chair may not lead to big policy changes
WASHINGTON — President Donald Trump has made it clear he expects his choice for Federal Reserve chair to quickly cut interest rates once he takes office. Yet Americans shouldn’t pencil in lower borrowing costs for mortgages, auto loans, or business loans just yet.
The odds of Kevin Warsh becoming chair by the time Jerome Powell’s term ends May 15 shot higher Friday when U.S.
Read MoreHere's What the Average Retiree Actually Brings Home From Social Security After Medicare in 2026
Social Security and Medicare are distinct programs tied to the Social Security Administration (SSA), but they share a close financial relationship because many Social Security recipients have their Medicare Part B premiums automatically deducted from their monthly benefits.
Although the SSA doesn’t consider anything about Medicare when calculating your benefit,
Read MoreIf You Live on Social Security Alone, You May Qualify for These 4 Things
aquaArts studio / iStock.com
The average Social Security retirement benefit alone often isn’t enough to cover the full cost of living for many older Americans.
As of February 2026, the average monthly benefit for retired workers was about $2,076, according to the Social Security Administration (SSA),
» Read more about: If You Live on Social Security Alone, You May Qualify for These 4 Things »
Read MoreTrump set to sign order expanding retirement access for uncovered workers
Read more: Trump’s new Federal workforce rule raises risk of targeted layoffs
Unlike the administration’s Trump Accounts initiative for children, which involved partnerships with specific financial institutions, Treasury will not work with named partners for the new retirement portal. The department will, however, screen the plans made available through the site,
» Read more about: Trump set to sign order expanding retirement access for uncovered workers »
Read MoreThe Burst
Market Commentary: Is This Stock The Next Starbucks?
Imagine your job is to grow Starbucks. You’ve got your work cut out for you launching hundreds of store locations each year in prime locations. Market research, consumer trends, cost of real estate, these are just a few of the factors you’ll need to analyze before building out the stores, and then you’ve got all the challenges of hiring baristas,
» Read more about: Market Commentary: Is This Stock The Next Starbucks? »
Read MoreThe Ivy
Did The Market Already Bottom?
If Goldman Sachs is right, the market moves late last week were sufficient to alleviate selling pressure, at least for now. They identified a key line in the sand around 5250 where selling pressure would sharply drop over the coming week from the sell orders that had been slated.
It’s also been a tailwind to see big institutions,
» Read more about: Did The Market Already Bottom? »
Read More