Markets Archives

Is This One 17-Year Bull Market? The S&P 500 Has Had 2 Drops of 20% or More Since March 2009, and Here’s How Long Each Took to Heal

Published: November 10, 2026 by Eric Bleeker

Wes Moss says the market has been in one long bull since 2009. Of the S&P 500's 8 declines of 10% or more since then, 2 crossed 20%, 3 missed by less than 1.2 points, and the longest wait for a new record was 24.5 months.

Mike Wilson Says the Correction Is ‘Much Closer to the End.’ Before the Vote He Said to Buy a Sharp Downdraft. Here’s How His 16 Dated Calls Since 2022 Aged

Published: November 10, 2026 by Eric Bleeker

Morgan Stanley's strategist says the selling is nearly done and stocks are near his 7,100 to 7,300 support range. We scored 16 of his dated calls: 7 aged well, 5 of them since late 2024.

Robinhood’s CFO Says Retail Once Got 1% to 2% of an IPO. Now Companies Ask for 20%. Three Big Retail-Heavy IPOs Lost 31% to 84% in Year One

Published: November 9, 2026 by Joel South

Robinhood’s Shiv Verma says companies now ask how much of an IPO they can give individual investors. Facebook, Robinhood and Gemini each earmarked a fifth or more for them, and each lost 31% to 84% from its IPO price in its first year.

Carter Worth Says Procter & Gamble Trades Higher Than Nvidia at 25 Times Earnings. On Trailing Profits, It Hadn’t Since June 2020

Published: November 9, 2026 by Eric Bleeker

Worth's Fast Money comparison checks out: on Nov. 6, Procter & Gamble traded at 24.9 times trailing earnings and Nvidia at 23.6. Staples now yield half what the 10-year Treasury pays, the lowest share since 2007.

Jim Lebenthal Says a Bubble Means Building Without Demand, and This Isn’t One. Telecom Spent $2.77 per $1 of New Revenue in 2000. Big Tech Spends $2.08

Updated: November 10, 2026 by AJ Tiarsmith

Jim Lebenthal says the AI build-out isn't a bubble because the demand is real. Telecom had real demand in 2000, too. Measured as capex per dollar of new revenue, Big Tech is now at $2.08, inside telecom's 1998 to 2000 range.

Jordi Visser Says Europe’s Stock Market ‘Has Done Nothing Since 2007.’ On Price, It’s Up 7%. With Dividends, It More Than Doubled

Updated: November 10, 2026 by Jeremy Phillips

Visser told The Pomp Podcast that Europe's market has gone nowhere since 2007. On price, Vanguard's Europe fund is up 6.6% from its 2007 high as of Nov. 6. With dividends it returned 119.5%, beating inflation, while emerging markets trailed it.

Kalshi Says Its Markets Called 479 of 487 Midterm Races. In the 36 Races Bettors Rated Close, Favorites Won 21

Updated: November 10, 2026 by Eric Bleeker

Kalshi's research head says its markets were right in 479 of 487 races. We scored 399 House, Senate and governor races at 6 p.m. Election Day prices: favorites under 80% won 21 of 36, and every favorite that lost was a Republican.

Morgan Stanley’s Andrew Sheets Says the Blue Wave Could Help Push Down Long-Term Yields. The 10-Year Was Lower a Year Later After 4 of the Last 6 House Flips

Updated: November 10, 2026 by AJ Tiarsmith

Sheets says a vote against tariffs could help long-term yields fall. After the six midterms since 1954 that flipped the House, the 10-year was lower a year later four times, against three of 12 when control held. Data as of the Nov. 6 close.

We Checked 46 Stocks Jim Cramer Told Viewers to Buy in August. 14 Have Beaten the S&P 500

Published: November 7, 2026 by Joel South

We scored every stock Jim Cramer told Mad Money viewers to buy in August by a rule we set before checking prices. As of the Oct. 27 close, 14 of 46 had beaten the S&P 500, and the median pick was down 5.2%.

Liz Ann Sonders Says Profitable Small Caps Took Back the Lead This Year. The Profit-Screened S&P 600 Beat the Russell 2000 in 20 of 31 Years Since 1995

Published: November 7, 2026 by Jeremy Phillips

Schwab's Liz Ann Sonders says profitable small caps have retaken the lead from money-losing ones. The S&P 600, which requires profits, is 2.2 points ahead of the Russell 2000 through Oct. 27 and has won 20 of 31 years since 1995.

Dan Ives Puts a Tesla-SpaceX Merger at 80% to 90%. The Last Time Tesla Bought a Musk Company, It Lost $3.4 Billion in a Day

Published: November 7, 2026 by Eric Bleeker

Dan Ives puts a Tesla-SpaceX merger at 80% to 90%. The one precedent, Tesla's 2016 purchase of SolarCity, erased $3.4 billion of Tesla's value on the offer, survived a court fight and saw solar deployments fall 74% by 2023.

Patrick McGee Says Apple Pledged $275 Billion to Chinese Factories Over Five Years. That’s Twice the Marshall Plan, and More Than Apple Sold There

Published: November 7, 2026 by Joel South

The Apple in China author's comparison holds up: in 2015 dollars, the Marshall Plan comes to about $131 billion, half the reported pledge. Apple's own Greater China sales in the five fiscal years after the 2016 promise totaled $249 billion, less than it pledged to invest.

Thierry Borgeat Says Gold Is Near a 2-Year Cycle Bottom With a ‘Minimum Target’ of $8,800. Gold Would Have to More Than Double From $4,075

Published: November 6, 2026 by AJ Tiarsmith

Gold's drop from its January record is the mildest of its bear markets since 1975 so far, which fits a bottom call. The $8,800 target is harder: gold needs a 116% gain, and it hasn't climbed that much within 26 months of any bear-market low since 1975.

Ray Madoff Says Buybacks Were Seen as Price Manipulation Before 1982. Since the SEC’s Safe Harbor, S&P 500 Buybacks Have Grown to $1 Trillion a Year

Published: November 6, 2026 by Eric Bleeker

Before the SEC's 1982 safe harbor, a company buying its own shares had no shield from manipulation claims. Since 1984, U.S. companies have bought back more stock than they sold in 39 of 42 years, Fed data show, though they turned net sellers in the first half of 2026.

UBS’s Evan Brown Says a 5% 10-Year Yield Means ‘You Are Getting Paid Now to Own Bonds.’ Since 1962, Notes Bought Near 5% Made Money Over the Next Year About 3 Times in 4

Published: November 5, 2026 by AJ Tiarsmith

Brown says a 1-point rise in yields leaves a 5% 10-year flat or a little negative. His math holds, and so does the record: in 89 months since 1962 when the 10-year started near 5%, it made money over the next year in 68.

Josh Brown Says Bots Now Make Up More Than Half of Cloudflare’s Traffic. Cloudflare’s Own Radar Puts Them at 39%

Published: November 5, 2026 by Joel South

Brown passed along management's claim that non-human traffic now tops half of Cloudflare's network. The company's public Radar data had bots at 39% of web requests in the week of Oct. 19, near a record and up 11 points in a year.

Okta CEO Todd McKinnon Says Microsoft’s Pitch to Solve Every Security Problem Is ‘Just Not True.’ Okta Went From Fifth to First of 11 Security Stocks This Year

Published: November 4, 2026 by Eric Bleeker

Okta's 10-K calls Microsoft its principal competitor. Its revenue grew 11% last quarter while its stock rose 161% this year through Oct. 27, the best of 11 security stocks after ranking fifth in 2025.

Dan Ives Says the S&P 500 Is Heading to 8,000 This Year. Here’s How His Past Dated Market Calls Have Aged

Published: November 3, 2026 by Joel South

Dan Ives says the S&P 500 will reach 8,000 this year, 3.6% above its Oct. 27 close. Scored by a fixed rule, he hit 9 of his 16 dated calls since 2021, and his previous S&P 500 target fell about 1% short.

IBM’s Arvind Krishna Says 75% to 90% of AI Tokens Will Move to Open-Weight Models. On OpenRouter, Open Models Already Handle 73%

Published: November 3, 2026 by Eric Bleeker

IBM’s CEO says economics, data control and geopolitics will push most AI work to open-weight models. On the OpenRouter marketplace they handled 72.6% of tokens in the week of Oct. 19, at list prices up to 99% below what GPT-4 cost.

CME’s Terry Duffy Says Regulators Haven’t Denied One of 2,500 Self-Certified Contracts. Bets on Polymarket’s House and Senate Markets Top $34 Million

Published: November 3, 2026 by Joel South

The CFTC's own product list backs him up: exchanges self-certified 5,512 contracts from January 2025 to Oct. 20, 2026, and none is marked disapproved. On Kalshi, most of the midterm betting came after Sept. 23.

Musk Has Set 13 Robotaxi Deadlines Since 2019. Texas Records Show 1,080 Tesla Robotaxis Registered

Published: November 2, 2026 by Eric Bleeker

None of the 10 robotaxi deadlines Elon Musk has set that have come due was met in full. Texas’s driverless registry now lists 1,080 Tesla robotaxis, 573 of them Cybercabs, second only to Waymo.

Apple’s Link to the Nasdaq 100 Turned Negative for the First Time Since 1985. Charlie Bilello Says Investors Are Paying for Cash. We Checked All Seven

Published: November 2, 2026 by Joel South

Apple’s three-month correlation with the Nasdaq 100 fell below zero on Aug. 10, something it never did in data back to 1985. Bilello’s cash point holds too: six of the Magnificent Seven line up the same way on free cash flow and this year’s return, with Amazon the exception.

Ryan Detrick Says the Fourth Quarter Has Never Been Lower After a 10% Second-Quarter Jump, Nine Out of Nine Times. We Checked Every Case Since 1950

Published: November 1, 2026 by AJ Tiarsmith

The Carson Group strategist's count is exact for every year since 1950, and those fourth quarters beat the average. But most fourth quarters rise anyway, and the streak broke once, in 1948.

Mike Wilson Says Be Ready to Buy a ‘Sharp Downdraft’ Around Election Day. Stocks Dipped Within 10 Days of the Vote in 12 of 19 Midterms Since 1950

Published: November 1, 2026 by Joel South

The Morgan Stanley strategist calls a midterm selloff a chance to buy. The S&P 500 pulled back 3% or more in the 10 trading days on either side of the vote in 12 of 19 midterms since 1950, and was higher a month later in 16.

Dover CEO Rich Tobin Calls His Company ‘3 Yards and a Cloud of Dust’ With 10% Annual EPS Growth. Dover Delivered 12.5% a Year Since He Took Over

Published: October 31, 2026 by AJ Tiarsmith

Tobin told Mad Money that Dover compounds earnings about 10% a year. Its filings show adjusted EPS grew 12.5% a year from 2017 to 2025, though three of those eight years fell well short of 10%.

Josh Brown Sees an ‘Anti-Bubble’ With Nvidia at 15.3 Times Forward Earnings. Cisco Traded at 219 Times Earnings When the 2000 Bubble Peaked

Published: October 31, 2026 by Joel South

We ran the CNBC regular’s claim against the leaders of the dot-com bubble. In 2000, stock prices ran far ahead of profits. Over the past three years, Nvidia’s profits grew 18-fold while its market value grew five-fold.

Menlo’s Matt Murphy Says Anthropic Is the Firm’s Biggest Bet Ever. Here’s How the 10 Most Valuable U.S. IPOs Before It Did in Year One

Published: October 31, 2026 by Eric Bleeker

Nine of the 10 most valuable U.S. IPOs of the past 20 years were below their offer price a year later, with a median loss of 32%. Bettors on Polymarket expect Anthropic to close its first day between $1.75 trillion and $2 trillion.

DoorDash’s Reported $17 Billion Instacart Deal Would Top Uber’s $14.8 Billion Delivery Hero Bid. Grubhub Was Bought for $7.3 Billion in 2020 and Resold for $650 Million in 2024

Published: October 31, 2026 by Joel South

Reuters says DoorDash is in talks to buy Instacart at about $17 billion. Of four big delivery deals since 2020 with a later price to check, only Postmates was worth more later, and every buyer's stock trailed the S&P 500 two years on.

Jim Cramer Says a Flood of New Stock Can ‘Slay’ the Bull. IPOs Have Raised $148 Billion This Year, Topping the 2021 Record

Published: October 30, 2026 by Eric Bleeker

Cramer told Mad Money viewers that new stock supply is the biggest threat to this bull market. IPO proceeds have hit a record $148.3 billion, and four of the five biggest IPO years before this one were followed by a falling market.

Boeing Fell 10.7%, Its Worst Earnings Day in 89 Reports. Fast Money’s Guy Adami Says He Sold: ‘I’m Kind of Fed Up’

Published: October 29, 2026 by Joel South

Guy Adami says Boeing is more than a year behind on free cash flow. By Boeing's own 2022 plan, the $10 billion goal has slipped three years, and the Oct. 27 drop was its worst report-day reaction since at least 2004.

Bettors Put $249 Million on Brazil’s Runoff and Gave Flavio Bolsonaro 79%. Lula Won, and Brazil’s Biggest ETF Had Its Worst Day Since 2020

Published: October 29, 2026 by Joel South

Polymarket favored the loser right up to the vote, though its margin market saw a close race. We checked what bettors expected, and what EWZ's worst days since 2000 say about what comes next.

Ryan Detrick Says Amazon Is the Cheapest It Has Been as a Public Company. On Earnings He’s Right. On Sales, It Costs More Than in 80% of Months Since 2005

Published: October 29, 2026 by Jeremy Phillips

We tested the Carson Group strategist's claim against 21 years of Amazon's results. Trailing earnings and cash flow back him up, though Anthropic gains do much of the work. The sales multiple says the opposite.

Steve Eisman Says 70% of Nvidia’s Receivables Come From Five Customers. Its Latest 10-Q Shows Exactly 70%, With Just One Customer Above 10% of Sales

Published: October 29, 2026 by Eric Bleeker

Nvidia’s July filing backs up the Big Short investor’s receivables number to the percentage point. Sales are spread more widely, and the reason the bills piled up is longer payment terms for a few big buyers.

Corning CEO Wendell Weeks Pointed to the Hinge as Apple’s $2,000 iPhone Duo Screens Cracked

Published: October 28, 2026 by Eric Bleeker

Corning's CEO went on CNBC to talk up the most Corning content ever in an Apple device and was asked why the $1,999 iPhone Duo's inner screens were cracking. He pointed to the hinge. His own quarter shows fiber now drives the company, while the glass unit shrank.

Coke Is on Pace to Beat Pepsi by Double Digits for a Third Straight Year, a First Since at Least 1973. Over 50 Years, Pepsi Still Leads

Published: October 28, 2026 by AJ Tiarsmith

Jim Cramer says Coca-Cola “can’t stop delivering,” and this year Coke has beaten PepsiCo by 37 points with dividends, its third straight double-digit win. Over five decades, though, Pepsi has been the better stock, and Cramer called it a buy three weeks ago.

Joe Kernen Says Microsoft’s Buyout Offer to 60,000 Workers Means One of Two Things, Either AI “Revolutionized the Way You Work” or “You’ve Been Really Bloated”

Published: October 27, 2026 by Jeremy Phillips

Joe Kernen sees only two explanations for Microsoft offering buyouts to a quarter of its workforce, and neither one flatters the company the way its stock price suggests it should be flattered.

Peter Tchir Says “You’re Going to See Europe Explode in a Good Way.” Here’s Where He Wants Investors to Look

Published: October 27, 2026 by Eric Bleeker

Peter Tchir sees a structural shift building in Europe that most investors are sleeping on, and he pairs it with a near-term geopolitical flashpoint that could rattle oil markets without warning.

Ken Griffin Says GPUs Are Like Airline Seats, Warning Prices Could Collapse If Supply Outruns Demand. CoreWeave Is Down 35% in a Month

Published: October 27, 2026 by AJ Tiarsmith

Ken Griffin just compared GPU rental markets to airline seats, and the analogy carries a brutal implication for debt-heavy chip landlords already watching their stock crater. Find out what the telecom fiber collapse of the early 2000s has to do with the AI infrastructure boom today.

Franklin Templeton’s Jonathan Curtis Says the Tech Sector Will Be AI’s “First and Best User,” Not Healthcare or Finance

Published: October 27, 2026 by Joel South

Most investors chasing AI gains are focused on healthcare and finance, but Franklin Templeton's Jonathan Curtis argues they are looking at the wrong sectors entirely. His reasoning challenges a consensus trade that has drawn billions in capital.

Jason Calacanis Says He’d “Take a Deep Look” at Putting 10% of His Net Worth Into OpenAI at a $1.25 Trillion Valuation

Updated: October 28, 2026 by AJ Tiarsmith

OpenAI is racing toward one of the largest private funding rounds ever, and one prominent venture investor says the valuation surprises him in a way he did not expect. His reasoning and his hesitations are worth knowing before the IPO window opens.

CoreWeave Has Lost 35% in a Month on Financing Fears. Jensen Huang Says “This Is Going to Get Solved” Because “The Demand Is So Good”

Updated: October 28, 2026 by AJ Tiarsmith

CoreWeave has shed a third of its value in a month as lenders pull back from debt-heavy AI data center operators, but NVIDIA's CEO is betting that surging demand will force the financing market to reopen before the cash runs out.

Barron’s Jack Hough: “I’d Rather Be Netflix Than Anyone Else in Entertainment,” Unless It’s Apple, Amazon or Alphabet

Updated: October 28, 2026 by Eric Bleeker

Netflix crushes legacy Hollywood on profit margins and free cash flow, yet its stock sits near multi-year lows while rivals barely break a sweat on entertainment spending. Barron's Jack Hough names the one streaming company he'd rather own, with three massive asterisks.

Cboe’s JJ Kinahan Says Cautious AI Investors Could Extend the Rally, and the First Question to Ask Is “How Much Can I Lose?”

Updated: October 27, 2026 by Joel South

Cboe's JJ Kinahan thinks the very thing making investors sweat about AI stocks is the same thing that could push the rally further, and he has one question every investor should answer before putting a dollar to work.

BlackRock and Baillie Gifford Back 3D-Printed Homes as ICON Says Builder Demand Is 10 Times Its Forecast

Updated: October 27, 2026 by Eric Bleeker

BlackRock and Baillie Gifford just placed a major bet on robots that print houses, and the company behind the machines says builder demand has already blown past every projection it made for next year.

Kroger CEO Greg Foran Says Shoppers Are “Resilient, but Probably More Intentional” as He Bets $5 Billion on Lower Prices

Updated: October 27, 2026 by Joel South

New Kroger CEO Greg Foran sees a shopper watching every dollar and plans to spend $5 billion to meet that person at the shelf, but whether the math works hinges on a bet that cost cuts can outrun creeping inflation.

Apple Commits Up to $100 Million to a Pennsylvania Titanium Maker as iPhone Duo Demand Outruns Supply

Updated: October 27, 2026 by AJ Tiarsmith

Apple is locking in a three-year deal with a Pennsylvania titanium maker just as its first foldable phone runs into a supply problem that even a five-year valuation high may not survive.

Cboe and NYSE Extend Options Trading Hours for Mega-Cap Stocks and Popular ETFs, With 23-Hour Stock Trading Coming in December

Updated: October 27, 2026 by AJ Tiarsmith

Options traders on some of Wall Street's biggest names just got more hours to work with, and a far longer session arrives in December. Here is what changed, which stocks made the cut, and what thinner after-hours liquidity could cost you.

Google Says Data Centers Built “the Right Way” Can Lower Everyone’s Electric Bills. A Small Minnesota Town Will Test It

Updated: October 27, 2026 by Joel South

Google wants to rewire a small Minnesota town around a 780MW data center and promises it will actually cut electricity costs for local families. Skeptics, the state attorney general, and at least one Pine Island resident are not convinced.

Capital One’s CEO Says AI Is as Important as Fire and the Wheel. An Analyst Says Investors Still Need Proof

Updated: October 27, 2026 by Joel South

Capital One's CEO compares AI to fire and the wheel, but his bank has missed earnings estimates three quarters in a row while expenses outrun revenue. One analyst thinks Fairbank deserves patience, and the next quarterly report will reveal whether that trust has a limit.

Disney Is Coming for IMAX’s Premium Screens. A Barron’s Host Says the Plan “Looks Like Gold”

Updated: October 27, 2026 by Jeremy Phillips

Disney just launched a premium screen brand with Universal, Paramount, and Sony backing it, and a Barron's host scored the plan nearly perfect. IMAX shareholders may want to understand exactly what that means for the company's most profitable leverage point.