Oracle’s (ORCL) second-quarter revenue miss, coupled with a disappointing profit outlook, is sending shockwaves through the tech sector today.
Source: https://www.schaeffersresearch.com/content/news/2025/12/11/2…
Lululemon shares are up more than 20% over the past month, the 11th best performance in the S&P 500.
The AI revolution will require a lot of power in the coming years. Google has signed energy deals with NextEra and Brookfield Renewable.
The S&P 500 experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. Broader AI adoption and steady economic growth are expected to drive double-digit earnings growth in the S&P 500 in 2026. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.
