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Assessing the Sustainability of the Record-High Rally
Adam Turnquist | Chief Technical Strategist Last Updated: May 28, 2026 Risk appetite remains firmly intact as optimism surrounding a potential resolution to the war with Iran continues to improve investor sentiment. The S&P 500 has now advanced for eight consecutive weeks, with price action remaining remarkably resilient throughout the recovery. Since bottoming on March 30, the index has gained roughly 18% over just 39 trading sessions, producing an average daily gain of more
Jon Gates
Jun 225 min read


Comparing the Dot.com and AI Eras: Using the Late 90s as a Comp, the AI Boom Still Has Legs
Jeff Buchbinder | Chief Equity Strategist Last Updated: May 12, 2026 Many have drawn the comparison between the current AI buildout with the dotcom period in the late 1990s, when the infrastructure for the internet was built. It’s a sensible comparison to make because of the massive amount of capital deployed to commercialize the buildout of revolutionary and life-changing technology. It’s also a reasonable comparison to make because technology stocks drove one of the biggest
Jon Gates
Jun 85 min read


Counting Down to the SpaceX Launch
Thomas Shipp | Head of Equity Research Last Updated: June 02, 2026 Additional content provided by Tucker Beale, Sr. Analyst, Research. Interest in the IPO space has skyrocketed in the lead up to the public listing of SpaceX. And for good reason. SpaceX is looking to raise as much as $75 billion in what is expected to be the largest IPO ever, with a projected valuation range of $1.75 trillion to north of $2 trillion. Today we will cover what the company does, what it intends t
Jon Gates
Jun 45 min read


Oil in the Driver’s Seat as Geopolitical Tensions Rise
Adam Turnquist | Chief Technical Strategist Last Updated: March 12, 2026 The market has shifted quickly from concerns about artificial intelligence (AI) disruption to rising geopolitical risks tied to the conflict in Iran. Headlines continue to drive market movements as investors wait for greater clarity on the timing of a U.S. exit strategy. For now, oil remains the primary market driver, with developments around the reopening of the Strait of Hormuz acting as either an acc
Jon Gates
Mar 277 min read
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