What I Am Reading

Thursday, May 14, 2026

Latest Morning Briefing

Yes, there’s some froth in this bull market. A few companies have ditched their traditional businesses to jump into AI-related areas. And the market’s performance has certainly narrowed. But the S&P 500 Information Technology sector’s earnings forecast for both this year and next should provide the support this market needs to continue moving higher. … Jackie also looks at the S&P 500 Semiconductors industry, one of the strongest within the Technology sector. Charts of the industry’s amazingly strong earnings and wide margins illustrate why shares have rallied so sharply. … Finally, with the world facing an oil shock, we take a look at some of the recent advancements in fusion energy. Could fusion reactors come online in the next five or so years to solve many of our energy problems?