The company’s message—performance and guidance disappointing as spending slows—suggests caution from both consumers and channel partners.

There are now such a host of reasons to have concern for both the economy & markets heading into 2026, that the Wall Street euphoria is starting to wear off.

Palantir, Wayfair, and AerCap lead the list with growth prospects and solid fundamentals.

​​​​​​​AI and market concentration are reshaping Wall Street - and investors should beware.