The Atlassian stock price continued its strong downward spiral this week, reaching its lowest level since August 2024. TEAM has plunged by 72% from its highest level in 2021 and by 57% from its 2025 highs. This crash has brought its market capitalization down from over $124 billion to $36 billion today. Atlassian stock has crashed amid growth concerns Copy link to section TEAM stock price has crashed as concerns about its growth trajectory continued amid the ongoing AI boom. The average estimate is that the ...

Key Takeaways The combination of an already strong economy and a "dovish" Fed will lead to a hot 2026.Several signs suggest that the AI boom is accelerating.Aggressive deregulation and massive tax refunds will drive 2026 growth. As Q4 GDP Expectations Soar, Can the Momentum Continue?The “GDPNow” forecast is a real-time, data-based “nowcast” of the current U.S. real Gross Domestic Product (GDP) growth rate, generated by the Federal Reserve Bank of Atlanta. GDPNow leverages the freshest monthly economic data, ...

Wall Street had a stellar first full trading week of 2026, shaking off a barrage of uncertainty caused by President Donald Trump 's social media posts and the surprise military operation in Venezuela. The S & P 500 turned in a record high close Friday, following weaker-than-expected December job growth. The government reported that nonfarm payrolls increased by 50,000 last month, less than the 73,000 that economists had forecasted, adding to the case for more Federal Reserve interest rate cuts. For the week ...

Market Performance - US stocks opened positively in 2026, with the Nasdaq Composite leading gains by over 1%, while the Dow Jones Industrial Average and S&P 500 increased by more than 0.2% and 0.5% respectively [1] - The S&P 500 rose over 16% in 2025, and the Nasdaq Composite saw a more than 20% increase [2] Economic Outlook - The outlook for 2026 is optimistic, with all Wall Street forecasters predicting a stock rally for a fourth consecutive year [3] - However, potential risks include a possible falter in the AI boom, unexpected changes in the US economy, and uncertainties surrounding President Trump's tariff policies [3] Commodity Market - Gold and silver prices advanced at the start of 2026, building on their best annual performances since 1979, while aluminum prices surpassed $3,000 per ton for the first time since 2022 [3] Federal Reserve - The Federal Reserve is expected to maintain its current interest rates, although there are mixed expectations for the March meeting, with divisions within the central bank likely to persist [4] - President Trump is anticipated to appoint a new chair to replace Jerome Powell this month [4]

Core Viewpoint - Michael Burry has publicly denied taking a short position on Tesla, despite previously labeling the company's stock as "ridiculously overvalued" [1][3][10] Group 1: Tesla's Performance and Estimates - Tesla's own compilation of analyst delivery estimates indicates an average expectation of 422,850 deliveries in Q4, representing a 15% decline from the previous year [3] - For the full year, Tesla's average delivery estimate is about 1.6 million for 2025, which is an 8% decrease from 2024, marking a second consecutive annual decline [4] - Tesla shares have experienced significant volatility in 2025, influenced by slowing sales and increased competition, particularly from Chinese EV manufacturers [5][7] Group 2: Stock Price Movements - Tesla's stock reached a record closing price of $489.88 on December 16, 2025, but was trading around $453 per share as of Wednesday afternoon [7][10] - The stock has faced pressure earlier in the year due to various factors, including Elon Musk's political activities [5][7] Group 3: Burry's Position and Market Commentary - Burry has made bearish calls on the AI sector and has previously disclosed put options related to Tesla, although he later stated that position was closed [8] - His recent comments draw a distinction between criticizing Tesla's valuation and actively betting against its stock [10] Group 4: Legal Context Surrounding Musk - The National Labor Relations Board has dropped a complaint against Musk's SpaceX regarding severance and arbitration policies, marking a legal win for Musk [11] - This development is part of a broader legal struggle between Musk's companies and federal regulators [12]

Core Viewpoint - Intel's stock experienced a significant increase of nearly 90% in 2025, driven by new leadership and substantial investments from the U.S. government, Nvidia, and SoftBank, alongside cost-cutting measures. However, for continued growth in 2026, Intel must navigate several challenges and secure key customers for its foundry business [1]. Group 1: Foundry Business and Customer Acquisition - Intel needs to secure a major customer for its foundry business, with rumors suggesting that Apple may consider using the Intel 18A process, which would be a significant achievement if realized [3]. - The company must demonstrate progress in attracting customers for its upcoming Intel 14A process, set to launch in 2027 [3]. Group 2: Product Development and Market Competition - The Intel 18A process will be critical for the launch of the Panther Lake and Nova Lake CPU families in 2026, as Intel aims to regain market share lost to AMD due to previous manufacturing disadvantages [4]. - New manufacturing processes are expected to help Intel close the gap with TSMC, AMD's manufacturing partner, which has been a key factor in Intel's competitive landscape [4]. Group 3: Market Conditions and Challenges - The current memory chip market is facing challenges, with prices rising due to high demand amid the AI boom, which could negatively impact Intel's PC CPU business growth in 2026 [6]. - Despite the temporary headwinds in the memory chip market, Intel's foundry business represents a multi-billion-dollar opportunity as demand for custom-designed chips increases [7].

Market Focus - Wall Street is questioning whether the AI boom is just beginning or if tech stocks are already overvalued [1] - The report analyzes tech stock prices and the future direction of AI [1] Companies Mentioned - The report discusses $NVDA (Nvidia), $MSFT (Microsoft), and other major tech companies [1] Investment Opportunities - The report identifies potential areas for making real money in AI [1]

Micron Technology, Inc. ( MU ) reported fiscal Q1 '26 on Wednesday after the bell, and the stock was up around 3% on the print alone but extended gains after the earnings call and wasI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve arou ...

A major part of the returns has come from AI-linked stocks. Nearly 75 percent of the S&P 500’s return in 2025, up to early December, has come from AI-linked stocks. Clearly, 2025 has been a year of the AI boom in the market. ‘AI gainers’ like the US, China, Taiwan and South Korea gained handsomely in 2025 from the AI boom.India, an ‘AI loser’, couldn’t participate in the AI boom. While S&P 500 (up 17.59 percent), Nikkei ( up 28.87 percent), Shanghai Composite (up 18.27 percent), Kospi (up 73 percent) and T ...

Market Trends - The world's best-performing stock is becoming a cautionary tale for investors seeking significant returns from the AI boom [1]