Keep pulling the thread on Magnificent Seven.
Michael Cembalest of J.P. Morgan identified a potential conflict between China and Taiwan as a major risk that could trigger a bear market, particularly for the AI sector.
According to data cited by Michael Cembalest, the hallucination rate for ChatGPT 5.2 is 45%, meaning it provides an incorrect response to nearly half of all factual questions.
NVIDIA announced plans to power robotaxi fleets with its chips and software by 2027.
Waymo completed 14 million autonomous trips in 2025 and was projected to reach 20 million lifetime trips by the end of that year.
Disney's earnings per share have not grown in the last decade.
Disney's stock has underperformed the S&P 500 on every major timeframe over the last 30 years.
A proposed ballot measure in California would retroactively impose a one-time tax on billionaires who lived in the state as of January 1, 2026.
The proposed California tax would levy $1 billion on residents with over $20 billion in assets, which for Larry Page would result in a tax of over $12 billion.
A Gallup poll found that 70% of respondents expect 2026 to be a year of economic difficulty rather than prosperity.
Ben Carlson predicts that the AI bubble will not pop in 2026.
Ben Carlson predicts that the Magnificent Seven stocks will perform well, but not great, in 2026.
Ben Carlson predicts that the US housing market will remain stuck with low activity in 2026.