The news. The narrative. The timeline.
Large value outperformed large growth by more than 11 points year-to-date in 2026 — the widest gap in years — as war, inflation, and trade uncertainty made cash-generating businesses very appealing.
Men's March Madness crossed $1 billion in TV rights this year; the women's deal pays $65 million -- a 15-to-1 gap the UCLA championship run makes impossible to ignore.
Kratos Defense has become analysts' favorite drone-and-aerial-target play as war demand accelerates, with price targets ranging from $85 to $150 against a stock near $67.
SpaceX has filed confidentially with the SEC targeting a $2 trillion-plus valuation in a June listing that would raise up to $75 billion — the largest IPO in history if it prices there.
More than 90,000 tech workers have been laid off in 2026 so far, a 40% jump from the same period last year, with Oracle, Amazon, Atlassian, and Meta leading a wave explicitly tied to AI restructuring.
OpenAI reshuffled its leadership Friday: COO Brad Lightcap moves to 'special projects,' AGI chief Fidji Simo takes medical leave, and CMO Kate Rouch steps back — all at once.