A wave of corporate results that could help determine whether the stock-market rally has more room to run — or whether investors are growing wary of the companies that powered it Will the financing of the AI boom derail the stock market? This week's earnings reports will help answer that question. 👋🏽Good morning, and welcome to a refreshed Need to Know! I’m Mark DeCambre, MarketWatch’s editor in chief, and each day I’ll be handpicking the stories worth your time, from the latest market developments and investing ideas to our newsroom’s best reporting.
Sign up here to get it in your inbox. Investors face a test this week as a fresh round of corporate earnings collides with rising borrowing costs and growing questions about the economics of the AI boom. Copyright ©2026 MarketWatch, Inc.
All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 ‘Seems like a conflict of interest, right?’ I have $4M in a 401(k) and an adviser wanted me to roll it over to an IRA for ‘better performance.’ What’s my move? Goldman Sachs says it’s time to buy these 23 unloved stocks instead. I’m 63 and diagnosed with lymphoma.
Should I take my Social Security next year? The S&P 500 is masking a hidden market pullback. Why Morgan Stanley says an index retreat would signal a buying opportunity.
Mark DeCambre is MarketWatch's editor in chief. Follow him on Twitter @mdecambre. Intraday Data provided by FACTSET and subject to terms of use.
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