Hello there.

Another Wednesday, my dudes. And if you thought 2026 was crazy, check out the trailer for next season.

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They’re teasing hover cars, magic rings, and a Jetson’s life for everyone. And it all depends on the AI-of-things. More below. 👇

Time to check your power levels. JPMorgan just dropped a note saying the S&P 500 could literally hit 9,000 by mid-2027. That's about 22% higher than where we are now, which feels wild but also... maybe not that wild? We’re like, mid-training-montage here.

We just had six straight quarters where companies made more than 10% extra profit compared to the year before. That hasn't happened since the 2008 financial crisis recovery. And this time it's not because everything crashed and bounced back, but because AI is genuinely making businesses money in ways we're just starting to see.

The really interesting part is that this isn't just about tech companies printing cash anymore. For this 9,000 thing to actually happen, AI needs to spread everywhere. That means retail, healthcare, manufacturing, all of it. When companies can do more with less (aka productivity), they can grow profits without jacking up prices and causing inflation chaos. It happened in the late '90s when the internet was new, and the stock market went up over 20% five years in a row. Could it happen again? JPMorgan thinks so.

The main thing that could mess this up is if bond yields keep spiking and everyone panics about inflation. But historically, stocks have handled these kinds of rate jumps before, as long as the economy is actually growing. And right now, despite everything feeling freaky, growth is still happening.

Sponsored by: America’s Gold Company

Oura, the Finnish company that makes those sleek health-tracking rings everyone's obsessed with, just filed paperwork to go public. And we're not talking about some small-time IPO: This company was valued at $11 billion last fall and is on track to hit $2 billion in annual sales this year. To put that in perspective, they were making $500 million just two years ago.

If you haven't seen an Oura Ring yet, it's basically a tiny computer you wear on your finger that tracks your sleep, activity, stress levels, heart rate, and a bunch of other health stuff. It's way less bulky than a smartwatch, which is presumably why over 5.5 million people have bought one. The company is also crushing it on subscriptions. A lot of people pay monthly to get AI-powered health insights and personalized recommendations, which is where the real money is.

The wearable health tech market is heating up with everyone from Apple to Samsung trying to get a piece. But Oura has a head start in the smart ring category and a loyal fan base that includes athletes, celebrities, and tech people who want to optimize everything about their lives. Plus, the company just moved its headquarters from Finland to San Francisco, which is basically the move you make when you're ready to play in the big leagues.

But of course, the competition is getting real. If the IPO goes well, Oura could become one of the biggest wearable tech companies to hit the public markets in years. And for investors who missed the early days of Fitbit or the Apple Watch boom, this might be their chance to get in on the next wave of health tech before it fully takes off.

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

Micron Technology, Inc. (MU): +33.89%
Tesla, Inc. (TSLA): +5.65%
Taiwan Semiconductor (TSM): +4.49%
Apple Inc. (AAPL): +3.82%
Broadcom Inc. (AVGO): +0.49%

NVIDIA Corporation (NVDA): -3.62%
Alphabet Inc. (GOOGL): -2.13%
Microsoft Corporation (MSFT): -1.87%
Meta Platforms, Inc. (META): -0.35%
Amazon.com, Inc. (AMZN): -0.14%

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.