PGIM just launched an actively managed SMID-cap ETF with Jennison Associates at the helm, promising to do what passive indexes cannot in the messiest corner of the market. But with no holdings disclosed, no…
Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a major repricing.…
Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the structural engines behind those gains are still running. The question is whether a payments network, a cloud giant,…
Small-cap drone stocks are sliding in lockstep again Friday while the broader market barely flinches, and the pattern behind the selloff tells a very different story than it might appear on the surface.
Thursday's rotation rally handed automakers a one-day reprieve from months of pressure, but Friday morning that same trade ran straight into reverse, and the order in which Stellantis, GM, and Ford are falling tells…
Space stocks are tumbling together on Friday, and the name with no connection to Rocket Lab's pending Iridium deal is somehow leading the group lower, which raises a bigger question about what is actually…
A flooded pump has knocked one of the Midwest's biggest refineries offline at the worst possible moment, and fuel markets from Chicago to Pittsburgh are already stretched thin. The question now is how long…
A CNBC anchor floated Warren Buffett as the unlikely savior for one of America's most iconic sports brands, and the math behind a potential deal is harder to dismiss than it sounds.
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and…
Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped…
Steve Eisman, the investor who called the 2008 housing collapse, says Tesla's valuation only makes sense if you accept one enormous assumption about robotaxis, and he wants no part of it.
Both oil giants raised their dividends again this year and carry decades-long growth streaks, but when crude craters, only one of them has the balance sheet to keep writing that check without breaking a…
Caterpillar just sent its self-driving trucks to two more quarries, but the autonomous milestone tells almost nothing about what is actually moving the stock. Understanding the real driver changes how you read the dip.
Micron has already posted five-year returns that most stocks never see in a lifetime, and Wall Street analysts are nearly unanimous that the run is not over. Here is what it would actually take…
Two retirees retire the same day with the same balances and the same benefit estimates, yet one ends up with materially more after-tax income for the rest of their life. The only difference is…
