London held up best in a red European session, shedding 192 points while Paris and Frankfurt each gave back more than 1.5%. With the Bank of England now leaning hawkish, UK rate sensitive names are the ones to keep an eye on.
Ripple has connected XRP to a payment system where the buyer is a piece of software rather than a person. The process involves that software requesting a service, which then quotes a price. The software approves the charge, and the service delivers, all without any human interac…
AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of walking away.
Qualcomm is down 5.17% to $182.18, a rare single-session drop for a $195 billion chipmaker that usually trades far calmer. The $192 open is now the level bulls need to reclaim.
A 4.8% intraday slide to $82.21 knocks roughly $3.5 billion off the automaker's $74.4 billion market value in a single session. Whether the $86.35 open gets reclaimed by the close is the level to keep an eye on.
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this knife fight you want to be the one selling the knives.” The picks: ASML (NASDAQ:ASML |…
Steve Eisman, the Neuberger Berman senior portfolio manager made famous by The Big Short, laid out the math on his weekly wrap podcast: “The consensus estimate for Tesla for 2026 is $1.66, so the 2026 PE is 220 times. Auto stocks by contrast, have very low multiples. GM’s 2026 P…
Bitcoin's biggest ETF outranking gold's at 5th in all-ETF volume is the clearest sign yet that the debasement trade is rotating toward crypto, and Balchunas says the volume leaderboard now doubles as the year's theme list.
$IBIT having one those days.. 5th in overall ETF volume with its BFF (Best Frenemy Forever) $GLD in 9th spot (normally GLD has higher rank, prob btc price up more today). Btw the Top 10 is a perfect snapshot of this year: VOO & Chill + AI Mania + Debasement Trade https://t.co/gXW5A4rlsz
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 which account they touched first.
Six mortgage REITs are dangling yields above 10%, but the spread holding those payouts together just hit a one-year low. Here is what the coverage numbers and management language reveal about which dividends are already under pressure.
Traders reaching for FAZ to short banks after the latest Fed hike may be paying for exposure to insurers and payment networks instead, and the math gets stranger from there.
AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next. Here is the case for why the real breakout has not happened yet.
