Anthropic Says It Turned an Adjusted Profit Ahead of Its Expected IPO
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
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Omor Ibne Ehsan
Korea’s Stock Market Is in Free Fall, and Hot U.S. Inflation Just Made It Worse
Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.
Barclays Says a Tesla-SpaceX Merger Could Be Announced Before December
A single Barclays research note sent two trillion-dollar stocks sliding and put a ticking clock on one of the biggest potential deals in corporate history, but neither Tesla nor SpaceX has signed anything, and…
Apple Needs Just a 7% Gain to Become the World’s Most Valuable Company
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags tells a…
Sara Eisen Went on Bill Maher and Said What Wall Street Will Not About the AI Race
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what the hyperscalers…
Citi Says the S&P 500 Hits 8,100. Half the Market Has to Cooperate First.
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing against it.
Wall Street Is Quietly Burying the 60/40 Portfolio. Here Is What Is Replacing Your Bonds.
Bonds are paying the best yields in years and still dragging portfolios into the red, leaving investors scrambling for a defensive asset that actually defends. A growing group of Wall Street managers thinks the…
26 Million Trump Accounts and 8 Billion Dollars Later, Here Is What You Actually Get
One donor's gift seeded millions of children's accounts overnight, but what a family actually builds from here depends on questions most parents have not thought to ask their HR department yet.
The Smartest Time to Sell Your DGRO ETF Might Be the Day You Retire
DGRO and SCHD seem like competing strategies, but the account type you hold them in quietly decides which one actually wins. The tax math on switching funds at retirement flips the answer depending on…
United Therapeutics and Liquidia Just Ended Their Patent War. Liquidia Stock Popped 42%
A patent court ruling wiped out nearly half of Liquidia's stock value in a single day, and the settlement that followed cost the company almost every dollar it had in the bank. Whether that…
Goldman Sachs Just Did the Opposite of BlackRock on Stocks
Goldman Sachs and BlackRock published opposite stock calls on the same day, yet the two firms agree on something that could matter far more to your portfolio than which side wins.
Paul Tudor Jones Says He’ll Be Short Stocks All of 2027
Paul Tudor Jones told live television he plans to short the stock market for an entire calendar year, and his reason has nothing to do with earnings or valuations.
Washington Says This Is a Historic Boom. Your Mortgage Rate Tells a Different Story.
Washington points to record incomes and 4% growth while buyers closing this month face mortgage payments that jumped hundreds of dollars in a single month. The number that decides whether your family buys a…
SK Hynix Delays HBM4 Equipment Orders as Its Stock Falls 5 Days Straight
Seven straight losses in New York and six in Seoul have hammered SK hynix shares, and an overnight report about delayed HBM4 equipment orders raises a question the company has not yet answered: is…
You Can’t Buy Pelosi’s New Office Tower Stake. These 2 Stocks Are the Closest Thing
Nancy Pelosi just bought into a private San Francisco office tower you cannot touch, but two beaten-down public REITs give ordinary investors a way to bet on the same recovery without needing a congressional…
Bank of America Just Got Hit With a $1.2 Billion Fine. It Reports Earnings This Morning
Treasury just dropped its third-largest penalty in history on Bank of America hours before the bank steps up to report earnings, and the fine carries a tax twist that makes it sting harder than…
Musk Says Micron Is Being Fair on Memory Prices. He Called Its Rivals “Extortionate”
Elon Musk just called unnamed memory makers extortionate while praising Micron's pricing as a model for long-term loyalty, but the company's own contracts tell a more complicated story about who actually controls prices.
ASML Says Its Customers Want More Machines Than It Can Build Through 2028
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch means for…
Jim Cramer Says Most of the Market Is Already in a Bear Market Despite S&P 500 Rally
The S&P 500 just celebrated a four-year bull run, but Jim Cramer says that headline number is hiding something much uglier beneath it. Bank stocks sit at the center of that tension, and their…
Everyone Declared Software Dead in April. This ETF Is Up 41% Since Then.
Software stocks went from apocalypse to market leaders in six months, but the speed of that reversal raises a harder question than most investors are asking before the next earnings season.