A union at Micron's largest DRAM production site just voted overwhelmingly to authorize a strike, and the result of one upcoming mediation session could determine whether that threat turns into something far more costly.
The Fed voted unanimously to raise rates in September, but the bigger question is what a surprise jobs report and an AI spending surge mean for the next meeting and for anyone holding SPY…
Samsung just posted its best quarterly profit ever, and the number is so large it changes what investors thought they knew about the memory chip cycle. Here is what it means for Micron and…
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here is what…
The FCC just handed SpaceX a path to reach your phone without asking AT&T or Verizon for permission, and the carriers are already scrambling to respond before the first satellite even launches.
Tropical Storm Isaias is bearing down on the Gulf Coast just as oil crosses $100 a barrel, and the real danger has nothing to do with offshore platforms. The threat sitting in the storm's…
Mortgage rates are closing in on a threshold that forecasters said would not arrive until next year, and homebuilders are already making painful tradeoffs to keep buyers at the table.
Fed rate-hike odds swung violently in a single week, but the jobs data behind that swing raises as many questions as it answers, and long-bond investors may be celebrating too soon.
The San Francisco Fed just named AI chips as a persistent inflation shock alongside tariffs and oil, and the official driving that view says relief is nowhere close. What that means for the companies…
A Wells Fargo analyst just slapped the highest price target on Meta that anyone is tracking, yet his own model expects the stock to have a rough year before that target becomes plausible. Understanding…
Apple's new CEO just unloaded a significant block of shares days after taking the top job, but the real story is buried in the Form 4 filing and what it reveals about executive pay,…
A jury handed Netlist a $445 million win against Micron, but collecting that money was another battle entirely. What Netlist ultimately accepted, and why Micron agreed to pay even more, reveals how high the…
A single regulatory decision stripped FICO of the status that made its mortgage score virtually mandatory for lenders, and now the company is cutting hundreds of jobs while its stock sits near a price…
August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into the next…
NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index fund is…
SpaceX is racing to raise tens of billions in borrowed money to lock in an exclusive chip supply deal, and the timing raises questions about who really benefits when the money moves.
Berkshire keeps buying Lennar shares even as the stock sinks below what it paid, a short seller questions the company's reported deliveries, and Greg Abel himself admits he sees no quick recovery in housing.…
General Catalyst just put a stunning price tag on a business most Flex investors barely noticed, and the stock's muted reaction suggests Wall Street has not yet figured out what that number actually means…
Shipping costs are soaring and wages are stalling, leaving households caught between rising prices and shrinking paychecks. The companies best positioned to survive this squeeze may not be the ones you expect.
The government needs buyers for a massive wall of long-term debt at borrowing costs not seen in over two decades, and weak demand at even one auction could deepen losses already punishing bond holders.…
