Steve Moore went on Kudlow Thursday night and claimed the five-year break-even inflation rate, the bond market’s cleanest read on where prices are heading, has collapsed. “It’s now at 2.2%, Larry. A month ago…
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted…
Anyone considering JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) is usually solving the same problem. They want exposure to the names driving the Nasdaq-100, but they also want a check landing in their brokerage…
The pitch is seductive. Park enough in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and collect about $100,000 a year in monthly distributions. JEPI throws off a trailing yield around 7.9%, and the fund has…
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks…
Roger Ferguson, the former Fed Vice Chair and former TIAA CEO, spent a CNBC segment Thursday morning telling viewers that the conversation around the Federal Reserve has flipped. Months ago, traders were still pricing…
Replacing a $2,000 monthly Social Security check with dividends from Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) sounds tidy on paper. Then you calculate the principal required. SCHD has become the default retail pick for…
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA…
Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS | MS Price Prediction) just capped investor withdrawals at…
A $10,000 investment in the SPDR S&P 500 ETF (NYSEARCA:SPY) on November 6, 2024, the morning after Donald Trump won the election, would be worth roughly $12,600 today, counting dividends. SPY closed that day…
Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares fell 5.09% over the past week to $345.29, and dropped another 1.14%…
Warren Buffett buys businesses that compound dividends rather than businesses that pay the biggest dividend they can squeeze out today. That single preference explains why Global X SuperDividend ETF (NYSEARCA:SDIV) would never sit in…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack in Apple’s…
Rick Santelli stood at the CME this morning with May data and a verdict that should sit uncomfortably with anyone betting on aggressive Fed cuts. “Core PCE in my opinion the most important number…
Mark Zandi, chief economist at Moody’s Analytics, went on CNBC this morning with a take that should land uncomfortably for anyone betting on rate cuts before year-end. The headline number is bad enough. May…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after…
The hit landed before the bell. Andrew Ross Sorkin on CNBC walked viewers through a letter Anthropic sent to U.S. lawmakers accusing Alibaba (NYSE:BABA | BABA Price Prediction) of running what the AI lab…
Micron Technology (NASDAQ:MU | MU Price Prediction) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up 16% because,…
A Reddit post with two words pushed Wendy’s (NASDAQ:WEN | WEN Price Prediction) onto the most-mentioned list on WallStreetBets this week, an organic retail surge mostly dormant since the original meme-stock era. CNBC’s Brandon…
The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American chip names…
