The Fed May Now Skip October Rate Hike — but December Is Still Very Much in Play
A weak jobs report pulled October off the table, but two inflation readings and an oil price stand between borrowers and another rate hike before the year ends.
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Rich Duprey
Rise of the Machines: AI Agents Now Burn 5x More Tokens Than Humans — and the Gap Is Widening Fast
AI agents are consuming tokens at a pace that dwarfs human usage, and the companies supplying the hardware behind every request are seeing that demand translate into numbers that few investors expected to see…
The Stock Market Has Done This Only Once Before in the Last 156 Years. What Happens Next Gets Ugly Fast.
Two rare warning signals are flashing simultaneously in the stock market, a combination that has appeared only once before in 156 years of history, and what followed that prior occurrence wiped out nearly half…
Micron Stock Slips Despite Record Q4, Analyst Price Hikes. Here’s Why MU Stock Is Still a Buy
Micron just posted a record quarter, analysts are raising price targets, and the stock still fell. The reason why reveals a deeper tension about where memory markets are actually headed.
Trump’s $200 Billion Energy Deal Could Supercharge America’s AI Boom — But There’s a Catch
South Korea just pledged hundreds of billions to power America's AI boom through nuclear reactors, gas plants, and a massive Alaskan pipeline, but a closer look reveals one major piece of that deal is…
America’s Critical Supply Chain Is Breaking
Sixteen trucking companies collapsed in under a month, and the forces driving them under are far from finished. What is happening inside America's freight industry could soon show up in your grocery bill, your…
Used Cars Are the New Luxury Vehicles: 3-Year Old Beaters Now Cost Over $32,400
The used-car lot was once every budget buyer's escape hatch from new-car prices, but something has gone badly wrong with that math. Find out why shoppers stretching every dollar are now accidentally funding a…
America’s Strategic Oil Reserves Are at 44-Year Lows — And Trump Just Gave Away Another 40 Million Barrels
America's emergency oil stockpile is draining toward levels not seen since Reagan was president, and the administration just authorized another massive release at the worst possible moment for global supply. What gets left behind…
Going Rogue and Getting a Wallet: The $53 Billion AI Commerce Crisis No One Is Ready For
AI agents are already swiping cards, placing orders, and flooding complaint systems, and Visa, Mastercard, American Express, and Shopify are all racing to build guardrails for a trust problem that has no agreed-upon solution…
Micron’s Earnings Guidance May Look Weak Tomorrow. Buy MU Stock Anyway
Micron reports tomorrow, and a guidance miss could spark a selloff that has nothing to do with the company's actual earnings power. Here is what to watch before reacting.
AI Is Gutting the Tech Sector: Employment Plunges 22%, Hits 7-Year Low
Silicon Valley's tech workforce is shrinking at a pace that echoes one of the most painful collapses in the industry's history, and the overall economy is doing nothing to explain why.
Bond Massacre: 30-Year Treasuries Crash 60% Since 2020, Wiping Out Two Decades of Gains
The asset class that anchored conservative portfolios for decades has suffered a loss that dwarfs the 2008 financial crisis, and the forces driving it show no sign of reversing.
Fair Isaac Can’t Win for Losing: First AI, Now Competition Crushes FICO Stock
Fair Isaac built its dominance on one pricing advantage, but a federal housing regulator just eliminated it, and that may be the least of FICO's problems right now.
The Coming AI Blackout: $10 Trillion Data Center Surge Threatens to Break the Grid
AI data centers are burning through electricity so fast that chip supply is no longer the binding constraint on the industry's growth, and the companies racing to close the gap may not be the…
Retirement Nightmare: Serious Credit Card Delinquencies for Seniors Hit 15-Year High
Something unexpected is showing up in Federal Reserve credit data: the age group that should be entering its most financially secure years is buckling under credit card stress not seen in a decade and…
Is Jensen Huang Gaslighting You About Your Rising Electric Bill?
Jensen Huang told CBS that AI data centers are actually lowering your energy bills, but some homeowners are watching their utility costs spike hundreds of percent as new facilities come online near them. His…
The 1 Reason Why Meta’s Muse Is No. 1 AI App — And It Has Nothing to Do With If It’s Good
Meta's AI app just dethroned ChatGPT without outperforming it on a single benchmark, and the reason behind that upset has Wall Street rethinking what actually gives a tech giant an edge in the AI…
Why Your Energy Bill Is About to Skyrocket $1,465 a Year Higher — Unless This Happens
Climate lawsuits are quietly moving through courts across the country, and a looming Supreme Court case could determine whether energy companies or everyday households foot a bill that one analysis puts in the billions.
The New Gilded Age: Ultra-Rich Gain 15,183x More Net Worth Than Bottom 50% in 2 Years
Federal Reserve data reveal a staggering chasm between what America's wealthiest households gained and what everyone else took home over the past two years, and the reason behind the divide carries a practical lesson…
Jensen Huang Says AI Safety Is an Engineering Problem. OpenAI’s Evidence Says It’s More Complicated
Jensen Huang insists AI safety is just an engineering problem that more compute and better tooling can solve. But OpenAI's own disclosures reveal something far more unsettling about what happens when capable models start…