The Federal Reserve chair has always been one of the most scrutinized jobs in Washington. Every interest rate decision affects mortgages, credit cards, corporate borrowing costs, and ultimately the stock market itself. That reality…
The market spent much of the week celebrating what appeared to be a major geopolitical breakthrough. The memorandum of understanding (MOU) signed between the U.S. and Iran helped calm fears of a broader regional…
Markets spend a lot of time trying to predict what central bankers will do next. Sometimes they get it right. Other times they build an entire narrative around an assumption that turns out to…
The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet…
Some economic indicators are noisy. Others have earned a reputation for spotting trouble before it arrives. Housing activity falls into the latter category because builders tend to pull back when financing becomes more difficult,…
For nearly three years, investors could explain much of the stock market with a single phrase: the Magnificent 7. Apple (NASDAQ:AAPL | AAPL Price Prediction), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta…
Wall Street got exactly what it expected from the Federal Reserve on Wednesday — and then sold off anyway. The Fed left interest rates unchanged at its June meeting, a decision that markets had…
Federal Reserve Chair Kevin Warsh will announce his first interest rate decision today at 2:00 p.m. EST. According to prediction markets, the outcome is essentially a foregone conclusion: there is currently a 99.8% probability…
Federal Reserve chairman Kevin Warsh wraps up his first meeting today. While investors will undoubtedly still pay close attention to what he says afterward, they’ll be focused less on what the Fed does now…
The stock market has no shortage of stories competing for investors’ attention. Artificial intelligence spending is accelerating, semiconductor stocks continue to benefit from data center demand, and the Federal Reserve remains a major market…
For much of the last two decades, investors enjoyed a powerful but often overlooked tailwind. Corporate America was shrinking the supply of publicly traded shares through massive stock buyback programs. According to JPMorgan, companies…
Few companies have arrived on the public markets with more momentum than SpaceX (NASDAQ:SPCX | SPCX Price Prediction). After raising over $85 billion in the largest IPO ever last Friday, SpaceX wasted little time…
For much of the past several months, the Federal Reserve appeared to be running out of room to stand still. Inflation was accelerating again, unemployment remained relatively low historically, and financial markets were beginning…
Markets and commentators have a habit of confusing popularity with speculation. When a stock rises rapidly, skeptics too often reach for the same label: meme stock. That description fit companies like GameStop (NASDAQ:GME |…
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear…
The story out of Iran over the past week seemed straightforward: With all sides agreeing to a truce to negotiate details of a long-lasting peace, oil prices tumbled, inflation pressures looked set to cool,…
The market has spent years viewing SpaceX (NASDAQ:SPCX | SPCX Price Prediction) primarily as a rocket company, but that narrative no longer fits. The company’s historic IPO, which raised $85.7 billion after underwriters exercised…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) spent more than two decades transforming itself from an ambitious rocket startup into one of the world’s most important technology companies. Today, it dominates commercial space launches, operates…
For more than a decade, investors have enjoyed something unusual from the Federal Reserve: clues. Not certainty, but hints. Through quarterly economic projections, the famous “dot plot,” and carefully crafted forward guidance, the Fed…
The economy has spent much of the past year sending mixed signals. Inflation data has bounced between encouraging and concerning. Consumer spending had been surprisingly resilient until recently. Employment growth has slowed but hasn’t…
