For most of the past two years, investors have focused on the stock market’s resilience. The S&P 500 kept climbing, artificial intelligence spending exploded, and traders repeatedly bet the Federal Reserve would ride to…
President Donald Trump’s second term has delivered a stock market rally few investors expected would survive the turbulence thrown at it. Tariff battles rattled global trade. The so-called “SaaS-pocalypse” crushed once-highflying software stocks. Treasury…
For most of President Donald Trump’s second term, the White House viewed the Federal Reserve as the economy’s biggest obstacle rather than its biggest ally. Trump repeatedly blasted former Fed chair Jerome Powell for…
Investors are watching NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) ahead of Q1 fiscal 2027 results due after the close today. Shares are up 18.3% year to date, and prediction markets price in a…
President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more than 22%,…
The AI boom has turned semiconductors into geopolitical bargaining chips. One minute, Washington is tightening export controls. The next, trade delegations are back in Beijing trying to reopen markets worth tens of billions of…
The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now defines the investment debate around the AI infrastructure company. The total stacks an $8.5…
The Number Blackstone (NYSE:BX | BX Price Prediction) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street Journal report. The…
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of…
For years, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics…
The stock market has spent much of 2026 acting like the economy is bulletproof. The S&P 500 has climbed more than 23% since President Donald Trump returned to office in January 2025, powered by…
The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors, Treasury yields spiked, and recession fears surfaced more…
Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed…
Ondas Holdings (NASDAQ:ONDS) has spent 2026 transforming itself from a niche drone software company into a sprawling defense-technology platform. CEO Eric Brock told investors the strategy is to “build Ondas into a scaled global…
Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have…
Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers…
For years, investors treated Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A | BRK-A Price Prediction)(NYSE:BRK-B) as the market’s ultimate “follow-the-smart-money” signal. If Buffett bought, retail investors paid attention. If he sold, Wall Street usually started asking…
For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX…
The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers.…
For decades, owning shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) felt almost synonymous with owning a piece of the modern economy itself. Artificial intelligence, cloud computing, enterprise software, cybersecurity — the company has…
