Whirlpool (NYSE:WHR | WHR Price Prediction) CEO Marc Bitzer is making one of the bluntest recession comparisons of this earnings cycle. According to the Morning Brew Daily podcast segment covering the company’s Q1 results,…
A new concentration risk is building inside the corporate bond market, and it mirrors what investors are already experiencing with the Magnificent Seven in the S&P 500 index. According to a recent episode of…
The Strait of Hormuz crisis is reshaping global oil flows in ways that would have seemed unusual just months ago. One of the clearest examples is that the US is now shipping crude to…
Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) ahead of…
Most investing origin stories start with a great trade. Mohnish Pabrai’s started with a personality test that told him he had been playing the wrong game for years. The story, retold by Shaan Puri…
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week's action around a single dominant theme on the firm's Market…
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading…
Jason Calacanis used Block (NYSE:XYZ | XYZ Price Prediction) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every…
On a recent episode of the My First Million podcast, host Sam Parr walked listeners through a piece of behavioral finance research that could change how investors think about decision-making. Sam highlighted a 2014…
Live Updates Applied Materials Q2 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Applied Materials’ Q2 results. Thank you for stopping by! Check out management’s earnings call tonight for more updates. Why…
Live Updates Nu Holdings' Q1 Earnings Coverage Wrap-Up5:34pm ETThat wraps up our initial coverage of Nu Holdings’ Q1 results. Thank you for stopping by! Check out the company’s earnings call for more updates! With…
Live Updates Figma Q1 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Figma’s Q1 results. Thank you for stopping by! Check out management’s earnings call tonight for more updates. Why Figma Received…
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as…
Live Updates Doximity Q4 Earnings Coverage Wrap-Up4:37pm ETThat wraps up our initial coverage of Doximity’s Q4 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
Live Updates USA Rare Earth Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of USA Rare Earth’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM…
Live Updates Cisco Q3 Earnings Coverage Wrap-Up4:37pm ETThat wraps up our initial coverage of Cisco’s Q3 results. Thank you for stopping by! Cisco’s earnings call went live at 4:30 PM EST, which could be…
The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999…
The University of Michigan recently became one of the most unlikely winners of the AI boom. The school’s endowment invested $20 million in OpenAI during a very early fundraising round, well before Microsoft‘s (NASDAQ:MSFT | MSFT…
Live Updates Nextpower Q4 Earnings Coverage Wrap-Up4:38pm ETThat wraps up our initial coverage of Nextpower’s Q4 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
Live Updates Oklo Q1 Earnings Coverage Wrap-Up4:37pm ETThat wraps up our initial coverage of Oklo’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
