The S&P 500 has dropped roughly 2.5% over the past month, with the VIX fear gauge sitting at 27.29 as of mid-March, reflecting the kind of elevated uncertainty that rattles growth-heavy portfolios.…
There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and…
A UBS equity research analyst covering hardlines, broadlines, and food retail went on live TV this week with a straightforward message about Target Corporation (NYSE:TGT | TGT Price Prediction): the retailer is…
Live Updates Economic Growth Slowed in Q4 20259:21am ETyear, GDP was up 2.1%, or a quarter point lower than its prior reading. According to the U.S. Bureau of Economic Analysis (NBEA), the…
Ian Cooper S&P 500 futures are pointing +0.37% higher ahead of Friday’s open, a modest recovery attempt after the index shed 1.52% on Thursday flirts with $100 a barrel pricing. The session’s tentative optimism…
Oil futures touched $100 per barrel this week as Iran’s new Supreme Leader Mojtaba Khamenei vowed to keep the Strait of Hormuz closed, the waterway through which a fifth of the world’s…
Alex Karp has never been shy about saying what he thinks. But a recent comment from the Palantir CEO cuts straight to the strategic logic of modern warfare in a way that…
When markets sell off hard and fear spikes, investors reach for metals. But Eddie Ghabour of Key Advisors Group has a specific opinion about which metal deserves that defensive role right now,…
One market analyst put it bluntly on air this week: “Yesterday, Campbell’s reported one of the worst quarters I’ve seen in ages. It was awful. Across the board, revenues fell 5%, organic…
SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 1.28% over the past week and 2.54% over the past month, sitting at $668 as of Thursday morning. Oil briefly surged after US-Israeli strikes…
Austin Smith Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software companies can actually survive the AI wave, and which ones just look…
Alex Karp doesn’t oversell. He’s a philosopher-CEO who speaks carefully, especially about classified operations. So when he describes what Palantir’s technology does on the modern battlefield, the words deserve close attention. “The…
Stephanie Link has watched Netflix from the sidelines her entire career. That changed recently. The Chief Investment Strategist bought Netflix for the first time ever, and her reasoning cuts straight to the…
Live Updates Cybersecurity Stocks Gaining Traction with Iran War11:09am ETStryker was reportedly attacked by pro-Iranian hackers. Stryker “is experiencing a global network disruption to our Microsoft environment as a result of a…
Ian Cooper With the 10-year Treasury sitting at 4.13% and the Fed funds rate at 3.75%, cash and short-term bonds are no longer the obvious parking spot for income-seeking investors. Four ETFs currently yielding…
