Artificial intelligence has become the defining investment theme of the decade. Trillions of dollars have flowed into data centers, semiconductors, cloud infrastructure, and software. The stock market has rewarded companies tied to the AI…
When Kevin Warsh was sworn in on May 22, 2026, to serve as the new Chairman of the Federal Reserve, much of the policy debate focused on whether Warsh would lower interest rates, as…
Apple (NASDAQ:AAPL | AAPL Price Prediction) stock has not reacted all too positively amid WWDC 2026. Undoubtedly, that’s not because the presentation disappointed. There were ample AI innovations under the hood, but, in terms…
Recently, Warren Buffett said that the almost 10% pullback we saw in February was not big enough to get Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) excited. He pointed out that he has…
Just in time for that big SpaceX (SPCX) IPO, the firm announced that Alphabet‘s (NASDAQ:GOOG | GOOG Price Prediction) Google has inked a $920 million per-month deal for AI compute that’ll run through the…
U.S. Treasuries are the most conservative asset in finance, and more of them keep moving onto the XRP Ledger. Tokenized Treasuries on the XRP network have grown about 8x in a year, and in…
Economist Justin Wolfers dropped a number on the Prof G Markets podcast that should reorganize how you think about the 2026 economy. Since Trump took office, healthcare and social services has added roughly 901,000…
Invesco's large-cap growth ETF has turned a simple earnings momentum screen into a relentless outperformance machine in 2026, but the same mechanism that built the lead is precisely what makes it fragile when the…
Jeff Bezos disposed of more than 1.25 million Amazon shares in early May 2026 through scheduled trading plans, with Form 4 filings showing a 1,033,597 share disposal on May 1 and a 220,200 share…
Live Updates Market Movers: Super Micro Computer Down 12%8:12am ETShares of Super Micro Computer (NASDAQ: SMCI) are down 12% or by $4.66 a share after the company announced $7 billion in equity financing-related deals.…
Redwire (NYSE: RDW) is the space-and-drones story dominating retail feeds right now, riding a 107.2% year-to-date run on record backlog and a viral “drones plus space” thesis. But the data underlying the rally tells…
From Defense Contractor Curiosity to AI Poster Child When Palantir (NASDAQ:PLTR | PLTR Price Prediction) went public via direct listing on September 30, 2020, most investors saw a slow-growth government data shop with messy…
Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday’s action, and things didn’t work out quite as well on Tuesday. Once again, the market gapped…
At 8:30 a.m. ET this morning, the Bureau of Labor Statistics releases the May Consumer Price Index. There has not been a more loaded macro release in months. The Federal Reserve has already cut…
Robotics and industrial automation are in a classic consolidation cycle. Hyperscalers are pushing into physical AI, automakers need autonomy stacks they lack time to build, and semicap buyers want exposure to AI accelerators. The…
