The momentum trade that powered the US stock market through the first half of 2026 is showing cracks, and Bloomberg US Equities Reporter Natalia Kniazhevich says the unwind is already underway. On the July…
Master limited partnerships (MLPs) have long been favorites among income investors thanks to their pass-through structure and typically generous cash distributions. Many also own energy infrastructure assets such as pipelines, storage terminals, and processing…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can…
It’s quoted all the time, but I can’t stand adjusted EBITDA: earnings before interest, taxes, depreciation, and amortization, with management often adding back an even longer list of “one-time” expenses. The problem is that…
Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s threat report…
Bitcoin itself doesn’t generate any income. Yet a growing number of Bitcoin-linked ETFs distribute sizable amounts of cash to shareholders. The oldest and perhaps best-known example is the ProShares Bitcoin Strategy ETF (BITO). Launched…
The U.S. economy has proven remarkably resilient over the past two decades. Sure, COVID briefly punished the economy, but the downturn was short-lived after the Federal Reserve slashed interest rates to near zero and…
Rivian executives sold millions in shares last month, and Reddit is convinced the stock is cooked. But the actual SEC filings point to a very different conclusion about who is truly betting on RIVN…
Walmart (NYSE:WMT | WMT Price Prediction) has quietly built one of the most convincing defensive setups in the market. With consumer sentiment at recessionary levels and grocery spending still climbing, the world’s largest retailer…
The 2026 rally in North Asian equities has been led by the two countries that fabricate the world’s most advanced semiconductors. The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 103% year to date,…
The 2026 scoreboard for sensing and perception suppliers tied to robotics and automation is finally clear. Vishay Precision Group (NYSE:VPG) is the runaway year-to-date winner, and it isn’t close. VPG stock is up 216%…
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if…
Energy markets are finally beginning to stabilize after months of turmoil. Despite the Iran war and the closure of the Strait of Hormuz disrupting global oil supplies, benchmark U.S. crude has fallen back to…
Wall Street delivered one of its most unusual trading sessions of 2026. Yesterday, the Dow Jones Industrial Average climbed nearly 600 points, or 1.1%, to a record 52,900, while the Nasdaq-100 dropped almost 500…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated…
