Every story as it publishes, newest first.
Dan Dreyfus, founder of Borneite Capital, made a striking case for copper on a recent appearance on the All-In Podcast. By his calculations, simply keeping up with ordinary GDP growth would require the world…
Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) is a rare long-duration compounder because it is the rare equity whose credit quality, dividend record, and demand profile collectively rival a sovereign bond while still…
The Federal Reserve’s upcoming June meeting is unlikely to result in a rate cut or increase, with FedWatch estimating over a 98% likelihood that rates will stay stable. This doesn’t mean the meeting won’t…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to…
Artificial intelligence has already transformed the economics of data centers. The next frontier may be moving those data centers into orbit. As SpaceX prepares for one of the most anticipated IPOs in recent memory…
For months, President Donald Trump repeatedly pressured former Federal Reserve Chair Jerome Powell to cut interest rates. Trump’s argument was that lower borrowing costs would boost economic growth, support financial markets, and reduce…
iQIYI (NASDAQ:IQ | IQ Price Prediction) sits in an unusual spot. The Chinese streaming giant is leaning hard into AI content production while its core membership business shrinks. Shares trade at $1.17, near 52-week…
A married couple, both 61, just walked away from W-2 income with $1.4 million in a traditional 401(k). They plan to defer Social Security until 70. That decision, combined with the fact that required…
D-Wave Quantum (NYSE:QBTS) came public through a SPAC merger in August 2022 as a niche pioneer in quantum annealing, a narrower approach than the gate-model systems that dominate headlines. For its first two years…
Anyone who’s been paying attention at the pump or supermarket knows that the cost of goods has increased substantially this year, particularly over the past few months. We can largely thank the Iran…
Few names on the Dow have built a moat as wide or as quietly compounding as Home Depot (NYSE:HD | HD Price Prediction), making it one of the rare names long-duration portfolios have historically…
The Bank of America (NYSE:BAC | BAC Price Prediction) checklist of pre-peak warning signs is flashing at 70%, matching the rough average reading seen at the last seven major stock market tops over the…
Fidelity’s 2026 Retirement Study describes a meaningful shift in how Americans picture their later working years. The traditional model, in which workers fully exit the labor force in their mid-60s, is becoming less common.…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4%…
The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by…
