Markets
Oil Prices Fall As U.S. Iran Talks Ease Supply Fears
Senior Contributor
Micron Extends Its Trillion Dollar Run As AI Memory Demand Surges
ByPeter Cohan,
Senior Contributor
Meta Layoffs Underscore The Real Price Of The AI Race
Senior Contributor
AI ‘Doomsday’ Fears Are Rising. Here’s What They Really Mean For Nvidia Stock
ByPeter Cohan,
Senior Contributor
AI panic has erased more than $1 trillion from tech stocks. This analysis explains why the selloff is accelerating and what Nvidia’s earnings mean for investors.
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How AI-Capex Is Impacting Economic Uncertainty, Fragility, And Instability
Given the AI financing cycle, the U.S. economy appears to be both more fragile and more unstable than conventional macroeconomic indicators suggest.
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The Internet Bubble's Most Important Lesson For AI Investors
Many of the grand predictions made during the late 1990s turned out to be remarkably accurate. They were not wrong about the destination, but they were about the timing.
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China Sees Opening For Investment In U.S. After Trump-Xi Summit
"Many regions in the U.S. Midwest are eager to revitalize their local economies through manufacturing," said Chen Li, consul general of the Chinese Consulate in New York
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Jensen And Dario Square Off On AI Chip Exports
Do tech restrictions give America an edge, or are they simply minting Asia's next generation of Tech Tigers?
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High-Yield REITs Are Still On The Mat, But It’s Time For A Rebound
Let me take you back to April 2001 for a second. Because that year brought a key turning point for income investors.
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Anthropic’s Soaring Valuation Puts Its Growth Story To The Test
Anthropic’s valuation surge and rapid AI coding growth fuel IPO speculation as investors assess whether the company can sustain its momentum in enterprise AI.
ByPeter Cohan,
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America Is Shrinking Its Workforce At The Worst Possible Time
U.S. immigration declines are shrinking the workforce, raising prices and straining growth, innovation and Social Security as labor shortages deepen.
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How Leasing Out Fab Space Is Rewriting Intel Stock’s Financial Thesis
The CPU market is experiencing a resurgence driven by agentic AI.
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Why AMD Doesn't Need To Beat Nvidia To Win
AMD doesn't have to outperform Nvidia to succeed. It merely needs to serve as a reliable second supplier in such a vast market.
ByTrefis Team,
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Business Leaders Hold The Pen On AI’s Next Chapter
Leaders stand at an AI crossroads where their decisions will define the future, shaping innovation, risk and public trust in the years ahead.
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As AI Bots Gamble, Our Steady Dividends Climb Higher
A startup recently ran an experiment. It handed $10,000 each to Claude, ChatGPT, Gemini, Grok and four other leading AI tools. The humans gave “seed capital” to the bots.
ByBrett Owens,
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Signal: Red-Hot Steel Stock Has Room To Run
Steel stock Cleveland-Cliffs (CLF) has been red-hot lately and could keep climbing the charts after clearing a historically bullish trendline
BySchaeffer's Investment Research,
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Why Nokia Could Be A Safer Bet On AI Infrastructure After The NVIDIA Deal
NOK has increased approximately 140% since the start of the year, rising from around $6.50 to a 52-week peak of $15.78 in May.
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This Boring Income Portfolio Strategy Could Unlock 300%+ Upside
This strategy not only helps shield us in a panic—it leverages market chaos for bigger gains (and a fatter income stream) down the road.
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Oil Prices Fall As U.S. Iran Talks Ease Supply Fears
Oil prices fall as U.S. and Iranian officials signal progress in ceasefire talks, easing supply fears and prompting traders to unwind part of the recent risk premium.
Senior Contributor
Micron Extends Its Trillion Dollar Run As AI Memory Demand Surges
Micron tops $1 trillion as AI memory shortages drive record pricing, soaring earnings and sold‑out HBM demand through 2027.
ByPeter Cohan,
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Nixon Family To Help Mark U.S.-China Bridge’s First Century
China Institute has succeeded in part with a focus on culture, co-chair Yue-Sai Kan says
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Cruise Lines Are Sold Out And Airlines Are Adding Capacity. The Market Isn’t Paying Attention
Americans are traveling in record numbers as cruise lines sell out and airlines add capacity, even as fuel prices rise and global demand reshapes the summer travel outlook.
ByFrank Holmes,
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A Cheap Dividend Yielding 10%+ Hiding In Plain Sight
There’s a clear “disconnect” happening in the US economy right now. And most investors are on the wrong side of it, missing this cheap dividend.
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BP Shares Slump After Its Board Removes Chairman Albert Manifold
Shares in BP (LON: BP) fell sharply after the energy giant announced its board had removed chairman Albert Manifold in a shock move.
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