'Extraordinary' AI productivity, credit risk, the midterms: Here's what Goldman boss David Solomon is watching in markets
3 min read
Citadel is trying to drag some of Marshall Wace's biggest names into its legal fight with a former portfolio manager
The courtroom battle stems from an arbitration fight between former Citadel PM Dan Shatz and Ken Griffin's firm.
3 min read
Oil's fresh surge highlights a growing threat to the stock market's biggest catalyst
The US and Iran traded fire for the first time in weeks, sending oil prices up and reviving risks that energy disruptions cause more volatility in stocks.
3 min read
George Santos is the first person to be permanently banned from Kalshi
George Santos has another ignominious distinction.
3 min read
AI is a threat to the stability of the global financial system, a top central banker says
The risk of a disruptive, AI-enabled cyber event derailing global markets is on the rise, says the chief of the BoE.
3 min read
Wall Street is already betting on baseball’s next lockout
Short interest in Atlanta Braves stock has surged as MLB owners and players fight over a salary cap.
2 min read
I lost more than $250,000 on SpaceX, but I plan to keep trading. The highs are too good.
Akshay Sapra, 31, has made and lost well over a $1 million day trading. He spoke to us about the appeal of trading and how he plans to continue.
8 min read
What smart people are saying about Trump's acquisition of Venezuelan oil
Analysts say Venezuela needs years of investment to boost oil production, and that 65 billion barrels won't materialize overnight.
4 min read
Why investors should be concerned about the growing backlash to AI data centers
The opposition to new data centers across the US is the next big bottleneck and a risk to the AI trade, investing pros say.
3 min read
Silicon Valley wealth managers say elite tech workers are making these 5 money moves as AI mania continues
Wealth advisors say tech workers are getting anxious about the market turning, and are looking for advice on how to position for the AI bubble bursting.
7 min read
America's $40 trillion national debt boosts the odds of a lost decade for stocks, market researcher warns
The national debt has reached $40 trillion, doubling in about 10 years. The gloomy fiscal situation is a risk for stocks, one researcher says.
3 min read
What smart people in markets are saying about Kevin Warsh's Jackson Hole speech
Traders were glued to their screens as Kevin Warsh stepped up to the podium for his first keynote at Jackson Hole. Here's what smart people are saying.
5 min read
A fantasy football obsessive's guide to the stock market
From Nvidia's understudies to oil's short-term matchup value, the market has plenty of fantasy-football DNA.
3 min read
Morgan Stanley says buy these 5 'AI sovereignty' stocks that have at least 20% upside potential
Governments are prioritizing domestic AI infrastructure, benefiting certain companies within the broader AI trade, Morgan Stanley says.
3 min read
Magnificent no more: As Nvidia stock soars, here's why investors have been fleeing Alphabet and Meta
Nvidia jolted markets with a stunning earnings report this week. The chip titan's winning streak is in stark contrast to some Magnificent Seven peers.
5 min read
Morgan Stanley sees a 'unique opportunity' in SpaceX stock after its plunge from post-IPO heights
Morgan Stanley says that plans for a new Starbase in Louisiana could be a fresh catalyst, and the stock looks attractive after its post-IPO drop.
3 min read
The Nvidia effect: These areas of the market are getting a boost from the chipmaker’s blockbuster earnings
Investors cheered Nvidia's blowout earnings on Thursday, lifting other chip stocks and the broader tech sector as the AI trade sees renewed hype.
4 min read
Traders are hiding in debasement as gold and bitcoin roar back to life
The Treasury's bond-buyback plan has renewed focus on US debt, deficits, and inflation.
3 min read
What to know if you're thinking about getting a financial advisor in your 20s
Here are some things to think about if you're considering tapping a financial planner long before you're near retirement age.
5 min read
Nvidia earnings recap: The AI party rages on as the chip-maker warns 'extreme' memory costs will push down margins
Nvidia delivered second-quarter results on Wednesday that topped estimates, but rising memory costs and supply constraints pose headwinds.
16 min read
Don't count on the landmark crypto policy bill to pass Congress this year, prediction traders say
Trader on prediction platforms have turned bearish on the odds of a key piece of crypto legislation becoming law in 2026.
2 min read
Why a chorus of market pros is criticizing the Treasury's plan to tame the bond market
Apollo's top economist agreed with Stanley Druckenmiller's take this week that bond yields are the only "fiscal disciplinarian" the US has left.
3 min read
Nvidia is the final boss of tech earnings. Here are 3 questions it must answer.
Investors are watching Nvidia's outlook on AI demand, customer financing, and rising memory costs.
3 min read
How the Iran war could end up causing a burst of deflation
Hot inflation is a lingering concern, but one strategist is warning the economy risks deflation as the Iran war fuels overspending on supply chains.
4 min read
BofA says fresh buying opportunities are brewing in the market's biggest chip stocks
BofA analysts are eyeing headwinds that could push the chip sector down 10%, but fundamentals and demand look solid for many of the top names.
3 min read
Why investors should start paying attention to China's economy again
"Ignoring China's recent monetary tightening could prove to be the biggest investment mistake of the decade," says Societe Generale's Albert Edwards.
2 min read
BofA says buy these 16 growth stocks with strong earnings to diversify beyond AI
BofA says investors are exhibiting AI fatigue, and are hunting for ways to keep exposure to the growth theme buffering against swings in the AI trade.
2 min read
Gold is back in the spotlight after the Treasury's surprise bond maneuvers
Gold prices have climbed in the wake of the Treasury's plan to keep bond yields down. A comeback of the debasement trade has boosted the metal.
4 min read
Canada says it picked US tariffs to 'put political pressure' on specific states
The targeted list of roughly 700 products ranges from steel and aluminum to fish and T-shirts.
3 min read
US-Canada beef is heating up — and the market is already picking winners and losers
Tariffs are scrambling North America's supply chain, hurting automakers and lifting US steelmakers — for now.
2 min read
Goldman says big investors are split on AI, but are showing historic bullishness for one stock sector in particular
Goldman says hedge funds and mutual funds alike have converged on the financials sector in recent months, while views of AI have split.
3 min read
The Treasury's attempts to get bond yields down amount to 'financial repression,' Citadel Securities says
Citadel Securities says the moves by the Treasury to push borrowing costs down don't address the issues pressuring fixed income markets.
3 min read
Morgan Stanley shares investing tips for navigating 'short-lived gimmicks' in the bond market
Morgan Stanley's Lisa Shalett says that interventions in the bond market add to uncertainty, fueling higher long-term bond yields.
3 min read
JPMorgan says be ready to sell stocks as technical warnings pile up heading into September
JPMorgan flagged bearish technical signals flashing in the US market as investors head into what's historically been the weakest period of the year.
5 min read
What Kevin Warsh can say this week to spark a new market rally, according to Wharton professor Jeremy Siegel
Jemery Siegel says the market is overly concerned about higher bond yields as it eyes the Treasury's latest intervention.
3 min read
An economist who studies financial crises now sees a leverage-induced US recession by year-end
Tuomas Malinen, a professor who studies financial crises, sees a recession being triggered by 2027 due to extreme leverage in the US financial system.
3 min read
SpaceX disses and Eminem remixes: Inside David Einhorn's latest Greenlight letter
David Einhorn's firm celebrated its 30th anniversary in May. His investor letter offers a glimpse inside the party and his views on SpaceX.
3 min read
Bitcoin is suddenly on a tear. Let’s handicap whether the rally can last.
Trump, Treasury intervention, a weaker dollar, and a short squeeze have combined to bring bitcoin roaring back to life.
3 min read
Nvidia time: These 2 events will define markets this week
Can Nvidia earnings or Jackson Hole save the day with stocks in a rut? We take a look at each.
3 min read
Few tech IPOs to list this year as Anthropic, SpaceX steal the spotlight
Two mega-IPOs are making 2026 look like a banner year for tech listings. Strip them out, and the IPO market is shaping up to be another dud.
4 min read
A rough year for bond hedge funds just got more turbulent
Standalone credit managers and fixed-income teams at big-name firms have both struggled in 2026.
3 min read
'Big Short' Michael Burry dumped Alibaba for a rival. Here’s why he no longer wants to buy back in.
Chinese tech giant Alibaba is raising $10 billion in new shares, with proceeds earmarked for expanding its AI capabilities and infrastructure.
2 min read
I was hooked on day trading for 8 years. Here's how I broke my addiction to markets in a few months.
Itay Greenberg was addicted to day trading for 8 years. He estimates he lost around £30,000 in trading-related expenses before quitting in 2026.
8 min read
Rising bond yields have stocks 'on the brink' of a 20% drop, strategist warns
"You just end up with an air pocket," says MRB Partners' Phillip Colmar on rising yields' impact on AI stocks.
4 min read
An investor using real estate to retire early shares the 2 biggest mistakes he's made building his portfolio of 14 rentals
"I've got it pretty optimized," said one real estate investor of his 14-unit portfolio. But getting there hasn't been "all sunshine and rainbows."
3 min read
Ken Griffin says Citadel has shed 80% of the risk from the Situational Awareness portfolio it bought
Citadel's Ken Griffin says his hedge fund has de-risked most of Situational Awareness's portfolio, according to a letter obtained by Business Insider.
2 min read
Is bitcoin back? Why the king crypto has soared more than 20% in the last week.
Bitcoin pulled out of its long-running bear market this week, soaring 22% due to regulatory optimism and lower Treasury yields.
4 min read
The US consumer is flashing red flags all over the place
Walmart earnings, retail sales, consumer sentiment, and jobs data are all pointing to growing strain on Americans.
2 min read
Forget the 4% rule: Why one Wall Street CEO thinks Americans should be even more conservative with spending in retirement
Bridgeway Capital Management's CEO has his own approach: the 2.8% rule.
4 min read