Markets
From Greenspan To Warsh, The Battle Over Fed Communication Returns
ByPeter Cohan,
Senior Contributor
Forget Interest Rates. The Fed Just Turned Everything Upside Down
ByErik Sherman,
Senior Contributor
Boom! Institute Tracks Colorful Fireworks History From China Onward
Senior Contributor
China gets a shoutout at a Philadelphia exhibition for its early development of gunpowder, which was once thought of a toxic to increase vitality.
Why Energy And Industrial Startups Head To The Munich-Dresden Corridor
Senior Contributor
U.S. Banking On ‘Co-Innovation’ For Its Trillion Dollar Energy Build
Senior Contributor
A Pioneering China Billionaire Is Upbeat About Giving And The Future
Senior Contributor
More From Markets
Dividend Growth Stock List: 8 Names Yielding Up To 8.3%
So what does it mean when earnings come in at more than double the forecast? It means these companies have plenty of room—and reason—to hand more of that cash back to us.
ByBrett Owens,
Contributor
The Phone Call Is The New Margin Lever In Boring Assets
AI-enabled private equity roll-ups are repricing self-storage, home services and dental groups
Contributor
Washington Should Take OpenAI’s Equity Offer
OpenAI wants to give Washington 5% of the company. Critics cry socialism, but an Alaska-style fund built on contributed equity is a deal Congress would be foolish to refuse.
Contributor
The AI Capital Expenditure Cycle Has Not Peaked — And That Changes The Investment Calculus
New data signals confidence in the return profile of the spending cycle rather than speculative excess. The commitment horizon is measured in years, not quarters.
ByJason Kirsch,
Contributor
3 High-Yield CEFs Riding AI’s ‘Next Wave’ Higher
The wind is shifting around AI—and we’re getting set to ride the next wave with dividends up to 12.3% from CEFs.
Contributor
Is RKLB Stock Worth The Ride?
The recent surge of the stock is attracting attention, but its true value for your investment portfolio lies in its distinct path separate from the broader market.
ByTrefis Team,
Contributor
The Make Or Break Moment For Rivian Stock
Rivian (RIVN) is at a critical juncture. After years devoted to creating its premium R1 electric truck and SUV, the company has recently initiated production of the R2..
ByTrefis Team,
Contributor
Credit Spreads Are Tight — Here Is What That Means For Fixed Income Investors
Corporate credit markets are currently priced for an exceptionally benign environment, with spreads near historical tights.
ByJason Kirsch,
Contributor
Why The Dollar's Decline Is Reshaping Global Portfolio Construction
Goldman Sachs predicts a sustained dollar weakening in 2026, driven by fiscal concerns and shifting global asset demand, marking a structural shift rather than a cyclical dip.
ByJason Kirsch,
Contributor
Is Google Stock’s AI Surge Sustainable?
Behind the "AI" excitement lies the underlying narrative: a growing order book that indicates demand is surpassing the company's capabilities.
ByTrefis Team,
Contributor
Is The Market Ignoring The True Scale Of Oracle’s AI Expansion?
The stock has been stagnant over the past year, currently priced approximately 55% under its 52-week peak.
ByTrefis Team,
Contributor
Why The AI Credit Rush Isn’t Hurting The Bond Market, But Is Boosting Bank Stocks
AI borrowing is surging, but investors say it's not disrupting the bond market. Instead, banks are benefiting from the financing boom.
Senior Writer
AI Data Center Stock IREN Approaches A Historically Bullish Setup
Not all is lost for struggling IREN. In fact, IREN is sporting a 14.8% year-to-date lead and now looks to be within a chip shot of a historically bullish trendline.
BySchaeffer's Investment Research,
Contributor
AI May Not Be A Bubble, But It Has More To Prove
AI may not be another dot-com bubble, but investors are starting to demand proof that heavy spending can turn into durable profits.
Contributor
Is Microsoft Stock Heading For $550?
A new business within Microsoft has quietly grown to massive scale. The company's AI segment has crossed a $37 billion annual run rate.
ByTrefis Team,
Contributor
Can Micron Stock Survive China’s Memory Playbook?
AI servers are driving unprecedented demand for high-bandwidth memory. Supply remains tight and DRAM prices have surged.
ByTrefis Team,
Contributor
These 2 Growing Dividends Are On Sale This Summer
Investors should consider "buy in July" as it's historically the strongest month for stocks, with the S&P 500 averaging a 2.3% rise over the past two decades..
ByBrett Owens,
Contributor
What Today’s Biggest Business Stories Reveal About National Security
Yoday's international business headlines suggest that industries aren't strategic for their products, as much as they are for their foundational role.
Contributor
Boom! Institute Tracks Colorful Fireworks History From China Onward
China gets a shoutout at a Philadelphia exhibition for its early development of gunpowder, which was once thought of a toxic to increase vitality.
Senior Contributor
America 250: China Will Enjoy A Big Day In The U.S. On July 4th, Too
“It’s going to be a blockbuster year for the fireworks industry,” says American Pyrotechnics Association Executive Director Julie L. Heckman
Senior Contributor
