What if the Iran war is not short-lived?
Markets
What if the Iran war is not short-lived?
Analysts say a drawn-out conflict could have dramatic consequences for energy markets and inflation.
US markets brief: The AI loser trade, and what’s driving it
Markets
US markets brief: The AI loser trade, and what’s driving it
Plus: Equal-weighted indexes’ time in the sun, Q4 GDP, and what to watch as big retailers report earnings.
How bad could sustained tariffs on China be for Apple stock?
Stocks
How bad could sustained tariffs on China be for Apple stock?
If tariffs persist, Apple’s profit margins could be “decimated” without price hikes.
This is what real market uncertainty looks like
Markets
This is what real market uncertainty looks like
If tariffs stick, the economic and investing landscape could be altered in unknown ways for years to come.
4 defensive, undervalued Moat stocks with limited tariff exposure
Stocks
4 defensive, undervalued Moat stocks with limited tariff exposure
In a treacherous time for stocks, long-term investors can look to names with strong competitive advantages.
What Nvidia’s earnings say about the AI semiconductor stock trade
Stocks
What Nvidia’s earnings say about the AI semiconductor stock trade
Six charts on Nvidia stock and the outlook for AI-focused semiconductors.
Investor hopes for rate cuts slides after US CPI data
Markets
Investor hopes for rate cuts slides after US CPI data
The hot March CPI report has bond traders significantly paring back rate cuts in 2024.
7 charts on the AI stock boom one year after ChatGPT’s launch
Stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape
7 charts on the AI stock boom one year after ChatGPT’s launch
Stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape.
Markets brief: Why the budget deficit suddenly matters
Markets
Markets brief: Why the budget deficit suddenly matters
A jump in Treasury debt issuance is playing a role in the rise in bond yields.
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