Dear readers, Yesterday's question was who can still pay for the AI buildout. Today's market offers a partial answer: investors...

Dear readers, Yesterday's question was who has the pricing power to defend a valuation. Today's is harder: who can still...

Dear readers, Wednesday's inflation report was uncomfortable without being a shock. Headline inflation rose to 3.7 percent in September, exactly...

Dear readers, Goldman Sachs beat profit expectations by roughly $4 a share on Tuesday, and it still wasn't the day's...

Dear readers, The AI trade is changing leaders. Optical suppliers are still climbing, while the classic chip names are consolidating....

Dear readers, The S&P 500 closed its third straight weekly gain on Friday, just below Tuesday's record. The more telling...

Dear readers, One number from OpenAI was enough on Thursday to push the semiconductor index down 3.4 percent. Chip stocks...

Dear readers, Oil above $105 a barrel on reports of possible US strikes on Iran is weighing on markets, and...

Dear readers, The S&P 500 closed above 7,800 for the first time on Tuesday, and the bond market did not...

Dear readers, Wall Street is at record levels, and the stocks that depend on household spending are not. This week...