President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet. The pitch was clean: lock in a 4.5% long-bond yield before the Federal Reserve cut rates, then collect price appreciation on top of monthly coupons. The 20-year ... If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up
The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests
President Trump is watching what Kevin Warsh does as Fed Chair. More importantly, the markets are watching his every move.
Millions of Social Security recipients could see larger checks. Here's how.
Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...
Walmart (NYSE:WMT) trades at $116.89, with the post-earnings pullback offering a more attractive entry into a defensive retailer whose digital flywheel keeps accelerating against a sticky inflation backdrop. Walmart runs the world’s largest brick-and-mortar retail footprint, spanning 10,900+ stores across 19 countries and serving roughly 280 million weekly customers. It also operates Sam’s Club, Walmart ... Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115
For months, retirees and investors have been watching inflation data for clues about the size of Social Security’s next cost-of-living adjustment (COLA). The logic seemed straightforward: inflation remained stubbornly elevated, consumers continued to feel the pinch at the grocery store, and early estimates pointed toward a much larger benefit increase in 2027 than anyone expected ... Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall
Inflation is at its highest level in three years, and Social Security recipients should pay attention.
For investors looking for income, Gladstone Land and Realty Income provide stability along with dividend yields above 5%.
Jerome Powell's successor is about to learn the hard truth that it's impossible to appease President Trump and tackle above-average inflation.
Three of those times were after a recession. The other was before a huge market crash.
Why did a strong jobs report trigger big sell-offs for Joby Aviation stock?

US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia, Micron Technology and Advanced Micro Devices, as Broadcom's weak report earlier this week reverberated across Wall Street. The PHLX chip index slumped almost 8.5% in afternoon trading, putting it on track for its deepest one-day loss since Wall Street's "Liberation Day" tariff selloff in April 2025. Friday's selloff added to losses on Thursday after Broadcom gave a quarterly report that showed demand for its custom AI chips business falling short of lofty expectations.
New Delhi cannot shield its people from the sticker shock anymore. And then the inflation floodgates open.
The company's Network 2.0 initiative can now go into full swing.
The May employment data landed with a thud for bond bulls, with implications for Treasury proxies like the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). May nonfarm payrolls rose 172,000, the best number since March, when the figure came in at 185,000, and well above expectations. CNBC’s Rick Santelli, reacting on Squawk Box, asked, “Is ... The Jobs Report Released Today Was Great. That’s Bad News for Bond Yields.
High earners in the 32% federal bracket holding ordinary-income dividend payers in a taxable brokerage account face a math problem that most never run on paper. If your $60,000 in dividend income is taxed as ordinary income at the 32% bracket, you owe $19,200 to the IRS, leaving $40,800 in net income. The same $60,000 ... These 4 Dividend Stocks Generate $19,200 Tax-Free Inside a Roth
By Medha Singh and Twesha Dikshit June 5 (Reuters) - S&P 500 and Nasdaq futures fell on Friday, as chipmakers lost steam following a strong rally and investors stayed cautious ahead of the May
A potentially softer labor market report, renewed AI debate, and geopolitical uncertainty weighed on risk sentiment.
Rigetti Computing stock exploded in May on federal funding news and a strong earnings beat.

US stock futures mostly fell in the wait for the release of the May jobs report.
The SPDR Gold Shares (NYSEARCA:GLD) has quietly become one of the largest stories in markets, with the fund now holding roughly $1.2 trillion in net assets after a 36% gain over the past 12 months. GLD is the largest physically backed gold ETF in the world, and shares recently closed near $417. After a torrid ... The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally
At the 24% federal bracket, a portfolio throwing off $40,000 in high-yield dividend income hands roughly $9,600 to the IRS every year when those shares sit in a taxable account treated as ordinary income. For investors in the gap years between retirement and RMD age 73, that drag compounds quietly until required minimum distributions force ... How to Maximize Dividend Income in Retirement Before RMDs Change the Math
Business development companies (BDCs) pay distributions that are taxed mostly as ordinary income, not qualified dividends. For an investor in the 24% federal bracket (income over $105,700 single, $211,400 married filing jointly), that means roughly a quarter of every BDC payment held in a taxable account walks out the door at tax time. Few names ... Main Street Capital in a Roth IRA: Why the ‘O of BDCs’ Belongs in Your Tax-Free Account
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big way. The same issues that have added pressure to stocks once again showed up at the party, as rising interest rates and oil ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and M