News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
We already have a major market rotation, a war in Iran, and soaring inflation in 2026. Here's what I think the rest of the year holds.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.
Markets have spent months betting that President Donald Trump’s second-term agenda would extend the rally that pushed the S&P 500 to repeated highs. Tax cuts, deregulation, and aggressive reshoring policies are all catnip for investors. Since Election Day, cyclical sectors like industrials, banks, and small-cap stocks have outpaced the broader market as traders priced in ... The Fed Could Crush Trump’s Bull Market — Here’s the Warning Wall Street Is Missing
Members of the Fed's monetary policy committee sent a clear signal to the incoming Fed chief.