News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The Federal Reserve raised interest rates by 25 basis points Wednesday, marking the first rate hike since 2023. While that move was widely expected in recent weeks, attention now turns to whether there will be another increase before the end...

President Donald Trump‘s approval on inflation has fallen to 19%, a new low in the latest Marquette Law School poll. CNN chief data analyst Harry Enten called the resulting minus-61 net rating the worst presidential inflation reading on record. “This...

ChargePoint stock surged 61% in a single month while every sector peer moved the opposite direction, and nobody can point to a catalyst that explains it. That combination of facts makes the buy-or-wait decision unusually uncomfortable right now.

MARA Holdings (NASDAQ:MARA) stock is rallying in Thursday afternoon trading, with MARA shares up 6% to $11.76. Over the past month, MARA has gained 21%, a run that puts the stock well ahead of both its listed peers and the broad market benchmark. For context, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has declined 1% […]

Baby Boomers held their bitcoin ETF positions through a savage drawdown and analysts are calling it a show of discipline, but the benchmark they were quietly measured against tells a far more uncomfortable story.

Solar stocks are surging Thursday with no earnings, no analyst upgrades, and no policy news to explain the move. The ordering of who is rising most reveals something specific about what this rally actually is.

The FCC just handed Rocket Lab a procedural win on its Iridium acquisition, but the stock's 18% slide over the past month and a rival already flagging concerns inside the docket suggest the hard part is still ahead.

A House vote targeting data center power costs sent Oklo and NuScale Power surging past the broader nuclear complex, but the way uranium miners sat out the rally tells a more complicated story about what the market actually believes.

BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.

Four automakers with nothing in common are surging in lockstep Thursday morning, and the reason behind that unusual uniformity tells investors something important about whether the gains will stick.

Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance. The slide extends a brutal stretch, with CoreWeave off 16% over the past week and 25% over the past month. Convertible […]

A House vote on data center power costs sent fuel cell stocks surging at different speeds Thursday, and the gap between the winners reveals exactly where the market sees the most to gain if this bill ever becomes law.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.

Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.

Political prediction markets just repriced faster than almost anyone on Wall Street expected, and the calendar now lines up with the single most turbulent stretch of the four-year stock market cycle.

Consumer staples could be a good hunting ground for stockpickers., whether inflation goes up or eases.

Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.
Snowflake's AI flywheel is spinning faster than almost anyone expected, but the stock has already priced in a lot of that success. Here is what bulls and bears are each getting wrong at this valuation.

Moderna has nearly tripled in a single month without a single new trial result or analyst upgrade to explain Thursday's continued surge, and the one clue hiding in a quiet peer stock reveals exactly what kind of bet the market is actually making.
Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks the selloff created a rare window that closes fast.

JPMorgan Chase & Co. equity strategists project that the S&P 500 index will reach 8,000 by the end of 2026, calling the bears an extinct species. Polymarket (CRYPTO: POL) bettors also assign a 35% probability to the index closing above...

Buffer ETFs promise to absorb your losses so you can stay in the market without the stomach-churning drops, but the full protection guarantee comes with a catch that most investors discover only after they buy in.

A swarm of AI agents silently held admin access to OpenAI servers for a week before anyone noticed, and Elon Musk thinks the industry has no real answer for what comes next.
Middle East tensions are driving oil prices and tanker rates higher. Here are the ETFs benefiting.

A $700,000 JEPQ position clears a $75,000 retirement budget today, but inflation-adjusted withdrawals over a decade expose a flaw baked into the fund's design that monthly distributions alone cannot fix.

The Federal Reserve delivered the quarter-point rate hike Wall Street expected Wednesday. But its new projections suggest the Fed isn’t done: 16 of 18 policymakers see at least one more increase this year. The Fed unanimously raised its target rate...

Retirees anchoring budgets to JEPI's latest monthly check are making a math mistake that costs real money, and the actual income story looks nothing like the number circulating in income forums right now.
