News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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...
Federal prosecutors in Manhattan just charged two former Robinhood engineers over crypto trades, and the fallout is already hitting brokerages that had nothing to do with it.
Treasury yields pushing past 5% are separating winners from losers among iBuyer stocks, and the gap between Opendoor, Offerpad, and Zillow reveals something telling about where the housing market may be headed.
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Fitch Ratings says an AI-led market collapse could send U.S. share prices down 35% over six months and push the economy into recession, as American growth becomes increasingly dependent on technology spending. The ratings firm modeled the outcome as a...
A single policy update with no operational content just sent the entire copper mining sector into freefall, erasing billions in gains that took months to build. Here is why tariff uncertainty can reprice a whole industry inside minutes.
A $161 million tariff refund turned American Eagle's quarterly results into something far more complicated than a simple beat, and now investors are asking what the business actually looks like without that one-time cushion.
Federal Reserve rate-hike odds just handed quantum computing stocks their sharpest single-session hit in weeks, and the reason has nothing to do with anything these companies actually did.
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
Kohl's posted a blowout earnings beat and raised its full-year outlook, yet shares are cratering while rivals Ross and TJX barely flinch. The reason buried inside the margin numbers may explain why investors are refusing to celebrate.
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about what to do next.
Two funds chase the same short-Treasury yield, but one sends a tax bill every single month while the other lets gains sit untouched until you decide to sell. For high-bracket investors with taxable accounts, that timing difference is worth more than it looks.
One inflation trend could keep policymakers on the sidelines
AI Stock Rally Faces Reality Check as Earnings Beats Fall Flat
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Stock Market Today: The Dow Jones index dropped Friday as Netflix stock plunged on earnings. SpaceX shares sold off on a canceled test flight.
U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026.
SpaceX has surrendered every post-IPO gain in five weeks, landing back at its offering price while one analyst quietly models a valuation that dwarfs the entire cloud computing industry. The question is whether that call is visionary or delusional.
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
U.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
A friend of Paula Pant’s bought SpaceX (NASDAQ:SPCX) at $171, sold at $191, and walked away with roughly $400 to $500 in profit. Then he walked away convinced that stock-picking is easy. On a recent Afford Anything Q&A, financial commentator Joe Salci summed up the problem in four words. “He learned the wrong lesson,” Salci ... ‘He Learned the Wrong Lesson’: Why the SpaceX IPO Windfall Is a Trap for Everyday Investors