A wave of AI-related deals sent semiconductor shares soaring, helping the Nasdaq rally while investors prepared for the Fed ...
Earnings from Boeing and Welltower, prepping for Paccar’s results plus other headlines moving the market this morning.
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
The Conference Board’s index jumped to 91.7, the highest since June and far above the 81.0 expected, even as consumers ...
The median sales price rebounded 3.9% from August to $400,400, after August was revised down to $385,400, the lowest since ...
Shares of Boeing were down modestly heading into the company’s earnings call on Tuesday morning. In our opening comments we ...
The market parties on Anthropic filing (as company warns it might need more cash, and signals AI may take coding jobs and ...
Aircraft orders drove a 1.8% headline jump, but core equipment shipments grew at their fastest quarterly pace since 2020, a ...
The largest stock market in Latin America was just routed. Stocks in Brazil nearly experienced a technical crash on Monday, ...
Anthropic needs Broadcom guarantees to obtain massive loans.
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Reports loom for Microsoft, Alphabet and Amazon, but I see no edge in trying to bet on those outcomes. Here’s what I’ll do ...