Americans hit with soaring electricity bills as price hikes outpace inflation nationwide
Electricity prices surged 6.3% nationwide as AI data centers and winter weather strained the grid, outpacing inflation and hitting household budgets hard.
Market News
COPX: Don't Overlook Fiber Optics Threat And Near-Term Copper Glut
Global X Copper Miners ETF is downgraded to hold as copper price tailwinds weaken and risks rise. Elevated U.S. copper inventories and a potential AI CapEx slowdown could dampen near-term copper demand.
Yields in a crucial part of the Treasury market keep falling — and it may have something to do with AI
Concerns about AI's potential as a destructive force on U.S. jobs have contributed to a rally in the 10-year Treasury note, sending its yield toward a 2026 low.
3 Reasons Not to Fear a Market Correction, But Cheer for One
If you've been checking your portfolio lately and feeling uneasy about the prospect of a market correction, you're not alone.
How to gauge if the bottom is in for software stocks
The Investment Committee debate the software sector as Stephanie Link and Malcolm Ethridge makes some moves in the space.
AI and Tech Stocks Are in Trouble. Look to These Other Sectors, Says This Veteran Strategist.
After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps.
Stock Of The Day NPK International Rides The Energy Construction Buzz
NPK International is a major supplier for construction projects. Its stock leapt above an early entry, after breezing past expectations.
Markets Have Had a Wild Ride. Here Are the Factors That Could Bring the Next Surprise.
Increasing global fragmentation is one key worry.
Nasdaq 100: Sellers Take Control as Tech Stocks Drag US Indices Today – Forecast & Analysis
Tech stocks drag US indices as the Nasdaq 100 fails at major resistance; banks and energy outperform while weak guidance hits C3.ai and Trade Desk.
CalPERS 'Not Too Concerned' About Software Exposure, CEO Frost Says
Marcie Frost, CEO of California Public Employees Retirement System (CalPERS), discusses the pension fund giant's exposure to private markets and portfolio strategy on "Bloomberg Markets."
Did Nvidia Just Prove Citrini Wrong?
AI isn't just cutting labor; it's generating revenue, and Nvidia's earnings call made it clear. ROI is already visible.
The Week Ahead: Early March Brings PMI Readings, Jobs Data
Match kicks off next week with plenty of economic data on tap, including manufacturing and services readings, as well as employment data.
New PCE And Unemployment Data Show The Fed Is On The Wrong Path
The Federal Reserve's October and December 2025 rate cuts were premature, given distorted data from the government shutdown and persistent inflation. Core PCE inflation accelerated to 3.0% in December, well above the Fed's 2.0% target, while unemployment remains low at 4.3%.
Explainer: Does Trump's new 'surcharge' make EU worse off than under trade deal?
The EU has demanded that the United States stick to the terms of a trade deal they agreed last year after the U.S. Supreme Court struck down President Donald Trump's global tariffs and he responded with a new, across-the-board import surcharge.
There Is Hidden Risk in the Stock Market. Watch These Warning Signals.
A muted VIX masks roiling volatility elsewhere in the market. It's worth watching.
The Rotation Is Peaking
Recent market rotation has pushed value sectors like materials, energy, and utilities to outperform the S&P 500 YTD, despite lackluster earnings growth. Valuations in traditional value sectors have expanded rapidly, with some now appearing stretched and potentially unattractive even to value investors.
INFLATION PROBLEM? Fed governor says he DOESN'T see one
Federal Reserve Governor Stephen Miran joins 'Mornings with Maria' to discuss bank overregulation, rate cut expectations and why he believes inflation is no longer a major threat.
BAE Systems In Buy Zone On Major Contracts; Boeing Lands Defense Awards
BAE Systems trades in a buy zone, announced more than $500 million in defense contracts this week. Boeing lands defense awards.
Warsh, Then Repeat
SUMMARY We view Kevin Warsh as a credible choice for Fed Chair. Software companies' shares have struggled as AI upstarts gain traction.
4 Signs Of An Irrational Market
The NASDAQ broke a five-week losing streak last week with a rise of 1.5% despite numerous negative headline events. Despite increased turmoil on multiple fronts, volatility remains low, and is symptomatic of investor complacency.
