RESERVE PLAN: Republicans eye MASSIVE Bitcoin stockpile
FOX Business' Darren Botelho reports Republicans are racing to cement U.S. crypto dominance with a proposed national Bitcoin reserve funded by seized digital assets tied to Iran.
Market News
How The Strait Of Hormuz Logjam Is Causing Chaos For Medical Suppliers
From jet fuel to fertilizer, the Iran war is causing price hikes and product shortages across the world economy. Medical supply company Gentell is facing turbulence as the crisis at the Strait of Hormuz rattles global supply chains.
Trump's 3,711 Trades Point to Several Stock-Market Strategies
President Donald Trump's latest financial disclosure has drawn scrutiny for its astonishing scale: 3,711 trades, almost entirely in shares of companies across America, including many whose fortunes can turn on federal policy. Bloomberg News US Equities Team Leader Elena Popina joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss.
China's DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI model
Chinese artificial intelligence startup DeepSeek will make permanent a 75% price cut on its flagship V4‑Pro artificial intelligence model, keeping prices at a quarter of their original level, the company said in a statement on Saturday.
Stocks tend to sink during the summer before midterm elections. Will history repeat itself?
During midterm years, summer tends to coincide with a weak stock market.
These cybersecurity stocks are poised for rapid growth through 2028, and some of them are cheap right now
Many providers of cybersecurity hardware, software and services are expected to put up tremendous sales numbers as the AI build-out continues.
Kevin Warsh's Fed isn't cutting interest rates any time soon. But a hike isn't yet on the table, either.
The Federal Reserve isn't going to reduce borrowing costs anytime soon because of resurgent inflation, but a rate hike is also off the table for now as the regime of new Chair Kevin Warsh gets underway.
Trump Wants Cuts, The Long End Needs Relief, And I'm Still Buying The Pullback
I'm still bullish, largely on the S&P 500 earnings story, but the bond market has made this a harder call than it was a few weeks ago. The 30-year yield over 5% and the breakout in the 10-year yield are the charts keeping me awake lately.
Hot Core PCE Could Trigger Major Market Selloff
With yields already elevated and rate hike odds back in play, another hot Core PCE report could spark a broad cross-asset selloff.
A Massive Energy Crisis Is Brewing, And It Could Change Everything For Markets
A historic oil supply shock is now unraveling in real time. I detail what this potentially means for energy stocks and the broader market.
Weekly Commentary: The Warsh Fed
Crude (WTI July contract) prices traded above $104 in early Wednesday trading. Ten-year Treasury yields have jumped 90 bps since the Fed began its 175 bps rate-cutting cycle in September 2024.
Markets Rally As IPO Momentum Builds
Global earnings growth continues to support equities. U.S. economic data remains resilient despite energy shocks.
Semis Won The First AI Trade. Software May Win The Next One
The semiconductor sector has dominated the AI investment narrative, driving strong returns across the hardware supply chain. Markets have likely overpaid for 'picks and shovels' AI hardware, with valuations now reflecting full optimism.
S&P 500 Snapshot: 8-Week Win Streak, Longest Since 2023
Despite a rough start to the week, the S&P 500 rallied in the back half to post its eighth consecutive weekly gain, its longest streak since 2023. Over the past 20 days, the average percent change from the intraday low to the intraday high is 0.84%.
This Week's Market Wrap: Nvidia, War Headlines, And FOMC Minutes
NVIDIA once again delivered a blowout quarter, but investors increasingly questioned whether even exceptional results can justify extreme valuations across semiconductors and AI infrastructure. Geopolitics were driving violent swings in oil prices, Treasury yields, airlines, homebuilders, and energy stocks as investors attempted to price the probability of escalation versus a negotiated settlement.
Former Kansas City Fed President Esther George: A rate hike is 'very much a possibility'
Esther George, former president and CEO of the Federal Reserve Bank of Kansas City, discusses how the experience of the Fed attempting to look through the Covid-era supply shock might affect the way it is viewing the current situation due to the Iran war, and new Fed Chair Kevin Warsh's interest in reducing the size of the Federal Reserve's balance sheet.
Fed Hawks Now Rule. Will Warsh Go Along with the Program?
As Kevin Warsh steps up to lead the Federal Reserve, the case for interest-rate cuts is disappearing. Plus, investment newsletter commentary on AI”s circular ecosystem, emerging markets, and SpaceX.
Investors Just Can't Get Enough of Stocks These Days
War, inflation and worries about the AI boom haven't kept stocks from setting records.
Review & Preview: On the Bright Side
The S&P 500 was up for an eighth straight week, while the Dow closed at a record. Holiday Highs. It was a relatively quiet Friday ahead of the unofficial start to summer. Investors are still riding the wave of strong earnings, with tech taking a starring role once again.
Friday's Final Takeaway's: Consumer Sentiment & New Fed Chair
Sam Vadas says consumer sentiment is at all time low and it's raising concern amongst the younger population for housing security. She also discusses Kevin Warsh sworn in as the new Fed Chair.
