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A stronger dollar is back on center stage as Treasury yields jump and risk appetite fades. That matters less for FX tourists than for earnings translation, emerging-market liquidity, and the next leg of equity multiple compression.
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China will address U.S. concerns about shortages of certain specialty rare earths caused by Beijing's export controls, the White House said on Sunday in a factsheet outlining the major deals agreed during a summit last week.
China will buy $17 billion of U.S. agricultural products each year through 2028, the White House said. The U.S. readout also mentioned access to rare earths, while China's did not.
Overseas buyers are looking to America for oil and transportation fuels, helping deplete its domestic inventories.
‘The Big Money Show' panel breaks down the explosive AI IPO surge and a new Federal Reserve study raising fresh doubts about minimum wage hikes in blue cities.
Global Medical Response CEO Nick Loporcaro discusses the company's IPO debut on the New York Stock Exchange on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #healthcare #health #medical #rural #america #economy #business #ipo #nyse #stockmarket #investment #access #doctors #hospitals #publichealth #services #infrastructure
Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit. Significant opportunity in energy stocks, particularly drillers, and gold miners, citing underinvestment, strong cash flows, and aggressive buybacks as key drivers.
The S&P 500 shows subtle signs of trend slowing, but no definitive topping signal is present. Topping is a process.
CNBC compiled a list of 23 S&P 500 firms across multiple sectors and industries to see how their stocks fared following layoffs linked to AI. As of May 15, 13 of those companies, or 56%, have traded in the red from the time of their layoff announcements.
Bullish options traders and heavy buying of leveraged ETFs are playing a role in the historic swing higher for stocks. They're also being tested.
As the United States and China compete for dominance in artificial intelligence, energy is emerging as a critical battleground. Former Treasury Secretary Hank Paulson warns that while the US still leads in AI technology, electricity shortages could become a major constraint as data center demand surges.
Wall Street heads into a pivotal week led by Nvidia (NVDA) earnings, fresh economic data, and continued enthusiasm around AI and gaming themes.
Long-term yields are now the main threat to U.S. equities, with the 30-year Treasury above 5% and the 10-year near 4.6%, forcing investors to rethink stretched valuations. The Trump-Xi summit failed to deliver concrete progress on Taiwan, rare earths, semiconductors, Iran, or the Strait of Hormuz, leaving geopolitical and inflation risks unresolved.
The S&P 500 secured multiple record highs this week but faltered on Friday, retreating 1.2% to mark its steepest daily decline since late March. Over the past 20 days, the average percent change from the intraday low to the intraday high is 0.82%.
Countries are returning to the highly polluting but reliable source of power after the Iran war effectively shut the Strait of Hormuz.
Ben Bernanke's Fed pulled off a miracle during the financial crisis of 2008 and 2009. What might Kevin Warsh be forced to pull out of his hat as the central bank's new boss?
Investors already factor in cyclicality in the chip industry. The bad news is that they've frequently gotten their assessments wrong.
A wartime price surge is slamming consumers while boosting investors.
China's Ministry of Commerce said Saturday that the countries had struck a preliminary agreement to reduce some tariffs, seemingly contradicting statements by President Trump
The stock-market surge has propelled the use of a new kind of tax-loss harvesting. We break it down.
The S&P 500 closed Friday at 7,408.50, surrendering the historic 7,500 level it briefly breached Thursday and ending the week with a gain of just 0.3%. That Thursday intraday high of 7,517 now looks like a blow-off signal rather than a launching pad.
Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts.
VICI Properties' shares look like they are trading at a discounted valuation relative to its historical trading level and attractive dividend yield. While I'm long a position already, I've been writing put options lately to generate some additional 'income' nearly every month this year. This can provide an attractive alternative to income-focused investors combined with or in place of buying shares outright today.
Activist investor Elliott Investment Management has built a sizeable stake in U.S. diagnostics supplier Bio-Rad Laboratories , and plans to push the company to boost its underperforming stock price, the Wall Street Journal reported on Sunday.
Nvidia remains a core holding, with robust revenue and earnings quality, but I refrain from further accumulation ahead of earnings. Hyperscaler capex, a strong leading indicator for NVDA revenue, shows continued growth but with recent QoQ slowdowns from Microsoft and Meta. Revenue surprises are shrinking as analyst expectations rise, suggesting NVDA may only meet consensus this quarter rather than beat it to the extent investors are used to.
For years, merchant services centered on moving money from cardholder to business. The current earnings season gives proof that business has become far broader, encompassing everything from payments to back-office efficiency.
A tie-up between the two would create one of the largest power companies in the US by market value.
InterDigital NASDAQ: IDCC Chief Financial Officer Rich Brezski outlined the company's patent licensing model, recent financial performance and long-term growth targets during a presentation at the 21st Annual Needham Technology, Media, and Consumer Conference.
The company's popular, $599 Neo laptop is just one of dozens of Apple devices that use lower-performing processors.
Healthcare payrolls keep climbing, and hospital systems, payers, and clinics are now openly treating agentic AI as the cheapest unit of labor on the market.
Whirlpool (NYSE:WHR | WHR Price Prediction) CEO Marc Bitzer is making one of the bluntest recession comparisons of this earnings cycle.