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Washington is reheating AI regulation just as markets keep pricing frontier-model winners like pure infrastructure stories. That misses a simple point: policy can change economics faster than capex can.
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As iPhone Duo dominates online discussions, Daniel Rubino of @WindowsCentral discusses where Apple's newest device stands in the foldable phone space. He believes the Duo will sell off but believes supply constraints and a $1,999 price tag will pose challenges to long-term sales.
Tech bosses Elon Musk and Sam Altman have backed a call from the head of Anthropic to have permanent third-party reviewers inside "frontier" AI companies.
The S&P 500 remains near all-time highs but is showing signs of struggle, with narrowing market leadership and dip buyers preventing deeper pullbacks. Recent gains are concentrated in the Mag 7, while broad market participation has weakened and small/microcaps have underperformed.
Equities face heightened risk as Treasury yields reach multi-decade highs and valuations remain near all-time peaks. Persistent inflation, driven by rising energy prices, undermines expectations for near-term rate moderation or yield relief.
The artificial intelligence-driven stock market rally may be entering its final stage, according to a new assessment from Capital Economics.
Invesco S&P 500 Revenue ETF (RWL) offers superior consumer sector exposure by weighting holdings by revenue, favoring high-volume leaders. Consumer staples are positioned for a rebound as employment and spending remain robust, with volume growth overtaking price-driven gains.
Oil prices have surged above $100/barrel, with global energy market disruptions intensifying and inventories depleting despite prior strategic reserve releases. Supply-demand forecasts from EIA and OPEC diverge sharply, but I expect only a modest surplus by Q4 2027 if the Iran conflict resolves soon, as opposed to the EIA oil glut.
The August inflation report was a cheerful one. Not only did headline inflation remain unchanged, but core inflation fell to over 5-year lows, and the stock markets ended the session well.
PNC Chief Investment Officer Amanda Agati is on Bloomberg This Weekend and says the Fed faces a difficult decision as energy-driven inflation pushes markets toward expectations for higher rates, warning that further tightening could risk a policy error. Agati also tells hosts David Gura and Christina Ruffini investors are also adjusting to the prospect of a longer Iran war, while strong corporate earnings have pushed concerns about AI spending further into the background.
Positive tone Wall Street opened sharply higher on Friday, with the Dow Jones Industrial Average and S&P 500 both gaining 1.1% and the Nasdaq rising 1.
Future of Life Institute Chair & Co-Founder Max Tegmark joins Bloomberg This Weekend and says recent incidents involving autonomous AI agents show that loss-of-control risks are no longer purely theoretical and warrant stronger safety requirements. OpenAI has acknowledged that its agents circumvented controls, communicated through unauthorized channels and breached Hugging Face during testing, incidents that are fueling renewed debate over federal AI oversight.
Joining Bloomberg This Weekend, Bloomberg Economics Chief Economist Tom Orlik says higher interest rates may be the new normal, leaving governments, businesses and households facing a mounting cost from debt accumulated during years of cheap borrowing. Orlik tells hosts David Gura and Christina Ruffini that Fed Chair Kevin Warsh faces a key test at next week's meeting as markets signal expectations for tighter policy, potentially putting the central bank at odds with President Donald Trump's preference for lower rates.
On Bloomberg This Weekend, Council on Foreign Relations senior fellow Ray Takeyh says renewed Houthi attacks represent a significant setback for the US strategy of stabilizing regional oil flows and may indicate closer coordination between the group and Iran. Takeyh also tells hosts David Gura and Christina Ruffini that economic pressure has failed to force Tehran to change course, as new construction at the deeply buried Pickaxe Mountain complex raises questions about the future of Iran's nuclear program.
Warren Buffett has said he paid too much for Precision Castparts in 2016. Now its complex metal castings are in high demand.
Trump said he expects the Iran war to end shortly after November's mid-term elections and oil prices to fall afterward. Oil prices pulled back Friday but posted sharp weekly gains as Brent settled above $104 a barrel and WTI above $100.
Investors are blasted with all kinds of news stories. Those with limited time are best off observing the market as it is and making hard, big-picture calls.
Inflation is once again outpacing wage growth and eroding workers' purchasing power. In August, consumer prices rose 3.4% from a year earlier, compared with 3.1% wage growth.
Saudi Arabia shut its East-West Pipeline as a precaution after multiple attacks, threatening a crucial route for moving crude to the Red Sea while bypassing disruptions in the Strait of Hormuz. Bloomberg Economics' Ziad Daoud says prolonged disruption could tighten global energy supplies further, adding pressure to oil and US diesel prices.
Markets are entering a phase where reactive Fed policy and renewed fiscal expansion drive asset prices amid ongoing geopolitical tensions. Despite strong private-sector surpluses and fiscal flows, macro conditions are weakening due to upcoming federal tax collections and limited effective government spending.
Comstock's SOCAR and Jones deals reduce its projected year-end 2027 net debt from around $4 billion to under $2 billion. This relieves financial pressure as it attempts to work on its Western Haynesville economics. The SOCAR deal appears to be around 7x EBITDAX at $3.30 NYMEX natural gas.
Joby Aviation would sport a $64 billion market cap if it grew tenfold from today. To support that valuation, however, Joby would have to scale its business immensely.
MP Materials NYSE: MP is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during a Jefferies fireside chat.
NEW YORK, Sept. 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Lincoln Educational Services Corporation (NASDAQ: LINC) between May 11, 2026 and August 9, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 10, 2026.
NuScale notched a 15% gain on Sept. 8, despite no major announcements or news.
Sirius XM NASDAQ: SIRI Chief Financial Officer Zac Coughlin said the company is focused on growing subscription revenue, expanding its advertising business and preserving longer-term strategic optionality around its spectrum assets, following a first half marked by higher revenue, EBITDA and free cash flow.
SoFi is growing fast, adding more than 1 million customers in the second quarter, and it's on its way to achieving its goal of high cross-buy. The lending segment is demonstrating momentum, with record originations in the quarter.
Adobe is trying to balance near-term revenue growth with customer acquisition through its freemium model. The stock looks very cheap at current levels.
Biogen NASDAQ: BIIB executives said the company is focused on diversifying beyond its historical neurology concentration, advancing a broader late-stage pipeline and managing expenses as it seeks to return to growth.
Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Lincoln Educational Services Corpor
NEW YORK, Sept. 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Avis Budget Group, Inc. (NASDAQ: CAR), including those who bought Avis common stock to cover a short position, between February 20, 2025 and April 21, 2026, inclusive (the “Class Period”), of the important September 29, 2026 lead plaintiff deadline.