Institutional-grade analytics, real-time data, and AI research tools — built for investors who think in decades, not days.
The market’s attention is on benchmark crude, but the real signal is in disrupted physical flows and a gasoline spike. When logistics get messy, downstream margins and inflation expectations usually notice before stock investors do.
Read more →
Financial Institutions, Inc. remains a Buy, supported by improved profitability, stronger capital ratios, and positive FY 2026 guidance revisions. FISI's net interest margin rose to 3.70% in Q2 2026, driven by lower funding costs and anticipated higher-yielding loan replacements. Asset quality is stable but requires monitoring, particularly in nonperforming loans and consumer indirect auto loan exposure.
Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic power equipment.
The optical industry's two largest laser chip suppliers confirmed this week that laser chips are facing a severe, structural supply crunch complicated by rising demand for optical solutions in AI. The demand for laser chips is so elevated that large customers are rushing to other fringe players that can urgently provide them with laser chips that are needed for AI.
In a slow week for the market, there were pockets of strength in Energy and Cyclicals. The S&P 500 reached a record high on Thursday, the 27th this year.
One thing the Federal Reserve could always count on to keep inflation low was falling prices for computers, cell phones and other high-tech stuff — but not anymore.
BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now “in the ballpark” and that raising overnight rates may not be the most effective way to bring inflation lower.
Net interest is now $931B, the third-largest line in the federal budget, behind Social Security at $1.38T and Medicare at $955B. Hyperscalers now compete with Treasury for the same capital.
Nvidia and major Wall Street asset managers are launching a $500 billion AI infrastructure fund, signaling deep confidence in ongoing AI buildout, baffling the AI pessimists. Hyperscalers are ramping CapEx to avoid compute constraints, causing S&P 500 free cash flow yields to reach new lows as AI demand accelerates.
The Trump administration is considering additional sanctions on Iran as the Strait of Hormuz blockade squeezes oil flows and keeps pressure on US gasoline prices. Joining Bloomberg This Weekend is Axios Business Reporter Nathan Bomey who says Washington could target companies or countries doing business with Iran, potentially putting China and its purchases of Iranian oil in the spotlight.
US stocks have been charging higher with remarkably little resistance in 2026, repeatedly shrugging off inflation worries, geopolitical risks and elevated borrowing costs. The benchmark S&P 500 index climbed above 7,800 for the first time intraday on Thursday before finishing at a record 7,798.99, extending a rally that has pushed the benchmark roughly 14% higher year to date.
The “golden ratio” for portfolio construction — 60% stocks, 40% bonds — works again, but after a few tweaks,
Koppers Holdings reported 2Q26 results with stable adjusted performance but significant GAAP impairment charges, maintaining a Hold rating. Performance Chemicals outperformed expectations, but margin gains were partly hedging-driven and may face pressure if copper prices persist. Utility poles remain robust due to AI and electrification trends, while railroads and CM&C segments are challenged by cost pressures and weak demand.
U.S. federal debt is accelerating, projected to reach $50 trillion by 2029. I take a deeper look at this projection's implications for the U.S. economy and the stock market.
Among the more popular indicators monitored by Wall Street's technical strategists, the “Hindenburg Omen” definitely has the coolest name — and is among the more controversial.
Wall Street closed out the trading week mixed, with the S&P 500 (SP500) climbing to another all-time high amid key inflation readings and a steady stream of corporate earnings.
SlateStone Wealth chief market strategist Kenny Polcari discusses why retail numbers unexpectedly tumbled on ‘Maria Bartiromo's Wall Street.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #mariabartiromoswallstreet #kennypolcari #polcari #retail #retailsales #markets #economy #consumer #consumerism #spending #wallstreet #business #economicdata
Markets increasingly expect the Federal Reserve to remain on hold. AI-related borrowing is reshaping investment-grade credit markets.
The great global government finance Bubble continues to illustrate the precarious nature of Bubbles financed by perceived safe and liquid 'money' and 'money-like' debt instruments. The U.S. federal budget deficit for July jumped to $432 billion, a record for the month.
Maharashtra state's food safety chief has intensified a crackdown on the food and grocery industries, suspending the permits of 12 warehouses of Indian grocery giants Eternal , Swiggy and Zepto after finding cockroach infestations and other unhygienic conditions.
Three IPOs and one SPAC priced this week, while two IPOs and five SPACs submitted filings. The IPO market's summer slowdown is in full swing, though one sizable IPO issuer is currently scheduled for the week ahead. Street research is expected for one company in the week ahead, and three lock-up periods will be expiring.
We take a look at the action in business development companies through the first week of August and highlight some of the key themes we are watching. BDCs posted a strong week, averaging nearly 10% returns, with higher-beta names like TCPC, CION, and OTF leading performance. Despite slightly lagging in price terms year-to-date, BDCs have outperformed all other credit sectors in total NAV terms, reflecting sector resilience.
onsemi NASDAQ: ON executives said the company is increasing factory utilization to meet stronger demand in AI data center markets while maintaining its longer-term focus on automotive and industrial customers.
Microsoft was the fastest-growing company up until the most recent quarter. Valuing these two stocks is difficult.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Peabody Energy To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Peabody Energy between October 14, 2024 and May 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Aug. 15, 2026 /PRNewswire/ -- / Newsfile / Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peabody Energy Corporation ("Peabody Energy" or the "Company") (NYSE: BTU) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Cogent To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Cogent between February 29, 2024 and May 1, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - August 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Cogent Communications Holdings, Inc. (""Cogent" or the "Company") (NASDAQ: CCOI) and reminds investors of the September 21, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Planet Fitness To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Planet Fitness between November 6, 2025, and May 6, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - August 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Planet Fitness, Inc. (""Planet Fitness" or the "Company") (NYSE: PLNT) and reminds investors of the September 14, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Pershing Square USA disclosed a 3.15 million-share Netflix position, about 4.9% of its portfolio as of June 30. The firm sold its previous Netflix stake in April 2022 at a loss of more than $400 million.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Pentair To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Pentair between March 11, 2025 and July 14, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - August 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Pentair plc ("Pentair" or the "Company") (NYSE: PNR) and reminds investors of the October 2, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Universal Display NASDAQ: OLED President and CEO Steve Abramson said the OLED industry's continued investment in new manufacturing capacity reflects panel makers' confidence in long-term adoption, even as smartphone demand faces near-term pressure from higher component and memory costs.
Cal-Maine Foods remains a Buy as valuation discounts its transformation toward value-added products despite weak egg prices. CALM is investing heavily in prepared foods and specialty eggs, targeting over 60% prepared foods capacity growth by H1 FY28 to reduce commodity exposure. Despite a sharp YoY revenue decline and suspended dividend, CALM's debt-free balance sheet and ongoing buybacks provide capital flexibility.