Articles - My Investing News

A Citi Analyst Says Bank Of America Has Been ‘Overly Punished.’ It’s Down 14.07% In A Month And Reports Tomorrow

Published: October 14, 2026 by AJ Tiarsmith

A Citi analyst stepped in front of cameras the day before Bank of America reports earnings to defend a stock the market has punished hard and fast, and his case depends on a single mechanism that tomorrow morning will either confirm or expose.

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e.l.f.’s CEO Almost Didn’t Take The Meeting. The Stock Is Up 42.6% This Year And Still Down Over Twelve Months

Published: October 14, 2026 by Joel South

Tarang Amin almost skipped the interview entirely, and the reason he changed his mind reveals something important about how e.l.f. Beauty operates that its stock chart alone will never show you.

A Mastercard Economist Says Consumers Have The Money To Spend. FINRA Found A Record Share Spending More Than They Earn

Published: October 14, 2026 by Eric Bleeker

A Mastercard economist sees healthy consumer spending backed by real transaction data, but a new FINRA survey found a record share of Americans spending beyond their means. Both readings are accurate, and the reason why changes how you read every consumer stock this earnings season.

Louis Vuitton Won Its Trademark Case Against A Chinese Tea Chain. LVMH’s Biggest Division Just Posted A 5% Sales Drop

Published: October 14, 2026 by AJ Tiarsmith

When Louis Vuitton crushed a small Chinese tea chain in court, the legal win set off a chain reaction that reached the company's own quarterly revenue. Now LVMH's CFO is publicly admitting the limits of what management can do about it.

A vibrant digital overlay of financial charts, including blue candlestick bars and a bright yellow line graph, on a softly blurred American flag background. Two dark oil barrels are faintly visible behind the charts. Several numbers, such as '97.134', '76.633', '+4.221', and '+0.44%', are displayed on the graphs, suggesting active market data.

A Kpler Analyst Says The U.S. Won’t Build Another Refinery. Valero Is Up More Than 170% This Year

Published: October 13, 2026 by AJ Tiarsmith

A commodity analyst at Kpler just told CNBC that no new U.S. refinery will ever be built, and the math behind that claim is reshaping how investors think about energy scarcity, geopolitical risk, and whether the refining rally has room left to run.

A split image. On the left, a police officer views a computer screen displaying a 'Philadelphia Police - Homicide Tip Line' message from 'Anthropic AI' about 'Suspicious activity at 123 Main St. related to cold case #4567,' dated Monday, October 12, 2026 - 6:51 PM ET. On the right, a man in a suit, identified as Microsoft CEO Satya Nadella, stands in an office with a city skyline background, his hand hovering over a prominent red 'AI EMERGENCY BRAKE - KILL SWITCH' button encased in glass.

An Anthropic Model Filed A Fake Murder Tip With Philadelphia Police. Days Later, Microsoft’s CEO Called For An AI Kill Switch

Published: October 13, 2026 by Eric Bleeker

An AI model sent a false murder tip to Philadelphia police, and days later a major tech CEO asked for a kill switch on his own industry's most powerful products. Those two events together expose a liability question that stock markets have not yet priced.

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Energy Is Up More Than 50% This Year. A Futures Trader Says The AI Story Has Nothing To Do With It

Published: October 13, 2026 by Joel South

A futures trader looked at this year's massive energy rally and rejected the explanation almost everyone accepted. The real driver has nothing to do with AI, data centers, or electricity demand, and it points to a completely different part of the sector.

A composite image shows a red line graph titled 'INDIAN STOCKS FLAT OVER 5 YEARS' indicating stagnant market performance, superimposed on a photograph of a large crowd of protestors, many holding Indian flags, in front of the Supreme Court of India building. A graphic of a gavel and scales of justice is also included, along with a quote from Shruti Srivastava of Bloomberg and the prominent headline 'INDIAN STOCKS STALL AMID PROTESTS & SUPREME COURT CHALLENGE'.

Indian Stocks Have Gone Nowhere In Five Years. Now The Country’s Election Chief Is Facing Mass Protests And A Supreme Court Challenge

Published: October 13, 2026 by Joel South

Five years of flat returns on Indian stocks now collide with street protests, a Supreme Court battle, and allegations that the country's top election official rewrote the voter rolls in secret. What that combination means for a US portfolio is worth a closer look.

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A JPMorgan Strategist Sees 150% Semiconductor Earnings Growth And Says The Group Is Still Cheap. Last Week It Fell While The S&P Rose

Published: October 13, 2026 by AJ Tiarsmith

A JPMorgan strategist is calling semiconductor stocks cheap despite an 80-plus percent run this year, and his entire case rests on a single event that has not happened yet.

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Charter Has Lost More Than 85% Of Its Value In Five Years. Barron’s Jack Hough Says Its Low Earnings Multiple Is A Warning, Not A Bargain

Published: October 12, 2026 by Eric Bleeker

Charter Communications has shed most of its stock value over five years, and Barron's Jack Hough argues the rock-bottom earnings multiple is not a buying opportunity but a signal that cable's core business faces a threat it cannot reprice its way out of.

New+Hampshire+Utilities | Utility pole in Durham, New Hampshire

Lance Roberts Is Trimming AMD After A Triple-Digit Run And Buying Beaten-Up Utilities. His Bigger Bet Is On A Correction That Hasn’t Arrived

Published: October 12, 2026 by Joel South

Lance Roberts has already sold some chips and bought beaten-up utilities, but his boldest move is a bond strategy sitting idle, waiting for a market crash that keeps not happening.

A wooden block with 'S&P 500' in black text rests diagonally on stacks of silver and gold coins. Behind and around the coins, a green and red candlestick chart is overlaid, showing market fluctuations against a light grey background with white numerical values on the right axis. Cash is visible beneath the scattered coins.

The S&P 500 Is Up Double Digits This Year. Schwab’s Chief Investment Strategist Says Fewer Than Half Its Stocks Are Above Their 200-Day Average

Published: October 12, 2026 by Joel South

Schwab's chief investment strategist sees something troubling beneath the S&P 500's calm surface, and it raises a pointed question about whether the diversification most investors assume they hold actually exists.

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The US Just Sanctioned The International Criminal Court Itself, Hours After A Former ICC Judge Won The Nobel Peace Prize. American Companies Have Six Months To Cut Ties

Published: October 12, 2026 by AJ Tiarsmith

Hours after a former ICC judge won the Nobel Peace Prize, the Trump administration moved against the court itself in a way that now puts American companies doing business with it on a six-month clock to cut ties.

SpaceX Wants To Borrow $40 Billion For Nvidia Chips. Its Credit Default Swaps Just Hit A Record High.

Published: October 11, 2026 by Jeremy Phillips

SpaceX is pursuing one of the largest private chip financings ever attempted, and the credit market just sent a signal that shareholders and lenders are reading in completely opposite ways.

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Software Stocks Fell Over The Past Year While The S&P 500 Gained 16%. An Investor Says Banks Face The Same “Bank-Pocalypse” Next

Published: October 11, 2026 by Eric Bleeker

Investor Jordi Visser has a name for what he thinks is coming to banks: a “bank-pocalypse”. On The Pomp Podcast […]

A close-up photograph of a blue digital screen showing a list of cryptocurrency names: Zcash, Ripple, Bitcoin, and Ethereum, in white text. A faint world map overlay and white grid lines are visible in the background. To the right of the names, green upward-pointing and red downward-pointing triangular arrows indicate market trends.

Ethereum Researchers Say AI Could Break Crypto Signatures Before Quantum Computers Do. Bitcoin Is Down 33% Over The Year.

Published: October 11, 2026 by Joel South

Ethereum researchers warn that AI-driven mathematics may crack the cryptography securing every crypto wallet before quantum computers even come close, and one prominent voice at the center of the alarm is telling holders to slow down rather than panic.

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“This Nonsense About Being Personal Is Not True At All”: Delta’s CEO Explains Why He Passed On Starlink

Published: October 11, 2026 by AJ Tiarsmith

Delta's CEO says the airline actually tested Starlink on its planes years ago and he drives a Tesla, so why did he walk away from a deal with SpaceX and what did the two sides really fight over?

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“There Is Nothing Anyone Can Do”: A Former United CEO Says Fuel Costs Leave Airlines No Choice But To Raise Fares

Published: October 11, 2026 by AJ Tiarsmith

A former airline CEO says carriers have already exhausted every tool in their playbook, and what comes next will hit travelers in two very different ways.

“Wireless Is Ultimately A Scale Game”: A William Blair Analyst Says SpaceX Would Rather Partner Than Build Its Own Network

Published: October 10, 2026 by Joel South

SpaceX has 11,000 satellites in orbit and billions spent on spectrum, yet a top Wall Street analyst says building a rival wireless network may be the last thing the company actually wants to do.

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“Everything Gets More Expensive”: An Automotive Expert Explains How Diesel Prices Reach Your Grocery Bill

Published: October 10, 2026 by Joel South

Most households track the price of gas to the penny, but a different fuel quietly reshapes the cost of nearly everything they buy. Automotive expert Lauren Fix explains the hidden chain reaction that starts at the pump and ends on your grocery receipt.

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“Some Of These Metrics Are Vague”: A Bloomberg Reporter Explains Why Nobody Can Agree On What OpenAI Actually Earns

Published: October 10, 2026 by AJ Tiarsmith

A single OpenAI revenue figure sent AI stocks tumbling, then recovering, all in one day because investors could not agree on what that number actually measured. The gross versus net distinction at the heart of the confusion reveals a larger problem brewing between private AI giants and the public markets they now move.

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Marvell Is Up 232% This Year. Its CEO Says A $30 Billion Custom Chip Target Is “Not A Stretch.”

Published: October 9, 2026 by Jeremy Phillips

Marvell's CEO stepped off the Investor Day stage and told CNBC his next revenue milestone sounds like a stretch but insists the math makes it conservative. Whether a stock already up triple digits this year has room left to prove him right is the harder question.

A line graph depicting increasing values over eleven months, overlaid on a background of scattered black integrated circuit (IC) chips. The graph has a y-axis scaled from 0 to 300,000, and an x-axis labeled with months from January to November. Three lines, one white solid, one green solid, and one blue dotted, all show an upward trend, indicating growth. The chips are dark grey to black with silver pins, some showing numbers like '6612' and '28'.

Singapore’s Foreign Minister Says Taiwan Has Replaced China As His Country’s Biggest Trading Partner, And Credits AI And Semiconductors

Published: October 9, 2026 by AJ Tiarsmith

Singapore's foreign minister just named a surprising new top trading partner, and he says the semiconductor and AI industries drove the shift. His remarks carry bigger implications for how supply chains across Southeast Asia are quietly being redrawn.

A dark blue Porsche 911 sports car is prominently featured in the foreground of a brightly lit dealership showroom. Behind it, a light teal Porsche Taycan electric sedan is visible to the left, and another dark car is partially seen further back on the right. The showroom has reflective floors and glass walls, creating a sleek, modern environment.

Porsche’s Profit Margin Fell To 1.1%. Its New Plan Targets 10% To 15%, And 9,000 Jobs.

Published: October 9, 2026 by Eric Bleeker

Porsche's profit margin collapsed to a fraction of what it once was, and now the company is borrowing a playbook from a rival whose own shares have been sliding. The turnaround plan is bold, the job cuts are steep, and a $300 million lawsuit already proved the first attempt failed.

A Fund Manager Who Bought SpaceX At $121 Is Buying More Above $167. He’s Thinking 30 Years Out.

Published: October 9, 2026 by AJ Tiarsmith

A fund manager added to his SpaceX position on a day most investors sold, citing a financing headline that would give most people pause and a holding period that stretches further than most careers.

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“In The End You’ve Got To Call Someone.” Cramer On What AI Can’t Take From CrowdStrike.

Published: October 8, 2026 by AJ Tiarsmith

Jim Cramer says CrowdStrike has a moat that no AI can replicate, and his reasoning has nothing to do with the company's technology. The argument rests on two requirements that never show up in a product comparison.

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Evercore’s Sarah Bianchi Says AI And Chip Companies Could Be Called To Testify. Markets Give Republicans A 36% Shot At The Senate.

Published: October 8, 2026 by Eric Bleeker

A midterm shift in congressional control could put the biggest names in tech under oath before a committee, and one senior policy strategist says the market is already pricing in who gets to hold the gavel.

The VIX Is In The Bottom Fifth Of Its Range. RBC’s Amy Wu Silverman Says That’s The Problem.

Published: October 8, 2026 by Joel South

RBC's head of derivatives strategy sees a dangerously quiet options market and says one category of risk has been completely left out of the pricing. Her argument centers on a threat she calls the single most mispriced thing she tracks.

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Greenfield: “You Can Manipulate EBITDA. What You Can’t Manipulate Is Cash.”

Published: October 8, 2026 by AJ Tiarsmith

Rich Greenfield has a single metric he says management cannot fake, and he believes the newly merged media giant has already proven it can miss the one target that actually matters to lenders.

Wilbur Ross Says New York Is Taxing People Who “Can’t Retaliate At The Ballot Box”

Published: October 8, 2026 by Joel South

Wilbur Ross is suing New York City over a tax he says preys on property owners who have no vote and no way to fight back. A judge already told the city to redo its paperwork, but the bigger constitutional battle has not been decided yet.

A long, dark data center corridor is illuminated by blue and green lights emanating from server racks lining both sides. A large, luminous blue graphic of a microchip with the letters 'AI' is projected onto the ceiling and its inverted reflection appears on the glossy floor. The background features a blurred blue network circuit pattern, reinforcing the high-tech, digital theme.

Nvidia Is Funding A Startup That Wants Enterprises To Stop Renting AI

Published: October 7, 2026 by AJ Tiarsmith

A bank executive's offhand remark about an air-gapped high schooler hints at why some enterprises are rethinking what they actually pay for when they rent AI, and what NVIDIA's bet on the challenger reveals about who wins if they stop.

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Ed Yardeni Says Surging Yields Are A Sign Of Strength, Not Fear

Published: October 7, 2026 by AJ Tiarsmith

Treasury yields are surging toward levels not seen in years, and one prominent forecaster thinks almost everyone is reading the signal wrong. His explanation involves retiring baby boomers, a rethinking of neutral rates, and a direct clash with the Fed chair's latest move.

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Yemeni Forces Say They’ve Taken The Bab El-Mandeb Strait. Within A Day, The Houthis Hit Saudi Airports.

Published: October 7, 2026 by Joel South

Coalition forces claim a chokepoint that controls Red Sea shipping, and the Houthis answer by targeting airports across the border. Whether the seized ground holds could matter far more to oil prices than anything traders have priced in yet.

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A Defense Fund Manager’s Favorite Small-Cap Is Officially Classified As A Textile Company

Published: October 7, 2026 by Eric Bleeker

A defense fund manager with active military service just named a small-cap stock that market screeners file under consumer textiles as his top pick in a sector he says investors have priced completely wrong.

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Redwire Climbs After Its CEO Compares Orbital Data Centers To The Early Days Of Satellite TV

Published: October 7, 2026 by AJ Tiarsmith

Redwire's CEO went on television and compared orbital data centers to the birth of satellite TV, and the stock moved. Whether that analogy holds up depends on what you make of a company that also sells military drones.

McDonald’s Stock Has Returned 7.5% In Five Years. Citi Is Still A Buyer. Guggenheim Wants To See Franchisees Pay First.

Published: October 6, 2026 by Eric Bleeker

Citi sees McDonald's stock as cheap and its real estate leverage as a weapon. Guggenheim points to the 40 percent of franchisees who already refused to honor agreed price points and asks whether the entire turnaround collapses on the same fault line.

A bright red arrow pointing upwards and to the right, indicating growth or an increase, is placed above and across three green circuit boards, identified as RAM modules. The RAM modules are laid out on a light brown wooden surface, with a dark, blurred background. The arrow appears to be 3D printed and has a segmented, jagged upward path.

Gene Munster Is Calling For An AI Hardware Supercycle. The Memory Stock He Owns Is Already Up 479% In A Year.

Published: October 6, 2026 by Joel South

Gene Munster sees Wall Street badly underestimating what the biggest tech spenders will pour into AI next year, and he owns the memory stock that sits at the center of his bet. Whether the case still holds after a historic run is the question every investor needs to answer.

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Amrita Sen Says Everyone Is Reading Saudi Arabia’s Oil Price Cut Wrong. The Real Story Is A Fivefold Jump In Shipping Costs.

Published: October 6, 2026 by Jeremy Phillips

Saudi Arabia just slashed crude prices to six-year lows, and everyone assumes it signals a supply glut. Energy Aspects founder Amrita Sen thinks the real culprit is something far stranger happening at sea.

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The 10-Year Treasury Is At Its Highest In A Year. Mortgage Rates Just Followed It To A 52-Week High.

Published: October 6, 2026 by AJ Tiarsmith

Treasury yields just hit territory not seen in a year, and mortgage rates followed them straight up, ignoring a jobs report that should have pulled them back down. Find out what bond traders saw in the details that the headline missed.

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Crypto’s Last Obstacle Isn’t Regulation Or Custody, Says Bitwise CEO Hunter Horsley. It’s That Nobody Has Time To Pay Attention.

Published: October 5, 2026 by AJ Tiarsmith

Bitwise CEO Hunter Horsley says crypto cleared every obstacle the industry expected, but the one left standing cannot be engineered away. His answer reframes why the technology keeps failing people who already want it.

A high-tech digital graphic with a dark blue background illustrating the differing impact of $40 billion on AI versus traditional software. On the left, glowing binary code, dollar bills, and cryptocurrency coins stream into a bright blue brain, labeled "$40 BILLION." Two text boxes read, "AI MODEL QUALITY SCALES WITH CAPITAL." On the right, a grey building with "salesforce" and "CRM" logos shows a stack of "$40 BILLION" dollars exiting its base, moving past abstract figures. Below the building, text indicates, "TRADITIONAL SOFTWARE: HEADCOUNT & EXPANSION, PRODUCT UNCHANGED." The a16z and 24/7 Wall St logos are also visible.

a16z’s David George Says $40 Billion Makes An AI Model Much Better. He Says The Same Money Would Have Done Nothing For Salesforce.

Published: October 5, 2026 by Joel South

A top Andreessen Horowitz investor argues that capital now does something it never did in previous tech cycles, and his reasoning puts a $193 billion company at the center of a thought experiment that cuts to the heart of how AI changes startup math.

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Bending Spoons Bought Vimeo And Cut Most Of The Staff. Its CEO Argues Headcount Isn’t The Strategy.

Published: October 5, 2026 by Jeremy Phillips

Bending Spoons CEO Luca Ferrari insists his firm is nothing like private equity, but the pattern at WeTransfer and Vimeo tells a more complicated story about what happens inside a company after his team arrives.

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TransDigm Carries $30.6 Billion In Net Debt And Negative $12.2 Billion In Shareholder Equity. HEICO, Its Closest Rival, Carries $2.3 Billion.

Published: October 5, 2026 by AJ Tiarsmith

Two aerospace parts makers dominate the same market yet operate with radically different financial philosophies, and the gap between their balance sheets reveals a risk that a popular investing podcast only partially captured.

AI Just Turned Every Worker Into A Manager. Molly Graham Says Most Of Them Actively Chose Not To Be One.

Published: October 5, 2026 by Joel South

Molly Graham spent nearly 20 years watching people deliberately opt out of management, and she thinks AI just assigned them the job anyway. The psychological cost she describes is not what most productivity pitches mention.

Nuveen’s Saira Malik Says A Weak Jobs Report Takes An October Rate Hike Off The Table. The Ten-Year Treasury Yield Just Hit A One-Year High.

Published: October 4, 2026 by AJ Tiarsmith

A soft jobs report just scrambled the outlook for stocks, bonds, and working families all at once, and three experts looking at the same data reached three completely different conclusions about what it means.

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Franklin Templeton’s ETF Head Says Two New China-Focused Funds Launched With Almost $100 Million Combined. The Firm Manages $1.8 Trillion And Its Stock Is Up 54.17% Over The Past Year.

Published: October 4, 2026 by AJ Tiarsmith

Franklin Templeton just made its first-ever partnership with a mainland Chinese asset manager, seeding two Hong Kong-listed funds targeting cash flow and biotech innovation. Whether this calculated foothold grows into something bigger depends on a timeline its own ETF chief hedged three different ways.

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Mosher Capital’s Amol Shitole Says The Ten-Year Treasury Yield Falls To 4.6% From 5.24%. Prediction Markets Now Put An October Fed Hold At 81.5%.

Published: October 4, 2026 by Joel South

A Mosher Capital fixed income chief stepped onto Bloomberg at a one-year yield peak and made a specific, contrarian Treasury call. His inflation logic sounds reasonable until the bond market's own pricing tells a completely different story.

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Energy Aspects’ Amrita Sen Says Shipping Now Adds About $30 A Barrel To Oil. That’s Why Brent Falling From Its September Peak Hasn’t Reached The Pump.

Published: October 4, 2026 by Joel South

Brent crude has tumbled from its September peak, yet fuel prices refuse to follow. Energy Aspects founder Amrita Sen says the benchmark price you see quoted is hiding a cost that dwarfs what the crude market itself is doing.

A man in a dark suit stands with his back to the viewer, observing a wall of large, glowing blue and green digital screens displaying complex financial charts, graphs, and stock market data. The room is dimly lit, highlighting the bright displays. He holds a tablet or notebook in his left hand, suggesting deep engagement with the information.

PIMCO President Christian Stracke Says AI Capital Demand Is Driving Yields Higher, Not Inflation Fears. Breakeven Inflation Is Anchored At 2.36%, And He Sees At Least One More Fed Hike.

Published: October 3, 2026 by Jeremy Phillips

Treasury yields are climbing, but PIMCO's president says inflation has nothing to do with it. The real culprit points toward a capital spending boom that could reshape how investors price every asset class.

A person in a dark suit holds a smartphone, engaging with a glowing blue digital overlay representing banking and financial technology. The central icon is a bank building with a dollar sign, surrounded by interconnected icons for mobile banking, global access, financial documents, security, credit cards, user profiles, and digital receipts. A laptop is visible on the right, and the background features abstract blue digital patterns, conveying a futuristic and interconnected financial system.

Anthropic Is Reportedly Targeting An IPO In A Window Wall Street Usually Avoids. Bloomberg’s Anthony Stephens Says AI Can Now Raise Capital When Nothing Else Can.

Published: October 3, 2026 by Eric Bleeker

Anthropic is reportedly targeting a listing during the one week Wall Street deliberately avoids, and Bloomberg's Anthony Stephens says the timing reveals something unusual about where capital is flowing and where it has quietly stopped.