Articles - My Investing News

A digital artwork showing a human-like robot in a dark suit with glowing blue digital features on its face and a robotic hand. The robot's hand interacts with a luminous blue circular interface, while a fluctuating blue stock market graph with numerical data floats in the background over a blurred dark blue city skyline with a faint world map.

Former Singapore Foreign Minister on AI: ‘It Marks a Qualitative Leap in Human Civilization. It Will Change Everything From Top to Bottom’

Published: September 23, 2026 by AJ Tiarsmith

Two of Asia's most seasoned diplomats argue the most transformative technology in human history has arrived at the single worst moment for the two powers building it to talk to each other. What that tension means for capital, compute, and global stability deserves a closer look.

A human hand, with the index finger extended, appears to touch a glowing, translucent blue and red financial chart overlayed on a dark, blurred background. The chart displays candlestick patterns, line graphs, volume indicators, and various numerical values, including '1196.52' prominently. The hand is slightly out of focus in the foreground, while the digital interface shows stock market data and trends in various shades of blue, red, and white on a dark blue-black background.

Josh Brown on Fortinet: ‘This Is Actually a Breakout in Progress. I Like It Right Here.’

Published: September 23, 2026 by Joel South

Josh Brown walked through five cybersecurity charts on CNBC and came away with very different verdicts, praising one name as a textbook breakout while calling another's pattern outright frustrating despite keeping it on his list.

A New Blockbuster Store Every 17 Hours: How Wayne Huizenga Turned a Trash Empire Playbook Into a Video Rental Monopoly

Published: September 23, 2026 by Jeremy Phillips

Wayne Huizenga saw a trash empire hiding inside a video rental store, and he moved faster than anyone thought possible. What he never questioned was whether the industry itself could survive the decade.

A man in a light blue dress shirt and tie sits in a dark office chair, holding a white mug in his right hand. In front of him, a large, glowing gold Bitcoin symbol is encircled by bright, abstract lines and numerous digital zeros and ones, representing binary code. The background is a dark blue, infused with subtle glowing lines resembling a circuit board, with more binary code scattered throughout. The man looks thoughtfully towards the Bitcoin symbol.

Calamos CEO on Bitcoin: It’s Not About Whether You Should Own Bitcoin, ‘It’s How Much Are You Allocated’

Published: September 23, 2026 by AJ Tiarsmith

Speaking on CNBC on September 22, 2026, John Koudounis, chief executive of Calamos Investments, argued that the institutional debate over […]

Two financial professionals, seen from behind, are in a dimly lit trading room filled with numerous glowing blue and green computer screens displaying stock charts and financial data. The man in the foreground has both arms raised in a gesture of reaction, while a woman stands nearby. The screens show various graphs and numbers, some with red and green indicators, creating an intense, data-rich environment.

Josh Brown on Nvidia: ‘98% Earnings Growth Is Boring’

Published: September 23, 2026 by Joel South

On CNBC’s Halftime Report Tuesday, September 22, 2026, Ritholtz Wealth Management CEO Josh Brown flipped the script on the AI […]

A wide, slightly angled shot of a modern, highly automated factory floor. Multiple white and blue robotic arms extend over a conveyor belt system, where electronic circuit boards are being assembled. The factory is brightly lit with cool white fluorescent lights, reflecting off the clean, metallic surfaces. Green indicator lights are visible on various machines. The overall impression is one of precision, efficiency, and advanced industrial technology.

Defense Manufacturer CEO: ‘It’s Not a Humanoid Robot Problem.’ The Real Bottleneck in Autonomous Factories Is Software

Published: September 22, 2026 by AJ Tiarsmith

A defense manufacturing CEO says the entire robotics conversation is focused on the wrong part of the factory. His explanation of where the real bottleneck lives challenges some expensive assumptions about what autonomous production actually requires.

View from inside a car with a black steering wheel and dark interior, looking out through the windshield onto a city street. An augmented reality overlay displays digital information: a blue outlined truck to the left labeled 'Truck: Stop Speed: 0MPH' and a red outlined van to the right labeled 'Van: Turn left Speed: 5 MPH'. Buildings and generic city infrastructure are visible through the windshield. The dashboard includes a digital screen showing a blue SUV graphic and a speed gauge at '0'. Below, a secondary touchscreen displays various app icons such as music, calls, and weather.

Aurora CEO: Driverless Trucks Reach 200-Unit Milestone by Year-End, Targeting Profitability in 2028

Published: September 22, 2026 by Jeremy Phillips

Aurora's CEO climbed into a driverless semi with a CNBC camera rolling and put three specific, dated targets on the record that investors can now hold him to. The company's market cap and its stated revenue run rate tell two very different stories.

President Trump returns to the White House

Trump Open to Iran Meeting as Oil Drops on Diplomatic Hopes, Gulf States Seek Stability

Published: September 22, 2026 by Joel South

The diplomatic scene at the United Nations this week sits on top of a war that, per NewsCord, is nearing […]

A large, silvery natural gas pipeline, supported by multiple concrete pillars, stretches across a rural landscape under a partly cloudy sky. The foreground shows a vibrant green field, which transitions into a golden-brown field further back.

EQT CEO Toby Rice Says US Natural Gas Prices Are Down 20% While Europe’s Stay Elevated. He Calls High Energy Bills ‘Completely Self-Inflicted.’

Published: September 22, 2026 by Eric Bleeker

EQT's CEO says Americans are shielded from global gas chaos while their energy bills climb anyway, and he has a very specific villain in mind. His argument comes with federal data that both supports and quietly complicates his case.

rare earth minerals

US, China Trade Talks Focus on Extension Terms as Rare Earth Exports Drop 21%

Published: September 22, 2026 by AJ Tiarsmith

Chinese rare-earth magnet shipments to the United States fell 21% in August from the month before, according to Bloomberg correspondent […]

Various type of financial and investment products in Bond market. i.e. REITs, ETFs, bonds, stocks. Sustainable portfolio management, long term wealth management with risk diversification concept.

Rob Vinall Calls One Investing Principle “About As Close As a Law of Physics As Investing Will Ever Come”

Published: September 21, 2026 by Joel South

Rob Vinall compares one investing principle to a law of physics, then watches a major holding fall 98% in a single year. The question is whether a framework built on lifetime cash flows can actually survive contact with that kind of reality.

Olympics Banker: LA 2028 Will Be the “Biggest Event in the History of the World,” and the Business Model Proves It

Published: September 21, 2026 by AJ Tiarsmith

Goldman Sachs banker Gene Sykes built the financial case for LA 2028 on a structure so unusual it requires broadcasters to buy rights to Games in cities that have not yet been chosen. The logic behind that bet reveals something strange about how the Olympics actually works as a business.

A digital screen displaying financial market data predominantly in shades of green against a dark background. The image features an ascending green candlestick chart, an overlaid yellow line graph also trending upwards, and large green numerical figures such as "+0.20" and "+0.07." A significant 3D green arrow points diagonally upwards to the right, symbolizing growth and positive market movement.

Lance Roberts: The Index Strategy That Worked for 15 Years Was a Product of Zero Rates, Not a Law of Nature

Published: September 21, 2026 by Joel South

Financial strategist Lance Roberts made a specific claim on a recent episode of Thoughtful Money with Adam Taggart titled “This […]

Bitcoin banking symbol. Concept of bitcoin mass adoption of hedge funds, pension funds, VC capital, financial institutions and banks. Government regulations

Crypto Isn’t Taking Bank Deposits, Says Crypto Exec. Revolut and SoFi Are.

Published: September 21, 2026 by Eric Bleeker

Martin Masser of the crypto exchange ChangeNOW used a recent appearance on The Wolf Of All Streets to push back […]

In a modern conference room, an East Asian man wearing glasses and a dark suit stands to the right of a large black monitor, gesturing towards a bright blue, three-dimensional network graph on the screen. He is presenting to several professionals seated at a long, dark table in the foreground, who are attentively listening and looking towards the display. A laptop, papers, and a glass of water are visible on the table.

Goldman M&A Banker Says Only 2% of Companies Are Seeing Real AI Impact on Earnings

Published: September 21, 2026 by AJ Tiarsmith

A Goldman Sachs M&A banker just handed investors a hard number to separate corporate AI theater from real earnings impact, and the gap between those two things is wider than almost anyone in the market is admitting.

An aerial, high-angle view of a large industrial complex with numerous buildings, storage tanks, and a prominent red and white striped smokestack emitting a thick plume of white smoke. Another large plume of smoke rises from a cylindrical structure in the lower-center left. Multiple circular storage tanks with domed roofs, some dark red and others light gray, are visible throughout the facility. The ground consists of dark paved areas and bare earth, crisscrossed by pipes and industrial equipment under a muted sky.

The World Has Lost 7 Million Barrels a Day of Refining Capacity. Almost All of It to Drones.

Published: September 20, 2026 by Jeremy Phillips

Drones operating across three simultaneous conflict zones have quietly crippled something more critical than oil production, and a top energy advisor says the diesel market is now completely untethered from the rules that used to keep prices predictable.

A long, symmetrical hallway in a large data center, lined on both sides with dark, tall server racks. The racks glow brightly with intricate golden and orange light patterns, resembling active circuit boards or data streams. The dark, reflective floor shows the warm glow from the servers, creating a sense of depth and advanced technology.

The 30-Year Treasury Pays 5.29%. This Strategist Says Buy Compute Instead.

Published: September 20, 2026 by Joel South

One strategist is publicly turning down a contractual yield above 5% on the 30-year Treasury, arguing a different trade offers something the long bond cannot. His reasoning hinges on a specific asymmetry that most income-focused investors are likely underestimating.

A black foldable smartphone is held partially open in a person's hand, revealing its inner screens. The displays feature a vibrant purple and orange butterfly wing wallpaper, with app icons and a 'Say Hey Google' search bar visible on the right panel. The phone is angled slightly, highlighting its innovative hinge design.

New Apple CEO, John Ternus Tries To Launch The Next iPhone Tsunami With Foldable Phone

Published: September 20, 2026 by Eric Bleeker

John Ternus steps into the CEO role with a flagship iPhone launch already behind him and a $1,999 foldable on the horizon, raising the question of whether Apple can defend its premium pricing while betting on a form factor rivals have owned for years.

Tall stacks of colorful shipping containers, each adorned with the national flag of a different country such as the EU, Taiwan, Japan, Canada, India, China, Mexico, Sri Lanka, and Switzerland. The foreground is crossed by yellow caution tape, prominently displaying the word 'TARIFFS' in black letters and small US flags, creating a visual barrier. A bright blue sky with sparse clouds forms the background.

The US Just Held Back a 7.5% China Tariff. Bloomberg’s Trade Lead Says Beijing Still Has the Upper Hand.

Published: September 20, 2026 by Joel South

Washington held back a new China tariff just before Xi and Trump sit down, and Bloomberg's trade lead reads that move in a way that flips the usual power narrative on its head.

A white humanoid robot, seen from the back and right side, extends its right arm to point towards a glowing blue highlight on an upward-sloping bar graph. The graph consists of vertical bars in shades of orange, blue, and green, with a large blue percentage symbol ' % ' positioned above the highest green bar. The background is a dark blue dotted with numerous glowing, out-of-focus light specks, creating a futuristic and dynamic atmosphere.

‘We’re Going to Grow 20%, We’re Not Going to Grow Headcount.’ Gerstner Predicts Margin Expansion As AI Boom Accelerates

Published: September 20, 2026 by AJ Tiarsmith

Brad Gerstner says AI is quietly rewriting the relationship between revenue growth and headcount at some of the biggest names in tech, and the earnings reports from Uber, Snowflake, and NVIDIA are telling three very different versions of that story.

‘A Race About Who Will Decide the Future of the World.’ Miami VC Explains Why U.S. Relies On China As AI Race Heats Up

Published: September 19, 2026 by Joel South

A Miami VC says Washington just needs to fix permitting and let capital win the AI race against China, but the stock market is quietly telling a very different story about which metals and which companies actually hold the leverage.

Granite, Montana was a mining city

‘We Need to Mine 10,000 Years of Copper in 18 Years’: Friedland’s Reality Check for Elon Musk

Published: September 19, 2026 by Jeremy Phillips

Mining billionaire Robert Friedland has a blunt message for anyone banking on an all-electric future: the copper simply will not be there, and the world's largest producers are quietly confirming his math.

‘They Got a $50,000 Check’: Meta’s Data Center Pays Teachers More Than the Parish’s Old Average Wage

Published: September 19, 2026 by Joel South

A Louisiana school superintendent appeared on a top podcast this week and quoted a number so large the hosts fell silent, tracing it back to a single Meta construction site that has rewritten what a paycheck means in one of America's poorest parishes.

‘$100 Is Going to Be Relatively Normalized’: Analyst’s Warning for $4.32 Gas

Published: September 19, 2026 by AJ Tiarsmith

An oil analyst just told investors to stop waiting for relief at the pump, and one tanker company is already cashing in on the chaos reshaping global crude routes.

A close-up three-dimensional render of an NVIDIA processor glowing with green light, positioned above another embedded NVIDIA chip on a dark, intricate circuit board. A dynamic stream of luminous green and light blue particles flows from the elevated chip, curving upwards and to the right against a dark background, suggesting data or energy transfer.

‘Without Gallium, There Is No Nvidia’: Friedland on the Metal Beijing Can Cut Off

Published: September 19, 2026 by Eric Bleeker

Billionaire miner Robert Friedland says Beijing holds a quiet veto over the metals inside every Nvidia chip, and the hyperscalers calling his office seem to agree there is a real problem. Here is what that chokepoint means for a $5 trillion AI trade built on inputs America does not control.

‘It’s Google’s Game to Lose’: Why AI Chatbots Can’t Match Google Search’s Advertising Model

Published: September 18, 2026 by Joel South

Alphabet has already gained nearly 40% in a year while investors debated whether AI chatbots would destroy Google Search, and two analysts on a top investing podcast now argue the threat was misread from the start for a reason most people overlooked.

Two men are talking in a grassy field next to a large, angled array of blue solar panels. The man on the left wears a baseball cap and an olive-green shirt, with his back to the viewer. The man on the right, dressed in a dark suit jacket and light blue dress shirt, smiles and gestures with his right hand towards the solar panels. In the background, there are trees, a utility pole with power lines, and stacks of wooden crates under a clear blue sky.

Solar Expert Joel Jean: ‘It’s Now the Cheapest Source of Electricity We Have’

Published: September 18, 2026 by AJ Tiarsmith

Oil majors once led solar innovation, then walked away. A solar expert's account of what happened next, and who actually controls electricity prices now, cuts against almost everything conventional wisdom assumes.

A person in a plaid shirt stands in a server room, looking at a laptop or tablet. They are surrounded by rows of tall server racks that emit glowing blue and red lights. The floor has grates, and there's a door with glass panels on the right, leading to another section of the facility. The lighting is dark with strong colorful illumination from the servers.

Kalshi’s AI Compute Market Was Pulled Over National Security Concerns. Commerce Says It Never Made the Call.

Published: September 18, 2026 by Jeremy Phillips

Kalshi's live price tracker for AI compute chips vanished, and the federal agency blamed for the removal says it never touched it. Two accounts of what happened exist, and they cannot both be true.

An illustration of a sprawling, futuristic data center at dusk under a stormy sky with lightning strikes. The data center buildings feature glowing blue and orange server racks. A large screen displays 'AI CAPEX: ACCELERATING' and 'MARKET STATUS: CAUTION - WATCH FOR BREAK' with a financial graph. Glowing circuit board patterns are etched into the dry, rocky ground, connected by illuminated pipes and power lines. In the foreground, a man in a suit stands on rocks, looking towards the data center through binoculars.

Invesco Strategist Names the One Thing That Would End This Bull Market

Published: September 18, 2026 by AJ Tiarsmith

On CNBC’s Closing Bell, Brian Levitt of Invesco named a specific condition that would end the current bull market and […]

Chinese flag and skyscrapers

Forget a Grand Bargain: The Realistic US-China AI Deal Is “Let’s Notify Each Other When Our Agents Are Out of Control”

Published: September 18, 2026 by Eric Bleeker

Treasury Secretary Scott Bessent is meeting Chinese Vice Premier He Lifeng in New York this weekend, and artificial intelligence is […]

A humanoid robot with a white and gray body points its index finger towards a transparent, blue digital display filled with stock market data, including numbers, charts, and trading indicators. In the blurred background, the dark-suited upper body and arms of a human are visible. The overall scene suggests a blend of human oversight and advanced robotic technology in finance.

“This Whole Terminator Thing Is Nonsense” Steve Eisman Says AI Leaders Manufacturing Crisis to Build Regulatory Moats

Published: September 17, 2026 by Joel South

Steve Eisman, the investor who called the subprime collapse, says AI extinction warnings are a calculated business strategy rather than genuine fear, and he names exactly which companies he believes are pulling the strings.

A composite image featuring the American flag rippling across the upper left. Overlaying the flag and a map of the Middle East are translucent financial candlestick charts with some bars in red (declines) and others in blue/white (gains), along with glowing blue and red numerical data points. The map prominently displays countries like Saudi Arabia, Iran (highlighted in red), Iraq, Syria, Egypt, and Afghanistan. The overall impression suggests global economic and geopolitical volatility.

RBC’s Helima Croft: Brent Crude Could Hit $122 If Middle East War Escalates Further

Published: September 17, 2026 by Eric Bleeker

RBC's top commodity strategist says the oil pullback this week is not the relief trade most investors think it is, and the three geographic chokepoints she is watching could determine whether crude stays range-bound or breaks toward a number most portfolios are not positioned for.

A person dressed in a light blue cleanroom suit, including a head covering, mask, and gloves, holds a large, iridescent silicon wafer with both hands. The wafer reflects a spectrum of colors—pinks, purples, greens, and yellows—from the overhead lights. To the right, a white microscope with multiple objective lenses is visible. In the background, blurred computer monitors display colorful data and graphics, and another person in a cleanroom suit is partially visible. The overall scene is illuminated with a blue light, creating a high-tech and sterile atmosphere.

The U.S. Chip Industry Needs 157,000 More Workers by 2030. The Jobs Pay Up to $187,000.

Published: September 17, 2026 by AJ Tiarsmith

The U.S. semiconductor industry is staring at a puzzle that labor economics is supposed to solve on its own. Chip […]

A man in a dark blue suit and tie stands at a dark podium, speaking into two microphones. He is positioned center frame against a vibrant blue wall with a large, oval, official-looking white emblem. On either side of the podium, an American flag stands. The foreground shows blurred outlines of audience members, some with hands raised as if clapping.

Ex-White House AI Advisor: Safety Concerns Are Engineering Problems, Not Regulatory Ones

Published: September 17, 2026 by Jeremy Phillips

A former White House AI advisor is drawing sharp lines between existential catastrophe and a misconfigured sandbox, but the incident he uses to make that case keeps getting more complicated with every new report.

Famale Engineer in Front of Quantum Computer

“No AI Bubble”: Brad Gerstner Says Only 25 of the Forecast 43 Gigawatts of AI Compute Will Actually Come Online

Published: September 17, 2026 by AJ Tiarsmith

Brad Gerstner, the founder of Altimeter Capital, used his appearance on the September 17, 2026 episode of All-In to push […]

A blue image featuring the European Union flag with gold stars, overlaid with translucent white and teal financial charts. These charts include line graphs, bar charts, and numerical data points showing values such as +2.45, -1.28, and -3.04, indicating economic fluctuations.

Von der Leyen: EU’s State of Union ‘Strongest It Has Ever Been’ Amid Historic Transformation

Published: September 16, 2026 by Jeremy Phillips

Ursula von der Leyen opened her 2026 State of the Union address by calling the EU simultaneously the strongest and the most precarious it has ever been, and she meant both claims at once. What she said next reveals why that paradox may be the most consequential framing European investors have heard in years.

Close-up of a person in a dark blue suit and a white-and-blue checkered shirt, with their hands clasped in front of their face, sitting at a table piled high with stacks and rolls of US hundred-dollar bills. The background is dark and out of focus.

Billionaires Spend $150M to Kill California’s Proposed Wealth Tax Ahead of November Vote

Published: September 16, 2026 by Joel South

California's wealthiest residents are funding a ballot strategy so clever that voters who want to tax billionaires could accidentally vote against themselves. The mechanics behind Propositions 41 and 42 are where the real fight is happening.

An older man with glasses, wearing a gray suit, white shirt, and navy tie, looks down pensively while holding the back of a black leather chair. Behind him is a white marble wall with dark gray veining, featuring a large, circular United States Senate seal.

Senate Blocks Clarity Act Crypto Bill as Trump Financial Interests Cloud Debate

Published: September 16, 2026 by AJ Tiarsmith

A preliminary Senate vote on the CLARITY Act, the long-awaited U.S. crypto market structure bill, fell short in the Senate […]

A grayscale image features rows of black industrial oil barrels, some stacked on wooden pallets, against a light-colored industrial building. Transparent red and blue candlestick charts, a jagged pink line graph, and solid red vertical bars are overlaid, all indicative of a market downturn.

Houthi Attacks Push Saudi Oil Output To Lowest In 28 Years, Threaten Vision 2030 Plans

Published: September 16, 2026 by Eric Bleeker

Saudi Arabia’s oil buffer has thinned to almost nothing, and Bloomberg’s Onur Ant laid out the sequencing that matters for […]

A close-up view of a dark gray microchip with the white letters 'AI' on its surface, centrally positioned on a densely populated electronic circuit board. The board is illuminated with strong blue light on the left and magenta light on the right, casting a colorful glow over the numerous small electronic components, solder points, and etched pathways. Text labels such as R29, C12, U71, R45, and C26 are visible among the components.

Why Is the Investor Who Claimed to Beat Buffett Trying to Kill Anthropic’s IPO?

Published: September 15, 2026 by Jeremy Phillips

The Social Capital founder who spent the SPAC boom championing companies onto public markets is now boosting a campaign to […]

A person's hands are shown positioned over a laptop keyboard, illuminated by a warm glow. Overlayed on the scene are various digital financial graphs, including blue and red line charts, bar graphs, and multiple yellow warning triangle symbols. A large, bright red arrow points diagonally downwards from the upper left to the lower right, indicating a significant decline. The overall color scheme is dark with glowing red and blue light effects, suggesting market volatility.

Analyst Warns There Are 1,000 Unicorn Startups, And Only 6 Have Admitted Their Valuation Dropped in the Last Year

Published: September 15, 2026 by AJ Tiarsmith

A thousand private companies still carry valuations set during the peak of startup euphoria, and almost none of them have formally admitted those numbers might be wrong. The reason may explain why the IPO market has gone so quiet.

A close-up, dimly lit photograph shows a person's hands resting on a laptop keyboard. A translucent, holographic display of financial market data, featuring green and red candlestick charts, numerical values, and a grid, is overlaid above the laptop. A large, bright red triangular warning symbol with an exclamation mark is prominently displayed over the laptop keyboard and the lower part of the screen, creating a serious and cautious mood related to financial analysis.

“Goldman Sachs Says There’s No Stock Bubble, But Rapidly Rising Bond Yields Could Still Hit Your Portfolio”

Published: September 15, 2026 by Joel South

Peter Oppenheimer, chief global equity strategist and head of macro research in Europe at Goldman Sachs (NYSE:GS), told CNBC on Tuesday that […]

Elon Musk with Rocket Background

Musk Puts Odds Of Catching Starship On First Attempt At “At Least 50 Or 60%,” Says Success Would Be Civilizational Milestone

Published: September 15, 2026 by Joel South

SpaceX Chief Executive Elon Musk put the odds of catching the Starship upper stage with the launch tower’s mechanical arms […]

Largest credit card processing companies

Bank of America CEO Calls AI “Supercycle,” Even At Half Speed, As Company Spent $400 Million on AI This Year

Published: September 15, 2026 by AJ Tiarsmith

Brian Moynihan compared AI developers to NASCAR drivers and asked who could actually make them slow down, then committed to spending more than $400 million next year on a technology he refuses to let run autonomously inside his own bank.

The official seal of the Board of Governors of the Federal Reserve System, colored red, white, blue, and gold, is displayed on a dark blue background. The seal partially overlays a bright background composed of scattered U.S. one hundred-dollar bills. A large, diagonal red arrow points from the lower left corner towards the upper right corner across the image.

CNBC’s Fed Survey Just Delivered a Verdict: ‘One and Done’ Rate Hikes Are Over

Published: September 15, 2026 by AJ Tiarsmith

The CNBC Fed Survey just recorded its sharpest one-month swing in rate hike expectations in recent memory, and the economists behind it are pointing to something bigger than energy prices to explain why.

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.

Coinbase Just Bounced 28%, Why Retirees and Investors Should Still Hold Tight

Published: September 1, 2026 by Antonio Freyelli

Coinbase has shed more than half its value from its 2025 peak, yet Wall Street and retirees holding shares face a genuinely tricky decision about what to do next. The bull and bear cases for this stock are colliding in ways that make the obvious move surprisingly dangerous.

A software development designer or programmer is typing on a computer to create an application using an abstract code language in simulation. Digital cyber security technology concept.

Software Stocks Are Plunging Despite Good News: Why Rising Yields Are to Blame (And What It Means for Your Savings)

Published: September 1, 2026 by Mike Barrington

CrowdStrike just hit a massive milestone with a key partner, yet its stock is cratering along with the rest of the software sector. The force driving this selloff has nothing to do with the businesses themselves, and understanding it could change how you protect your retirement savings.

Roblox characters

Roblox Stock Drops 3% After Cathie Wood’s ARK Sales—What Investors Should Watch Next

Published: September 1, 2026 by Antonio Freyelli

ARK Invest's multimillion-dollar exit from Roblox grabbed headlines, but the fund's trades may be the least important factor in deciding whether this stock belongs anywhere near a serious portfolio right now.

Law and justice concept. Digital icons of legal scales, courthouse, contract, and gavel, representing legal services, online consultation, professional advice, digital transformation in legal industry

KKR Says Its Record $250 Million Penalty Won’t Hit Investors. Here’s What Still Matters

Published: September 1, 2026 by Mike Barrington

The Justice Department just slapped KKR with a record-breaking penalty tied to at least 16 alleged antitrust violations, yet KKR insists its shareholders will feel nothing. Whether that promise holds depends on a compliance risk most investors have not priced in yet.

High-bandwidth memory chip render.

Samsung Has Already Committed 70% of Its Memory Capacity Through 2031. What It Means for AI Investors

Published: August 31, 2026 by Antonio Freyelli

Nvidia, Microsoft, and Google are locking up memory supply years before new factories even open, and the window for investors to understand what that means for the memory market is narrowing fast.