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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.

Plexo Capital’s Lo Toney Says Anthropic’s IPO Will Reset How Investors Value AI. His Firm Is An Investor, And The Leaked Prospectus Reportedly Shows A $42 Billion Loss.

Published: by AJ Tiarsmith

A venture investor publicly championing Anthropic's IPO also holds a stake in the company, and a leaked prospectus reportedly pairs a trillion-dollar valuation target with an 80-page warning that the product could threaten human survival.

A dark, futuristic digital rendering shows a dramatic financial market downturn. A prominent red candlestick chart with a large, glowing red arrow points sharply downwards in the foreground. Above it, a bright blue, circuit-board patterned cloud, symbolizing cloud computing, hovers over rows of illuminated data servers. In the background, green dollar signs and upward arrows provide a visual contrast to the dominant red decline, suggesting a broader economic context for the tech sector's struggles.

CoreWeave CEO Mike Intrator Says His Margins Are Beating Rising Rates. The Stock Is Down 28.8% Over The Past Year

Published: by Joel South

CoreWeave's CEO says margins on new infrastructure are outpacing rising interest rates, but the company's financials tell a more complicated story that the stock has already started to price in.

A construction worker wearing a yellow hard hat, lime green safety vest, and gray work pants is bent over, working on a concrete structure with rebar. He holds a tool in his right hand. Wooden planks are part of the formwork below the concrete. In the background, a large white and red construction crane rises against a light blue sky with wispy clouds. The scene is set outdoors on a bright day.

Ford CEO Jim Farley Says The Country Is Short Millions Of Skilled Trades Workers, And He Blames The Idea That A College Degree Is Worth More

Published: by AJ Tiarsmith

Ford CEO Jim Farley is calling the skilled trades shortage a cultural problem and betting a Got Milk style ad campaign can fix it. But signed construction backlogs worth billions tell a different story about how fast awareness alone can train an electrician.

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.

Middle East Oil Flows Are Back To Near Pre-War Levels. A Bloomberg Correspondent Asks Why Crude Is Still Nowhere Near Its Pre-War Price

Published: by AJ Tiarsmith

Middle East crude shipments have nearly recovered, yet oil prices remain far above where they started before the war. A Bloomberg correspondent broke down the four forces keeping the market from doing what basic supply logic says it should.

A social media post from Donald J. Trump's account shows a map featuring the Persian Gulf, Gulf of Oman, and the Strait of Hormuz. The top of the image prominently displays the text 'NEW U.S. Territory' above a red, white, and blue stripe with stars, resembling the U.S. flag. The Strait of Hormuz area is highlighted within a blue circle on the map, with Iran labeled along its coast. At the bottom, a blue banner contains the text 'STRAIT OF HORMUZ'.

Trump Said The Iran Conflict Would Take Four To Six Weeks. Seven Months In, His Own Timeline Now Points Two Different Directions After November

Published: by Joel South

Trump's original four-to-six-week war forecast now shares the record with a seventh month of conflict, and his own administration is pointing to two opposite outcomes for after the midterms, leaving oil markets forced to price a contradiction.

A close-up shot shows a small, rectangular microchip with the design of the American flag on its surface. A pair of silver tweezers is holding the chip, positioning it over a blue circuit board filled with various small electronic components and intricate traces. The foreground and background are slightly blurred, emphasizing the chip and tweezers.

Arctic Wolf’s CEO Says Companies Now Have To Defend At Machine Speed. His Company Has Been Talking About An IPO Since 2021 And You Still Cannot Buy It

Published: by Jeremy Phillips

Arctic Wolf's CEO says cyberattacks now move faster than any human can respond, and his company has spent five years signaling it wants to go public. Investors curious enough to search for a ticker will find something telling.

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.

Everyone Knows Cummins For Diesel Engines. Its Fastest-Growing Profit Center Now Runs On AI Data Center Demand.

Published: by AJ Tiarsmith

Cummins built its reputation on diesel engines, but one overlooked corner of the business is quietly outpacing everything else on profit, and it has a surprising connection to the AI boom.

A woman in a dark blue blazer sits at a light-colored wooden table, pointing at a laptop screen that displays a circular diagram titled "Life Insurance Policies and Plan." Across from her, a man in a blue shirt is partially visible from the shoulder, with his hands clasped on the table. A bright window is in the background.

A Morgan Stanley Advisor’s Rule For This Market: Match Your Money To When You Need It, And Stop Chasing The Coupon.

Published: by AJ Tiarsmith

Treasury yields are near a 12-month high, and a Morgan Stanley private wealth advisor says most investors are asking the wrong question first. Here is the calendar-based discipline she uses before a single yield crosses her desk.

A woman with dark hair pulled back, wearing a gray suit jacket and a light blue collared shirt, stands at a dark gray podium. Her hands are open and gesturing outwards. Behind her is a vibrant blue wall with a large circular emblem featuring a globe and laurel wreaths. In the blurred foreground, the backs of several people, possibly members of the press or an audience, are visible, holding cameras or listening.

Britain’s New Prime Minister Is Preparing To Ask Voters For More Tax. The Country’s Biggest Business Lobby Says That Won’t Deliver Growth.

Published: by Joel South

Andy Burnham is doing something British prime ministers almost never do: signalling tax hikes before an election. Now the country's largest business lobby is pushing back hard, and a defining budget is just weeks away.

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.

Crude Has Been Falling For Two Weeks But Diesel Hasn’t Followed. One Analyst Says The Bottleneck Isn’t Oil At All.

Published: by Joel South

Crude oil has been sliding for two weeks, yet diesel prices keep climbing, and one senior analyst says the culprit has nothing to do with how much oil is in the ground.

A close-up overhead shot shows a person's hands engaged in financial work on a desk. One hand operates a black calculator with red and white buttons, while the other holds a stack of white paper receipts. An open spiral notebook, a black smartphone, and various financial documents with charts and graphs are spread across the wooden desk. The person wears a grey long-sleeved shirt, with warm sunlight illuminating the scene from the left.

Student Loan Forgiveness Became Taxable Again This Year. The Bill Doesn’t Arrive Until Early 2027, And Your State May Want A Cut Too.

Published: by Jeremy Phillips

Private-sector loan forgiveness in 2026 triggers a tax bill that stays completely invisible until a form arrives months after the fact, and your state may be waiting in line behind the IRS.

Trump Rejected Iran’s Hormuz Deal And Oil Is Rebounding. The Bigger Move Is In Treasuries, Where The 10-Year Just Hit A One-Year High.

Published: by Joel South

Trump's rejection of Iran's Hormuz ceasefire sent oil prices climbing, but traders watching crude may be missing the market that reprices everything else from mortgages to stocks.

A close-up shot shows a small, rectangular microchip with the design of the American flag on its surface. A pair of silver tweezers is holding the chip, positioning it over a blue circuit board filled with various small electronic components and intricate traces. The foreground and background are slightly blurred, emphasizing the chip and tweezers.

Amprius Just Won $75 Million To Make Drone Batteries In America. Its CEO Says The First Cells Ship In Early 2028.

Published: by AJ Tiarsmith

A federal grant just handed a silicon anode battery maker a shot at supplying the drone market from American soil, but the factory that would do it has not yet run a single cell.

A dark-skinned man with a shaved head, wearing a light blue dress shirt and a dark tie, sits at a wooden desk. He looks intently at a silver laptop on the left, with his right hand resting on his chin in a thoughtful pose. His left hand holds a pen above an open white notebook. A gold watch is visible on his left wrist. In the background, a sunny window, a dark globe, and white folders on a shelf are visible. A white coffee cup is on the far right.

‘Financial Independence Is Not Something You Just Stumble Into’: David Fagan on Why Luck Gets Too Much Credit

Published: by Joel South

Someone once told David Fagan he was lucky to be financially independent. The comment stopped him cold. “I had to […]

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.

Polymarket Now Puts Anthropic’s 2026 IPO at 76%. The All-In Panel Says Open Source Took 80% of Token Usage in 12 Weeks.

Published: by AJ Tiarsmith

Prediction market traders have quietly priced out an Anthropic IPO for the next several weeks, while a single viral chart is reshaping how the All-In panel thinks about whether closed AI models can hold their revenue at all.

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.

‘Banks Need To Prepare For Some Degree Of Self Cannibalization.’ BofA’s Ebrahim Poonawala On Why Meta’s Muse Is Hitting Bank Stocks.

Published: by Joel South

Meta's new AI agent rattled bank stocks by targeting something banks have quietly relied on for years, and a top BofA analyst says the only way to survive it requires an uncomfortable trade-off.

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.

Core Inflation Is Running At 3.34% And Kevin Warsh Won’t Say Whether Rates Are Restrictive. CNBC’s Steve Liesman Explains The Fed Chair’s New Framework.

Published: by AJ Tiarsmith

Fed Chair Kevin Warsh scrapped the vocabulary bond traders have relied on for years to read the Fed's next move, and CNBC's Steve Liesman says the replacement framework is much harder to decode from the outside.

A composite image featuring the Chinese flag with its red background and yellow stars overlaid on the American flag with its red, white, and blue stripes and white stars. Superimposed on this are digital stock market numbers in green and red, representing financial data. A prominent graphic of a translucent white microchip labeled 'AI' with surrounding circuitry lines is also visible, with a faint human hand reaching towards it.

‘We’re Going To Find Ourselves In AI Like We Are In Electric Vehicles’: A Former Pentagon Capital Chief Says China Is Winning The Open Source Race

Published: by Joel South

A former Pentagon capital chief argues the U.S. is measuring the AI race with the wrong scoreboard, and that the architecture powering the current AI boom may hand China a strategic advantage hiding in plain sight.

A person in a business suit points a finger towards a glowing hexagonal icon containing three gears, part of a network of white outlined financial symbols, against a blurred blue and white background. The prominent white word 'BONDS' appears in the upper right. Other hexagonal icons include a bank building, a globe, multiple bar charts, a grid of dots, a laptop, a dollar sign, and a group of three people.

‘The Bond Market Is Usually Right’: Miller Tabak’s Matt Maley Says Stocks Can Shrug Off Surging Yields For Months, But Not Forever

Published: by Eric Bleeker

Stocks have shrugged off surging Treasury yields for months, but Miller Tabak's Matt Maley points to a cluster of warning signs that historically mark the moment calm tips into crisis.

A smiling Black woman with her hair in a bun and wearing glasses sits at a desk, looking at three large computer monitors displaying colorful financial charts and graphs. She is holding a computer mouse with her right hand and a keyboard is in front of her. A tablet showing similar data and a white coffee cup are also on the white desk. The background shows a blurred modern office environment with other people working.

‘You Can Get High Quality Fixed Income At 6.5%. That’s What The Equity Market Is.’ JPMorgan’s Priya Misra Says The Last 20 Basis Points Of The Treasury Selloff Was Positioning, Not Data.

Published: by AJ Tiarsmith

A JPMorgan bond manager argues the recent Treasury selloff went too far, too fast, and says investors are overlooking an opportunity hiding in plain sight while chasing the wrong inflation story.

Three luxury watches are displayed on a wooden surface. The leftmost watch has a black crocodile-patterned leather strap and a silver skeletonized dial with intricate gears and blue hands. The middle watch features a brown crocodile-patterned leather strap and a light tan, textured dial with gold hour markers and hands, bearing the brand name 'CREDOR'. The third watch has a black crocodile-patterned leather strap and a clean white dial with black stick hour markers and hands, also labeled 'CREDOR'. A fourth watch is partially visible on the far right.

There Are Over 450 Swiss Watch Brands. Four of Them Account for Three Quarters of All the Profits, and U.S. Exports Just Fell 19%.

Published: by Jeremy Phillips

Swiss watch exports are moving in opposite directions depending on where you look, and the brands absorbing the biggest hits are not the ones most investors would expect.

A panoramic view from a high-rise office shows the illuminated Shanghai skyline at dusk, with the Oriental Pearl TV Tower and other skyscrapers alongside the Huangpu River. In the office, a man in a suit sits at a desk, looking at a large wall screen displaying a 'Global GPU Market Share' pie chart with a 70-75% segment and an image of robotic arms in a factory. A tablet in the foreground displays a quote: 'They're not trying to create god in a box.' and an illustration of a microchip.

‘They’re Not Trying to Create God in a Box.’ A Shanghai-Based Advisor Says America’s GPU Lead Is Real, and Still Woefully Incomplete.

Published: by Eric Bleeker

A Shanghai-based advisor says the West is measuring the wrong race entirely, and his argument hinges on a single phrase: good enough is good enough.

A woman with blonde hair tied back and glasses sits at a modern desk, intently viewing a large computer monitor displaying financial charts with upward trends. Her right hand points to a specific rising point on the main screen. A laptop is visible to her left, and she holds a tablet showing more graphs. A white computer mouse rests on the desk, with a bright, blurry window in the background.

Cathie Wood: ‘We Will Be Seeing Regularly and Perhaps On Average, Growth North of 7%’

Published: by AJ Tiarsmith

Cathie Wood just called a 7% growth forecast conservative, and her reasoning pulls together oil prices, ancient economic history, and five converging technologies into a single bet on timing as much as direction.

A man wearing glasses and a navy blue sweater points to a white tablet screen, while a blonde woman in a white polka-dot blouse smiles and looks at the screen. They are seated at a glass table with several financial charts and graphs on papers, a yellow mug, and a calculator. A gray sectional couch and a sunlit window are visible in the background, creating a bright and comfortable home or office setting.

Codie Sanchez: ‘You Will Never Be Stupid Rich If You Jump and Change Every 2 to 3 Years’

Published: by Joel South

Investor Codie Sanchez argued on her show BigDeal that boredom tolerance separates high performers from quitters. Business Insider profiled the […]

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.

Animal Spirits on AI’s ‘House of Cards’: ‘Whatever You’re Worried About, Just Assume That the Market’s Worried Too’

Published: by Joel South

A $22 trillion AI complex built on corporate cash flows instead of retail speculation sounds like a bull case, but Michael Batnick and Ben Carlson see three very different futures hiding inside that number, and only one of them rewards the companies doing the building.

A smiling Black woman with her hair in a bun and wearing glasses sits at a desk, looking at three large computer monitors displaying colorful financial charts and graphs. She is holding a computer mouse with her right hand and a keyboard is in front of her. A tablet showing similar data and a white coffee cup are also on the white desk. The background shows a blurred modern office environment with other people working.

Natixis Economist: Trump Can Compromise on Taiwan. AI Is the One He Won’t Give Up.

Published: by AJ Tiarsmith

A Natixis economist ranking US-China pressure points puts one issue above Taiwan on the escalation ladder, and her reasoning about who currently holds the advantage will unsettle anyone betting on American dominance in the sector.

A bald man in a grey suit and red tie smiles directly at the camera while standing in a Blockbuster video store. He holds several stacks of white and black VHS tapes, with the blue 'BLOCKBUSTER VIDEO' logo clearly visible on one of the tapes. Behind him, long rows of white shelves are filled with numerous movie VHS tapes, and blue signs labeled 'KIDS' are prominent in the aisles.

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

Published: 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: 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: by Joel South

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

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: 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: 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: 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.

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: 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.

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: 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: 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: 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: 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: 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 digital graphic showing two large, upward-curving arrows against a dark, tech-themed background with glowing lines and circuit patterns. The orange arrow at the top right has the multi-colored Google 'G' logo. The green arrow below it has the white Nvidia logo and text. Smaller upward arrows and glowing data points are visible in the background.

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

Published: 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.

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: 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: by AJ Tiarsmith

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

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: 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: 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 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: 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: by Jeremy Phillips

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

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: 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.

Tim Cook stands at a podium microphone wearing black academic regalia with a blue hood stripe, speaking at a university commencement ceremony with red auditorium seating visible behind him.

Apple Faces Two New Risks Before Its Next iPhone Launch. What Investors Should Watch

Published: by Mike Barrington

Apple just posted record revenue and earnings, yet two pressures building quietly behind that headline could reshape what the stock is actually worth heading into its most important product event in years.

Meta-Facebook

Meta Stock Could Climb Nearly 50%. Here’s What Has to Go Right

Published: by Mike Barrington

Meta's advertising machine keeps growing and AI is sharpening its edge, yet a surprise $10 billion legal charge and the most aggressive infrastructure spending in the company's history are testing whether any earnings story can keep up with the cash going out the door.

Stress Business man look at the Computer Screen, The red crashing market volatility of crypto trading with technical graph and indicator, red candlesticks going down without resistance, market crash,

Marvell Guided for 52% Revenue Growth. Why the AI Stock Still Sank

Published: by Andrew Clemente

Marvell posted record revenue, raised guidance, and still watched its stock sink after hours. The reason reveals something every AI investor needs to understand before the next big earnings season arrives.

Crypto currency coin set collection, bitcoin, ethereum, litecoin, ripple. Digital currency. Cryptocurrency. Silver and golden coins with bitcoin, ripple, litecoin and ethereum symbol.

Arthur Hayes Predicts $250,000 Bitcoin. Here’s the Bond-Market Test That Matters

Published: by Antonio Freyelli

Arthur Hayes is putting 10 times more money on Bitcoin than on gold and calling for a price that would mint a five-trillion-dollar market cap, but one prominent investor argues the bond market gets a vote and may not cooperate.

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