The Iran war has caused energy prices to spike around the globe.
3 minute read
If Amazon doesn’t renew its last-mile delivery relationship with the USPS there will be more packages for other logistics providers to deliver.
3 minute read
As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.
3 minute read
Trump expresses frustration with NATO allies, what happens if Warsh’s Fed confirmation is delayed, airlines face higher fuel costs, and more news to start your day.
Long Read
The company’s weak outlook is weighing on shares. The founder is pushing for changes, too.
2 minute read
Oklo says it is targeting the commercial production of nuclear power by 2028 at the latest.
3 minute read
RV stocks can get hit particularly hard by high oil prices in the Spring and Summer.
2 minute read
Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.
Long Read
Airlines for America projects that a record 171 million passengers will travel now through April. They face higher prices and long security lines.
Long Read
BNP Paribas analyst Stefan Slowinski upgraded shares of ServiceNow to Outperform from Neutral.
2 minute read
Nvidia’s big AI event is this week, Fed’s Powell likely to stay on board if investigation continues, Berkshire’s stock buybacks could reach $50 billion, and more news to start your day.
Long Read
Americans “are tired of long lines at airports, travel delays and flight cancellations caused by shutdown after shutdown,” the CEOs wrote to Congress.
4 minute read
Investors are awaiting the start of another week, with the Federal Reserve’s next interest rate decision coming on Wednesday.
2 minute read
The Fed will announce its rate decision Wednesday, and data on pending home sales will come Thursday. Dollar Tree, Oklo, Alibaba, and a handful of others will also report earnings.
3 minute read
Trading in defense and energy stocks since the Iran War began might surprise investors.
3 minute read
Berkshire Hathaway resumed stock repurchases after a nearly two-year hiatus, buying back 309 Class A equivalent shares on March 4, Barron’s calculates.
1 minute read
Analysts also report on CarMax, Steel Dynamics, Synchrony Financial, and Rivian Automotive.
4 minute read
Bumble plans to launch to launch a personal dating assistant and matchmaker powered by artificial intelligence.
4 minute read
Adobe reported better-than-expected fiscal first-quarter earnings on Thursday night. Its longtime CEO is stepping down.
3 minute read
Trump’s ‘Plan B’ tariffs to roll out, CFTC offers guidance for sports prediction markets, Honda unveils EV losses, and more news to start your day.
Long Read
Stocks in the semiconductor value chain were weak on Thursday.
2 minute read
An advisory letter is the regulator’s first comprehensive guidance to prediction markets on sports-related trades.
Long Read
Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.
Long Read
The stocks of companies that mimicked Strategy have fallen hard. Many now face difficult choices.
Long Read
A bill designed to improving housing affordability is putting private equity and housing investors on the spot.
4 minute read