Markets

Public BDC share prices are down 15% this year, as measured by the VanEck BDC Income ETF.

Recent statistics show that areas with the greatest population growth tend to be in the Sunbelt where new, affordable construction is taking place.

The red metal’s selloff looks extreme. The upside trend is still intact. Plus, market newsletter commentary on bond-market trades, corporate earnings, and the Walmart Recession Signal.

Were the bill to become law in its current form, the most impacted of the big semiconductor manufacturing equipment makers would be ASML.

SpaceX’s proposed IPO valuation continues to head into the stratosphere.

President Trump’s fiscal 2027 budget request calls for a huge jump in defense spending, a potential positive for defense stocks including Kratos, RTX, and Lockheed Martin.

Tortoise Energy Infrastructure Corp. is benefiting from AI-driven power demand and pipeline stability, but its double-digit yield comes with leverage risk.

A strategist sees more reasons for Treasury demand down the road.

Investors should watch a couple of names for opportunistic entries as the energy group pulls back.

Corporate profits have been wonderful, but they seem puffed up by an accounting quirk and more.

Here’s what investors should know about trading hours.

Oil popped 8% Thursday, but oil company stocks gained just 0.5%. It suggests the stocks already reflect most of the higher crude prices.

SoFi Big Business Banking may help the company ‘punch above its weight class’ in the battle for stablecoin adoption, says an analyst.

Oil prices are likely to depend on how much traffic makes it through the Strait of Hormuz.

Public funds are cheaper, trading at 75 cents or so on the dollar. Private ones trade at a full dollar. And therein lies the rub.

The ChatGPT developer has bought online talk show TBPN. It’s a deal that could backfire for the artificial-intelligence start-up.

Tesla stock slid after first-quarter deliveries missed expectations, prompting analysts including Goldman Sachs and Baird to lower price targets.

Unemployment dipped back to 4.3% last month.

Investors remain focused on when to buy rather than needing to sell—which means the coming earnings season is crucial.

United Airlines and JetBlue have raised baggage fees. Expect higher travel costs to reverberate through the industry.

Hope springs eternal in April and that applies on the Street.

The cryptocurrency, like the S&P 500 and most stocks, has languished in risk-averse trading since the start of conflict in the Middle East.

Applied Optoelectronics stock surges on a series of data-center transceiver orders from customers like Amazon.com and Microsoft.

Microsoft said it would partner with Sakura Internet and SoftBank Group to provide AI infrastructure.

Trump rolls out further tariffs a year after Liberation Day, Amazon is adding fuel surcharges as energy costs increase, and more news to start your day.