North America
SoFi Stock Rises as CEO Defends Against Short Seller’s ‘Financial Engineering’ Allegations
The fintech lender appears to have decided that the best defense is a good offense following a report by Muddy Waters.
3 minute read
General Mills Reaffirms Continued Sales Slump After Earnings Miss. The Stock Falls.
The cereal maker says it expects adjusted operating profit and net sales to fall in fiscal 2026.
2 minute read
Trump Waives Jones Act for 60 Days. What Is It and How Will It Help Lower Oil Prices?
The Trump administration has waived the century-old Jones Act—a maritime law that requires all vessels carrying goods between two U.S. ports to be American built and owned.
4 minute read
March Is a Game of Two Halves for Stock Market. Investors Bet on a Comeback This Month.
History suggests the second half of March is a winner for the stock market.
4 minute read
What Macy’s Earnings Say About the Future of the Retailer—and the Stock
The strong fourth quarter overshadows slightly softer earnings guidance for the current fiscal year.
2 minute read
What Could Happen if Warsh Isn’t Confirmed Before Powell’s Term as Fed Chair Expires
The nominee still doesn’t have a Senate confirmation hearing date, although Jerome Powell’s term as chair technically ends May 15.
Long Read
The Economy Has 4 Problems. The Fed Can’t Fix Them.
The U.S. economy is weaker than it seemed a month ago, and lower interest rates may not be the answer.
4 minute read
Amazon CEO Sees Cloud Reaping $600 Billion, Report Says. There's One Big Problem.
Amazon CEO Andy Jassy has big hopes for artificial intelligence to drive cloud-computing revenue but the stock will likely need more catalysts.
2 minute read
Starbucks Stock Gets Downgraded. Why the Good Times Can’t Continue.
RBC Capital downgraded Starbucks stock, citing ongoing and future investments.
1 minute read
Stock Markets Are Looking Through $100 Oil. Why the Fed Needs to Follow Suit.
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
Oklo Stock Wavers After Earnings, but the Nuclear Start-Up Has Good News
Oklo says it is targeting the commercial production of nuclear power by 2028 at the latest.
3 minute read
Airlines Stocks Jump. Higher Jet Fuel Prices May Not Be a Problem.
United Airlines, Southwest, Delta, and American have fallen sharply since the Iran war started.
Long Read
Honeywell Stock Wobbles on Iran Headwinds
Honeywell CEO Vimal Kapur gave investors a small scare when reviewing the impact of the Iran conflict on Tuesday.
2 minute read
Nvidia, Eli Lilly, Oklo, Swarmer, Delta, Semtech, Uber, and More Stock Market Movers
Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.
2 minute read
Nvidia’s Jensen Huang Used to Be the Stock’s Best Salesman. Now He Can Barely Make It Budge.
Nvidia stock didn't move much after CEO Jensen Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips.
3 minute read
Oil Prices Rise. Trump Says U.S. Doesn’t Need Help on Iran, After NATO Allies Say No.
The Brent and WTI benchmarks were clawing back losses after fresh strikes by Iran fueled fears about disruption of crude flows.
3 minute read
Private Credit Funds Have Started Throttling Redemptions. Scaramucci’s SkyBridge Has Done It for Years.
SkyBridge Capital has been able to satisfy only a fraction of redemption requests as investors mobbed the exits in the last few years.
3 minute read
Nebius Stock Falls 12% on Bond Offering. Citi Calls It a ‘High Risk’ Buy.
The neocloud announces plans to raise $3.75 billion through convertible bonds to help fund its data-center buildout.
3 minute read
Eli Lilly Stock Gets Downgraded. It Faces Stiff Headwinds After Strong Run-Up.
Eli Lilly, the maker of Zepbound and Mounjaro, faces stiff price competition in the coming year, HSBC says.
2 minute read
Mastercard to Buy Stablecoin Startup BVNK for $1.8 Billion. It’s Prepping for the Crypto Era.
The $1.8 billion deal to acquire stablecoin infrastructure provider BVNK is expected to close by the end of the year.
2 minute read
Mpox Is on the Rise. 3 Vaccine Stocks Worth a Second Look.
The first severe case of the virus has been detected in New York.
2 minute read
Steel Dynamics Stock Falls on Disappointing Update Ahead of Earnings
The company expects per-share earnings of $2.73 to $2.77 for the quarter, below analysts’ consensus estimates of $3.24.
1 minute read
U.K. to Spend $2.5 Billion on Quantum Computing. What It Means for IonQ Stock.
The United Kingdom has pledged to invest in scaling quantum computers by the early 2030s.
2 minute read
Disney’s Bob Iger Era Is Over. How the Stock Did in His Time as CEO—and What’s Next.
Based on how shares have traded over the past few years, Iger’s second stint as CEO was a disappointment.
2 minute read
Moody’s Warns of Recession Risk if Oil Prices Stay Elevated
Moody’s economist Mark Zandi highlighted U.S. recession risks amid higher energy prices.
2 minute read
