The Fed and bond market are sending opposite signals ahead of a crucial jobs report
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Meta’s latest AI land grab has the software industry on edge again
The poaching of MongoDB's CEO highlights Meta's push to turn its fast-growing AI ambitions into a major enterprise business.
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3 overlooked ways higher bond yields could be felt by everyday Americans
Mortgage rates aren't the only risk from high bond yields. They can squeeze apartment construction, utility investment, and public works.
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Meta is no stranger to disrupting tech. But its agentic AI push feels different.
Meta's Muse agent gives investors new evidence its expensive AI push could become a real, transformative business.
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McDonald’s is serving up an $8.5 billion McMakeover. Investors aren’t lovin’ it.
McDonald's wants to improve food, service, and restaurant design as a weakening consumer tests its turnaround.
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The AI trade found a new Muse. Now the market's pecking order is getting reshuffled.
Meta's Muse launch has boosted chipmakers and Shopify while raising fresh questions for brokers and insurers.
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A brand new Trump trade faces its first big test at this week’s US-China summit
The US is trying to make up ground in the rare-earths space. Trump's recent Greenland deal is part of that.
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Kylian Mbappe’s Nike exit is a bad look — and a sign of deeper problems for the company
Losing the soccer superstar caps a long streak of issues, including weak China sales and bleak guidance.
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Retail fail: The market’s consumer worries are coming to a head
Consumer discretionary stocks are already the S&P 500's worst sector. Lowe's, Nike and McDonald's offer clues to what comes next.
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A Fed rate hike will grab headlines today, but these 3 storylines hold the bigger clues for investors
Investors are treating a rate hike today like a foregone conclusion. Here's what's in focus for stock, oil, and bond yields going forward.
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The AI trade is already sketching its playbook for a possible apocalypse
A potential AI slowdown is separating the stock market's new winners and losers.
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The loud public debate over an AI apocalypse may be humanity's best defense against it
As AI leaders warn of catastrophe, public pressure is spurring safety commitments and offering a lesson from post-2008 markets.
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Trump’s latest affordability plan comes with a trillion-dollar catch
Trump's proposed $5,000 national dividend could add pressure to an already strained bond market.
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Wall Street has thrown in the towel on a quick end to the global oil shock
Oil analysts are raising 2027 forecasts as disrupted Middle East shipping, shrinking stockpiles, and inflation risks linger.
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The S&P 500 is trading beer and fries for AI’s picks and shovels
The latest S&P 500 reshuffle offers a window into the companies quietly reshaping the stocks inside millions of passive portfolios.
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Want to know the Fed’s next move? Watch these 3 economic reports this week.
A hot jobs report revived Fed rate-hike bets. This week's inflation and consumer data could determine whether they stick.
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Where’s the beef? Inside the cattle crunch making your Labor Day BBQ more expensive.
The US's cattle shortage is squeezing both consumers and meatpackers, and Trump's import plan may not fix it.
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Berkshire just revealed its playbook for AI’s next bottleneck
Greg Abel explains Berkshire's Alphabet bet, data-center power plans, and cautious view of the US housing market.
4 min read
The AI arms race is throwing fuel on the global bond sell-off
AI companies are competing with governments for capital, adding pressure to Treasury yields and borrowing costs worldwide.
3 min read