Markets
Amazon Stock Surges As AWS Growth Outpaces Heavy AI Spending
ByPeter Cohan,
Senior Contributor
Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand
ByPeter Cohan,
Senior Contributor
BTS Fuels HYBE’s Record Quarter With ‘ARIRANG' And Ongoing World Tour
Senior Contributor
As Token Costs Plunge, Enterprise AI Providers Face A New Margin Squeeze
ByPeter Cohan,
Senior Contributor
IBM Stock Plunges After Surprise Warning As Investors Brace For July 22
ByPeter Cohan,
Senior Contributor
IBM’s stock plunged $67 billion after a surprise earnings warning revealed a sharp shift in enterprise tech spending. Investors now await IBM’s July 22 report.
Why Energy And Industrial Startups Head To The Munich-Dresden Corridor
Senior Contributor
U.S. Banking On ‘Co-Innovation’ For Its Trillion Dollar Energy Build
Senior Contributor
A Pioneering China Billionaire Is Upbeat About Giving And The Future
Senior Contributor
More From Markets
5 High Yield Stocks That Laugh Off Headline Risk
Hey, remember tariffs? Well, they’re back and they could impact some high yield stocks more than others.
ByBrett Owens,
Contributor
‘We’re Going To Get Lots Of Booms And Busts’ In AI Stocks
Taiwan suppliers to U.S. leaders such as Nvidia, Amazon and Google remain poised to benefit from the AI boom, says TriOrient Vice President Dan Nystedt
Senior Contributor
Taiwan’s Formosa International Eyes Luxury Hotel Acquisition In U.S.
AI Growth Helps Outlook For San Francisco After Downturn Coming Out Of The Covid Pandemic, Chairman Steven Pan Says
Senior Contributor
Is The U.S. ‘Gas Tank’ Running On Empty? Are Reported Shortages Real?
The latest "oil alarmism" focuses not on the flow of oil – where a glut has developed – but on the possibility that oil and gasoline inventories could run short.
Contributor
BP Puts North Sea Business Up For Sale After 60 Years Of Production
A company that once called itself “British Petroleum" may soon have no British production hubs, after BP announces its intention to sell its North Sea business.
Senior Contributor
Amazon Stock Surges As AWS Growth Outpaces Heavy AI Spending
Amazon shares jump as AWS revenue and margins accelerate faster than rising AI capex, signaling stronger cloud demand and improving returns on Amazon’s heavy investments.
ByPeter Cohan,
Senior Contributor
Avoid These 3 CEFs To Protect Your Retirement Portfolio
Most investors love to talk about their winners. That’s understandable, but it’s still a shame, because losing investments can often teach us a lot more.
Contributor
How AI Finds The Money Hiding In Company Utility Bills
Rising power prices and cheaper software are prompting companies to re-examine a bill most had long stopped reading.
Contributor
How All Americans Can Own A Piece Of The AI Boom
Could the United States establish a sovereign wealth fund from the growth of AI that could help offset job losses?
Contributor
What The Rising Cost Of Cyber Risk Means For Your Portfolio
Insurers have cut cyber prices for three years running. The losses have gone the other way, and they are turning up in company earnings.
Contributor
Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand
Microsoft’s earnings jumped on strong Azure and AI demand while Meta’s stock fell as rising costs, weaker margins and unclear AI revenue plans worried Wall Street investors.
ByPeter Cohan,
Senior Contributor
2 Cheap Bond Funds Paying Dividends Over 10%
When the world is burning—as it feels like it is now—it pays to remember the words of Howard Marks, the smartest money manager most people have never heard of.
ByBrett Owens,
Contributor
Okta Stock’s Pullback Could Be A Buying Opportunity
OKTA has pulled back from four-year highs. However, an unwinding of bearish sentiment could give the identity and access management stock another lift.
BySchaeffer's Investment Research,
Contributor
BTS Fuels HYBE’s Record Quarter With ‘ARIRANG' And Ongoing World Tour
HYBE earned its best quarter in company history thanks to BTS' ARIRANG album and tour, plus ENHYPEN, CORTIS, Tomorrow X Together, KATSEYE, LE SSERAFIM, ILLIT and more.
Senior Contributor
Shein Finally Files: The Numbers Behind Fast Fashion's Longest Roadshow
Shein’s Hong Kong IPO prospectus reveals a halved valuation, falling profits, and trade tariff impacts, signaling the end of fast fashion’s cheap-everything era.
Contributor
Why This 15.3%-Paying CEF Is Making Big Changes
Imagine a credit fund that yields 15.3% and is built to deliver strong returns in all rate environments. That’s the promise of this closed-end fund (CEF).
Contributor
As Token Costs Plunge, Enterprise AI Providers Face A New Margin Squeeze
Enterprise AI spending cuts are driving token prices down, squeezing model provider margins and reshaping profitability across the generative AI stack.
ByPeter Cohan,
Senior Contributor
Taiwan Comic Fair Attracts Big Crowds, Japan Manga Stars, VTubers
Attendees Top 600,000; Nintendo, Marvel And Lego Among Exhibitors
Senior Contributor
How To Use Price And Value To Make Better Investment Decisions
Price is more volatile than value. Therein lies the opportunity. Sentiment drives stock prices in the short-term, but intrinsic value drives prices in the long run.
Contributor
Goldman's New Platform Shows The Private Equity Pitch Is Now Access
Goldman just launched a new platform for pre-IPO access. With the private equity industry's return premium gone, is access the real pitch, or just marketing?
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