Markets
Oil Prices Fall As U.S. Iran Talks Ease Supply Fears
Senior Contributor
Micron Extends Its Trillion Dollar Run As AI Memory Demand Surges
ByPeter Cohan,
Senior Contributor
Meta Layoffs Underscore The Real Price Of The AI Race
Senior Contributor
AI ‘Doomsday’ Fears Are Rising. Here’s What They Really Mean For Nvidia Stock
ByPeter Cohan,
Senior Contributor
AI panic has erased more than $1 trillion from tech stocks. This analysis explains why the selloff is accelerating and what Nvidia’s earnings mean for investors.
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What’s Happening With Microsoft Stock?
However, does this imply that the stock should be sold? We do not believe so. Here’s the reasoning behind our perspective.
ByTrefis Team,
Contributor
Why The Quantinuum IPO Could Disappoint Investors Despite The Quantum Hype
Quantinuum is valued at four times the most promising publicly traded quantum computing company and its revenue is shrinking. Just say no to this IPO.
ByPeter Cohan,
Senior Contributor
Bank Stocks Nobody Wants Are Now Delivering 6 To 12 Percent Yields
We contrarians always need to remain a step ahead. That means to find the best deals and yields, we need to be where everyone else isn’t (yet).
ByBrett Owens,
Contributor
AI-Capex Is Increasing Economic Uncertainty, Fragility, And Instability
Given the AI financing cycle, the U.S. economy appears to be both more fragile and more unstable than conventional macroeconomic indicators suggest.
Contributor
The Internet Bubble's Most Important Lesson For AI Investors
Many of the grand predictions made during the late 1990s turned out to be remarkably accurate. They were not wrong about the destination, but they were about the timing.
Contributor
China Sees Opening For Investment In U.S. After Trump-Xi Summit
"Many regions in the U.S. Midwest are eager to revitalize their local economies through manufacturing," said Chen Li, consul general of the Chinese Consulate in New York
Senior Contributor
Jensen And Dario Square Off On AI Chip Exports
Do tech restrictions give America an edge, or are they simply minting Asia's next generation of Tech Tigers?
Contributor
High-Yield REITs Are Still On The Mat, But It’s Time For A Rebound
Let me take you back to April 2001 for a second. Because that year brought a key turning point for income investors.
Contributor
Anthropic’s Soaring Valuation Puts Its Growth Story To The Test
Anthropic’s valuation surge and rapid AI coding growth fuel IPO speculation as investors assess whether the company can sustain its momentum in enterprise AI.
ByPeter Cohan,
Senior Contributor
America Is Shrinking Its Workforce At The Worst Possible Time
U.S. immigration declines are shrinking the workforce, raising prices and straining growth, innovation and Social Security as labor shortages deepen.
ByAndrew Tisch,
Contributor
How Leasing Out Fab Space Is Rewriting Intel Stock’s Financial Thesis
The CPU market is experiencing a resurgence driven by agentic AI.
ByTrefis Team,
Contributor
Why AMD Doesn't Need To Beat Nvidia To Win
AMD doesn't have to outperform Nvidia to succeed. It merely needs to serve as a reliable second supplier in such a vast market.
ByTrefis Team,
Contributor
Business Leaders Hold The Pen On AI’s Next Chapter
Leaders stand at an AI crossroads where their decisions will define the future, shaping innovation, risk and public trust in the years ahead.
Contributor
As AI Bots Gamble, Our Steady Dividends Climb Higher
A startup recently ran an experiment. It handed $10,000 each to Claude, ChatGPT, Gemini, Grok and four other leading AI tools. The humans gave “seed capital” to the bots.
ByBrett Owens,
Contributor
Signal: Red-Hot Steel Stock Has Room To Run
Steel stock Cleveland-Cliffs (CLF) has been red-hot lately and could keep climbing the charts after clearing a historically bullish trendline
BySchaeffer's Investment Research,
Contributor
Why Nokia Could Be A Safer Bet On AI Infrastructure After The NVIDIA Deal
NOK has increased approximately 140% since the start of the year, rising from around $6.50 to a 52-week peak of $15.78 in May.
ByTrefis Team,
Contributor
This Boring Income Portfolio Strategy Could Unlock 300%+ Upside
This strategy not only helps shield us in a panic—it leverages market chaos for bigger gains (and a fatter income stream) down the road.
ByBrett Owens,
Contributor
Oil Prices Fall As U.S. Iran Talks Ease Supply Fears
Oil prices fall as U.S. and Iranian officials signal progress in ceasefire talks, easing supply fears and prompting traders to unwind part of the recent risk premium.
Senior Contributor
Micron Extends Its Trillion Dollar Run As AI Memory Demand Surges
Micron tops $1 trillion as AI memory shortages drive record pricing, soaring earnings and sold‑out HBM demand through 2027.
ByPeter Cohan,
Senior Contributor
Nixon Family To Help Mark U.S.-China Bridge’s First Century
China Institute has succeeded in part with a focus on culture, co-chair Yue-Sai Kan says
Senior Contributor