Markets
The AI Bubble Is Stable As A Price War Forces A New Reality
ByPeter Cohan,
Senior Contributor
TIPS: A Better Way To Protect Retirement Savings From Inflation
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.
More From Markets
Why SpaceX Is A Call Option On Elon Musk And What It Tells Us About The Tails
SpaceX stock as as compound call option on Musk.
Contributor
How Gulf Funds Are Buying The Backbone Of AI
Sovereign funds from Abu Dhabi to Riyadh have moved past buying chip stocks. They are buying the buildings, the power and the debt beneath the AI economy, a wager that looks patient and may prove more concentrated than it appears.
Contributor
How A $27 Billion Bond Deal Quietly Funds Big Tech's AI Build-Out
Data-centre construction has found a new home in the private bond market, where notes the public never sees are bankrolling the AI boom. The structure looks safe. Whether it stays that way depends on a bet about demand that nobody has tested in a downturn.
Contributor
A Federal Rule Due This Month Could Reset Who Pays For AI Power
Federal energy regulators have promised to rewrite how data centres plug into the grid before June is out. The answer will move billions in utility and infrastructure risk, and decide how much of the cost lands on ordinary electricity bills.
Contributor
Outperforming Dow Stock Could See More Gains
Outperforming Caterpillar (CAT) is flashing a historically bullish signal, even amid its impressive climb up the charts this year.
BySchaeffer's Investment Research,
Contributor
Nvidia Returns To The Bond Market With A $25 Billion Sale
The chipmaker had not borrowed in the public bond market since 2021. Its first sale in five years tells you how far the cost of building artificial intelligence has now reached into the staid world of investment-grade credit.
Contributor
SpaceX Warns The Grid Can't Power AI. Its Own Plants Already Strain It
SpaceX says the grid can't power AI, so it's betting on space. But its Colossus computers run on contested gas turbines the Justice Department now defends.
Contributor
Housing Is About To Boom. This 238% Dividend Grower Is Here For It.
Once again, the mainstream crowd is wrong—this time on real estate. And they’re wrong for the same reason they always are: They’re looking at the wrong numbers.
ByBrett Owens,
Contributor
Markets Brace As Warsh Prepares First Fed Test
Markets rally on easing oil prices as investors brace for Warsh’s first Fed meeting and potential shifts in communication and rate expectations.
ByTrefis Team,
Contributor
BTC Faces Renewed Pressure As Fed Pattern Points Toward $60,000
Bitcoin faces renewed pressure as repeated post‑Fed declines put the sixty thousand level back in view ahead of Kevin Warsh’s first meeting.
ByTrefis Team,
Contributor
Most Of SpaceX's AI Revenue Isn't Coming From AI
SpaceX's IPO filing shows most of its AI-segment revenue is old X advertising and subscriptions, not Grok or compute. Here's what the label actually holds.
Contributor
How Regulators Learned To Police Gold At Machine Speed
Gold and silver spoofing cases taught U.S. regulators to fight market manipulation at machine speed. The catch: the cop is badly outspent.
Contributor
AI Can Find The Gold. The Rulebook Won’t Let It Count.
Studies show AI can match kriging at estimating gold deposits. So why do the audited filings that move mining stocks still refuse to use it?
Contributor
This Unsung 10.4% Dividend Puts Its Billionaire Competitor To Shame
We love CEFs for a simple reason: Their big dividends are the best route to financial independence for those heading into retirement.
Contributor
Why The AI Boom Barely Moved Gold’s Oldest Industrial Buyer
AI is splitting gold’s tech demand in two—propping up chip use while record prices push the metal out of everything else.
Contributor
Should The U.S. Follow China’s Auto Industry Playbook?
“Why not learn from China?” says China business expert and author Ker Gibbs
Senior Contributor
How Trump’s Stock Trading Collides With Presidential Power
Trump’s thousands of stock trades and federal decisions raise conflict questions as disclosure rules make his gains or losses impossible to measure.
ByPeter Cohan,
Senior Contributor
The Gold Selloff Looks Overdone
Just when the headlines appear most supportive, gold can suddenly move in the opposite direction.
ByFrank Holmes,
Contributor
Nike’s Running Revival Alters The Narrative Around The Stock
As the market concentrates on inventory issues and weaknesses abroad, a pivotal segment is thriving, providing a compelling strategy for the company’s resurgence.
ByTrefis Team,
Contributor
The One Number That Could Topple Micron’s AI Rally
At the heart of the company's rally lies an extreme figure that highlights the pressure within the system, indicating why investors should proceed with caution.
ByTrefis Team,
Contributor
