Markets
CoreWeave Stock Up 18%: Inside The Risky Growth Machine
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
How NVIDIA Finances Its Own Trillion-Dollar Demand Engine
NVIDIA is no longer merely a chip company; it is evolving into the central bank of the AI revolution.
ByTrefis Team,
Contributor
The Bull Case For Bitcoin As A Currency
Bitcoin is increasingly fulfilling traditional currency functions, which points to a long-term bullish case for investors.
ByDavid Zhang,
Contributor
Why Canada-US Risk Analysis Should Start With The Business Model
Convetional risk analysis often fails to identify the extent to which government policy change will actually change economic value of a particular company?
Contributor
Can Intel's AI Profits Outrun Its Factory Losses?
Intel’s factories continue to lose money on wafers they largely sell to Intel, and the stock’s multiple probably presumes that will change.
ByTrefis Team,
Contributor
Middle East’s Energy Leaders Up Investments In Natural Gas Resilience
Energy leaders in the Middle East have been shifting their attention as well as petrodollars to natural gas in recent years. The Iran War has accelerated this drive.
Senior Contributor
AI Data Center Boom Could Reach $7 Trillion By 2030. Who Wins?
As AI data centers demand more power and cooling, the companies supplying critical infrastructure are reporting record double-digit growth.
Contributor
China Lifestyle Retailer Miniso’s Shares Drop 4% After Earnings Report
Investors concerned about profits, costs
Senior Contributor
How AI Helps, Hurts China’s Job Market: Tang Min
Universities are stepping up collaboration with businesses to offset their own AI knowledge gaps
Senior Contributor
A Simple Strategy To Get 6.5% Dividends From Surging Bond Yields
Rising Treasury yields are reshaping bond markets. See how higher rates affect corporate bonds, income strategies and a 6.5% closed-end fund.
Contributor
5 Dividend Growers Packing A One-Two Shareholder Punch
This company handed nearly one-third of its value back to shareholders last year. I’m talking about 30.5% of the market cap back to its owners!
ByBrett Owens,
Contributor
Forecast: Fed To Hike Interest Rates After Warsh's Jackson Hole Talk
Warsh's Jackson Hole remarks signal Fed interest rate hikes ahead, aimed at inflation that has stayed above target for 65 straight months now
ByBill Conerly,
Senior Contributor
Carney Took Canada Off The Menu. Now, He Needs To Build A Bigger Table
Will the United States-Canada trade war unite middle power countries and drive the beginning of a new world order?
Contributor
Nigeria Rejoins FTSE’s Frontier Indexes Three Years After Being Deleted At Zero
FTSE Russell restored Nigeria to frontier status on August 27, with effect from September 21. It attached no figure to the decision, so Lagos has borrowed a stockbroker’s.
Contributor
AI Bubble: Demand Is Booming, But Risks Remain
Nvidia’s data-center business is surging, but its dependence on a handful of big customers and massive financing commitments reveal risks behind the AI boom.
ByPaulo Carvão,
Contributor
Why Palantir Stock’s Massive Breakout Was Old News
Palantir Technologies' recent 34% stock surge was largely anticipated, as key contracts and robust customer expansion were evident before its Q2 report.
ByTrefis Team,
Contributor
The Year Of Fed Irrelevance Is Almost Complete: The Treasury Is The New Sheriff In Town
With the US Treasury embarking on Fiscal QE and yield curve twist, the Fed will be forced into an uncomfortable situation which makes its actions increasingly less relevant.
Contributor
China EV Maker Lotus Posts Smaller Loss; Stock Climbs 5%
Sales of new PHEV model help lift stock to seven-week high
Senior Contributor
The Biggest Winners From Unitree’s $50 Billion IPO
Unitree’s blockbuster IPO created billions in paper wealth for founder Wang Xingxing, early investors and employees—and reveals who financed China’s robotics boom.
ByEdith Yeung,
Contributor
Breaking Down Bessent’s $4 Billion Bluff
Treasury Secretary Bessent launched a debt recycling program to sell short-term bonds and buy back at least $4 billion in longer-dated Treasuries per operation, aiming to lower long-term rates amidst the nation's $40 trillion debt.
ByBrett Owens,
Contributor
The Case For Owning Stocks Outside The United States Is Better Than It's Been In Fifteen Years
After a decade of U.S. stock outperformance, driven by tech earnings, multiple expansion, and a strong dollar, international equities are now experiencing a structural resurgence.
ByJason Kirsch,
Contributor