Markets
Trump Praises China As Some Conservative Allies Urge Caution
Senior Contributor
Can GameStop Pull Off A $55.5 Billion Takeover? Markets Aren’t Convinced
ByPeter Cohan,
Senior Contributor
Earnings Reveal The First Real Winners And Losers Of The AI Arms Race
ByPeter Cohan,
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
Beijing Summit Highlights U.S.-China Business Ties — Like Them Or Not
"Both sides need each other,” China business expert and author Ker Gibbs says.
Senior Contributor
Is The AI Triggered Meltdown In Private Credit Overblown?
AI's disruption of the software sector has also roiled private credit markets. Both spaces may be overreacting.
Contributor
Stocks That Failed The Core Earnings Test In 2Q2026
Just one bad stock can ruin your portfolio, and that fact is precisely why doing proper diligence is so important.
Contributor
Why Bond Analysts Should Be Watching Hospitals’ Infection-Fighting Robots
Hospital-acquired infections cost the U.S. healthcare system billions annually. As CMS penalties grow and margins hover near 1.3%, autonomous disinfection robots are quietly becoming a hospital credit story.
Contributor
Is Google Stock The New Alpha?
The market has shifted Google’s perception from a mature advertising service to a leading infrastructure provider for the era of artificial intelligence...
ByTrefis Team,
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How Nebius Is Becoming The Backbone Of AI Infrastructure
While the market highlights fluctuations in revenue, the deeper story illustrates a transition from speculative capacity development to the industrial-scale..
ByTrefis Team,
Contributor
A 10.6% Contrarian Play On Gunlach’s Private Credit Hysteria
Jeffrey Gundlach just made a scene at a very public investing conference. He blasted semi-liquid private credit funds (with good reason).
ByBrett Owens,
Contributor
Can Intel Stock Reclaim The Silicon Throne?
Intel has attracted business from distinguished external clients. Its manufacturing properties in the United States are increasingly being regarded as strategically...
ByTrefis Team,
Contributor
Why Micron Stock’s 9x Rally Might Just Be The Start
The stock may also seem undervalued at just 14x projected FY ’26 earnings and 8x next year’s earnings. Refer to MU valuation metrics. Nevertheless, the memory markets...
ByTrefis Team,
Contributor
Why Fintech’s Next Billion-Dollar Category Is Being Built For The Agentic Era
Why corporate finance software built for human approval queues is the wrong architecture for an economy where AI agents move money on their own behalf.
Contributor
Snap’s Q1 Makes Its AR Glasses Bet Harder To Ignore
Snap's Q1 2026 earnings showed stronger margins and cash flow, but Specs, its AR glasses bet, faces pressure from Irenic Capital and AR rivals, like Meta, Apple and Google.
ByMaureen Kerr,
Contributor
America’s Talent Crisis Is Really A Quality Crisis
With falling literacy, gutted newsrooms, slowing innovation, and eroding institutions of excellence, America is in the midst of a talent crisis.
Contributor
Trump Praises China As Some Conservative Allies Urge Caution
Trump praises Xi during a Beijing trip as key conservative allies warn him to take a tougher line on China over security, agriculture, tech and pharma ties.
Senior Contributor
Retail Stock Flashing Bullish Signal Ahead Of Earnings
Retail stock TJX Companies (TJX) is testing a historically bullish trendline ahead of the company's earnings report
BySchaeffer's Investment Research,
Contributor
While Everyone Chases Tech, These 3 Funds Quietly Pay 11%
They form a tidy “mini-portfolio” that includes blue chips (sans tech), bonds and infrastructure plays. Two of these funds offer payouts that roll out monthly, too.
ByBrett Owens,
Contributor
How The Next Systemic Shock Could Impact OPEN Stock
Throughout the five significant systemic shocks during which OPEN has operated, the stock has seen an average peak-to-trough drop of 52% – almost four times...
ByTrefis Team,
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Why Qualcomm’s AI Rally Is Just Starting
Routing every inference through the cloud incurs significant costs, introduces latency, and consumes a lot of power...
ByTrefis Team,
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Why Your Social Network May Be Your Most Valuable Asset
Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.
Contributor
3 Big, Tax-Free Dividends To Anchor Your Tech Gains
When you consider that CEFs yield 7% on average right now, you can see the power of reinvesting a gain like that, and further building your income stream.
Contributor
NBCU Leans On Legacy For Upfront: Is This The Future For TV?
NBCUniversal proclaimed “legacy” as its byword as it kicked off the annual broadcasting television advertising upfronts.
Contributor
