Intuit Partnered With the AI Company That Was Destroying Its Stock

In one of the more ironic moves of the year, Intuit just announced a multi-year partnership with Anthropic — the very AI company whose products have been fueling investor panic about the death of TurboTax. Intuit shares, the worst performer in the entire S&P 500 in 2026, rallied pre-market on the news. If you cannot beat the robot, hire it. Here is what the deal actually looks like. Intuit will integrate its financial tools — TurboTax, Credit Karma, QuickBooks, and Mailchimp ...
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FedEx Fired the First Shot in the $175 Billion Tariff Refund War

FedEx just became the first major American company to sue the federal government for a full refund of the IEEPA tariffs that the Supreme Court declared illegal last Friday. The 11-page complaint, filed Monday at the U.S. Court of International Trade in New York, names U.S. Customs and Border Protection and its commissioner as defendants. FedEx wants every dollar back. The stakes here extend far beyond one shipping company. Analysts estimate that the now-illegal tariffs collected as much as $175 billion ...
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Novo Nordisk Just Declared a Price War on Weight-Loss Drugs

Novo Nordisk just dropped a bomb on the GLP-1 market. The Danish pharma giant announced Tuesday that it will slash the U.S. list prices of Wegovy, Ozempic, and Rybelsus to a flat $675 per month starting January 1, 2027. For Wegovy, that is a 50% haircut from its current $1,350 monthly price tag. Ozempic gets a 35% trim from around $1,027. This is not a discount coupon or a cash-pay savings card. This is a permanent list price reduction aimed squarely ...
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AI Panic? More Like AI Opportunity (If You Don’t Lose Your Cool)

So here's what happened yesterday: Someone at Citrini Research basically yelled "FIRE!" in a crowded theater, except the theater was the stock market and the fire was... artificial intelligence taking over everything. Cue dramatic selloff. The S&P 500 dropped 1% faster than your Wi-Fi when you're trying to stream Netflix during peak hours. IBM? Oh boy, IBM had its worst day in 25 years. Twenty-five years! That's like... since dial-up internet was a thing. But here's the plot twist nobody saw coming: ...
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When Smart Money Gets Dumb: Why This Top Economist Thinks We’re All About to Get Schooled

You know that feeling when everyone at the party is having way too much fun, and you're the only one wondering who's going to clean up the mess? That's basically where top economist Mark Zandi finds himself right now, watching the markets party like it's 2021 while the actual economy is nursing a hangover. Zandi, who's the chief economist at Moody's Analytics (fancy title for "guy who's really good at seeing economic train wrecks coming"), just issued what amounts to a ...
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The Government Just Broke Its Own Rules (And Your Portfolio Should Care)

Remember when building anything in America required navigating more red tape than a Christmas present? Well, plot twist: the government just decided those rules don't apply anymore. At least not if you're building the future. While everyone was arguing about election maps and Twitter drama, something way more important was happening in the basement of bureaucracy. The feds basically said "screw it" to decades of regulatory gridlock and flipped the switch on what I'm calling the "One Rule" economy. Here's the deal: ...
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That Awkward Moment When a Top Economist Says the Market is Living in Fantasy Land

So here's the thing about economists – they're usually about as exciting as watching paint dry on a rainy Tuesday. But when Mark Zandi from Moody's Analytics starts waving red flags about the stock market, you might want to put down your avocado toast and pay attention. Zandi just dropped what's basically the economic equivalent of "we need to talk" – and spoiler alert, it's not good news. He's saying the stock market and the actual economy have basically become that ...
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Royal Caribbean Insiders Just Dumped $166 Million — Here’s What They See

When one insider sells, it's a tax bill. When the entire C-suite sells at the same time, it's a warning flare. Over the past two weeks, Royal Caribbean's executive team has unloaded a staggering $166 million worth of stock. The CEO sold 7,854 shares. The CFO dumped 51,131 shares. Two directors collectively sold 281,385 shares. The chief accounting officer and two other executives also hit the sell button. At over $300 per share, the numbers add up fast — and the ...
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