Articles
Daily market commentary and analysis.
Two AI Infrastructure Stocks Wall Street Is Quietly Loading Up On
While everyone debates whether Big Tech is spending too much on AI, a quieter story is unfolding in the companies actually building the infrastructure. Bank of America just slapped buy ratings on two…
Mar 25, 2026
Japan's Biggest Banks Are Quietly Circling Wall Street — Jefferies Could Be First
Sumitomo Mitsui Financial Group — Japan’s second-largest bank with a $124 billion market cap — is reportedly positioning for a potential takeover of Jefferies Financial Group. And the timing couldn’t…
Mar 25, 2026
Private Credit Funds Are Trapping Investor Cash — And It's Getting Worse
If you parked money in a private credit fund thinking it was a safe, yield-generating alternative to bonds, you might want to sit down for this one. Apollo Global Management just told investors in…
Mar 25, 2026
The Stock Market Never Sleeps (And Nasdaq Wants to Prove It)
Here’s a wild idea: what if you could trade stocks at 3 AM on a Tuesday? Nasdaq thinks that’s not just possible—it’s inevitable. The exchange just announced it’s filing papers with the SEC to go full…
Mar 25, 2026
AI Stocks Got a Report Card, and Wall Street's Grading Curve Just Got Brutal
Remember when everyone thought AI would destroy the world? Well, William Blair’s analysts decided to stop panicking and actually think about which companies would survive the robot apocalypse.…
Mar 25, 2026
The Market Just Dodged a Bullet (And Nobody's Talking About It)
Remember when Operation Epic Fury sent everyone into panic mode? Oil spiked, volatility exploded, and the S&P 500 took a nosedive below its 200-day moving average like it was auditioning for a…
Mar 25, 2026
Betting Stocks Surge as Congress Moves to Ban Kalshi Sports Wagers
DraftKings, FanDuel, and MGM shareholders got an unexpected gift on Monday — courtesy of two U.S. senators who want to shut down their newest competitors. A bipartisan bill introduced Monday would…
Mar 24, 2026
Salesforce Just Posted Its First Revenue Miss Since 2006
Salesforce had gone two decades without missing a revenue number. Twenty years. Through the financial crisis, a pandemic, and multiple market meltdowns, the CRM giant always hit its mark. Until…
Mar 24, 2026
The Iran War Has a Hidden Victim: Your Smartphone's Supply Chain
Everybody’s talking about gas prices. Fair enough — Brent crude has rocketed from $71 in February to well above $100, and every fill-up stings. But gas is only about 3% of the Consumer Price Index. A…
Mar 24, 2026
The Market Just Dodged a Bullet (And Nobody's Talking About It)
Remember when the market freaked out over Operation Epic Fury? Oil spiked, volatility went nuts, and the S&P 500 dropped below its 200-day moving average like it was heading for the exits. For…
Mar 24, 2026
Oops, No Rate Cuts for You: How an Oil Crisis Just Killed Wall Street's Favorite Fantasy
Remember when investors were basically planning their rate-cut victory lap? Yeah, about that. The party’s over, and it’s not coming back anytime soon. Back in January, Wall Street was practically…
Mar 24, 2026
Monday’s Big Market Rally Is Already Cracking on Tuesday Morning
Wall Street put together its best session in weeks on Monday. The Dow surged 1.4% to close at 46,208, the Nasdaq jumped 1.4% to 21,947, and the S&P 500 gained 1.2% to finish at 6,581. The…
Mar 24, 2026
Travel Stocks Just Staged Their Biggest Rally in Weeks on Iran Hopes
Airlines, cruise lines, and car rental companies ripped higher on Monday after President Trump postponed his deadline for more strikes on Iran, claiming the two countries had held “very good and…
Mar 24, 2026
Supermicro Co-Founder Caught Smuggling $2.5 Billion in Nvidia Chips to China
If you thought Supermicro had already used up its nine corporate lives, think again. The company’s co-founder, Yih-Shyan “Wally” Liaw, was just indicted by the U.S. Justice Department for conspiring…
Mar 24, 2026
AMD Just Scored the Deal of the Decade—And Wall Street Noticed
Remember when everyone thought Nvidia had a monopoly on the AI chip game? Well, AMD just crashed that party in a big way. The company just inked a partnership with OpenAI that’s basically a…
Mar 24, 2026
Oops, No Rate Cuts for You: How the Iran War Just Killed Wall Street's Favorite Fantasy
Remember when investors were dreaming of rate cuts? Yeah, about that. Those dreams are officially dead, and the Strait of Hormuz is the murder weapon. Back in January, Wall Street was practically…
Mar 24, 2026
CPUs Are About to Steal the AI Show—And Nobody's Paying Attention
Remember when everyone was obsessed with GPUs? Yeah, those days are ending. Not because GPUs are suddenly useless—they’re still the workhorses of AI training. But Nvidia just dropped a hint at its…
Mar 24, 2026
Larry Fink Just Told Investors to Stop Doing the One Thing They All Do
BlackRock CEO Larry Fink manages $14 trillion. That’s not a typo — fourteen trillion dollars. And in his annual chairman’s letter released Monday, he had one message for the investing public: stop…
Mar 23, 2026
HSBC Sees Tesla Crashing 68% — One of the Lowest Targets on Wall Street
While Tesla bulls were celebrating a 2% bounce on Monday, HSBC quietly reiterated one of the most bearish calls on the Street: a Reduce rating and a freshly slashed price target of just $119. That…
Mar 23, 2026
Apple Just Hit a Record Nobody Expected — and a Foldable iPhone Is Next
Forget the doom-and-gloom smartphone narrative for a minute. Morgan Stanley just dropped its latest AlphaWise Global Smartphone Survey, and the numbers for Apple are borderline absurd. The global…
Mar 23, 2026