After this week’s Federal Reserve meeting, things aren’t looking great for homebuyers. While new Fed Chair Kevin Warsh officially ended “forward guidance” on future rate movements, the central bank’s dot plot — a member-submitted projection of possible rate cuts and hikes — showed an overall hawkish stance for the rest of 2026. As I noted
Allbirds is not big enough to define the artificial intelligence market. That’s exactly why investors need to pay attention. The sneaker maker’s transition into Smartbird (BIRD) is more than just another strange corporate rebranding. It could be a good sign for where the AI trade has gone following years of investor attention to Nvidia, cloud
The story of artificial intelligence in business has followed a familiar script for the past few years. To help employees work faster, companies deployed AI to summarize documents, draft emails, write code, and answer questions. The role was clear: AI advised, humans decided, and humans acted. That division of labor is starting to blur. A
Intel jumped roughly 11% on Thursday, June 18, after President Donald Trump posted on Truth Social that Apple agreed to work with Intel to design and manufacture chips in the United States. Neither company confirmed the partnership publicly by market close. Intel’s stock added billions in market value on an unverified social media post from
Moderna (MRNA) has been struggling to shake one label for years: Covid winner. That label helped to make the company famous, but it also became a problem for the stock when pandemic demand dropped and investors questioned whether Moderna could develop a stable business beyond one historic product cycle. Now the corporation may have a
CrowdStrike (CRWD) and Amazon Web Services are racing to close a security gap that most enterprises do not yet know they have. Companies are deploying AI agents into production faster than their security teams can monitor what those agents actually do once live. That mismatch, not the partnership announcement itself, is the real story. The
I spent some time digging through Morgan Stanley’s recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet. What struck me wasn’t any single data point but the sense that an entire industry is quietly being rebuilt from the ground up. And most retail investors have no idea it’s
While many travel agencies that found specific niches continue to serve their market and run successful businesses in 2026, it is also not the easiest industry to be in given the current combination of lower consumer sentiment and the ease with which most can book their flight tickets and hotels on their own online. Travel
Every month, Bank of America surveys some of the world’s largest institutional investors to build a picture of how professional money managers see the global economy. The latest edition of that survey landed with a specific number that stood out: Equity allocations had jumped to 50% overweight from 13% the prior month, the steepest single-month
When Oppenheimer set its year-end S&P 500 target at 8,100 in December, the index was sitting at 6,870, and the number was the highest target on Wall Street, implying 18% upside at a moment when many strategists were cautioning about stretched valuations and a concentrated rally. Six months later, that call has not been walked