The AI trade just ran into a problem it cannot solve with more GPUs The market has spent the last few years assuming AI development would move in one direction: faster. That assumption took a hit Monday after Anthropic CEO
Washington is stepping deeper into a stressed bond market The Treasury Department is increasing the size of its bond buybacks at a moment when the long end of the U.S. debt market is under serious pressure. Thursday’s operation will allow
The jobs report was almost too good Wall Street got a strong economic number Friday — and stocks fell. The U.S. added 162,000 jobs in August, blowing past expectations for just 55,000. The Dow slipped 0.5%, the S&P 500 lost
Ather is winning in a part of the EV market that looks very different Most global EV stocks have had a difficult 2026. A Bloomberg index of 104 EV-related companies is down about 1% this year, with Tesla, BYD and
The richest investors are letting their stock exposure climb Family offices are becoming more exposed to the stock market. According to the latest CNBC Family Office Portfolio Tracker, powered by Addepar, single-family offices held 37% of their portfolios in public
The market is starting to look through the headlines There is a lot for investors to worry about right now. Canada is preparing retaliatory tariffs on roughly $20 billion of U.S. goods. Consumer confidence just fell to its lowest level
A deal looked close. Now the two sides are moving the other way. Only days ago, U.S.-Canada trade talks appeared to be moving toward lower auto tariffs and a broader compromise. That fell apart quickly. The U.S. President is now
This is less about the tariffs than the trade war that didn’t happen Hours before new 50% tariffs were scheduled to hit certain Canadian imports, the U.S. Administration pulled them back. The pause lasts only three days, and Canada has
Builders are still struggling to find demand US homebuilder sentiment barely improved in August as high borrowing and construction costs continued to weigh on the housing market. The NAHB/Wells Fargo Housing Market Index rose 1 point to 35, according to
Stocks pull back after another record US stocks edged lower Friday after the S&P 500 reached another record high in the previous session. The S&P 500 slipped just below the flat line, while the Dow Jones Industrial Average and Nasdaq
The AI trade just ran into a problem it cannot solve with more GPUs The
Washington is stepping deeper into a stressed bond market The Treasury Department is increasing the
The jobs report was almost too good Wall Street got a strong economic number Friday
Ather is winning in a part of the EV market that looks very different Most
The richest investors are letting their stock exposure climb Family offices are becoming more exposed
The market is starting to look through the headlines There is a lot for investors
A deal looked close. Now the two sides are moving the other way. Only days
This is less about the tariffs than the trade war that didn’t happen Hours before
Builders are still struggling to find demand US homebuilder sentiment barely improved in August as
Stocks pull back after another record US stocks edged lower Friday after the S&P 500
