Chinese automakers found a way around Europe’s EV tariffs Europe’s attempt to protect its auto industry produced an unintended consequence. After Brussels imposed additional duties on Chinese battery-electric vehicles, Chinese automakers increasingly pushed plug-in hybrids instead. Hybrids were not covered
The market has become dangerously dependent on one story AI has spent the past several years turning almost every concern into background noise. Inflation remained stubborn? AI earnings were strong. Bond yields climbed? AI demand was stronger. Valuations stretched? Data-center
A strong index is masking a weak market Wall Street looks healthier from 30,000 feet than it does on the ground. Major indexes remain close to record highs, yet participation underneath has deteriorated sharply. Nearly 60% of S&P 500 companies
esla’s car business just delivered a much-needed surprise Tesla (NASDAQ: TSLA) gave investors something Friday that has been increasingly difficult to find in the electric vehicle market: a meaningful upside surprise. The company delivered 486,532 vehicles and produced 464,391 in
The bond market is getting uncomfortable again Stocks slipped Tuesday as another major market crossed a level investors have not seen in more than two decades. The 30-year Treasury yield climbed to 5.61%, its highest level since 2002, while the
This is no longer the same U.S.-China fight For years, Washington’s strategy toward Beijing relied on a fairly simple idea: the U.S. could make China’s access to important markets and technologies more difficult, especially if its allies moved with it.
Greenland just picked up a geopolitical premium Greenland-linked stocks exploded higher Monday after the U.S., Denmark and Greenland reached a security framework expected to expand the American military presence on the Arctic island. The biggest moves included: The agreement is
C$500 billion sounds enormous. The mining number is smaller. Canada came out of its first Investment Summit with a headline few countries could match: nearly C$500 billion in new investment commitments, according to the federal government. Mining and metals also
The rate hike everyone expected is finally here The Federal Reserve raised interest rates Wednesday for the first time in more than three years, reversing part of the easing that had taken place since the end of the previous hiking
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
Chinese automakers found a way around Europe’s EV tariffs Europe’s attempt to protect its auto
The market has become dangerously dependent on one story AI has spent the past several
A strong index is masking a weak market Wall Street looks healthier from 30,000 feet
esla’s car business just delivered a much-needed surprise Tesla (NASDAQ: TSLA) gave investors something Friday
The bond market is getting uncomfortable again Stocks slipped Tuesday as another major market crossed
This is no longer the same U.S.-China fight For years, Washington’s strategy toward Beijing relied
Greenland just picked up a geopolitical premium Greenland-linked stocks exploded higher Monday after the U.S.,
C$500 billion sounds enormous. The mining number is smaller. Canada came out of its first
The rate hike everyone expected is finally here The Federal Reserve raised interest rates Wednesday
The AI trade just ran into a problem it cannot solve with more GPUs The
