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Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.

The Trump administration wants to spur U.S. chip-making, but tariffs on foreign imports could raise costs for American companies.

When a retiree compares a federally insured CD to a dividend stock that has raised its payout for 70 straight years, the choice turns on a factor most income calculators ignore entirely.

Kroger's yield triples Walmart's, but a fatter dividend check at the start can mask a fragile payout years down the road. One of these grocery giants is built to keep raising through recessions, margin squeezes, and shifting consumer habits, and it may not be the one you expect.

With inflation running at 3.4% and everyday costs from gas to groceries squeezing paychecks, investors are being forced to rethink how they treat consumer staples. The pressure on household budgets can reshape which businesses hold up and which struggle, creating openings for those watching closely. This article walks through three US Consumer Staples stocks exposed to the latest macro shock and explains why each one could matter for your portfolio decisions. The three stocks highlighted next...

The Federal Reserve may keep rates higher for longer, but these three dividend stocks are built around the everyday purchases consumers are unlikely to stop making.

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

New York sued the prediction market Polymarket on Thursday, arguing the platform is an unlicensed gambling operation and calling for a judge to block the company from operating in the state. Prediction market platforms have argued states do not have the authority to govern them because they are regulated at the federal level by the U.S. Commodity Futures Trading Commission. New York officials filed Thursday's lawsuit against Polymarket in state court and want the company to face fines and be forced to pay restitution to users because the platform did not get a gaming license from the state.

Key Stats for Wayfair StockCurrent Price: $99. 50Target Price (Mid): ~$125Street Target: ~$123Potential Total Return: ~26%Annualized IRR: ~6% / yearWhat Happened?Wayfair (W) fell 7.

The Federal Reserve is signaling that interest rates may stay higher for longer, which keeps pressure on richly priced growth stories and makes dependable cash generation more valuable. When borrowing stays expensive, businesses with solid cash flows but muted share prices can attract fresh attention from investors hunting for value gaps. This article highlights three stocks that our cash flow discount screen flags as potentially mispriced opportunities. The three stocks discussed next are...

The bond market is sending louder warner signs to the stock market. Now, stock fans need to listen up.

Kalshi‘s push into sports may be weakening its case that federal law blocks states from regulating prediction markets as gambling, former Consumer Financial Protection Bureau adviser Brad Lipton told Benzinga. Lipton now leads corporate power and financial regulation at the...

A federal disclosure quietly buried inside a batch of monthly trades reveals the president holds a stake in one of his administration's most powerful contractors, raising a question investors cannot yet price.

Scott Sheffield, one of the earliest architects of the US shale oil boom, said he was “betrayed” by ExxonMobil Holdings Corp. after Chief Executive Officer Darren Woods failed to support him in a dispute with the Federal Trade Commission despite a promise to do so.

U.S. stocks ended lower on Wednesday, as Treasury yields and oil prices rose, while investors feared that the Federal Reserve could go ahead with more interest rate hikes.

If you thought the Federal Reserve was about to usher in an era of easy money and send the S&P 500 (SPY) on a smooth victory lap, think again. The market is walking straight into an uncomfortable reality check. Geopolitical headlines gave investors brief relief over the summer, but underlying price metrics did not follow the script. Instead of preparing for rate cuts, Wall Street must now confront persistent price pressures, climbing yields, and a Fed forced back into an active tightening stance

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

The bond market awoke from its early autumn slumber this week amid a maelstrom of headlines tied to growth, inflation, and fiscal concerns that dragged Treasury yields to the highest levels in decades and stoked bets on a series of interest-rate hikes from the Federal Reserve. The broader fixed income slump, which was extending into Thursday’s trading session on Wall Street, was largely powered by the renewed surge in global crude prices. “This is ‘hit the wall stuff’ if we continue anything resembling the current pace,” said John Hardy, Saxo’s global head of macro strategy.

The odds of a Fed rate hike in October climbed above 75%, up from roughly 49% just a week ago

Bond markets are back in the spotlight as the 10 year Treasury pushes above 5%, oil trades over $100, and the Fed leans into renewed rate hikes. That mix is reshaping how risk is priced across equities and credit. Investors who understand which businesses are most exposed to this rate shock, and which might be positioned to handle it, can gain an edge. This article walks through 3 stocks from our fixed income screener that look most directly exposed to this news backdrop and explains how...

Snap (NYSE: SNAP) faces more than 2,500 federal lawsuits alleging its platforms contribute to social media addiction among minors. Snap, Meta, TikTok, and YouTube reached a landmark settlement with Breathitt County School District, the first multi-platform resolution with a school system. The Breathitt County agreement covers claims that social media products strained district resources by contributing to student mental health and discipline issues. The escalation of addiction lawsuits and...

Investing.com -- BCA Research told clients in a note that the Federal Reserve’s return to rate hikes is unlikely to derail U.S. stocks. It pointed to history showing the S&P 500 has gained over every full Fed tightening cycle since 1980.

The Fed's new approach will probably make markets a bit more turbulent if it's sustained.

It’s reasonable to expect another rate hike by the end of the year, New York Federal Reserve President John Williams said early Thursday. Inflation is the “big challenge” for policymakers, Williams said at the London Macro Policy Forum in London. It may be as close as investors get to forward guidance, something which Fed Chairman Kevin Warsh has moved to scrap.

Federal filings reveal Trump's accounts loaded up on a Bitcoin treasury company while dumping two Bitcoin miners just days apart, and the diverging bets raise a pointed question about which side of the crypto trade actually wins.

Savings accounts, short-term Treasury bills and money-market funds paid little yield when interest rates were near zero. The Federal Reserve’s rate hikes starting in 2022 reset the bar for what cash could pay out to investors. On top of that, the advance of technology and new forms of banking and money not only add new competitors for cash—neobanks, stablecoins, tokenized or exchange-traded Treasury bills—but make it increasingly easy to switch cash from where it earns little, to where it earns more.

NVIDIA, Interactive Brokers and Talos Energy offer distinct ways to navigate a higher-for-longer Fed stance amid diverging market trends.

Warsh’s press conference likely spilled the beans on what comes next for interest rates.

Ten-year Treasury yields hit 5.1% yesterday. The 10-year yield rose almost 0.15 percentage point, to 5.113%, its highest closing yield since July 12, 2007. Oil’s price rise accompanied firming conviction that the Fed will be hiking again.

Inflation fears and rising bond yields outweighed hopes for Middle East diplomacy and for the artificial intelligence boom to continue its run.