News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
The U.S.-Canada trade dispute is deepening, with Canadian retaliatory tariffs set to take effect Tuesday and several potential flashpoints looming.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Economist Justin Wolfers criticized Federal Reserve Chair Kevin Warsh’s recent address at the Jackson Hole economic symposium. He asked if the Fed chief is operating as an independent “hawky hawk” or a MAGA “sock puppet.” Analyzing Warsh’s refusal to issue...
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
Ulta Beauty posted a clean earnings beat and raised its full year outlook, yet traders punished the stock in heavy Friday volume. Understanding why requires a closer look at the pattern that has haunted this name after nearly every strong report.
Fed Chair Kevin Warsh gives his first keynote address at the Jackson Hole economic symposium.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
In a post on X, El-Erian said the balancing act would be “difficult to strike” and “almost certain to leave some unsatisfied.”
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
The escalating U.S.-Canada trade dispute isn’t just about economics—it is about national sovereignty and political survival, explains Economist Justin Wolfers. He argues that because a comprehensive trade pact already exists, President Donald Trump‘s threats are forcing Canadian Prime Minister Mark...
A $100 million tariff refund sent Abercrombie surging in a single session while the same catalyst left Kohl's nearly unchanged and Ross investors shrugging. The gap between those reactions reveals something more important than the windfall itself.
Kohl's posted a blowout earnings beat and raised its full-year outlook, yet shares are cratering while rivals Ross and TJX barely flinch. The reason buried inside the margin numbers may explain why investors are refusing to celebrate.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
Strong earnings growth over the past few quarters has helped lift U.S. stocks into record territory. Now, rising Treasury yields are threatening to temporarily derail the rally.
Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about what to do next.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.37% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.67%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.10%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.