If this really is an AI bubble, let’s see some more inflation
If the AI trade were to have already peaked, we’d probably retroactively refer to this stretch as a mix of an earnings bubble (like the period of over-earning based on some unsustainable credit trends...
Will retail traders’ option-fueled market stampede keep accelerating?
Retail traders had a great year because they bought the dip , stayed long AI stocks , rode momentum in precious metals, and took risky bets on speculative stocks that paid off. Goldman Sachs’ baskets ...
Will Corporate America’s AI adoption justify the massive capital spending?
We don’t seem to live in a world where AI capex for capex’s sake is rewarded by investors anymore. Investors likely need to see increasing downstream adoption — that is, AI being used more and more in...
Will gold keep leaving digital gold in the dust?
Gold is the best-trending asset in financial markets. The shiny metal hasn’t traded below its 200-day moving average since November 2023, and currently sits about 25% above that level. Not the S&P 500...
Monitor credit-sensitive pockets of the stock market for a read on the US economy
At a very basic level, business development companies and regional banks are both in the lending business. And their borrowers aren’t generally the most creditworthy companies. But two ETFs that track...
Nvidia strikes licensing agreement with AI inference specialist Groq
reached an agreement to work with AI chip startup Groq to enhance its inference capabilities. CNBC is calling this a $20-billion acquisition in cash, citing the top investor in Groq’s latest financing...
Chinese AI chatbots reportedly must answer 2,000 questions, prove censorship compliance
For American companies building AI today, it is basically a free-for-all, a self-regulation zone with zero federal restrictions. But for Chinese AI companies, the Chinese Communist Party exerts strict...
Report: OpenAI has started mocking up what ads in ChatGPT could look like
2025 saw OpenAI ink a flurry of massive deals. To pay for it all, the company has realized that it can’t get there on $20 per month subscriptions alone. It also needs to monetize its hundreds of milli...
Micron jumps amid report of memory chip price hikes
Shares of are catching a bid on Wednesday after South Korean media reported that its biggest competitors are raising selling prices for a line of high-bandwidth memory chips even though these will so...
Opendoor acquires HomeBuyer.com in bid to boost home flipping and mortgage opportunities
has acquired mortgage services platform HomeBuyer.com, according to a post on X from Chief Growth Officer Morgan Brown. Brown did not disclose financial terms of the deal in the post. There’s an eleme...
Intel drops on report that Nvidia stopped testing the 18A chip production process used by the chip manufacturer
Early on Christmas Eve, shares of are tumbling like Santa off a rooftop after one too many spiked egg nogs. Reuters reports that Nvidia “recently tested out whether it would manufacture its chips usi...
NHTSA investigates Tesla Model 3 over concerns mechanical door release is “not readily accessible or easily identifiable”
The National Highway Traffic Safety Administration said Wednesday it is investigating the emergency exit controls on 179,071 model year 2022 Model 3 vehicles after receiving a defect petition allegin...
FCC bans new Chinese drones and components from DJI and Autel Robotics
Yesterday, the Federal Communications Commission (FCC) banned new drones and critical components from the market-leading Chinese drone manufacturer DJI, and smaller firm Autel Robotics, calling the fo...
Trump administration says tariffs on Chinese semiconductor imports are coming... in 2027
After a year-long investigation into China’s tactics to bolster its domestic semiconductor industry, the US has determined that its practices are “unreasonable” and is going to do something about that...
ServiceNow strikes deal to buy cybersecurity firm Armis for $7.75 billion in cash
has agreed to acquire cybersecurity startup Armis for $7.75 billion in an all-cash deal, the largest purchase in the company's history. That price tag is $750 million above what Bloomberg suggested wa...
Tesla’s EU sales fell nearly 40% in the first 11 months of 2025
From January through November this year, sales fell 39% to 129,000 in the European Union compared with the first 11 months of 2024, according to new data from the European Automobile Manufacturers’ A...
Novo Nordisk rallies after FDA weight loss pill approval
US-listed shares are up 7% in pre-market trading on Tuesday after the US Food and Drug Administration approved its Wegovy weight loss pill on Monday evening. Now the first pill of its kind to receive ...
Pentagon adds xAI’s Grok to its AI platform
Grok is going to war. Today the Pentagon announced that xAI’s controversial Grok chatbot will be added to GenAI.mil, the Department of Defense’s “bespoke AI platform.”
‘Golden age of profit margins’ seen in 2026
Wall Street tends to be a pretty optimistic place. But on one measure, market watchers are the most optimistic on record. FactSet data shows the consensus estimate for S&P 500 net profit margins in ca...
Alphabet acquires data center company Intersect for $4.75 billion
Google parent announced a deal to acquire data center and energy infrastructure builder Intersect. Alphabet already held a minority stake and a partnership with the company. The acquisition is for $...