VIDEO: AI and Data Center Spending, Rates and More
Plus, why earnings from PepsiCo could be a tell for non-tech earnings expectations.
Odd Biotech Action Is Creating Opportunities for Deal Hunters
Let’s see how the best trades are often found by looking past the indexes and digging into what is going on inside a sector.
Chart of the Day: Another EPS All-Stars Winner?
The stock has risen sharply in 2026 and earnings have been growing exponentially.
Setting New Price Targets for Nvidia, S&P 500, Nasdaq Composite
Nvidia, the S&P 500, and the Nasdaq Composite are breaking out in unison.
Doug Kass: 1999, 2007 and … Now It Feels Like Déjà Vu All Over Again
In ignoring an abundance of of fundamental and technical headwinds, the U.S. stock market seems to be following ‘God’s Plan.’
Trade Deficit Widens to Largest in 17 Months on Record Imports
The trade gap grew to $105.6 billion as oil, gold, aircraft and capital goods — driven by AI — pushed imports to a record.
This Is a Good Time to Make a Stock-Picking List
As biotech is getting hit and we’re seeing ETF-driven selling, I smell opportunity for sharp traders.
Chart of the Day: Bank of America Needs a Lifeline
With higher rates comes less lending. Will that hit the big bank’s earnings next week?
After Huge Rally, Here’s How We’re Trading Brazilian Stocks
Brazil stocks jumped after election results were tallied.
AI Needs Somewhere to Plug In: 7 Stocks That Have the Power
OpenAI, Anthropic and others are searching for power-ready data center sites, creating opportunities for companies helping AI overcome its biggest infrastructure constraint.