Jim Cramer questioned why Advanced Micro Devices Inc. structured its AI deal with Meta Platforms Inc. to include up to 160 million shares, and CEO Lisa Su defended the performance-based warrants as a "win" for shareholders amid a broader push to scale AI infrastructure.
CEOs of Apple and major chip-makers like Nvidia were briefed by the CIA in 2023 on intelligence indicating China could move to take over Taiwan in 2027, according to the NYT.
Investors will also focus on Nvidia’s earnings, amid closer scrutiny of large-cap technology valuations and rising concerns over hyperscalers’ capital spending on AI.
The U.S. Treasury market is witnessing a rare and paradoxical movement known as a "yield curve twist," a phenomenon where short-term interest rates surge while long-term rates simultaneously retreat. As of late February 2026, the yields on 1-month to 12-month Treasury bills have climbed toward 3.7%, anchored by
On January 28, 2026, the financial world witnessed a historic milestone as the S&P 500 Index (NYSEARCA: SPY) breached the 7,000-point threshold for the first time in history. Reaching an intraday high of 7,002.28, the index’s ascent from the 6,000-point mark took a mere
As the sun begins to set on Jerome Powell’s tenure at the helm of the world’s most powerful central bank, the financial world is bracing for a tectonic shift in economic governance. The nomination of Kevin Warsh to succeed Powell as Chairman of the Federal Reserve in May
In a seismic shift for global trade and constitutional law, the Supreme Court of the United States ruled on February 20, 2026, that the executive branch lacks the authority to unilaterally impose broad-based tariffs under the International Emergency Economic Powers Act (IEEPA). The 6–3 decision in the consolidated cases
On the eve of what is arguably the most anticipated corporate event of the year, the global financial markets have ground to a virtual standstill. Tomorrow, February 25, 2026, NVIDIA (NASDAQ:NVDA) is set to release its fourth-quarter fiscal 2026 earnings, a report that investors are treating as a referendum
The era of the "two-speed" stock market, defined by a handful of tech titans dragging a sluggish index behind them, has officially come to a close. On January 28, 2026, the S&P 500 reached a historic milestone, breaching the 7,000-point threshold for the first time in history. While
The US stock market staged a definitive recovery on Tuesday, February 24, 2026, as a duo of upbeat economic reports provided the "soft landing" narrative with much-needed oxygen. Following a bruising Monday session that saw major indices retreat on fears of trade volatility and cooling tech demand, the release of
The global financial landscape was thrust into a state of high-octane volatility this week as President Trump announced a transition to a 15% blanket global tariff, effectively circumventing a landmark Supreme Court ruling that had briefly threatened his "America First" trade agenda. The move, characterized by the administration as a
