It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times can last.
Imagine headlines flashing news of 20,000 jobs lost each month from US payrolls. Consumer and investor sentiment would crater and the pressure on the Federal Reserve to keep cutting interest rates would be intense.
Oracle's recent earnings report offered little comfort for those concerned about the cost of AI infrastructure, revealing unwelcome surprises like a $10 billion quarterly cash burn and significantly increased capital spending.
The Treasury Department is preparing to release a corporate tax workaround that would deliver large tax savings to companies including Salesforce Inc. and Qualcomm Inc.
Foreign corporate insiders would have to reveal when they buy or sell company stock under a provision included in the House-passed defense authorization bill, a move backers describe as closing a loophole that hurts US investors.
The dueling suitors for Warner Bros. Discovery Inc. have had a rough week. Will this rule out an auction? Don’t count on it.
Oil held near its lowest close in almost two months, as concerns about an oversupply offset bullishness in wider financial markets.
Silver jumped for a fourth day, as exchange-traded fund inflows, momentum-following and physical market tightness pushed the white metal toward its best year since 1979.
Walt Disney Co. agreed to invest $1 billion in OpenAI and license iconic characters like Mickey Mouse and Cinderella for use on the startup’s short-form, artificial intelligence video platform.
Gold wavered as traders mulled the Federal Reserve’s outlook for interest rates. Bullion gained as much as 0.5% in US trading before paring some gains, while Treasury yields and the dollar declined.
US Treasuries rose after the Federal Reserve lowered interest rates by a quarter-point for a third straight meeting and left the door open to additional policy easing in 2026.
Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.
The rotation from technology stocks has investors, at long last, scouring one of the least loved corners of the market: energy producers.
After a "mini swoon" in November driven by AI bubble concerns, market tranquility has returned this December as investors await the Fed's widely anticipated 25 basis point rate cut and Chair Powell's subsequent remarks.
JPMorgan Asset Management is seeking to convert two municipal-bond mutual funds with over $840 million of assets into ETFs in 2026, underscoring the growing popularity of the products.
The crypto downturn has pushed a slew of Bitcoin miners to the brink of unprofitability, prompting operators to scale back the energy-hungry machines that keep the blockchain running.
Following the disappointment of its open-source Llama 4 model, Meta's AI strategy is undergoing a major shift, with CEO Mark Zuckerberg now personally directing efforts toward monetizable models.
Despite controversial leadership and little to no profits, experts believe public stock investors will be highly eager to embrace these massive listings, potentially breaking the multi-year IPO rut. If SpaceX lists at its massive rumored valuation, it would catalyze a "massive trend of IPO activity," forcing similar giants like Stripe and ByteDance to follow suit.
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Gen Z and younger millennials are the high-asset clients of the future, and advisors need to work on connecting with them now. From my perspective, there’s one clear success strategy for advisors: expanding your financial planning services.
As 2025 comes to a close, I am using this column to offer high-impact strategies for you and your team to implement before the year ends. While you are likely focused on tax planning, Required Minimum Distributions (RMDs), and the other client necessities, it is equally important to address the operational and strategic health of your practice.
Global fund managers expect the surge in nuclear stocks to continue, driven by energy demands that extend beyond the needs of artificial intelligence and an improving regulatory outlook worldwide.
Recent frauds in the subprime auto and private credit markets have led observers to wonder if these are the "cockroaches" signaling a turn in the broader credit cycle. This transition is characterized by increasing volatility and dispersion in the debt markets, where bonds no longer trade in unison and earnings misses trigger sharp price drops.
In most cases, construction loan pricing isn’t a sign of greediness. It reflects the fact that a construction loan is both riskier and far more labor-intensive than a conventional mortgage.
Starting in the aftermath of the 2008 financial crisis, a profound change to the Fed’s liquidity-providing role in the capital markets was underway.
Market focus is shifting to the Fed's 2026 outlook, as stubbornly elevated inflation and recent hawkish signals suggest the central bank may signal an "extended pause" after this cut. Consequently, traders have recently scaled back expectations for the total number of cuts next year, expecting the easing cycle to stop closer to 3.5% rather than the previously forecast 3%.
While Netflix Inc. and Paramount Skydance Corp. vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery Inc., investors have an irony to consider.
Regulators are finally starting to appreciate how much major government debt markets are being dominated by a handful of hedge funds. There’s a head of steam building around the issue.
NextEra Energy, once the "tech darling" of the utility sector due to its vast renewables business, is pivoting its strategy to navigate political uncertainty and the booming power demands of Artificial Intelligence (AI).
President Donald Trump has authorized Nvidia to export its H200 AI chip to China in exchange for a 25% tariff payment to the U.S. government, a decision that could potentially allow the company to regain billions in lost revenue from the Chinese market.
Shares of Apple Inc. were battered earlier this year as the iPhone maker faced repeated complaints about its lack of an artificial intelligence strategy. But as the AI trade faces increasing scrutiny, that hesitance has gone from a weakness to a strength — and it’s showing up in the stock market.
To understand where we're headed, let's look back at the late 1990s — the height of the dot-com bubble. The internet was going to change the world, and it did. That's a fact. During the bubble, internet stocks soared. Then they crashed.
Reading Yudkowsky’s and Soares’s book won’t convince you that AI will kill us all, unless you are a whale of a lot more credulous than I am. The book is supremely silly, reading like a badly written science fiction novel for adolescents. To explain how AI could kill us all the authors cook up scenarios written as absurdly implausible fantasy stories.
Advisors should avoid centering long-term investment strategies on predicting the Federal Reserve's next interest rate move, as tactical bets based on the Fed's near-term calls often cause investors to miss out on returns.
I’ve been reading a lot lately that the stock market is priced just right because earnings growth is expected to be high, growing at double digits. But earnings growth is not the sole determinant of stock price.
Alphabet Inc.'s Google Cloud and NextEra Energy Inc. have deepened their partnership by agreeing to develop new data centers specifically paired with electric power plants.
I’ve been a retirement economist for my entire adult life, and yet I am continually amazed at how America continues to get retirement saving so wrong. Now, finally, the world’s largest issuer of mutual funds is showing signs that it recognizes a major flaw in the system.
Bitcoin options traders are currently betting that the largest cryptocurrency will remain range-bound in the near term, a sentiment reflected by higher open interest in short-dated contracts due to the selling of volatility.
Apple, long viewed as a model of stability, is currently undergoing one of the most tumultuous personnel shake-ups of CEO Tim Cook's tenure, with a sudden wave of exits from senior executives and key engineers reporting directly to him.
While some corners of energy markets have looked pretty frothy of late, one segment has Wall Street betting it won’t get trapped in a bubble: grid tech stocks
Wall Street is gearing up to lend massive amounts of money to the biggest players in artificial intelligence — and simultaneously trying to figure out how to protect itself from any bubble that its financing may be helping to inflate.
Federal Reserve officials will vote to cut interest rates again next week to safeguard against rising risks of a sharp deterioration in the labor market, according to economists surveyed by Bloomberg.
The US is in talks to provide more than $1 billion for two critical minerals and railway projects in central Africa as it seeks to secure supplies deemed crucial for national security.
State Street Corp. is deepening its expansion in Saudi Arabia as it looks to cash in on booming demand for exchange-traded funds and growing appetite for alternative investments from clients including family offices.
Federal Reserve officials are poised to cut interest rates again next week, but any benefit to the economy is likely to take much longer to show up than normal and may be blunted by factors that monetary policy can’t control.
Gold holdings in exchange-traded funds climbed to a month-end peak, a sign that investor inflows are continuing to add fuel to bullion’s scorching rally.
Netflix Inc. agreed to buy Warner Bros. Discovery Inc. in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios.
Polymarket has been recruiting new staff members for an internal market making team that could face off against customers on the company’s exchange, even though a similar feature has exposed its chief rival to criticism.
How worried should the US be about private credit? Already this year, more than 1 in 10 private credit borrowers are deferring cash interest payments and at least 45 firms have been taken over by their lenders, the most in six years.
Across April and May, the bond giant’s positions in 5- to 10-year Treasuries and mortgages were getting hammered. First, after President Donald Trump’s punitive “Liberation Day” tariffs, and then amid the burst of “Sell America” calls that followed.
