Markets
InvestingU.S. stocks are being battered by ‘AI derangement syndrome,’ and CEOs are learning not to talk about it
By Jim EdwardsFebruary 27, 2026
EconomyAI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP growth, top analysts say
By Jim EdwardsFebruary 26, 2026
InvestingTraders are on edge for Nvidia earnings: ‘We will … be able to hear a pin drop on Street trading desks’ tonight, one analyst says
By Jim EdwardsFebruary 25, 2026
BankingWith his tariff plan in tatters, Trump vows ‘to do absolutely terrible things to foreign countries … in a much more powerful and obnoxious way’
By Jim EdwardsFebruary 24, 2026
EconomyStocks sell off as traders wake up to the realization that Trump has ‘highly punitive’ options for new trade tariffs
By Jim EdwardsFebruary 23, 2026
InvestingIn the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals
By Jim EdwardsFebruary 22, 2026
EconomyFed confirms it obeyed U.S. Treasury request for an unusual ‘rate check,’ weakening the dollar against foreign currencies
By Jim EdwardsFebruary 19, 2026
InvestingThere’s an incoming $150 billion ‘YOLO’ trade that will boost stocks by the end of March, Wells Fargo says
By Jim EdwardsFebruary 18, 2026
InvestingBig Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash-flow negative, Evercore warns
By Jim EdwardsFebruary 17, 2026
InvestingTrillion-dollar AI market wipeout happened because investors banked that ‘almost every tech company would come out a winner’
By Eleanor PringleFebruary 16, 2026
By Jim EdwardsFebruary 16, 2026
By Jim EdwardsFebruary 13, 2026
BankingFord CEO Jim Farley knew the EV pain would be bad, but the ‘punch line’ is a $4.8 billion loss: ‘The customer has spoken’
By Nick LichtenbergFebruary 12, 2026
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