Markets

Nvidia CEO Jensen Huang during the Nvidia GTC keynote address at the SAP Center

U.S. stocks are being battered by ‘AI derangement syndrome,’ and CEOs are learning not to talk about it

February 27, 2026

huang

AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP growth, top analysts say

February 26, 2026

Photo: New York Stock Exchange.

Traders are on edge for Nvidia earnings: ‘We will … be able to hear a pin drop on Street trading desks’ tonight, one analyst says

February 25, 2026

Photo: President Trump

With his tariff plan in tatters, Trump vows ‘to do absolutely terrible things to foreign countries … in a much more powerful and obnoxious way’

February 24, 2026

Photo of President Trump

Stocks sell off as traders wake up to the realization that Trump has ‘highly punitive’ options for new trade tariffs

February 23, 2026

In the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals

In the $3 trillion private credit market, the ‘shadow default’ rate is increasing as more money chases lower-quality deals

February 22, 2026

Photo: Scott Bessent and President Trump.

Fed confirms it obeyed U.S. Treasury request for an unusual ‘rate check,’ weakening the dollar against foreign currencies

February 19, 2026

Photo: YOLO

There’s an incoming $150 billion ‘YOLO’ trade that will boost stocks by the end of March, Wells Fargo says

February 18, 2026

Photo: LONG ISLAND, UNITED STATES AUGUST 21: A red flag signifying no swimming is seen at Robert Moses beach on Long Island, New York on August 21, 2025, as Hurricane Erin moves up the East Coast. A coastal flood warning and no swimming advisory is now in effect for the Jersey Shore and New York's south-facing beaches. (Photo by Thomas Hengge/Anadolu via Getty Images)

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash-flow negative, Evercore warns

February 17, 2026

Trillion-dollar AI market wipeout happened because investors banked that ‘almost every tech company would come out a winner’

Trillion-dollar AI market wipeout happened because investors banked that ‘almost every tech company would come out a winner’

By Eleanor Pringle

February 16, 2026

Photo: A dollar bill.

The ‘Sell America’ trade inflicted ‘lasting damage’ on the U.S. dollar, ING says

February 16, 2026

black cat bad luck

Friday the 13th brings global selloff in stocks and gold as AI fear grips markets

February 13, 2026

farley

Ford 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 Lichtenberg

February 12, 2026

Federal Reserve Chair Jerome Powell pauses while speaking during a press conference following the Federal Open Markets Committee meeting at the Federal Reserve on January 28, 2026 in Washington, DC.

Some folks on Wall Street think yesterday’s U.S. jobs number is ‘implausible’ and thus due for a downward correction

February 12, 2026

American unexceptionalism: Foreign markets leave U.S. stocks in the dust

American unexceptionalism: Foreign markets leave U.S. stocks in the dust

February 11, 2026

Most Popular