Markets
InvestingMorgan Stanley hails rare ‘reindustrialization renaissance’ of AI economy—but it’s better for computers than humans
By Nick LichtenbergFebruary 23, 2026
InvestingThe stock market bubble will burst in 2027, and the current rotation is a ‘warning of trouble ahead,’ Capital Economics says
By Nick LichtenbergFebruary 23, 2026
AI‘Ghost GDP,’ a white-collar recession, and the death of friction: Substack’s top finance writer warns of the 2028 AI crisis nobody sees coming
By Nick LichtenbergFebruary 23, 2026
InvestingHow ‘dumb money’ took over stock markets: $5.4 trillion of retail activity took place in 2025
By Alex Veiga and The Associated PressFebruary 23, 2026
By Igor PejicFebruary 21, 2026
EconomyJerome Powell knows the Fed’s balance sheet got too big—Kevin Warsh has a plan, he just has to sell it without freaking out the markets
By Eleanor PringleFebruary 21, 2026
AI‘Doubts around the AI revolution are emerging,’ BofA says, as the market sees a ‘double-edged sword’ that could ‘cannibalize’ profits
By Nick LichtenbergFebruary 20, 2026
AIInvestor Dan Ives says the tech selloff that has been spooking markets is actually a ‘generational opportunity’ to get in on the action
By Tristan BoveFebruary 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
EconomyAI displacement trade rocks stocks again as Wall Street searches for next sector to price downward
By Stan Choe and The Associated PressFebruary 13, 2026
EconomyPowell’s parting gift from the Fed may be more rate cuts than expected, courtesy of deteriorating data
By Eleanor PringleFebruary 11, 2026
EconomyTrump’s Canada bridge meltdown dismissed by UBS as an unlikely TACO trade ‘in the post–Heated Rivalry environment’
By Eleanor PringleFebruary 10, 2026
By Dee-Ann Durbin and The Associated PressFebruary 10, 2026
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