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Nvidia’s revenue just soared 206% year over year—but its stock is dropping. It could have to do with a valuation ‘disconnected from reality,’ says noted skeptic analyst
Finance
Nvidia’s revenue just soared 206% year over year—but its stock is dropping. It could have to do with a valuation ‘disconnected from reality,’ says noted skeptic analyst
By Will DanielNovember 22, 2023
Photo of Ed Yardeni
Finance
With inflation cooling and AI hitting its stride, stocks are on the cusp of record-setting ‘Roaring 2020s,’ Ed Yardeni says
By Will DanielNovember 21, 2023
NYSE broker
Finance
The Magnificent 7 tech stocks just drove a $2 trillion rally over a few weeks that staved off a Nasdaq correction
By Jeran Wittenstein and BloombergNovember 17, 2023
Cliff Asness
Finance
Billionaire quant Cliff Asness says stocks are ‘whistling past the graveyard’ and he’s ‘more of a bond than a stock guy at this point’
By Carolina Mandl and ReutersNovember 16, 2023
Cathie Wood says forget inflation, deflation is the real enemy after the Fed hiked rates too far, too fast: ‘Investors are worrying about the wrong thing’
Finance
Cathie Wood says forget inflation, deflation is the real enemy after the Fed hiked rates too far, too fast: ‘Investors are worrying about the wrong thing’
By Will DanielNovember 16, 2023
Wholesale inflation just had its largest monthly drop in 2.5 years: ‘We got more Goldilocks today’
Finance
Wholesale inflation just had its largest monthly drop in 2.5 years: ‘We got more Goldilocks today’
By Will DanielNovember 15, 2023
Stocks soar as Wall Street celebrates a cooler-than-expected inflation report that may signal an end to Fed rate hikes: ‘The immaculate disinflation continues’
Finance
Stocks soar as Wall Street celebrates a cooler-than-expected inflation report that may signal an end to Fed rate hikes: ‘The immaculate disinflation continues’
By Will DanielNovember 14, 2023
NYSE broker
Finance
Wall Street surges on cool inflation report, with S&P 500 rising to highest level in 2 months
By Stan Choe and The Associated PressNovember 14, 2023
Morgan Stanley’s investment chief expects stocks to rise just 2% in all of 2024—but these AI-era picks and defensive plays could help investors outperform
Finance
Morgan Stanley’s investment chief expects stocks to rise just 2% in all of 2024—but these AI-era picks and defensive plays could help investors outperform
By Will DanielNovember 13, 2023
Warren Buffett
Finance
Wells Fargo’s stock rose 13% after Warren Buffett praised it in 2009. Now we know he  quietly sold $20 million in shares the same day
By Robert Faturechi, Ellis Simani and ProPublicaNovember 9, 2023
We studied 235 stocks–and found that ESG metrics don’t just make a portfolio less profitable, but also less likely to achieve its stated ESG aims
Commentary
We studied 235 stocks–and found that ESG metrics don’t just make a portfolio less profitable, but also less likely to achieve its stated ESG aims
By Christos Makridis and Majeed SimaanNovember 9, 2023
A billionaire hedge fund kingpin is feuding with the sheriff of Wall Street over an obscure rule in the multitrillion-dollar bond market
Finance
A billionaire hedge fund kingpin is feuding with the sheriff of Wall Street over an obscure rule in the multitrillion-dollar bond market
By Will DanielNovember 8, 2023
From Wall Street to Main Street and tax cuts to bailouts, BofA just dropped a list of 15 huge changes for investing in the 2020s
Finance
From Wall Street to Main Street and tax cuts to bailouts, BofA just dropped a list of 15 huge changes for investing in the 2020s
By Will DanielNovember 7, 2023
‘The wizard vs. the illusionist’: Bob Iger faces another challenge as ex-Disney employees join activist investor Nelson Peltz in a personal vendetta against the iconic CEO
Commentary
‘The wizard vs. the illusionist’: Bob Iger faces another challenge as ex-Disney employees join activist investor Nelson Peltz in a personal vendetta against the iconic CEO
By Jeffrey Sonnenfeld and Steven TianNovember 7, 2023
Warren Buffett had a good, bad, and ugly earnings report with Berkshire Hathaway—but not as ugly as it looks
Finance
Warren Buffett had a good, bad, and ugly earnings report with Berkshire Hathaway—but not as ugly as it looks
By Will DanielNovember 6, 2023
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