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grantham
Big Tech
‘Blood in the streets’: Legendary investor Jeremy Grantham pulls back the curtain on the AI wars to reveal a ‘brutal, competitive world’
By Nick LichtenbergMay 19, 2026
joel
Commentary
The SaaSpocalypse isn’t killing software. It’s exposing where software value really lives
By Joel HronMay 19, 2026
broker
Investing
AI is eating the market and Wall Street strategists have bubble brain as they debate: are we in 1997 or 1999?
By Nick LichtenbergMay 18, 2026
Wall Street sees ‘nothing of real substance’ in Trump’s China trade deal—and stocks sell off globally
North America
Wall Street sees ‘nothing of real substance’ in Trump’s China trade deal—and stocks sell off globally
By Jim EdwardsMay 15, 2026
Wall Street no longer believes Kevin Warsh can do what President Trump wants
Economy
Wall Street no longer believes Kevin Warsh can do what President Trump wants
By Jim EdwardsMay 14, 2026
Goldman sees an AI bottleneck that can’t be vibe-coded away. Ford’s CEO warns it’s already a ‘full-blown’ crisis
Energy
Goldman sees an AI bottleneck that can’t be vibe-coded away. Ford’s CEO warns it’s already a ‘full-blown’ crisis
By Nick LichtenbergMay 13, 2026
The Fed is ‘meaningfully deviating’ from one of the most basic rules for fighting inflation, BofA warns
Economy
The Fed is ‘meaningfully deviating’ from one of the most basic rules for fighting inflation, BofA warns
By Jim EdwardsMay 12, 2026
aramco
Energy
Saudia Aramco reports 25% jump in Q1 profit as Iran War reshapes oil market
By The Associated PressMay 11, 2026
Ray Dalio: the ‘heart attack’ of America’s debt crisis is just the beginning of a ‘great turbulence’ that will reshape the country
Economy
Ray Dalio: the ‘heart attack’ of America’s debt crisis is just the beginning of a ‘great turbulence’ that will reshape the country
By Nick LichtenbergMay 8, 2026
whirlpool
Economy
Whirlpool has a word for what the Iran War is doing to its industry: recession
By Nick LichtenbergMay 8, 2026
Tapestry thinks it’s cracked the code of ‘expressive luxury’ for Gen Z: a ‘Goldilocks’ combo of aspirational and approachable
Investing
Tapestry thinks it’s cracked the code of ‘expressive luxury’ for Gen Z: a ‘Goldilocks’ combo of aspirational and approachable
By Nick LichtenbergMay 7, 2026
mcdermott
AI
ServiceNow just told Wall Street it’s going to double again. Here’s why $30 billion of revenue isn’t crazy
By Nick LichtenbergMay 6, 2026
TOPSHOT - Alphabet Inc. and Google CEO Sundar Pichai speaks during the inauguration of a Google Artificial Intelligence (AI) hub in Paris on February 15, 2024. (Photo by ALAIN JOCARD / AFP via Getty Images)
AI
Google and Amazon’s biggest profit driver last quarter was their Anthropic stakes—which they haven’t sold
By Eva RoytburgApril 30, 2026
AWS
Big Tech
Amazon’s cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears
By Anne D'Innocenzio and The Associated PressApril 30, 2026
Global investors are shrugging off Iran worries and returning to markets in Asia, the ‘backbone of the whole AI value chain’
Asia
Global investors are shrugging off Iran worries and returning to markets in Asia, the ‘backbone of the whole AI value chain’
By Angelica AngApril 30, 2026
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Most Popular
Success
The heiress of $10 billion Perdue Farms and the $12 billion Sheraton Hotels empire wore hand-me-downs, still rides the subway, and flies economyplaceholder alt text
By Emma BurleighAugust 30, 2026
Investing
New LA Angels owner Stan Kroenke is quietly America's largest private landowner, boasting 2.7 million acres and besting Bill Gates and Jeff Bezosplaceholder alt text
By Sasha RogelbergSeptember 2, 2026
Success
Gen Z can't figure out how to talk to their millennial and Gen X bosses—and it's becoming a workplace crisisplaceholder alt text
By Tatiana SatauaSeptember 2, 2026
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