Articles

Why Microsoft’s controversial OpenAI partnership is actually a safety net for the stock

Microsoft has offloaded OpenAI’s risks while keeping the benefits, making it the best Big Tech AI play, according to one analyst

This analyst’s top chip pick isn’t flashy, but it could benefit from ‘unprecedented’ momentum

Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says

Even Paramount now thinks Netflix is winning the bidding war for Warner Bros. Discovery

Paramount Skydance had been considered the front-runner in the bidding war for Warner Bros. Discovery, but signaled on Thursday that it felt it was losing to Netflix in a process it deemed unfair.

Costco’s stock turns negative for the year as U.S. sales trends decelerate

Costco’s stock has fallen into the red for 2025, as U.S. comparable sales rose in the latest month, but by less than they did the month before.

Meta’s stock pop could be just the start as Zuckerberg takes aim at ‘black hole’ of spending

Reports that Meta plans to slash its metaverse budget by as much as 30% have eased investor concerns around AI spending and ignited a rally

Strategist who nailed stocks, bonds and oil this year warns of ‘optimism shakeout’ in early 2026

Look for more AI adoption to help broaden the stock market next year, but overly optimistic sentiment may need a reset early on, says strategist Warren Pies.

Jobless claims sink to 3-year low in no-hire, no-fire U.S. economy

The number of people who applied for unemployment benefits around the Thanksgiving holiday fell to a more than three-year low, reinforcing the view that businesses are mostly avoiding layoffs even as they freeze hiring.

Americans’ affordability crisis isn’t tariffs’ fault — it’s something much, much deeper

Costs for the “Unaffordability Five” — housing, food, healthcare, child care and energy — were rising long before Trump’s trade war.

AI can help many things — but it can’t fix bad CEOs and their money mistakes

Job layoffs are being pinned on AI — when poor leadership is really to blame.

Market forecasts are usually wrong — but this inflation-fighting investment can see the future

‘It’s tough to make predictions, especially about the future,’ Yogi Berra said. He could have been talking about Wall Street.

Dollar General sees more customer traffic at stores, something its top rival didn’t have

Dollar General’s stock rallies as sales rose more than expected and the company took market share from its rivals.

When it comes to manufacturing billionaires, nobody does it better than the U.S.

Confirming the great wealth transfer’s acceleration, UBS says multigenerational billionaires inherited the largest amount in its report’s history.
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