Articles

Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says

Cosmetics giant Estee Lauder Cos.’s rebound could take hold sooner than expected, Goldman Sachs analysts said on Monday, as trends firm up in the U.S. and China and the company puts more focus on newer and higher-end products and sales through TikTok and Amazon.

Four things that will determine if we’re in an AI bubble

The current AI data-center build-out is distinct from the dot-com bubble in four key ways, Bank of America analysts say.

Here’s where Trump’s tariffs stand as new levies start for furniture, cabinets and lumber

U.S. President Donald Trump’s new tariffs on kitchen cabinets, bathroom vanities, upholstered furniture and lumber are slated to take effect Tuesday, expanding the number of sectors facing his import taxes.

Bitcoin is back above $114,000 after the biggest crypto liquidation in history. But a choppy road lies ahead for investors.

What you need to know about Friday’s selloff, which triggered a “last resort” mechanism on some crypto exchanges to prevent platform insolvency.

Americans’ income growth has been strong for decades — and not just for the rich

Misguided populist policies are threatening the American dream.

Intel’s stock has climbed ‘too far, too fast.’ Why BofA is sounding a warning.

A BofA analyst worries that Intel lacks an AI accelerator product and won’t easily be able to reverse market-share losses in servers and PCs.

Tech earnings are coming, and perhaps ‘nothing looms larger’ than this factor

OpenAI’s actions are having a growing impact on Big Tech financials, driving up spending figures and boosting revenue — for now.

Is there such a thing as too much Taylor Swift? Not for Disney.

There is no sign yet of Taylor Swift fatigue, as a docuseries on Swift’s “The Era’s Tour” is set to be released on Disney+ in December, just months after her latest album was released.

Is Meta’s stock in trouble? OpenAI’s new app has Wall Street worried.

OpenAI’s Sora app could fundamentally change the social-media landscape and leave Meta scrambling to catch up.

S&P 500 faces 11% pullback if China-U.S. trade tensions don’t cool, Morgan Stanley analyst warns

Morgan Stanley warned that a fresh round of trade tensions, if not resolved, will cause a bigger drop for stocks than expected.

Broadcom’s stock is soaring on a new OpenAI deal. Here’s what to know.

OpenAI, which recently inked arrangements with Nvidia and AMD, is now turning to Broadcom’s custom chips as it continues its quest for computing power.

These stocks are surging as JPMorgan follows Trump’s lead with investments in ‘critical’ industries

JPMorgan launches $1.5 trillion initiative to boost industries deemed vital for national security, after the Trump administration took stakes in rare-earth, lithium and chip companies.
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