Articles

MP Materials’ stock heads for a new high. What’s behind Apple’s new rare-earths deal.

The iPhone maker is committing $500 million to buying rare-earth magnets from the company’s flagship facility in Texas, which Apple is helping to build out.

Bond market sends troubling signal on inflation that should concern investors

The U.S. bond market was in the process of selling off on Tuesday in a manner that tends to spell fresh trouble for many stock investors.

Social Security costs could rise if fertility rates stay low

Are the Social Security Trustees too optimistic?

Tariffs have played a small role so far in rising inflation: 4 things we learned from the CPI report

Inflation in June showed scattered signs of rising costs tied to the Trump tariffs, but Americans simply aren’t paying sharply higher prices because of U.S. trade wars. Here are four things we learned from the latest consumer-price index report.

Albertsons shows why tariff inflation isn’t showing up yet

Albertsons shares falls as the gross margin rate drops to the lowest rate in five years, as the company tried to keep prices down despite rising costs.

Are airline stocks set to rally like it’s 2024? Here’s what might be missing this time around.

Delta Air Lines’ recent success set off a debate on Wall Street on whether the airline sector is primed to repeat a late-year rally.

Did Trump just TACO on China? Nvidia’s stock and China ADRs are flashing a signal.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

Trump won’t fire Powell as Fed chair, says Treasury chief Bessent

Bessent says formal process to find replacement has begun

This legendary investor has been shorting Treasury bonds. Here’s how to bet with him — without going broke.

Stanley Druckenmiller’s bet against America’s debt is no ordinary trade.

This fund manager picked four industrial winners a year ago. Here are his latest picks.

Many catalysts can propel industrial activity in the U.S. over the next several years, including new accounting rules in President Donald Trump’s big spending bill.

Bessent drops a key line about trade deadlines that investors should pay attention to

That looming U.S.-China trade deadline? Don’t think too much about it, Treasury Secretary Scott Bessent is counseling investors.

Nvidia’s stock pops as China win may pave the way for $5 trillion market cap and beyond

One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.
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