Articles

The debate over whether copper-based connectivity will be replaced by optical solutions in the artificial-intelligence build-out has weighed on Credo Technology’s stock so far this year, but one analyst sees that concern as a “significant disconnect” from reality.

Medicare doesn’t pay for custodial care. That makes end-of-life decisions even harder for families.

The investment bank has consistently rewarded its shareholders.

“He spent $1,000 on his girlfriend at Christmas and several hundred dollars on each of her children.”

The stock market is now too big to fail, Bank of America’s Michael Hartnett reckons. So no rate increases before the midterms and a Sino-American detente in May

There’s too much focus from investors on the war in Iran, analysts led by Max Kettner wrote in a note.

Goldman’s earnings and revenue beat expectations, but not by as much as investors had hoped.

With 80% equity cushions and 10-year lockups, Wall Street’s “anti-banks” won’t face a “Lehman moment.”

Higher bond yields have been hitting secular growth stocks, but that may be about to change.

Investors should be keeping a close eye on the difference between Brent and U.S. crude, which is sending a message that market worries over the crisis in Iran have peaked, says Morgan Stanley.

“They cashed the check 10 days after the wedding.”

A strategist argues Viktor Orban’s defeat was against the prevailing trend, but the Iran war will cement a new global regime of deglobalization, state expansion and stubborn inflation.