Articles

Nebius’ stock falls as investors get a wakeup call on the cost of competing in AI

The neocloud company has new deals with major tech companies, and just announced that it will be taking on debt to help finance data centers.

Lilly gets rare downgrade as analysts question hype over GLP-1 pills and Zepbound’s cash sales

If middle-class Americans lose their jobs to AI, that could mean fewer cash sales of weight-loss drugs like Zepbound.

Hundreds of ships remain trapped at the Strait of Hormuz, as Iran decides which can pass

Traffic through the key waterway is increasingly conditional and has been limited to about two ships per day, compared with about 100 previously.

The ‘smart money’ on Wall Street hates these bonds — but they may be a golden buying opportunity for you

Three important — and potentially useful — things leap out of the latest BofA fund-manager survey.

U.S. doesn’t need help in Iran, Trump says, as NATO members rebuff plea and oil prices climb

President Trump had previously said “numerous countries” would help reopen the Strait of Hormuz.

These software stocks have turned things around and outperformed since the Iran conflict began

Some of the weakest areas of the market in 2026 have turned into outperformers since the Iran conflict began, according to Deutsche Bank Research.

Major U.S. ports navigate uncertainty as conflict with Iran threatens global shipping

American ports are far removed from the conflict in the Middle East, but they are seeing rising bunker-fuel prices and increased uncertainty.

Expect quarterly earnings reports to remain the norm even if they’re no longer required

Competitive pressure and investor demand may have more to do with how frequently public companies reveal their financial results in the future than the SEC does.

Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario

Uber and Nvidia aim to launch autonomous ride-hailing in up to 28 cities in less than two years.

Warner Bros. says sale to Paramount is a victory for shareholders, but the biggest winners are its executives

Warner Bros. Discovery CEO David Zaslav stands to walk away with up to $1 billion, depending on how quickly the sale to Paramount closes.

Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast

There are questions about how much upside is really implied by Nvidia’s new outlook. In the meantime, investors may be looking for clearer growth opportunities elsewhere.

Oil prices climb on ‘mixed signals’ as Iran conflict drags on

Global oil prices were poised to end above $100 a barrel for a fourth session in a row, as U.S. calls for help to secure the crucial waterway fall on deaf ears and reports that Iran is allowing some crude tankers to pass through the Strait of Hormuz offer a “mixed signal” for the market on the situation in the Middle East.
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