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What to Expect in the New Tariff Turmoil
The court limits Trump’s tariff power… the White House hits back with a 15% blanket tariff… how will it all play out?… digging into the portfolio implications
Today's rally in tech stocks $QQQ, particularly in software stocks $IGV, seems to be about easing AI biz model disruption fears because Anthropic's ne...
Finally, someone at the Fed gets it.
Lisa Cook is warning that the Fed may not able to counter AI-driven job loss, since an AI-driven productivity boo...
$META + $AMD compute deal is very bullish for AMD because it shows that:
1) GPU shortages are so extreme that the hyperscalers need more than $NVDA to...