Jefferies is buying gold miners and ignoring the gold
The smartest call on gold miners right now has almost nothing to do with the price of gold.…
Stock
Goldman hints at Fed’s next interest-rate bet under Warsh
Without forward guidance and a basic tie with the monetary policy forecasts for the rest of the year,…
One Micron number could reshape entire AI trade narrative
I have covered Micron several times in the past. And each time, the headline has been some variation…
Analysts warn Hormuz relief falls short of what economy needs
The United States and Iran signed a memorandum on June 17 to end their war and reopen the…
Prediction markets are betting against Nvidia’s chip prices
Markets feel safest right before the story gets complicated. The biggest, most crowded trades pull in the most…
Popular tourist destination will raise entry fees by 500%
Although many countries are only now starting to bring in entrance fees and various other tourist taxes in…
Data centers get a faster path to power, but there’s a cost
The Federal Energy Regulatory Commission (FERC) ordered the nation’s six largest grid operators to justify or rewrite the…
Another cruise travel company shuts down and cancels all trips
While airlines face a particularly challenging landscape with the current cost of jet fuel, many travel companies and…
Jim Cramer delivers strong buy call on fast-growing digital bank
When a CEO is buying his own company’s shares on the open market several times in a single…
Costco’s CFO just answered the special-dividend question
Costco has a quiet public relations strategy that keeps it in the news without generating controversy. First, the…
Morgan Housel thinks investors are missing something about AI
Morgan Housel has sold 12 million books telling people that investing success comes down to behavior more than…
Oil prices face sudden $150 spike after vital route shuts
Three days. That’s how long the peace deal Trump and Iranian President Masoud Pezeshkian signed on June 17…
Trump bought these health care stocks in 2026; should you?
President Donald Trump has been trading health care stocks unusually frequently in 2026. Across the first three months…
Morgan Stanley gives Google stock investors reason to rethink AI spending
Google stock investors were, for the most part, bracing for another AI spending headache. For some context, the…
There is a very cool Irish version of swimming pigs in the Bahamas
Those who have spent much time in the Caribbean will know that seeing the swimming pigs turned into…
Why Jim Cramer says Ford’s real story isn’t trucks or EVs
Ford Motor Company (F) has spent years attempting to convince Wall Street that it merits a valuation higher…
Wells Fargo new S&P 500 target sends investors clear signal
Stocks are already up more than 10% this year. Most strategists would call that a good run and…
The magic mortgage rate that could make homes affordable again
After this week’s Federal Reserve meeting, things aren’t looking great for homebuyers. While new Fed Chair Kevin Warsh…