Exclusive articles:
The Market’s New Triple Threat: $107 Oil, 5% Yields and an AI Reality Check
On Monday, the S&P 500 fell 0.48% to 7,619.94, the Nasdaq declined 0.56% to 26,186.41 and the Dow lost 0.29% to finish at 52,421.17....
AI’s 121-Gigawatt Problem: Why Power Is Becoming the Stock Market’s Next Big Trade
Chip demand is still breaking records. The harder question is who can supply the electricity, grid equipment and financing required to turn AI plans...
Oil Is Back Above $100. Wall Street’s Inflation Problem Just Got Worse
The latest Middle East escalation is forcing investors to reassess the Fed, bond yields, and the durability of the 2026 stock-market rally.
By Marc Zerbola...
Bloom Energy Is Joining the S&P 500 After a 190% Rally. Is the AI Power Trade Still Early?
Bloom Energy has become one of the market’s biggest artificial-intelligence infrastructure winners.
Shares had risen approximately 190% in 2026 by the September 4 close, lifting...
Why Are Growth Stocks Falling Even When Companies Keep Delivering?
The latest market decline has created a frustrating contradiction for investors. Companies continue to report growing revenue, improving profitability and stronger order pipelines—yet their...
