Markets
America Wants to Win the AI Race—So Why Is It Considering Tariffs on AI Servers?
Washington wants to reduce America’s dependence on foreign semiconductor supply chains. But if the next tariff package makes data centers more expensive before domestic...
Nvidia Looks Cheap Before Earnings—Is That the Market’s Biggest Warning?
Nvidia is expected to nearly double quarterly revenue, yet its valuation has fallen toward pre-boom levels. Wednesday’s report will test more than one stock:...
The U.S. Just Hit Canada With 50% Tariffs—But Americans May Pay the Bill
Washington says the new duties will punish unfair Canadian trade practices. Investors should ask a different question: when two economies share factories, suppliers and...
Moderna Just Doubled—Is the Next AI Trade Actually Biotech?
Moderna’s personalized cancer vaccine sent its shares soaring. The bigger story may be that artificial intelligence is beginning to move from generating digital content...
America Just Hit $40 Trillion in Debt. So Why Is Washington Buying Back Its Own Bonds?
America’s national debt has crossed $40 trillion for the first time. Almost simultaneously, the Treasury announced plans to double its purchases of long-term government...