Markets
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...
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...