Section

Business

Applied Materials Earnings Highlight AI Demand, Yet Capacity Constraints Remain the Limit

By Howard Roark · August 17, 2026

Business

Wall Street’s Message: The American Economy Is Bending, Not Breaking

By George Santos · August 13, 2026

Business

Intel's $15 Billion Ask Shows Chipmaking Is Now a Government-Backed Industry

By Howard Roark · August 10, 2026

Business

Wall Street's Favorite Trade Is Betting the Fed Blinks and the World Behaves

By Howard Roark · August 10, 2026

Business

The Jobs Report Was Fine. Wall Street Panicked Anyway About the Wrong Number

By Howard Roark · August 7, 2026

Business

SpaceX's Texas Chip Plant Is a Bigger Deal Than It Sounds

By Howard Roark · August 7, 2026

Business

The Jobs Report Everyone Wants Is the One That Keeps Rates Guessing

By Howard Roark · August 6, 2026

Business

Corporate Earnings Are Strong. So Is the Case That Consumers Are Financing the Party

By Howard Roark · August 6, 2026

Business

Q2 Earnings Beat the Numbers. They Also Quietly Confirmed a Consumer Split Screen.

By Howard Roark · August 6, 2026

More Stories

Business

Texas Just Showed What Happens When the Grid Says No to AI

A governor's order to audit data-center power demand is a preview of the local backlash that could do more to slow the AI buildout than any Fed rate decision

By Howard Roark · August 6, 2026

Business

A Stake in the System: What Families Should Know About the New Trump Account

The announcement of this new investment option has opened a lot of discussion regarding how these accounts operate and where they stack up relative to other options for investing in your children’s future.

By Robinson Crothers · August 6, 2026

Business

Earnings Season's Real Message: Corporate America Is Fine, Consumers Are Splitting in Two

With two-thirds of the S&P 500 having reported, beats are running historically high — but the underlying story is a widening gap between premium spenders and everyone else

By Howard Roark · August 5, 2026

Business

Wireless Carriers Just Got a Preview of Their Next Competitor — and It's Not Another Phone Company

SpaceX told investors it plans to compete directly for the roughly $600 billion U.S. mobile market now split among AT&T, Verizon and T-Mobile — a threat that reveals how satellite and AI infrastructure spending are converging into a single, capital-intensive race

By Howard Roark · August 5, 2026

Business

The Bond Market Is Quietly Doing the Fed's Job For It

Manufacturing just hit a four-year high even as long-term yields sit near two-decade highs — a reminder that it's the speed of a rate move, not its level, that determines whether it chokes the economy

By Howard Roark · August 4, 2026

Business

Japan and the U.S. Just Defended the Yen Together — First Time Since 1998

A rare joint currency intervention signals central bankers view a weak yen as a bigger threat than they're letting on, with implications for global rates that reach well beyond Tokyo

By Howard Roark · August 4, 2026

Business

Corporate America's Earnings Are Beating Estimates — Just Not for the Reasons You'd Want

A wave of second-quarter beats from industrial giants to consumer brands is being driven as much by tariff refunds and cost-cutting as by genuine demand strength, a distinction investors — and voters — should not gloss over

By Howard Roark · August 4, 2026

Business

Washington's China Chip Ban Shows Industrial Policy Has a Price Tag

A drafted FCC ban on Chinese data-center components would protect national security, but hyperscalers — and eventually their customers — will pay for the shift to costlier domestic suppliers

By Howard Roark · August 4, 2026

Business

Your Retirement Savings: The Next Financial Time Bomb?

Insurance Market May Be Hiding the Disaster Awaiting Us All

By Howard Roark · August 3, 2026

Business

The Chip Boom Is Real. So Is the Financing Fog Around It.

A parade of blowout semiconductor earnings this week shows AI demand still running hot, but a wave of vendor-financing deals between chipmakers and their own customers is starting to make the numbers harder to trust

By Howard Roark · July 29, 2026

Business

The FOMC Minutes Just Quietly Floated Rate Hikes. Nobody's Pricing That In.

Lowe's Bad Quarter and TJX's Good One Are Telling the Same Story

The Chip Industry's Buyback Boom Is a Warning Sign, Not a Victory Lap

Applied Materials Earnings Highlight AI Demand, Yet Capacity Constraints Remain the Limit

Wall Street’s Message: The American Economy Is Bending, Not Breaking

Intel's $15 Billion Ask Shows Chipmaking Is Now a Government-Backed Industry

Wall Street's Favorite Trade Is Betting the Fed Blinks and the World Behaves

The Jobs Report Was Fine. Wall Street Panicked Anyway About the Wrong Number

SpaceX's Texas Chip Plant Is a Bigger Deal Than It Sounds

The Jobs Report Everyone Wants Is the One That Keeps Rates Guessing

Corporate Earnings Are Strong. So Is the Case That Consumers Are Financing the Party

Q2 Earnings Beat the Numbers. They Also Quietly Confirmed a Consumer Split Screen.

More Stories

Texas Just Showed What Happens When the Grid Says No to AI

A Stake in the System: What Families Should Know About the New Trump Account

Earnings Season's Real Message: Corporate America Is Fine, Consumers Are Splitting in Two

Wireless Carriers Just Got a Preview of Their Next Competitor — and It's Not Another Phone Company

The Bond Market Is Quietly Doing the Fed's Job For It

Japan and the U.S. Just Defended the Yen Together — First Time Since 1998

Corporate America's Earnings Are Beating Estimates — Just Not for the Reasons You'd Want

Washington's China Chip Ban Shows Industrial Policy Has a Price Tag

Your Retirement Savings: The Next Financial Time Bomb?

The Chip Boom Is Real. So Is the Financing Fog Around It.

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