One crazy thing I have learned from technology companies is that the first narrative is rarely the final one. Cybersecurity has proved that. When AI took the podium and every headline, the fear was that it would eat into the very businesses built to defend against increasingly sophisticated threats. For a while, it looked like
ProShares S&P 500 Dividend Aristocrats ETF (NOBL), barely moved on September 1 while the broader market sold off hard. Wall Street’s first trading day of September turned into a rout, and the fund’s calm stood out against it. The selling followed a fresh escalation between the United States and Iran that pushed oil prices sharply
Imagine turning in a report card with five A’s and one B-plus, and getting sent to your room anyway. That is roughly what happened to MongoDB (MDB) this week, and the reaction says as much about where investor patience sits right now as it does about the database company’s actual business. MongoDB beat revenue and
Every industrial supply chain has a part almost nobody notices, until it becomes the reason nothing else can ship. For the natural-gas turbines racing to power artificial intelligence data centers, that part is the blade sitting inside the hottest section of the machine. On Monday, Aug. 31, investors got a blunt reminder of how much
David Tepper recently walked away from one of the hottest semiconductor trades of 2026. Billionaire’s Appaloosa Management fully withdrew its investment in Sandisk (SNDK) during the second quarter, after commencing the position only a quarter earlier, its latest 13F filing showed. But Tepper did not shy away from artificial intelligence. He scrambled farther into it.
Being right and getting paid are two different skills, and markets charge a steep fee for confusing them. You can call the direction of an asset correctly for six months and still hand back most of the gain, because the instrument you picked kept charging rent while you waited. Traders learn this early and expensively.
A company just reported stronger-than-expected earnings, raised its revenue outlook, and beat Wall Street on every key metric. Then its CEO went on television and delivered a warning about the very customers driving those results. Affirm Holdings (AFRM) reported fiscal fourth-quarter earnings after the bell on Aug. 27. Revenue came in at $1.17 billion, up
To bring in more tourist money and encourage travelers from different parts of the world to spend more time in the country, the Southeast Asian nation of Thailand offers a special benefit to those with passports granting visa-free access. In 2024, it raised the number of days these tourists can spend in the country from
Wall Street firms spend the back half of every year deciding where the next round of gains might come from. Their research gives investors a shortcut, since it packages deep company knowledge and financial modeling into a short list of names worth watching. Raymond James just published one of those lists. The firm’s Analyst Current
Wall Street’s most recognizable stock commentator just made a call. He wants a company to announce the biggest share repurchase in corporate history. That company is already buying back tens of billions of its own stock. Jim Cramer made the case on “Mad Money” on Sept. 1. He argued that Nvidia should begin a $500