I have been following the Strait of Hormuz crisis since February 28, when the conflict first began rerouting the global oil trade in ways most investors underestimated. It’s been 139 days. I covered Chevron CEO Mike Wirth’s warning in May, when he said oil price pressure was building and buffers were being drawn down. Now,
Artificial intelligence needs enormous amounts of electricity, and that has turned power companies into some of the most closely watched stocks in the market. Talen Energy (TLN) gave investors a hard number on July 14. The Houston power producer said it had secured about $1.2 billion in revenue for a single year that does not
The June Consumer Price Index (CPI) report is out, as everyone tries to understand where the economy sits. In the past month, oil, retail, travel demand, and geopolitical tensions have been at the top of consumers’ minds. Together, they raised questions about where consumer prices are headed. And the recent June inflation report delivered some
Think about the last time you did a grocery run and came out surprised at the total. Maybe you didn’t buy anything unusual. Just the usual things, the stuff you always get. And the receipt still felt off. That’s not a personal finance problem. It’s a math problem, and a new report suggests a lot
South Korean memory chipmaker SK Hynix (SKHY) was a company most American investors could not buy. It builds the high-bandwidth memory stacked next to Nvidia‘s AI accelerators. Until last week, owning SK Hynix meant opening a Korean brokerage account or settling for a thinly traded over-the-counter receipt. That changed on July 10, when SK Hynix
Investors worried about another dot-com crash may be asking the wrong question. Jim Cramer argues that pockets of speculation do not make the entire stock market a bubble. Compared with the late 1990s, many of the companies leading the current rally generate substantial revenue, earnings, and cash flow. And that distinction matters. Not only promises
The S&P 500 has been hitting all-time highs this year. Retail traders are piling into Micron and the SpaceXIPO. One-day options trading is at record levels. Prediction markets like Kalshi and Polymarket are pulling in money alongside traditional stocks. By almost every measure, people are enthusiastic about putting money to work right now. Warren Buffett
Microsoft has not been an easy stock to own in 2026. It’s down more than 20% year to date and nearly 23% over the past year, a run that’s frustrated a lot of investors who expected the company’s AI push to show up in the share price by now. The spending has been enormous, Azure
International airlines are gradually restarting some flights to the Middle East, but the volatility set off by the U.S. strike on Iran continues to make establishing any kind of timeframe challenging. Delta Air Lines recently extended the suspension of its flight between Atlanta and Tel Aviv until November 2026. American Airlines also confirmed that it
The One Big Beautiful Bill Act, signed on July 4, 2025, introduced two new restrictions on charitable deductions that apply for the first time this tax year. Vanguard’s charitable giving guidance, authored by Taylor Turner, CFP, a senior financial advisor with Vanguard Personal Advisor Services, notes that retirees who continue giving under the pre-2026 rules