Google stock investors were, for the most part, bracing for another AI spending headache. For some context, the tech giant had already bumped its full-year 2026 capex guidance to $180 billion to $190 billion, saying demand for AI compute is “unprecedented.” At the same time, 2027 capex is expected to rise significantly from 2026, according
On June 18, Cathie Wood’s ARK Invest showed off a notable rotation following a superb run in two of the most popular high-growth stocks. Investors had been rewarding Robinhood (HOOD) for its cost-cutting plan and Roku (ROKU) for its takeover-driven rally, but ARK moved in the opposite direction. Wood took profits in both stocks after
On June 18, just days before Amazon’s (AMZN) Prime Day kickoff, Bank of America pointed investors to a part of the event that could matter a lot more than the discounts. Prime Day is typically treated as a read on consumer demand, delivery speed, and Amazon’s ability to pull shoppers away from rivals. This time,
Most rules get written before the game starts. You learn them, you play, you live with the calls. The fight over artificial intelligence in Washington has flipped that order. The rulebook is being drafted after the whistle, by the same two sides that spent the spring trading blows in public. For two years, the biggest
I covered the SpaceX short thesis when veteran hedge fund manager Doug Kass said he planned to bet against it, just days after the Initial Public Offering (IPO). At the time, the stock was riding the kind of retail euphoria that makes fundamental analysis feel almost irrelevant. Then Jim Cramer weighed in with a June
Ford Motor Company (F) has spent years attempting to convince Wall Street that it merits a valuation higher than that of a traditional auto stock. That was difficult. Even after a strong first quarter, Ford is still judged by the same familiar pressures: price, consumer credit, labor, commodity inflation, and losses on electric vehicles. But
Stocks are already up more than 10% this year. Most strategists would call that a good run and leave it alone. Wells Fargo looked at the same market and decided it wasn’t done yet. The bank raised its year-end 2026 target for the S&P 500 to 7,950, up from 7,300, implying roughly 5.2% more upside
After this week’s Federal Reserve meeting, things aren’t looking great for homebuyers. While new Fed Chair Kevin Warsh officially ended “forward guidance” on future rate movements, the central bank’s dot plot — a member-submitted projection of possible rate cuts and hikes — showed an overall hawkish stance for the rest of 2026. As I noted
Silver prices continued to decline for a third straight session on Friday, with the XAG/USD pair trading around $64.40 per troy ounce during Asian trading hours. The decline came as market participants assessed the Federal Reserve’s policy outlook, which remained tilted toward tighter monetary conditions despite easing geopolitical tensions in the Middle East. Higher interest
Saudi Arabia and the United Arab Emirates are preparing to ramp up oil exports as the Strait of Hormuz reopens under the US–Iran pact, Bloomberg said in a report on Friday. The two Gulf producers are positioning themselves to restore flows quickly, highlighting their strategic infrastructure advantage and signaling a potential wave of supply into