Market Watch

For the past two years, Wall Street has treated artificial intelligence like a land rush. Companies rushed to build data centers, hyperscalers ordered every GPU they could get their hands…

Listen to the audio version of this article (generated by AI). The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes…

The biggest AI winners often start quietly before Wall Street catches on. Listen to the audio version of this article (generated by AI). Editor’s Note: For nearly five decades, my…

Listen to the audio version of this article (generated by AI). Have you heard of Ferdinand de Lesseps? He was a French Orientalist diplomat who later developed the Suez Canal….

CrowdStrike Holdings, Inc. (CRWD), headquartered in Austin, Texas, provides cybersecurity solutions. With a market cap of $119 billion,  the company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and…

Bed Bath & Beyond Inc. is trying to become a one-stop shop for home essentials, but its comeback plan could come with a warning for workers. The company, which owns…

By Anhata Rooprai May 5 (Reuters) – Freshworks said on Tuesday it would cut 11% of its workforce, or about 500 jobs, as the business-software company ‌navigates the industrywide disruptions…

Listen to the audio version of this article (generated by AI). Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” ……

In the AI era, simply adopting new tools isn’t enough. Listen to the audio version of this article (generated by AI). Hello, Reader. In machine learning – the type of…

Listen to the audio version of this article (generated by AI). In the spring of 1999, Wall Street reached a consensus. The dot-com rally, once the exclusive property of a…

Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 Prefer to listen? You can now listen to today’s issue. Click the play button above. Most…

The fast-food burger sector has faced economic challenges over the last year that have led major chains, such as A&W Restaurants, to close locations. A significant issue for burger chains…

There is a particular kind of corporate announcement that tries to play it safe and be two things at once – a show of strength on one end, and an…

May 6 (Reuters) – Uber Technologies forecast second-quarter bookings above Wall Street estimates on Wednesday on strong demand for ride-hailing and delivery services, even though the Middle East conflict ‌weighed…

Listen to the audio version of this article (generated by AI). The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash…

Johannes Gutenberg printed his first Bible in 1455 and effectively went bankrupt. His financier, a goldsmith named Johann Fust, took over Gutenberg’s press, his inventory, and the entire business. Within…

Listen to the audio version of this article (generated by AI). Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose…

Ryan Cohen spent Sunday evening (May 3) announcing a $55.5 billion bid for eBay. By Monday night (May 4), the most credible value investor in GameStop’s corner had sold every…

While many Americans have an account at a traditional bank, there are some who, for various reasons, can’t get an account. Roughly 18% of Americans are unbanked, meaning they don’t…

The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by…

The compliance crackdown of 2026 has pushed a meaningful volume of used equipment back to dealer lots, and with the freight market recovering and tender rejections at 14.43% as of…

What happened According to a recent SEC filing, Anchor Investment Management, LLC sold 1,078,615 shares of the Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ) during the first quarter of 2026….

Listen to the audio version of this article (generated by AI). Wall Street is coming off a powerful rally, with the S&P 500 and NASDAQ recently pushing to fresh record…

The AI workforce revolution is accelerating, creating major risks for some stocks and major opportunities for others. Listen to the audio version of this article (generated by AI). Hello, Reader….

Listen to the audio version of this article (generated by AI). The last time capital flooded into technology at the pace we’re seeing today, the Nasdaq lost 78% of its…

American Express Global Business Travel agreed to be acquired by Long Lake Management in an all-cash deal valued at $6.3 billion, the companies said Monday. Shareholders will receive $9.50 per…

The SEC has delayed the launch of 24 prediction market ETFs that were scheduled to begin trading this week, according to a report from Reuters citing two sources familiar with…

US-based data science company Datavault AI has announced plans to acquire CyberCatch through an all-share transaction valued at around C$136.8m ($100m), following the signing of a binding letter of intent…

Editor’s Note: I’ve been telling my readers that the AI boom is entering a new phase – not a collapse, but a reshuffling. Because from here, it won’t be about…