AI's main growth challenges live in US infrastructure
Behind popular AI tools like ChatGPT, DALL-E, and Gemini lies the vast, often overlooked realm of infrastructure. From chip manufacturing to massive data centers, these facilities form the backbone of...
13 Sep 202424min
Why split power in Washington is better for markets
The debate Tuesday between former President Donald Trump and Vice President Kamala Harris was fiery, with both nominees hoping they won over voters with their arguments on everything from the economy ...
11 Sep 202425min
Why Trump and Harris must reckon with expiring tax cuts
On the eve of the first presidential debate between Vice President Kamala Harris and former President Donald Trump, voters wait to see the two face-off. Some look for the presidential hopefuls to elab...
9 Sep 202425min
From Alexander Hamilton to crypto: Market review from the CEO of America's oldest bank
Not many banks can say they are America’s oldest bank. In fact the only one who could lay claim to that title is BNY, founded 240 years ago by Alexander Hamilton. BNY has gone from its storied lineage...
6 Sep 202425min
Why tech stocks are still darlings even as they get drilled
The year end is fast-approaching for investors, and the waters are getting rocky. Stocks experienced their first growth scare in early August as recession fears resurfaced out of the blue. Markets sta...
4 Sep 202424min
Trump is serious about stronger tariffs: former US Commerce Secretary Wilbur Ross
Not many people know former president Donald Trump like Wilbur Ross. Ross has known Trump for decades first as a real estate mogul and then as his boss, serving in the capacity of US Commerce Secretar...
30 Aug 202425min
How a President Harris or Trump could roil the economy
The stock market has bounced back from the growth scare that ensued earlier in August. To many folks on Wall Street, the sell-off was overdone and opportunities continue to exist into the fall. There ...
28 Aug 202424min
Memo to Nvidia bears: tech beast has a monopolistic profit margin
Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its c...
26 Aug 202425min
