US consumers are cautious but still spending: Visa economist
The US economy is showing mixed trends at best as the Trump administration continues to overhaul the global trading system. First quarter GDP fell 0.3%, but is expected to bounce back slightly in the ...
9 Jun 202521min
Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market
Wild movements in the bond market have been one of the biggest stories on Wall Street in 2025. In part, the climb in yields on US debt has reflected rising concerns about the country’s fiscal position...
6 Jun 202521min
Qualcomm CEO on AI bets and surviving beyond Apple
What started 40 years ago as a company focused on "quality communications" by Irwin Jacobs has morphed into Qualcomm (QCOM) today. The company is one of the biggest players in the chip industry, suppl...
4 Jun 202522min
Have Trump tariffs guaranteed a stock walloping recession?
Nothing lasts forever. And that old adage apparently applies to the once untouchable US credit rating. The US has lost its last triple-A credit rating, thanks to Moody’s. Moody’s downgraded the US cre...
2 Jun 202524min
Groq’s founder on why AI’s next big shift isn’t about Nvidia
The race to better compete with AI chip darling Nvidia (NVDA) is well underway. Enter Groq (GROQ.PVT). The company makes what it calls language processing units (LPUs). These LPUs are designed to ...
30 Mai 202525min
CSX CEO: The US economy is growing, but slowly
There is arguably no better economic indicator than following demand trends from the largest railroad operators in the United States. Railroads, such as Warren Buffett-owned Burlington Northern and ri...
28 Mai 202524min
Goldman tech chief says AI agents will be your next coworkers
One interesting call out from the latest earnings season is that big-time investments in AI continue despite signs the Trump administration’s tariff policy is weighing on the economy. Earnings results...
23 Mai 202524min
Arkhouse targets big shakeup at Barry Diller's IAC
Activist investors such as Carl Icahn, Jeff Smith and Bill Ackman have long been known to be fearless. They lock in on a mismanaged, undervalued target and take executive teams and boards to task to d...
21 Mai 202526min
