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 Juni 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 Maj 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 Maj 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 Maj 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 Maj 202526min
Could this be the next stock market shock?
Markets reacted as one would expect in the wake of the US–China trade agreement: with full-on cheerleading, despite a series of trade policy unknowns remaining. In fact, the S&P 500 (^GSPC) rose 0.7% ...
19 Maj 202523min
Trump tariff 'tornado' still hunting markets: Former Medtronic CEO
There has been one common theme from Corporate America throughout the last two months as the Trump administration's trade war has taken hold: shot-calling CEOs have been frozen in their normally hard-...
16 Maj 202522min
Tariff thaw is boosting stocks, but will it last?
he pros say the US–China tariff thaw is not a deal, but rather a thaw in the ordeal triggered by the Trump administration. Whatever it is, the stock market likes the fact that US tariffs on China will...
14 Maj 202523min
