Wall Street did something strange with Micron Technology (MU) on May 18. Three major firms turned more bullish on the same morning the stock fell almost 6%. That kind of split between the tape and Read more…
Palantir Technologies (PLTR) is not your typical artificial intelligence trade anymore. The corporation is one of Wall Street’s most important software names related to defense, intelligence and national security infrastructure. That role is becoming a Read more…
Dollar General wants to be more than just a cheap place to buy groceries and household staples. The retailer has invested heavily in improving its stores. That’s perhaps not a direct response to a 2024 Read more…
Brent crude rose above $112 on May 18. Then President Donald Trump announced he was postponing a planned strike on Iran. The price fell back below $109 in the same session. That kind of intraday Read more…
Social media sites such as Instagram and Reddit are full of food hacks and tips for getting the most out of eating out. Especially for places like Chipotle, where diners go for a bowl instead Read more…
Bill Winters has run Standard Chartered for over a decade. He has survived oil price crashes, geopolitical shocks, regulatory overhauls, and a pandemic. He is not known for dramatic language. What he said at the Read more…
Bank of England Governor Andrew Bailey signaled that rising market borrowing costs are helping tighten financial conditions naturally, reducing pressure for immediate additional policy action from the central bank. Testifying before lawmakers on today, Bailey Read more…
Markets The protracted sell-off in (especially ultra-long) bonds since the start of the US-Iran war took a breather today. Two ‘anecdotical topics’ maybe helped to at least temporarily ease pressure. A Japanese 20-y government bond Read more…
The S&P 500 is up roughly 10% in 2026. Global earnings are being revised higher. Corporate capital spending is at levels not seen in decades. Goldman Sachs published a global strategy note on May 19 Read more…
NextEra Energy (NEE) just agreed to one of the largest energy acquisitions since Exxon bought Mobil in 1998. The market’s first reaction was not applause. Shares of the Florida utility giant fell sharply after it Read more…