Cryptocurrencies
UBS says ‘buy the dip’ in Bloom Energy stock
Bloom Energy has been one of the hottest stocks on Wall Street this year. The stock is up over 800% in the last 12 months and 1,300% in the past three years. The remarkable run Read more…
Cryptocurrencies
Will AI Earnings for Q2 Disprove ‘Bubble’ Fears?
Q2 earnings come at sensitive time geopolitically and for the tech sector. AI and chip stocks to face scrutiny as Wall Street wobbles. Is the AI outlook still optimistic or are fears of a bubble Read more…
Cryptocurrencies
Analyst says Fox’s Roku risk may be mispriced
Fox has been trading like a company that just added risk. One analyst says investors may be missing the reward. Rothschild Redburn upped its rating on Fox Corp. (FOXA) to Buy from Neutral and boosted Read more…
Cryptocurrencies
Sunset Market Commentary
Markets At the start of the new trading week markets continued to ‘mark-to-market’ the recent flaring up of hostilities between the US and Iran. Aside multiple other sources of disagreement, the key point of the Read more…
Cryptocurrencies
Target’s problems aren’t what you think they are
When Target CEO Michael Fiddelke took over the struggling company in Feb., he faced a daunting task. Not only did he have to reverse a sales slide, the new boss also had to change how Read more…
Cryptocurrencies
PepsiCo CEO warns on gas prices, consumer spending
PepsiCo spent February cutting prices. Lay’s, Doritos, Cheetos, and Tostitos are all down 15%. The company needed American shoppers to start buying snacks again, and cheaper prices seemed like the obvious way to get them Read more…
Cryptocurrencies
Private equity in your 401(k) raises red flags
Following an August 2025 executive order from President Donald Trump, the Department of Labor proposed a rule on March 30, 2026, creating a safe harbor for plan fiduciaries who add private equity, private credit, and Read more…
Cryptocurrencies
Elon Musk’s startling claim to SpaceX investors
Someone on X (the former Twitter) was criticizing the deal Anthropic struck with SpaceX to use its Colossus data centers. The argument was that handing $45 billion to SpaceX through May 2029 could be a Read more…
Cryptocurrencies
Frontier Airlines stands to benefit from Spirit’s bankruptcy
For years, Frontier Airlines (ULCC) chased Spirit Airlines. Frontier tried to buy Spirit in 2022, lost toJetBlue, then circled back for a second attempt that also fell apart. Now Frontier can get the prize without Read more…
Cryptocurrencies
Workers just sent AI companies an ultimatum
Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated Read more…