The scoreboard could not look better. Yesterday the S&P 500 closed at a new record, its 23rd all-time high of 2026, and the Dow closed above 54,000 for the first time in history. The index is up more than 11% on the year. From a distance, everything is working. Look… Read More

When the Federal Open Market Committee gathers on July 28 and 29, the safe money says nothing will change. Economists surveyed ahead of the meeting overwhelmingly expect the committee to leave its benchmark rate in the 3.5%–3.75% range for a fifth consecutive meeting, and an increase when the decision lands… Read More

Most dividend stocks pay quarterly, which means long stretches of waiting between deposits. If you own a typical basket of blue chips, your income arrives in a few lumpy clusters – a flurry of payments in March, June, September, and December, then weeks of silence. That rhythm works fine for… Read More

For most of the last decade, “AI” meant something that lived inside a browser tab: a chatbot, a recommendation engine, a language model spitting out text. That version of AI never touched a wrench, never walked a warehouse aisle, never inspected a weld. It stayed in the software. That’s changing… Read More

The AI trade has minted fortunes – and set a trap. After two years of vertical gains, the market’s most beloved artificial-intelligence names trade at valuations that leave no room for error. The companies powering the boom are spectacular businesses, but many of them pay no… Read More

When President Donald Trump’s most recent federal financial disclosure landed – two Office of Government Ethics filings covering the first quarter of 2026 – nearly all the coverage zeroed in on one thing: the big-name technology stocks. Headline after headline tallied his bets on Dell, Nvidia,… Read More

The 2026 semiconductor rally has been historic, and lopsided. Memory names like Micron have ripped more than 80% in a month. AMD is up roughly 110% year-to-date. And Intel is up nearly 500% in the past year. But under the surface, breadth is thin: many chip stocks are flat or… Read More

The S&P 500’s trailing yield has slipped under 1.2% – its lowest level in decades – and that scarcity is doing what it always does: pushing income investors further out the risk curve. The trouble is that the highest reported yields in the market right now are increasingly attached to… Read More

After weeks of some of the most volatile trading in recent memory, financial markets got the headline they had been waiting for late Tuesday evening: a two-week ceasefire between the United States, Israel, and Iran. The announcement triggered an immediate and dramatic response across both equity… Read More