Markets
IBM Stock Plunges After Surprise Warning As Investors Brace For July 22
ByPeter Cohan,
Senior Contributor
SpaceX Stock Slides As Debt Markets Flash Warning Signs
ByPeter Cohan,
Senior Contributor
Semiconductor Selloff Deepens As AI Spending Fears Hit Intel
ByPeter Cohan,
Senior Contributor
Boom! Institute Tracks Colorful Fireworks History From China Onward
Senior Contributor
China gets a shoutout at a Philadelphia exhibition for its early development of gunpowder, which was once thought of a toxic to increase vitality.
Why Energy And Industrial Startups Head To The Munich-Dresden Corridor
Senior Contributor
U.S. Banking On ‘Co-Innovation’ For Its Trillion Dollar Energy Build
Senior Contributor
A Pioneering China Billionaire Is Upbeat About Giving And The Future
Senior Contributor
More From Markets
3M Stock Shifting Gears Ahead Of Earnings
MMM is gaining some momentum ahead of its second-quarter earnings report, due out before the open on Tuesday, July 21.
BySchaeffer's Investment Research,
Contributor
Japan Bets $2.3 Trillion To Reboot Its Innovation Engine
Japan launches a ¥1T physical AI initiative to deploy 10M robots by 2040, tackling labor shortages and reviving its tech leadership through a massive ¥370T national push.
Contributor
How Low Can Oracle Stock Really Go?
Oracle shares recently dropped over 9% in two days, prompting investor concern despite its crucial AI infrastructure role and $67 billion in new agreements.
ByTrefis Team,
Contributor
Can Flight 13 Stop The Fall In SpaceX Stock?
SpaceX's Starship is pivotal for its investment narrative, with the upcoming 13th test flight on July 16 critical as SPCX stock has fallen 30% since its June 12 launch.
ByTrefis Team,
Contributor
These 9% Dividends Are Built For A Volatile Market
This market is in a three-way “tug-of-war”—and it’s set up some sweet deals on our favorite 9%+ dividends. But we contrarians can see through the short-term fog here.
ByBrett Owens,
Contributor
IBM Stock Plunges After Surprise Warning As Investors Brace For July 22
IBM’s stock plunged $67 billion after a surprise earnings warning revealed a sharp shift in enterprise tech spending. Investors now await IBM’s July 22 report.
ByPeter Cohan,
Senior Contributor
This Unsung Tech Dividend Is Cheaper Than It’s Been In A Decade
You’ve no doubt heard the old Wall Street saw: “Sell in May and go away.” There’s one problem with it: It doesn’t tell us when to buy again.
Contributor
Is Lilly Stock On Track To Hit $2,090?
Eli Lilly (LLY) stock is projected for 76% growth over three years, potentially reaching $2,091 from its current $1,182.
ByTrefis Team,
Contributor
Why The Market Misread Intel's AI Potential
Intel's stock experienced an unexpected 369% surge despite earlier dismal financials, including declining revenues and negative margins in early 2025.
ByTrefis Team,
Contributor
AI Is Changing Who Gets Rich From Startups
The share of startup equity going to employees under 30 is falling while venture money crowds into artificial intelligence. How much of that shift is caused by AI is contested.
Contributor
Terry Smith’s Radical Strategic Pivot At Fundsmith
Fundsmith’s Terry Smith abandons his long‑held “Do nothing” strategy, overhauls 51% of his portfolio and pivots toward momentum in a shifting market regime.
Contributor
Canaries In The Coalmine Are Telling Us It Is Time To Own Both Tails
The high long dated implied volatilities of single stock options on some single name stocks might be pointing to bi-modality and regime shifts in the making.
Contributor
Will TSMC’s Capacity Crunch Derail The AMD Stock Rally?
AMD's value has nearly quadrupled, fueled by EPYC CPUs gaining server market share and formidable MI400 GPUs, alongside significant hyperscaler AI commitments.
ByTrefis Team,
Contributor
Why Is Microsoft Stock So Cheap?
Microsoft demonstrates impressive growth and profitability, surpassing rivals like Apple and Amazon in revenue growth and operating margins.
ByTrefis Team,
Contributor
Netflix Q2 Preview: Why Its $3 Billion Ad Bet Needs More Inventory
Netflix's Q2 earnings will test whether cheaper creator content can generate the viewing hours and ad inventory needed to support its $3 billion advertising target.
ByMaureen Kerr,
Contributor
The 11.6% Dividend Fueled By America’s ‘Quiet Boom’
The fund fuels its dividend by aiming to return 10% of its net asset value (NAV, or the value of its underlying portfolio) as payouts every year.
Contributor
5 Deeply Discounted CEFs Paying Up To 10.2%
This is one pricey market, and if you’re hesitant to put new money to work, I am sympathetic. After all, we’re here for the dividends.
ByBrett Owens,
Contributor
Private Credit Has Grown Into A Major Asset Class — What Investors Need To Understand Before Allocating
Bloomberg's compilation of 2026 institutional outlooks specifically highlights private assets continuing their ascent as a consensus theme across major firms.
ByJason Kirsch,
Contributor
Should You Buy The Meta Stock Dip Or Trust The Market’s Fear?
Meta Platforms' stock presents a puzzling valuation, with its 4.6% earnings yield mirroring the 10-year U.S. Treasury bond, despite robust 26% annual revenue growth.
ByTrefis Team,
Contributor
The Road To $380 For Qualcomm Stock
Qualcomm, previously overshadowed in the AI surge, is now positioned for substantial growth as artificial intelligence transitions from data centers to edge devices.
ByTrefis Team,
Contributor
