Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
Novo shares jump as Wegovy pill sales impress, drugmaker hikes outlook
Novo posted quarterly earnings ahead of expectations early Wednesday as sales of its Wegovy pill blew past estimates…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
How everything changed for the oil, AI and bond trades in October
If there was one safe bet over the course of 2026, it was that treasury yields would rise…
AI investments start to pay off in company earnings
The dollar steadied on Wednesday after the United States launched strikes against Iran, while investors awaited key U.S.…
Amazon, Intel shares fall after earnings amid AI spending concerns
Intel CEO Lip-Bu Tan speaks during a keynote presentation at Computex in Taipei on June 2, 2026. Cheng…
UnitedHealth is finally getting its act together. I’m buying into the turnaround
Part of my investment process is finding strong management teams that have a successful track record. UnitedHealth Group…
Steve Eisman gets more conservative with portfolio as AI trade nears ‘tipping point’
Steve Eisman of “The Big Short” fame thinks the artificial intelligence trade is near a “tipping point,” but…
EPA sees little oil price relief on Trump methane rollback
The Valero Houston Refinery in Houston, Texas, US, on Friday, March 13, 2026. The worst supply disruption in…
Canadian dollar extends pullback from 5-week high ahead of BoC rate decision
TORONTO, Oct 27 (Reuters) – The Canadian dollar weakened against its U.S. counterpart on Tuesday as the price of…
AI’s boost to the U.S. economy is nearing its peak, Goldman says, as Apollo finds ‘zero financial payoff’ outside Big Tech
The AI boom has been propping up U.S. growth for more than a year. But Goldman Sachs chief…
Cramer: I asked tech insiders what to buy. They said Eli Lilly
Jim Cramer said Monday that even tech-focused people think the world of Eli Lilly stock, with one predicting…