Corn Futures Just Hit a Three-Year High — And That’s Really a Bet on Tractor Sales
Baird upgraded Deere on the argument that the North American farm cycle has turned. The corn math is convincing; the timing question…
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Market Update
Our take on the stories shaping personal finance and investing — market notes and research highlights, updated regularly.
SpaceX Said It Would Build Its Own Turbine Blades. The Selloff Missed What That Actually Signals.
Howmet fell after SpaceX said it would cast turbine blades in-house. Analysts read the move as evidence of scarcity, not competition —…
The Off-Price Retailers Are Diverging Hard — And One Chain Is Pulling Away
All three major off-price retail chains have now reported earnings, and the scoreboard isn’t close. Ross Stores posted 10% comparable sales growth,…
Moderna Jumped 177% in a Day. The Math Behind It Doesn’t Quite Add Up.
Moderna shares rose 177% in a single session this week — the largest one-day move by an S&P 500 company in over…
Nvidia’s Chip Suppliers Just Got a $279 Billion Guarantee — Here’s the Catch
Most companies wait on their supply chain. Nvidia bought it outright. The chipmaker’s commitments to suppliers reached $279 billion last quarter —…
Nvidia Beat Every Estimate That Mattered — Its Stock Still Fell First
Nvidia, the world’s most valuable public company at a market cap above $5 trillion, reported second-quarter revenue of $96.22 billion and adjusted…
Inflation Isn’t Getting Worse. It’s Not Getting Better Either.
The Fed’s preferred inflation gauge, the Personal Consumption Expenditures price index, rose 3.7% year-over-year in July — the same pace as June,…
Social Security’s 2027 Raise Is Shaping Up to Be the Biggest in Four Years
Early estimates put the 2027 Social Security cost-of-living adjustment (COLA) at 3.6%, according to the latest projection from The Senior Citizens League…
The National Debt Just Hit $40 Trillion — Here’s How That Shows Up in Your Own Budget
The US national debt crossed $40 trillion this week, having doubled in under ten years. That figure tends to get discussed as…