Is the AI Bubble Close to Popping? Wrong Question, Says This Strategist
Every AI-related stock in the market seemed to get repriced twice within a single week recently — hammered the day the Federal…
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Market Update
Our take on the stories shaping personal finance and investing — market notes and research highlights, updated regularly.
The Economy Grew Slower Than Expected Last Quarter — Here’s the Context
US Gross Domestic Product rose at an annualized rate of 1.5% in the second quarter, a meaningful slowdown from the first quarter’s…
What Actually Signals a Crypto Bottom (Hint: It’s Not the Chart)
Bitwise Chief Investment Officer Matt Hougan’s framework for identifying a genuine market bottom deliberately skips price charts entirely. His signal instead is…
The Dow’s Worst Day in 15 Months, After a Fed Decision
Major indexes tumbled Wednesday, with the Dow shedding more than 1,150 points — its steepest single-day decline in over a year —…
What Millennial Retirement Balances Actually Tell Us
New data from Vanguard offers a fresh look at millennial retirement balances, and the headline numbers are, on their own, fairly modest…
What Actually Separates a Real Crypto Token From a Zero
Investor Mike Dudas, whose fund turned a $20 million position into roughly 100 times its original value, argues the crypto market has…
Alphabet’s Stock Drop Is About AI Spending, Not AI Results
Alphabet shares slid sharply even as the company’s cloud and AI infrastructure investments began showing tangible results, as investors grew increasingly uneasy…
A Great Inflation Report Won’t Save the Fed From a Hard Choice
June’s Consumer Price Index report showed headline inflation falling 0.4% for the month, the sharpest single-month decline since April 2020 — the…
Why High Expectations Make This Earnings Season Harder to Clear
With corporate earnings season getting underway, market strategists are debating whether another quarter of strong results can extend the S&P 500’s gains…