11-21-19: Target CEO:  Digital Sales Surge While Cost Of Handling Online Orders Drops

11-21-19: Target CEO: Digital Sales Surge Wh...

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AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever transla ...  Show more

Is This 2022 All Over Again? The Market Risk Checklist for 2026

This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understa ...  Show more

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