Market News & Insights.

Can the ‘Vanguard Effect’ Extend to Wealth Management?

Broadcom and Snowflake Perfectly Sum Up the AI Trade

Micron, Nvidia, and the September Effect: What 98 Years of Data Say Investors Should Do

China Is Grabbing Memory Market Share. This Stock Could Be a Big Loser.

An old stock-market adage applies this month — how you should play it

We’re Living in a Tragicomic Parody

The jobs report just put Fed chair Kevin Warsh's new playbook to work: One Big Investment Idea

Brent Crude Holds a War Premium Despite 17 Million Barrels Crossing Hormuz

Trump says Britain ’on the edge of disaster,’ citing immigration and energy concerns

The Elephant In The Canadian Room

The Elephant In The Canadian Room Authored by Victor Davis Hanson via American Greatness, At first glance, the current American-Canadian trade "war" is absurd. We are neighbors with a long history of close friendship, speak the same language (for the most part), and spring from…

Kansas community bank says merger will enable big Iowa push

Equity Bancshares in Wichita, Kansas, had been looking for a way to establish a significant Iowa presence. By acquiring Lincoln Bancorp, which has 16 branches in the state, it's found a way in.

Ameresco Insiders Bought About $1.9 Million After the Stock Fell. Are They Signaling an AI-Power Rebound?

USD/JPY Falls as JGB Yields Rewrite the Yen’s Long-Term Case

Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed?

Google’s Arkansas Data Center Reveals the Huge Power Bill Behind AI. Entergy Stands to Benefit

Evercore ISI cuts Ciena stock price target on margin concerns

Applied Digital and Cipher Just Sank Together. Did Rising Yields Expose AI’s Weakest Business Model?

Amazon Signed a Multibillion-Dollar Deal With a 175-Year-Old Glassmaker. Is Fiber the Next AI Bottleneck?

Needham cuts Ciena stock price target on margin outlook

Is Uber Weaponizing Labor Unions To Slow Robotaxi Rivals

Is Uber Weaponizing Labor Unions To Slow Robotaxi Rivals Ride-hailing giant Uber is reportedly aligning with drivers' unions in several cities to slow robotaxi deployments and promote regulations requiring "hybrid networks" that combine autonomous vehicles with human drivers,…

Nvidia Sold Every Arm Share, but Its Vera CPU Still Uses Arm. Is That Really a Contradiction?

Divide over yields: Fed officials see a stronger economy, Wall Street frets over oil prices and deficits.

Raymond James raises Ciena stock price target on supply visibility

Dollar Retreats and Gold Surges on Dovish Fed Waller

UBS Remains Bullish on Deere (DE) Despite Weakness in Farm Equipment Cycle: Here’s Why

M&T upgrades as banks seek closer ties to corporate clients

The institution is among the first users of an embedded banking platform from FIS that places financial services and payments inside of the business software.

Adobe Inc. (ADBE): Can New AI Strategy Revive Growth and Unlock Higher Valuation?

Raymond James cuts VersaBank stock price target on earnings miss

Volkswagen flags 50,000 job cuts across group as board approves turnaround plan

Is Geothermal Energy The Next Hidden AI Power Trade

Is Geothermal Energy The Next Hidden AI Power Trade Submitted by QTR's Fringe Finance Before I get into today’s idea, let me remind readers that I believe there is a very real chance that the AI boom could be coming to an end later this year and into early next year. I detailed…