Cutting-edge analysis and market insights for the forward-thinking investor.
Join forward-thinking investors receiving our curated insights before markets open.
Trace the Warren Buffett stock market warning from a CAPE ratio above 40 to a cash pile of nearly $400 billion, and learn why his advice is to hold, not panic.
Navigate a week where Nvidia's first post-Huang earnings, Anthropic's Nasdaq debut and Meta's giant stock sale test the AI trade, while the Fed and retailers keep the consumer firmly in focus.
Weighing a comeback as Nvidia CEO days after resigning, Jensen Huang has Silicon Valley allies lobbying the board while Washington demands a dramatic shake-up and interim leader Colette Kress steadies the ship.
Treasury Secretary Scott Bessent wants an outsider to lead Nvidia and answers on export compliance within ten days, turning the Nvidia CEO search into a test of corporate culture.
Tracing the Megaspeed fallout, this piece separates what the company, Washington, Singapore and Beijing each claim about Alice Huang, Nvidia chips and US export controls after Jensen Huang's resignation.
Discover why Wall Street analysts favor Palo Alto, MongoDB and Costco for the long haul, and how brokerage bias and a Hold-rated MakeMyTrip show why every bullish call needs a second look.