Markets
AI Spending Surge Fuels Dell And HPE But Profitability Lags
ByPeter Cohan,
Senior Contributor
Oil Prices Fall As U.S. Iran Talks Ease Supply Fears
Senior Contributor
Micron Extends Its Trillion Dollar Run As AI Memory Demand Surges
ByPeter Cohan,
Senior Contributor
AI ‘Doomsday’ Fears Are Rising. Here’s What They Really Mean For Nvidia Stock
ByPeter Cohan,
Senior Contributor
AI panic has erased more than $1 trillion from tech stocks. This analysis explains why the selloff is accelerating and what Nvidia’s earnings mean for investors.
More From Markets
Five Small Caps Paying Super-Sized Yields Up To 15.3%
Small-cap stocks are the cardiac kids of the market. They can bring high risk, and with that high risk can come high reward.
ByBrett Owens,
Contributor
This Small-Cap Manager Is Up 94%, Betting On Hidden Drivers In The New Economy
Needham’s John Barr is trouncing the market investing in overlooked companies powering AI, defense and national infrastructure.
Forbes Staff
Software Was The Safest Bet In Leveraged Loans. AI Fear Changed That
For two decades software was the loan that big credit investors wanted most. In 2026 the funds that buy those loans started treating it as a liability.
Contributor
Where The ‘Boring’ Asset Class Crowd Meets AI In 2026
A guide to the 2026 conferences where investors in fixed income, securitized credit, municipal bonds, private credit and cash are working out what artificial intelligence actually changes.
Contributor
AI Debt Floods The Bond Market, And Fidelity Is Backing Away
Hyperscalers will sell hundreds of billions of dollars in bonds to build data centers this year. One of the country’s largest bond managers says the math no longer favors buyers.
Contributor
2 Tech Funds With Momentum, Discounts And 6.1%+ Dividends
One of the best things about high-yielding closed-end funds (CEFs) is that they can post big gains and be strong bargains at the same time.
Contributor
The Quiet Bet Investors Are Making On The Unglamorous Side Of AI
Venture money chased AI security in 2025 and fled cloud security. The split shows how investors now price the cost of running AI, not the payoff.
Contributor
The Real Reason AI Doesn’t Show Up In The GDP Statistics
GDP does not need to be redefined for the AI age. The harder measurement problem is how price indexes account for rapidly changing quality and falling prices.
Contributor
Fear Inflation? Now Is A Great Time To Buy TIPS
The real yield on Treasury Inflation-Protected Securities is close to an all-time high. Good news for retirees and anyone worried about the 3.8% increase in the CPI.
Senior Contributor
Oil Prices End The Week Lower On U.S.-Iran Diplomatic Moves
Oil prices fell on Friday on diplomatic overtures to bridge differences between Washington and Tehran, as the global inflationary impact of the Iran War continues.
Senior Contributor
Buy Or Sell Oracle Stock At $230?
Indeed, Oracle is priced at a noticeable premium. When examining the multiples, its price-to-sales ratio is at 9.9, compared to the S&P 500 average of 3.2.
ByTrefis Team,
Contributor
Why Did Broadcom Stock Shed 15% After Bookings Tripled?
In reality, the CEO was discussing acaccelerating growth in AI semiconductor revenue and demand that is simply unquenchable.
ByTrefis Team,
Contributor
Payroll Growth Up In May As Labor Market Strengthens - What’s Going On?
payroll growth, unemployment, labor force, inflation, oil prices, interest rates
ByHarry Holzer,
Contributor
International Equities Are Outperforming — But Is The Rotation Real This Time?
The best bet is not to treat this as binary. The structural arguments for diversifying away from full U.S. concentration are valid regardless of which direction the next 90 days go. What has changed in 2026 is that those structural arguments have been joined by cyclical support — fiscal stimulus, dollar weakness, valuation discount — in a way that makes the near-term risk-reward for international equities genuinely more attractive than it has been in years. That is not a guarantee of outperformance, but it is a real shift in the probability distribution.
ByJason Kirsch,
Contributor
Making Sense Of The AI IPO Tsunami Heading For Wall Street
The AI IPO wave will reveal whether OpenAI, Anthropic and SpaceX can turn private-market valuations into durable public-market demand.
ByPaulo Carvão,
Contributor
Hot IPO Market, Led By SpaceX, Is Making Economy More Fragile, Unstable
AI-IPOs are exciting but arriving at a moment when AI‑infrastructure spending is rising so quickly that it is reshaping the U.S. economy’s vulnerability to shocks.
Contributor
The Modern Homestead: Why $100 Billion Can’t Build Starter Homes Yet
Working families are priced out as investors dominate starter homes. This analysis shows how Opportunity Zones could rebuild ownership in distressed U.S. neighborhoods.
Contributor
Is Corning Stock The Ultimate Hidden AI Gem?
While the S&P 500 achieved a commendable +30% increase, GLW greatly surpassed both the overall market and its industry competitors.
ByTrefis Team,
Contributor
The Dollar’s Slow Bleed And What It Means For Your Portfolio
The U.S. dollar index has fallen below 97.0, reaching a four-year low against a basket of major currencies.
ByJason Kirsch,
Contributor
The 3 Bets On AI Coming For The Operator Economy
In April, a self-storage roll-up hired AI’s first chief from Nvidia. The choice operators make next is a wager on one of three rival theses about how agentic AI actually reaches the back office.
Contributor