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AI has created clear winners and losers. But the next wave won't follow the same playbook — and most investors are still positioned for the last one.
Rates drop, US indices rally again on Thursday, as this correlation continues to be a major driver of where we go. That being said, this is a market that is still moving on the latest headline.
President Donald Trump said he will blockade Iran until it agrees to a nuclear deal. But it could take a while before the regime feels enough economic pressure.
This is noteworthy because this balanced portfolio has come in for considerable criticism over the past couple of years. It suffered one of its worst years on record in 2022, for example, leading many investors to conclude that there are better ways to reduce portfolio risk than taking 40% of a stock portfolio and investing it in bonds.
ADW Capital says private-equity firm Roark Capital is mismanaging Driven and offers a roughly 40% premium to buy the company.
The headlines focus on apps, but the big money is flowing to agentic AI's boring industrial backbone.
Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss Fed Chair Powell's decision to stay on the Board of Governors for an indefinite period while a probe into the renovation of the central bank's headquarters continues, the Fed's decision to leave interest rates unchanged, and more.
10Y breakeven inflation is approaching the critical 2.5% 'red line,' and the breakout would force the Fed to start considering hikes, like in 2022. In fact, the Federal Funds futures are already pricing a Fed hike by December with 11% probability and by March with 35% probability.
Goldman Sachs' traders say investors have been chasing the hot semiconductor sector, but with some high-stakes bets that may be hard to get out of should things go wrong.
Here's why surging oil prices may not derail the consumer trade
Alphabet jumps on 'unprecedented' AI demand, Meta raises spending expectation, and more news to start your day.
What matters in U.S. and global markets today. Try as they might, it's impossible for markets to ignore the renewed surge in oil prices on the Iran war stasis. Global crude prices surged to their highest level since the war began amid reports that Washington was considering a resumption of military action to break the deadlock.
As mega-cap stocks, led by giants such as Nvidia (NASDAQ: NVDA), have been dominating finance narratives, small-cap companies have, on average, actually been outperforming their bigger peers in 2026.
This post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.
Plus, Meta does a faceplant
Delta Electronics , a major provider of power supply and cooling solutions for AI datacentres, warned that it expects costs to rise in the coming quarters, with oil prices rising and ongoing material shortages.
China exported large quantities of a speciality rare earth used in aerospace and chipmaking to the U.S. in March, customs data showed, in a sign that tight controls which have caused shortages and record prices could be easing.
US stock index futures were mixed on Thursday as a near-7% surge in Brent crude oil reignited inflation concerns and blunted optimism from a broadly strong set of Big Tech earnings. Investors now face a triple test: the first estimate for first-quarter GDP, March Personal Consumption Expenditures data, and continued fallout from the Federal Reserve's most divided rate decision in more than 30 years, all in a single session.
U.S. banks say they are largely in the dark about an expected White House order requiring them to collect data on their customers' citizenship or immigration status, a directive senior industry executives warn would be costly and disruptive.
A rare regulatory nod for a Chinese company to seek a Nasdaq listing has been deemed extra special as the software maker is not incorporated on the mainland, evidence that such firms can still avail themselves of U.S. capital markets.