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The White House predicts 4% economic growth as companies race to build factories fueled by AI investment and bonus depreciation tax policies.
In this week's edition of InnovationRx, we look at the first human Alzheimer's patients getting microrobotic surgery, Indian billionaire Dilip Shanghvi's plans to expand his healthcare empire in the U.S., the hantavirus outbreak on a cruise ship, and more. To get it in your inbox, subscribe here.
Lower-income consumers are compensating for higher gas prices by buying less while those in higher income brackets haven't changed their behavior much at all, New York Fed research shows. Households earning less than $40,000 a year during the March energy price spike increased gas spending by the least of all income groups.
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Tech's Double-Edged Sword: Massive Growth Meets Staggering AI Infrastructure Costs Last week, five of the Magnificent Seven, Amazon (AMZN), Meta Platforms (META), Alphabet (GOOGL), Microsoft (MSFT), and Apple (AAPL) reported Q1 2026 earnings, painting a complex picture of a sector where massive AI-driven revenue gains are increasingly tempered by the staggering costs required to build
Ahead of Paramount Skydance merger with Warner Bros Discovery, Amanpour talks ‘ideological realignment of CBS'
PJM Interconnection, the largest U.S. power grid operator, said on Wednesday it is considering market changes that could reshape how electricity is bought and sold across its system, which faces the risk of shortages from data centers outstripping energy supplies.
The AI-driven CapEx boom is powering broad market highs across S&P 500, Nasdaq, and small caps, with momentum showing no signs of peaking. AI infrastructure spending has surpassed $700B and is projected to reach $1.63T by 2031, with compute comprising 69% of that outlay.
Surging fuel costs tied to the Middle East war are putting mounting pressure on lower-income households while those better off financially have navigated the situation more easily, a report from the Federal Reserve Bank of New York said.
The Dow is trading above the 49,683.30 threshold it will need to hold through the close to officially exit its correction
Kevin Green breaks down how Iran headlines are shaping early market action, with buyers stepping in and markets recovering most of the recent lows. He discusses employment data, earnings season takeaways, and how the bar was set very low going in.
Solid data this week suggest the labor market is picking up. The real test will come with the April jobs report on Friday.
The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today's market.
Carrier, Trane, Vertiv, Eaton, and other companies are seeing a surge in demand as AI data centers require more advanced cooling technology.
US Ambassador to the EU Andrew Puzder says President Donald Trump could go ahead with a 25% tariff on European cars and trucks "relatively soon" if there is no progress on the bloc's ratification of a a trade deal that the two sides initially reached last July. Puzder talks with Bloomberg's Oliver Crook in Brussels.
Wayne Kaufman says today's market feels like the 1990s, with stocks opening higher on news of possible Iran framework. He points to massive growth trends, shortages in areas like data centers, and says analysts are still behind the curve.
Markets are displaying a dangerous degree of complacency, Barclays argues. To justify and build on recent equity market ebullience, risk appetite needs a resolution in the Middle East.
A busy docket of Annual General Meetings follows what has been a very strong Q1 earnings season. Global companies across sectors meet with stockholders to discuss strategy, outline new targets, and address concerns.
U.S. crude stocks, gasoline and distillate inventories fell last week, the Energy Information Administration said on Wednesday.
The extra return that investors receive for the additional risk of owning stocks over bonds has been fading, and that is making some on Wall Street nervous that investors might be too complacent about the stock market's recent rally.