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For the past several years, investors have been rewarded for owning a relatively concentrated group of companies tied to artificial intelligence and semiconductors. NVIDIA, Broadcom, TSMC, AMD, memory manufacturers and other semiconductor companies have benefited from an extraordinary wave of spending on AI infrastructure.That trend has not disappeared. In fact, the underlying demand for AI […]

The United States housing market has spent much of the past decade confronting an affordability crisis unlike any seen in generations. Rising home prices, elevated mortgage rates, limited inventory, restrictive zoning practices, construction labor shortages, and increasing institutional investment in residential real estate have combined to make homeownership increasingly difficult for millions of Americans. Against

The NVIDIA–Palantir Deal Is Really About Control of the AI Stack The NVIDIA–Palantir deal is not just another AI partnership. It is a signal about where the AI industry is moving next. The first phase of the AI boom was about who could build the biggest and smartest foundation model. The next phase is about

Lately: The Honest Version The honest answer is that tech stocks have been selling off lately because a bunch of worries hit at the same time. It is not just one thing. It is not simply “AI is fake,” and it is not simply “the economy is bad.” Actually, part of the problem is almost

Should Retirees Own Bonds in 2026? As retirees move through 2026, one of the most persistent investment questions remains: should bonds still play a central role in a retirement portfolio? For decades, the “classic” rule of thumb suggested a simple formula—hold a percentage of bonds roughly equal to your age. But the financial landscape today

Few global shipping routes are as strategically important as the Strait of Hormuz. Roughly one-fifth of the world’s oil supply passes through this narrow waterway, making it a vital artery for global energy markets. Because of its importance, mixed signals from political leaders about whether the strait will remain open or face potential restrictions can

After two years dominated by artificial intelligence headlines, investors entered 2026 wondering whether the market rally would broaden beyond a handful of technology giants. So far, the answer appears to be yes. While artificial intelligence remains a major market driver, leadership has expanded into several areas of the economy, including industrials, utilities, financials, defense, and

Last Friday, Kevin Warsh was officially sworn in as Chair of the Federal Reserve, stepping into one of the most scrutinized positions in global finance. With a mandate to balance inflation control, employment stability, and economic growth, the new chair wields enormous influence over markets and the broader economy. Investors, policymakers, and everyday Americans alike

When conflict in and around Iran intensifies, global markets rarely move in a straight line. Instead, they yoyo: sharp risk-off plunges followed by partial recoveries as headlines ebb, then fresh drops on new escalations. That pattern — sudden swings driven by oil shocks, shipping disruptions, sanctions risk and investor sentiment — is more than short‑term

Geopolitical conflicts have always influenced financial markets, but few regions matter to the global economy as much as the Middle East. When investors hear about escalating tensions involving Iran, the concern is not limited to military headlines or foreign policy. The real concern is energy, inflation, global trade, consumer confidence, and ultimately how those forces