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The AI Boom Is Starting to Look Expensive
Episode 830
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more comput…
4 months ago
Wall Street's Nerves of Steel
Episode 829
This week begins with investors trying to do two things at once: enjoy the rally and pretend it is not watching the Strait of Hormuz every five minut…
4 months ago
The Gulf Gives, the Fed Takes
Episode 828
A pause, a passageway, and a promise to keep talking. That's essentially what's included in the Iran-US agreement released a few hours ago. It extend…
4 months, 1 week ago
The Dove Has to Land
Episode 827
Markets are trying to recover from a bruising selloff in chip stocks, helped by easing oil prices and hopes that a U.S.-Iran interim deal can calm in…
4 months, 1 week ago
Warsh Takes the Stage
Episode 826
After Monday's record close for the Dow, investors seem happy to keep buying, with futures just slightly up. The Fed meeting is the main event today.…
4 months, 1 week ago
Markets Get Their Peace Dividend
Episode 825
This week begins with the possibility that a war may actually be ending. Washington and Tehran have confirmed the outline of an agreement to halt the…
4 months, 1 week ago
Wall Street Wants to Believe Again
Episode 824
The market entered Friday with two reasons to believe again: a possible U.S.-Iran peace deal that could cool oil prices, and SpaceX's record-breaking…
4 months, 2 weeks ago
A Rebound With Strings Attached
Episode 823
A hotter-than-expected producer-price report reminded investors that inflation is not done causing trouble, even as hopes for U.S.-Iran diplomacy hel…
4 months, 2 weeks ago
Wall Street's Problem Is Not Just Inflation
Episode 822
The CPI report landed softly, the market did not. Inflation came in almost exactly as expected, but between shaky AI valuations, oil above $90, and f…
4 months, 2 weeks ago
Wall Street Rises, Risks Remain
Episode 821
U.S. futures are rising because the market got exactly what it needed this morning: lower Middle East pressure, cheaper oil, and a fresh rebound in c…
4 months, 2 weeks ago