President Trump threatened new tariffs on European countries who opposed his plan to acquire Greenland. EU officials threatened a counter-response.

Despite strong near-term results, software stocks recently have been under pressure. The most commonly cited reason is AI and the threat it poses to the companies' revenue model.

The White House in conjunction with several state governments is forming a plan to "force" large tech companies to bid on long-term contracts for electricity.

(1) Taiwan Semi gave strong guidance for the year. (2) GS and MS reported strong 4Q earnings. (3) LLY had a negative update on the oral form of its fat loss drug.

(1) Gold prices continue rising. (2) Bank earnings and the economy. (3) Retail sales and PPI data.

(1) December inflation data. (2) JPM earnings and Jamie Dimon's comments. (3) White House wants to cut credit card swipe fees.

(1) DOJ is investigating the Fed Chair. (2) Trump proposed a 10% cap on credit card rates. (3) Oil is rising from further tensions in Iran.

US defense stocks swing on two updates from the President. We also got insight into what will happen to Vez's oil. Last, we've introduced a global risk board.

Will the big US oil stocks benefit from increased access to oil fields in Venezuela?

NVDA's CEO made 3 big announcements at the Consumer Electronics Show. The announcements had market-moving impacts on a range of stocks in our universe.

The market's initial reaction to the attack of Venezuela and the arrest of its President was positive. We'll discuss the geopolitical impact and what we think comes next.

Two interesting earnings reports from two very different companies -- Micron and Cintas. Both have read-thru's into the broader sector.

The govn released inflation figures for November. Good news, they were lower than expected. Bad news, the data might be skewed by the govn shutdown.

Warner Brothers' board officially responds to the Paramount Skydance tender offer to buy the company.

AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.

After finally getting the jobs data for October and November, we see job market is still growing slower than usual -- but not collapsing.

As the year comes to a close, the market is set for another year of higher-than-expected returns. Let's take a look at the last 10 years and figure out what drove that.

AI stocks are under pressure, after less-than-perfect earnings from Broadcom. We'll also review Costco and a couple others.

As expected, the Fed announced a cut to interest rates yesterday. We'll go through that and look at the forecast for 2026.

Three months ago, Oracle announced a massive cloud computing contract. That contract seemed to catapult the company into the mega-tier of top AI cloud providers. But the story is turning out to be rocky.