Markets & Investing
Coverage of financial markets, investment strategies, and the economic forces that move money. Connects macro trends to real decisions for investors and professionals.
Latest in Markets & Investing
Semiconductor stocks surged 35.2% in April alone — the biggest one-month gain for chip stocks since the AI rally began in 2023
In just 22 trading days, semiconductor stocks added more than a third to their total value. The PHLX Semiconductor Net Total Return Index, the broadest...
Apple just posted $111 billion in revenue — a record — and authorized a $100 billion buyback in what was effectively Tim Cook’s last earnings call as CEO
Tim Cook’s last earnings call as Apple’s CEO ended the way he probably would have scripted it: with the biggest fiscal second quarter in the...
Exxon’s CEO says “more to come” on oil price spikes — while Exxon and Chevron both reported profits down 45% and 36% because their own hedges backfired
ExxonMobil and Chevron, the two largest publicly traded oil companies in the United States, reported first-quarter 2026 earnings in early May that stunned Wall Street:...
Jobless claims fell to 189,000 — the lowest since 1969 — while 169,000 workers have received WARN Act layoff notices this year
A number not seen in more than half a century The last time weekly unemployment filings were this low, Neil Armstrong had been on the...
Spirit Airlines canceled every flight and shut down today — 17,000 workers lost their jobs because jet fuel hit $4.51 a gallon
Spirit Airlines did not slowly fade. On May 2, 2026, the budget carrier canceled every scheduled flight, shut down its customer service lines, and told...
The Fed held rates for the third straight meeting with the most dissents since 1992 — and zero rate cuts are now priced in for all of 2026
Four Federal Reserve officials broke ranks at the April 29 policy meeting, producing the largest number of dissents at a single FOMC gathering since September...
I bonds just reset to 4.26% — the highest rate since November 2023 — and you have until October to lock it in
If you have $10,000 sitting in a savings account earning a rate your bank could cut tomorrow, the U.S. Treasury just gave you a reason...
Oil dropped 3% to $101 after Iran sent a new peace proposal through Pakistan — but Trump rejected it and said there will be no “early” end to the war
Brent crude fell 3% to $101 a barrel on May 1, 2026, after a brief window of diplomacy between the United States and Iran slammed...
84% of S&P 500 companies beat earnings estimates this quarter — and the Fed still can’t cut rates because inflation just hit 3.5%
Corporate America just posted one of its strongest earnings seasons in recent memory, and it changes nothing about the cost of your mortgage. Roughly 84%...
Chip stocks surged 35.2% in April — the biggest single-month gain for semiconductors in decades — as AI spending approaches $700 billion
The semiconductor sector just posted a month unlike anything investors have seen in a generation. The PHLX Semiconductor Index (SOX), the benchmark that tracks the...
Jerome Powell just chaired his last Fed meeting — rates held steady, he called Trump’s attacks “unprecedented,” and Kevin Warsh starts in 13 days
Jerome Powell walked into his final Federal Reserve press conference in late April 2026 and did something no outgoing Fed chair has done in the...
The S&P 500 just closed above 7,200 for the first time — while inflation hit 3.5% and the Iran war enters month three
On April 30, 2026, the S&P 500 closed at 7,209.01, crossing the 7,200 threshold for the first time in the index’s 69-year history. The same...
Jobless claims just fell to 189,000 — a number the U.S. hasn’t seen since Nixon was president in 1969
In the week ending April 25, 2026, only 189,000 Americans filed new unemployment claims, a figure the country has not seen since September 1969. Back...
Canada is banning every crypto ATM in the country after scammers used them to steal $704 million from Canadians
Walk into almost any Canadian convenience store, gas station, or shopping mall and you will likely spot a crypto ATM tucked near the entrance. There...
Consumer spending slowed to 1.6% in Q1 as households pulled back on goods and discretionary purchases
American consumers pulled back sharply in the first three months of 2026, marking the most significant spending slowdown in two years. Real personal consumption expenditures...
Qualcomm surged 16% on data center chip breakthrough and $20B buyback
Qualcomm shares jumped roughly 16% in a single March 2026 trading session after the San Diego chipmaker announced a $20 billion stock buyback program and...
Amazon’s AWS revenue grew 28% — its fastest in 15 quarters — with AI run rate topping $15 billion
Published May 2026 For the better part of two years, the knock on Amazon Web Services was that the cloud giant’s best growth days were...
The economy grew 2% last quarter — but inflation jumped to 3.5% and consumer spending is slowing. Here’s what that means for your wallet.
The economy grew 2% last quarter – but inflation jumped to 3.5% and consumer spending is slowing. Here’s what that means for your wallet. A...
Meta tumbled 9% after hiking AI spending to as much as $145 billion — JPMorgan downgraded the stock
Meta Platforms raised its 2026 capital spending forecast to as much as $145 billion on April 29, a jump of more than $25 billion from...
Alphabet surged 10% after Google Cloud revenue jumped 63% — its best month since 2004
Alphabet added more than $200 billion in market value in a single trading session on April 29, its best day on the stock market since...