Stock Update
The Swoosh returns — Nike (NKE) makes a major pivot back into retail
After a bruising year of sliding sales, bloated inventories, and tariff headaches, Nike (NKE) is trying to reset its game plan
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In the era of “fiscal dominance,” investors are losing faith in U.S. assets, analysts warn
With federal interest costs soaring, the yield curve steepening, and foreign buyers stepping back, markets are signaling growing doubt in U.S. assets.
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“Sell today’s Treasury rally,” economist warns as Fed’s pivot could crash the dollar
Powell’s pivot sent Treasurys rallying and the dollar sliding, but critics warn that higher inflation and swelling deficits could quickly erase the gains
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Jerome Powell finally sees the ‘stag’ and the ‘flation’
Powell goes from dismissing stagflation to Bracing for It under Trump’s pressure
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Tariff payday has come: Americans now paying more for games, cars, and groceries
Evidence mounting that Americans are starting to feel the pinch
Read more about Tariff payday has come: Americans now paying more for games, cars, and groceries
Tesla (TSLA) Is ‘uninvestable’ until these 5 things happen, analyst warns
Future Fund Managing Director Gary Black says Tesla is “disconnected from underlying fundamentals”
Read more about Tesla (TSLA) Is ‘uninvestable’ until these 5 things happen, analyst warns
Is Trump’s master plan to nationalize Silicon Valley?
The Trump administration confirmed Friday that the federal government has taken a 10% stake in Intel (INTC), raising fundamental questions about whether America is still a free-market economy.
Read more about Is Trump’s master plan to nationalize Silicon Valley?
When Walmart blinks, everyone pays: CEO says prices are rising weekly as tariffs ripple through supply chains
Walmart (WMT) stock faces pressure as rising tariffs and supply chain delays drive weekly price hikes, signaling broader retail and consumer cost impacts.
Read more about When Walmart blinks, everyone pays: CEO says prices are rising weekly as tariffs ripple through supply chains
The most inverted housing market in history has Taylor Morrison (TMHC) buying down mortgage rates for homebuyers
Taylor Morrison (TMHC) stock is navigating a record housing market inversion by buying down mortgage rates to boost sales amid soaring home price gaps and high cancellations.
Read more about The most inverted housing market in history has Taylor Morrison (TMHC) buying down mortgage rates for homebuyers
Viking Therapeutics plunges more than 40% – but Wall Street calls selloff ‘extreme and unwarranted’
Viking Therapeutics (VKTX) stock plunged over 40% despite strong obesity drug trial results, with analysts calling the selloff extreme and unwarranted.
Read more about Viking Therapeutics plunges more than 40% – but Wall Street calls selloff ‘extreme and unwarranted’
Hertz stock surges on Amazon deal – but then sinks as Congress looks into AI damage scanners
Hertz Global (HTZ) stock jumped on an Amazon (AMZN) deal but quickly sank as Congress probed its AI damage scanners and customer service complaints.
Read more about Hertz stock surges on Amazon deal – but then sinks as Congress looks into AI damage scanners
Nio’s early bet on battery swaps looks smarter than ever
Nio (NIO) stock is gaining momentum as its battery swap strategy and affordable EV brands drive strong demand in China’s booming electric vehicle market.
Read more about Nio’s early bet on battery swaps looks smarter than ever
Hims eyes “biggest quarter of all time,” but skeptics remain unconvinced
Hims & Hers (HIMS) stock eyes a record-breaking quarter despite regulatory scrutiny, analyst downgrades, and fallout from its Novo Nordisk partnership collapse.
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Honda is entering the AV sector with help from AI software startup
Honda Motor Co. (HMC) stock gains attention as the automaker partners with AI startup Helm.ai to advance self-driving technology and expand its autonomous vehicle lineup.
Read more about Honda is entering the AV sector with help from AI software startup
Beyond changes name back to Bed Bath & Beyond – but its comeback plans won’t include California
Bed Bath & Beyond (BBBY) stock slides after the retailer drops its “Beyond” rebrand, revives its iconic name, and unveils comeback plans excluding California stores.
Read more about Beyond changes name back to Bed Bath & Beyond – but its comeback plans won’t include California
FedEx stock becomes the canary in the coal mine for global trade
Apollo says falling FedEX stock signal a downturn in global commerce as tariffs and weak demand ripple through the economy
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OpenAI’s $500 billion benchmark puts Palantir’s sky-high valuation on trial
After a 442% rally in 12 months, Palantir has become the S&P 500’s top performer. Citron says the surge is unsustainable, with OpenAI exposing just how overvalued it is.
Read more about OpenAI’s $500 billion benchmark puts Palantir’s sky-high valuation on trial
Big banks rebel against “punitive” crypto rules
Global finance lobbyists are urging regulators to pause 2026 crypto rules, arguing the framework is already outdated
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Opendoor Technologies (OPEN) stock could rally 2,165% this year, says one hedge fund manager
Once facing Nasdaq delisting, OPEN turned into a meme-stock darling with a 10x surge and a CEO shake-up fueling retail frenzy.
Read more about Opendoor Technologies (OPEN) stock could rally 2,165% this year, says one hedge fund manager
'It will never become a viable commercial operation’—Kerrisdale Capital shorts Aurora Innovation (AUR)
At the heart of Kerrisdale’s thesis is the belief that AUR stock's much-hyped hub-and-spoke model doesn’t stack up.
Read more about 'It will never become a viable commercial operation’—Kerrisdale Capital shorts Aurora Innovation (AUR)
