When repercussions from the Iran war sent the S&P 500 (SNPINDEX: ^GSPC) down 9% earlier this year, investors feared the onset of a bear market. But the selloff didn't last long, and the benchmark index has recovered to all-time highs. People betting on the prediction market platform Kalshi see only a moderate chance of a bear market this year. But that doesn't mean investors should breathe a sigh ...
When repercussions from the Iran war sent the S&P 500 (SNPINDEX: ^GSPC) down 9% earlier this year, investors feared the onset of a bear market. But the selloff didn't last long, and the benchmark index has recovered to all-time highs. People betting on the prediction market platform Kalshi see only a moderate chance of a bear market this year. But that doesn't mean investors should breathe a sigh of relief. They aren't in the clear just yet. As of Monday morning, the S&P 500 is sitting right around 7,400, which would be a new all-time high. If the market entered a bear market from here -- in other words, a 20% decline from its highs -- that would mean falling to a level of slightly below 5,900. Continue reading
Bill Papariella, CEO of the private jet company Bond joined Bloomberg Open Interest to explain why the rich are about to fly even more, and why most aviation companies are getting it wrong. Papariella breaks down the explosion in wealth, the hidden inefficiencies in private aviation, and how his company is betting billions on a more exclusive, less chaotic flying experience. (Source: Bloomberg)
Bill Papariella, CEO of the private jet company Bond joined Bloomberg Open Interest to explain why the rich are about to fly even more, and why most aviation companies are getting it wrong. Papariella breaks down the explosion in wealth, the hidden inefficiencies in private aviation, and how his company is betting billions on a more exclusive, less chaotic flying experience. (Source: Bloomberg)
Historically, the concept of paper currency was invented in 7th Century Tang Dynasty China. These initial promissory notes lasted until 1023, when Emperor Renzong decreed the first government-issued paper money during the Sung Dynasty. Merchants and traders who often needed to travel great distances found that transporting large amounts of precious metals posed excessive risks ... Gold and Silver ...
Historically, the concept of paper currency was invented in 7th Century Tang Dynasty China. These initial promissory notes lasted until 1023, when Emperor Renzong decreed the first government-issued paper money during the Sung Dynasty. Merchants and traders who often needed to travel great distances found that transporting large amounts of precious metals posed excessive risks ... Gold and Silver Deliveries Escalate – A Warning for Currencies?
In this video, Motley Fool contributor Jason Hall breaks down why even the smartest people in history have lost big sums investing in stocks. He also uses Amazon (NASDAQ: AMZN) and Coca-Cola (NYSE: KO) to break down why having a stomach for volatility is so important to finding -- and holding -- big winners. *Stock prices used were from the Morning of May 8, 2026. The video was published on May 11...
In this video, Motley Fool contributor Jason Hall breaks down why even the smartest people in history have lost big sums investing in stocks. He also uses Amazon (NASDAQ: AMZN) and Coca-Cola (NYSE: KO) to break down why having a stomach for volatility is so important to finding -- and holding -- big winners. *Stock prices used were from the Morning of May 8, 2026. The video was published on May 11, 2026. Continue reading
SlavkoSereda/iStock via Getty Images President Trump told CBS News on Monday that he plans to suspend the federal gas tax "for a period of time," in a bid to counter rising prices at the pump as the U.S.-Iran war drags on. "We're going to take off the gas tax for a period of time, and when gas goes down, we'll let it phase back in," Trump said in the CBS interview. Suspending the excise taxes—$0.1...
SlavkoSereda/iStock via Getty Images President Trump told CBS News on Monday that he plans to suspend the federal gas tax "for a period of time," in a bid to counter rising prices at the pump as the U.S.-Iran war drags on. "We're going to take off the gas tax for a period of time, and when gas goes down, we'll let it phase back in," Trump said in the CBS interview. Suspending the excise taxes—$0.184/gal on gasoline and $0.244/gal on diesel—requires an act of Congress, but recent efforts to suspend the gas tax have received little support from legislators. U.S. gasoline prices have jumped more than 50% since the war began February 28, hitting a high of $4.52/gal, AAA reported , and prices almost certainly will remain high as long as Iran successfully blocks access to the Strait of Hormuz. Crude oil futures are trading higher after the president rejected Iran's latest response to his proposal to end the Middle East as "totally unacceptable," with f ront-month Nymex crude ( CL1:COM ) for June delivery up 2.1% to $97.41/bbl, front-month Brent crude ( CO1:COM ) for July delivery up 2.3% to $103.63/bbl, and front-month June RBOB gasoline (XB!:COM) gaining 2.1% to $3.6023/gal. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UGA ), ( XLE ) More on crude oil and gasoline Commodities: Oil Surges As Peace Deal Hopes Fade Commodities: Oil Rebounds On Renewed U.S.-Iran Tensions Commodities: U.S.-Iran Peace Deal Hopes
Madison Air Solutions stock has popped more than 50% since its April initial public offering, and has more in the tank as a data center boom linked to artificial intelligence will continue to power a rally, according to Bank of America. The bank, one of several book-running managers on the IPO, initiated research coverage of the HVAC provider with a buy rating and 12-month price target of $47, imp...
Madison Air Solutions stock has popped more than 50% since its April initial public offering, and has more in the tank as a data center boom linked to artificial intelligence will continue to power a rally, according to Bank of America. The bank, one of several book-running managers on the IPO, initiated research coverage of the HVAC provider with a buy rating and 12-month price target of $47, implying 12% upside from Friday's close. "Madison Air has strong market share in niche HVAC markets, a solid operational focus and a residential business that is not tied to industry shipments," analyst Andrew Obin said Monday in a note to clients. "It serves a $40bn market distinct from the $200bn global HVAC industry with room ... to grow on the strength of brands including Nortek Data Center Cooling and Big Ass Fans." The company, which serves data facilities that provide the infrastructure for AI, debuted on the New York Stock Exchange on April 16 after raising about $2.2 billion in its IPO. The offering was priced at $27 a share and Madison Air was trading Monday close above $42. The Chicago-based company offers heating, ventilation and air conditioning systems to regulate indoor air quality and temperatures. A major focus of its business is serving AI infrastructure facilities that rely on stable thermal conditions to ensure equipment performs efficiently and doesn't overheat. Recently, plans for data center buildouts have accelerated as growing adoption of large language models such as Chat GPT stokes demand for the infrastructure that undergirds them. Last year, more than $60 billion was pledged to build data centers that power AI solutions. Bank of America is one of several banks on Wall Street that have recently initiated research coverage of Madison Air following the usual quiet period . Citigroup, Barclays and Wells Fargo gave overweight or buy ratings to Madison Air, while Goldman Sachs issued a neutral rating. Goldman Sachs, Barclays, Jefferies and Wells Fargo we...
His speech today was OK, but nowhere near enough. Now the risk is that the longer he stays in No 10, the harder it will be to stop Britain’s Trump Calamity, cataclysm, catastrophe: the lexicon ran out of words for Labour’s plight. Keir Starmer’s career-saving “reset” needed to be monumental. It was … OK-ish. But it didn’t dispel the sense of a country with no overall control. As ever, his tacking ...
His speech today was OK, but nowhere near enough. Now the risk is that the longer he stays in No 10, the harder it will be to stop Britain’s Trump Calamity, cataclysm, catastrophe: the lexicon ran out of words for Labour’s plight. Keir Starmer’s career-saving “reset” needed to be monumental. It was … OK-ish. But it didn’t dispel the sense of a country with no overall control. As ever, his tacking neither right or left, as he wrote in the Guardian , sends many Labour people into paroxysms of despair, when last week it lost most votes leftwards. Britain at the heart of Europe was absolutely the right message , “shoulder to shoulder with the countries that share our interests, our values and our enemies” on growth, defence and energy. But as Starmer said himself, “incremental change won’t cut it”. His message lacked the ear-splitting sounds of red lines snapping and a manifesto straitjacket bursting open. Tiptoeing towards the single market and customs unions for a manifesto three years away doesn’t cut the mustard. What voters sniff, remainers and leavers alike, is the odour of cowardice, an unwillingness to say what he and Labour undoubtedly feel about Europe – rejoin ASAP. Polly Toynbee is a Guardian columnist Continue reading...
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
primeimages Apollo Global Management’s chief economist Torsten Slok says the benchmark S&P 500 ( SP500 ) can no longer be viewed as broadly diversified because its top 10 holdings now account for roughly 34% of the index’s total weighting. Slok noted that the share of overall S&P 500 profits generated by the index’s 10 largest companies has doubled since 1996, underscoring how dominant mega-cap fi...
primeimages Apollo Global Management’s chief economist Torsten Slok says the benchmark S&P 500 ( SP500 ) can no longer be viewed as broadly diversified because its top 10 holdings now account for roughly 34% of the index’s total weighting. Slok noted that the share of overall S&P 500 profits generated by the index’s 10 largest companies has doubled since 1996, underscoring how dominant mega-cap firms have become within U.S. equities. Much of that growth has been driven by a handful of highly profitable technology companies that have benefited from strong earnings expansion, artificial intelligence investment, and sustained investor demand. The top 10 holdings in the S&P 500 by weighting are currently led by: Nvidia ( NVDA ), 8.24% weighting. Apple ( AAPL ), 6.78% weighting. Microsoft ( MSFT ), 4.86% weighting. Amazon ( AMZN ), 4.20% weighting. Alphabet ( GOOGL ), 3.68% weighting. Broadcom ( AVGO ), 3.21% weighting. Alphabet Inc. ( GOOG ), 2.93% weighting. Meta Platforms ( META ), 2.10% weighting. Tesla ( TSLA ), 1.90% weighting. Berkshire Hathaway ( BRK.B ), 1.38% weighting. The increasing concentration has fueled debate among investors about whether the S&P 500 still provides balanced exposure across the broader economy. Slok added that “the S&P 500 is not a diversified index anymore.” S&P 500 Funds: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). More on markets Michael Burry issues new market warning as stocks push to record highs RBC Capital raises S&P 500 year-end target to 7,900 as it sees more upside ahead Trump gives the EU a July 4 deadline to finalize a trade deal and warns of higher tariffs Goldman Sachs flags Amazon and Alphabet for inflating S&P 500 earnings growth figures AI startup surge ignites new wave of American entrepreneurship
Meta Platforms Inc. (NASDAQ:META), DoorDash Inc. (NASDAQ:DASH) and other large tech companies will drive stablecoins to a $4 trillion market and bring millions into the cryptocurrency space, Bitwise investment chief Matt Hougan says. Meta is testing stablecoin payments to creators...
Meta Platforms Inc. (NASDAQ:META), DoorDash Inc. (NASDAQ:DASH) and other large tech companies will drive stablecoins to a $4 trillion market and bring millions into the cryptocurrency space, Bitwise investment chief Matt Hougan says. Meta is testing stablecoin payments to creators...
Astera Labs Inc. (NASDAQ:ALAB) is one of the 14 Stocks That Will Skyrocket. Another stock part of Abeyta’s newsletter, this one’s pitched as the one that “plays a vital role in solving one of the biggest bottlenecks in the AI industry.” Naturally, it’s also part of the AI infrastructure, and according to Abeyta, the firm […]
Astera Labs Inc. (NASDAQ:ALAB) is one of the 14 Stocks That Will Skyrocket. Another stock part of Abeyta’s newsletter, this one’s pitched as the one that “plays a vital role in solving one of the biggest bottlenecks in the AI industry.” Naturally, it’s also part of the AI infrastructure, and according to Abeyta, the firm […]
Shareholders of Argan Inc (Symbol: AGX) looking to boost their income beyond the stock's 0.3% annualized dividend yield can sell the December covered call at the $1030 strike and collect the premium based on the $68.40 bid, which annualizes to an additional 16.5% rate of return
Shareholders of Argan Inc (Symbol: AGX) looking to boost their income beyond the stock's 0.3% annualized dividend yield can sell the December covered call at the $1030 strike and collect the premium based on the $68.40 bid, which annualizes to an additional 16.5% rate of return
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Schwab U.S. Large-Cap Growth ETF, where 32,850,000 units were destroyed, or a 1.9% decrease week over week. Among the largest underlying co
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Schwab U.S. Large-Cap Growth ETF, where 32,850,000 units were destroyed, or a 1.9% decrease week over week. Among the largest underlying co
Michael Nosek/iStock via Getty Images Investment Thesis I am initiating coverage on Vistra Corp. ( VST ) with a Strong Buy rating and a $220 price target. My thesis is quite straightforward. AI is moving from a chip shortage to a power shortage story. And the market is still learning how to price that shift. In a recent article about NextEra Energy ( NEE ), I wrote about the AI Power Constraint. I...
Michael Nosek/iStock via Getty Images Investment Thesis I am initiating coverage on Vistra Corp. ( VST ) with a Strong Buy rating and a $220 price target. My thesis is quite straightforward. AI is moving from a chip shortage to a power shortage story. And the market is still learning how to price that shift. In a recent article about NextEra Energy ( NEE ), I wrote about the AI Power Constraint. I also highlighted how the US data center power demand is increasing and how it could move from 25 GW in 2024 to more than 80 GW by 2030, according to a McKinsey report . Another report also highlights that by 2030 the US power demand will account for 11.7% of total US power . This is why I think power assets are becoming part of the AI supply chain. McKinsey & Company I am rating VST a Strong Buy because the AI buildout needs power that is available, reliable, and fast. Solar is helpful, wind is also helpful, and storage is helpful, but hyperscale AI factories cannot run on hope and nice weather. They definitely need speed to power, reliability, cleaner energies, and contract visibility. This is where Vistra becomes interesting. And it is because it can offer all four due to the fact that it already owns generation assets. And it has nuclear capacity that is increasingly valuable. It is also expanding its flexible gas fleet at a time when the grid needs dependable supply. Combined, it has about 44 GW of generation capacity across natural gas, coal, nuclear, solar, and battery storage. That is why I believe VST deserves a higher valuation multiple than a normal cyclical power producer. The path to my $220 price target comes from three connected growth drivers. The first one is that rising AI and data center power demand should support stronger realized power prices. Secondly, VST's nuclear and gas assets should convert that demand into higher EBITDA because the company can sell reliable power into markets where supply is tight. And thirdly, the market should reward the highe...
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the iShares Bitcoin Trust, which added 22,600,000 units, or a 1.6% increase week over week. And on a percentage change basis, the ETF with the bi
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the iShares Bitcoin Trust, which added 22,600,000 units, or a 1.6% increase week over week. And on a percentage change basis, the ETF with the bi