Brian Sullivan: Why the ‘real’ price of oil is likely $30-$40 higher than where it is now
Physical oil can cost about $38 a barrel more to deliver, as tanker rates surge.
What’s behind the sell-off in AI neocloud stocks like CoreWeave and Nebius
Neoclouds share the same business model and many of the same customers.
What’s behind the sell-off in AI neocloud stocks like CoreWeave and Nebius Read More »
Thursday’s big stock stories: What’s likely to move the market in the next trading session
A hot inflation report and jitters over the artificial intelligence trade dragged stocks lower on Wednesday, with the S&P 500 posting its worst day since July.
The energy sector is taking the bull market lead from tech. Here’s one way to play it
Marathon has climbed inside a well-defined channel since its 2020 low
The energy sector is taking the bull market lead from tech. Here’s one way to play it Read More »
These stocks offer some of the best risk-adjusted upside on Wall Street
Recent stock market volatility has created some potentially attractive opportunities for investors willing to look past near-term choppiness.
These stocks offer some of the best risk-adjusted upside on Wall Street Read More »
Berkshire Hathaway heads for 10th consecutive winning day. What’s driving the stock
The conglomerate’s Class A shares are on track for their 10th consecutive day of gains. That would mark their first 10-day rally since January 2018.
Berkshire Hathaway heads for 10th consecutive winning day. What’s driving the stock Read More »
We bought SpaceX at $121. Here’s why we’re buying more at higher prices
SpaceX’s Starlink, mobile and AI businesses are expanding. Here’s why we’re adding to the position after the stock’s pullback.
We bought SpaceX at $121. Here’s why we’re buying more at higher prices Read More »
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 inched lower as traders mulled over the latest quarterly results from big banks. Tune in to CNBC on Wednesday for Goldman Sachs CEO David Solomon.
Don’t let inflation bite — how to hedge with TIPS, commodities and infrastructure funds
TIPS are looking attractive but they aren’t the only way to get inflation protection.
Don’t let inflation bite — how to hedge with TIPS, commodities and infrastructure funds Read More »
Mastercard is up 8 days in a row. The charts indicate the run isn’t over
Mastercard shares have been on a tear. The stock is up eight days in a row and is just now ticking to an all-time high.
Mastercard is up 8 days in a row. The charts indicate the run isn’t over Read More »