Which matters more to stocks: the bond market or AI risks? The volatility gauge might offer an answer
Volatility measured by the Cboe VIX Index jumped to 18 Monday.
Warsh’s credibility is on the line this week as Trump policies put pressure on Fed to hike
With inflation above target and no visibility on lower oil prices or stability of tariffs, the Fed chairman needs to pass the test that has faced his predecessors
Trump goes scorched earth on AI warnings, raging about data center opposition and regulation
The Trump administration has encouraged AI’s rapid growth and the development of data centers as it seeks an insurmountable tech edge over China.
What’s next for oil refiners after an unprecedented run to all-time highs
Refiners don’t care what crude costs. They care about the crack spread. Right now, those margins look like the ultimate holiday bonus.
What the potential AI safety slowdown means for investors
Analysts see political motivation in the doomspeak, and a playbook whereby safety hype spurs government regulation that doubles as a competitive moat.
Prediction market traders think gas prices will hit new highs for the year
Oil prices have marched higher in recent weeks, above $100 per barrel, as tensions between the U.S. and Iran have escalated again.
Josh Brown says investors are (re)learning how profitable these financial stocks are, including one on his list
Josh Brown and Sean Russo also catch up readers on one insurance stock that is setting up for a leg higher.
Microsoft sets limits for future AI models as industry throttles frontier development
Microsoft wants to be seen as a responsible AI entity as it ramps up model development alongside partners Anthropic and OpenAI.
Space startups raise big money in funding blitz as Europe aims to challenge U.S. dominance
European space startups are attracting fresh funding as the region seeks to build its capabilities and narrow a its gap with the U.S.
AI models are becoming the ‘most potent cyber weapon’ ever created, Cohere CEO says
Cybersecurity concerns are feeding a broader AI safety debate, with industry leaders calling for measures to slow frontier AI development.
