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AI bull marks the revenge of the Dotcom ‘boxmakers’ like Cisco, Dell. How to trade the stocks from here
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I remember being a retail stockbroker in 1999, pitching shares of Mellon Bank to my retail brokerage customers. After the repeal of the Glass-Steagall act under President Bill Clinton, a wave […]
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France’s sovereign wealth chief has a warning for Europe: We’re being ‘doubly colonized’
Key Points Nicolas Dufourcq, the head of France’s state investment bank Bpifrance, warned that Europe is becoming “doubly colonized” by Chinese industry and U.S. tech. “It’s not in the future; the consequences are now,” he warned an audience at private capital conference IPEM. Bpifrance manages assets worth around 100 billion euros ($117 billion). The head […]
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‘Buffett Indicator’ for stock valuation passes 200%, beyond level he once said is ‘playing with fire’
Warren Buffett’s one-time favorite yardstick for stock market valuations has climbed to an all-time high, reviving fears that investors are once again testing the limits of market exuberance. The gauge, dubbed as the Buffett indicator, measures the total value of publicly traded U.S. stocks (Wilshire 5000 index) against the nation’s gross national product. In a […]
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How to know when it’s time to worry about the AI bubble
Wall Street is undergoing a minor AI-nxiety attack. Long-percolating concerns about the massive and perhaps undisciplined tech-company investments in artificial-intelligence infrastructure and the lavish valuations bestowed on these businesses started to boil over last week. And with it, a vigorous debate over whether a hazardous equity bubble is underway, on the way or in no […]
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Why Trump’s 100% drug tariffs could hit Asia and Europe very differently
Global pharmaceutical stocks sold off on Friday, as markets reacted to news of 100% tariffs on branded and patented drugs imported into the United States, but significant moves lower haven’t been across the board. While Asia Pacific-listed shares in the sector saw notable falls — with some stocks tumbling more than 5% — the reaction […]
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Ken Griffin says more tariff impact on inflation is still ahead, Fed should be independent
Billionaire Wall Street titan Ken Griffin believes the full impact of tariffs on inflation have not been felt yet, and he only sees one more rate cut from the Federal Reserve this year. The founder and CEO of Citadel said Thursday only about half of the inflationary impact from President Donald Trump’s wide-spreading levies on […]
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China’s Xiaomi plans showrooms for 2027 EV launch in Europe, eyes local manufacturing later
Key Points Xiaomi plans to open showrooms in Europe when it launches its electric cars in the region in 2027, a top executive at the Chiense tech giant told CNBC. Xu Fei, a vice president at Xiaomi, said the comapny could also manufacture cars locally in the future. Xu did not reveal which car Xiaomi […]
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Japan shares keep breaking records as reforms, foreign inflows outweigh political risks
Japanese equities are extending record highs, fueled by steady inflows from foreign investors and governance reforms. However, risks remain — from political instability to a potential yen spike or U.S. market downturn — but analysts say such shocks are more likely to trigger buying opportunities than end the rally. The Nikkei 225 and broader Topix […]
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Stocks making the biggest moves midday: Firefly Aerospace, AutoZone, Sempra, Halliburton and more
Check out the companies making headlines in midday trading: Baker Hughes , Halliburton — Oil services stocks including Halliburton and Baker Hughes traded higher as oil prices looked to break a four-day losing streak. Baker Hughes’ stock rose more than 4%, while Halliburton and Transocean each added 8%. Sempra — Shares of the energy company […]
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Stocks making the biggest moves premarket: Firefly Aerospace, AutoZone, Kenvue & more
Check out the companies making headlines before the bell: Firefly Aerospace — The aerospace company fell more than 10% after posting its first quarterly report since going public last month. Firefly saw a wider loss and lower revenue than expected for the second quarter. AutoZone — The automotive parts retailer fell 2% after its gross […]
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