Meta Platforms, Inc. signals excess compute capacity—could AI capex slow next? See the outlook for AI infrastructure, semis, and the AI bubble. Click for this update.

Job openings in total nonfarm and manufacturing are on a nice rise and are continuing to surprise forecasters.

The economic mover and shaker this week is Friday's employment report from the Bureau of Labor Statistics. This monthly ...

Buy iShares U.S. Insurance ETF (IAK) for targeted insurer exposure: hawkish Fed, low catastrophe risk, and M&A boost profits; ...

Commercial shipping through the Strait of Hormuz has surged in recent weeks, with American military support helping boost oil ...

Oscar Health stock rallied on Wednesday after investors digested a newly released SEC Form 4 filing showing CEO and Director Mark T. Bertolini sold 1.24M Class A shares worth abou ...

Kohl’s Q1 2026 comp sales fell 1.1%—its best since 2021—near guidance. See 2026 free cash flow outlook and tariff refund update.

Centrus Energy (LEU) finalizes a $900M DOE HALEU contract, adds storage extension, and boosts Piketon capacity.

Integra Resources is rated a Buy, trading at 0.33x NAV, with significant upside if execution risks are managed. Read more on ITRG stock here.

Patterson-UTI Energy, Inc. (PTEN) is rated a hold due to short-term oil price volatility and long-term demand uncertainty. PTEN's Q1 2026 revenue declined 12.75% YoY, with negative net income in six ...

Valero Energy stock rides high crack spreads and tight refining capacity through 2027. Here's what investors need to know.

Market rotation into smaller, defensive, and value stocks could be underway. Stretched valuations in some Magnificent 7 names prompt broader sector participation. My value-oriented portfolio ...