The TACO trade strategy faces a severe test as the Iran conflict disrupts global energy markets, causing damage that rapid policy reversals cannot easily repair.
The US initiated Section 301 investigations into China, the EU, and 14 other economies targeting manufacturing overcapacity and unfair trade practices.
Billionaire investor Stanley Druckenmiller exits his entire position in SanDisk, taking profits and shifting capital to Amazon amid AI bubble fears.
Technology shares led Wall Street higher Tuesday as a dramatic drop in crude oil prices and hopes for a swift Middle East resolution fueled a broad equity rally.
Nvidia is developing NemoClaw, an open source enterprise artificial intelligence platform, to cement its infrastructure dominance amid the agent software trend.
Escalating Middle East conflict and surging oil prices are driving significant market capitalization shifts across global energy and shipping stocks.
S&P Dow Jones Indices is adding Vertiv, Lumentum, Coherent, and EchoStar to the S&P 500, increasing the benchmark exposure to AI and data centers.
Rising oil prices amid Middle East tensions dragged down US equities Thursday, though strong artificial intelligence forecasts from Broadcom supported tech.
Tech stocks led a US market rally as signs of Middle East diplomacy and federal efforts to stabilize oil shipments eased investor concerns over inflation.
A 1,200-point Dow plunge reversed after the White House stepped in to secure oil routes. Here’s how the smart money is trading the geopolitical chaos.