If you’ve been scanning the charts lately, you might notice a glaring divergence in the tech sector. While the semiconductor giants are throwing a party that doesn’t seem to end, the application software neighborhood looks like a ghost town. Some see a “bargain-hunting” opportunity; others,

If you spent the last few years listening to the gospel of “disruptive innovation,” your portfolio might currently feel like it’s been through a centrifuge. The latest data on Cathie Wood’s once-famous ARK Innovation ETF (ARKK) serves as a cold splash of water for anyone

In finance, there’s “long term” and then there’s “my grandkids will be retired” long-term. Google parent company Alphabet just entered the latter category by prepping a 100-year “century bond.” It’s a big move, equal parts audacious and slightly dystopian — a tech giant borrowing money

Welcome back to the boardroom, where the only thing thinner than the profit margins is the skin and loyalty of shareholders. If you thought the streaming wars were over, think again. We’ve entered the “Mega-Merger” phase, where the big fish aren’t just eating the little

When the White House announced that Kevin Warsh had received the nomination to succeed Jay Powell as Fed chair, risk markets pulled back. Once again, the Goldilocks crowd that demands nothing short of perfection seemed disappointed. But critics who say the real problem with Warsh

Let’s talk about the view from 30,000 feet: from where I’m sitting, the air is getting a little thin. If you’ve been riding the wave of the recent global stock surge, it’s time to check your oxygen levels. According to recent data synthesized by the