Bloom Energy vs. Constellation Energy: Which Industrials Stock Is a Better Buy in 2026?
Key Points Bloom Energy is scaling its fuel cell technology through a massive $25 billion financing framework with Brookfield Asset…
The Archive
Every market briefing, in one place.
In-depth analysis on the Fed, earnings, labor, commodities, and the news that moves markets. Filter by topic to find what you’re looking for.
Travelers’ Profit Jumped 46% and Its Stock Popped 9% While Chip Stocks Crashed. Here’s What Drove It.
Key Points Travelers’ second-quarter net income rose 46% year over year to $2.2 billion. Catastrophe losses fell to $518 million…
Alphabet’s Stock Is a Must Buy Before July 22
Key Points Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has a major event coming up: its second-quarter earnings report. This is one…
SpaceX Stock Just Quietly Fell to $124 a Share — and It’s Still Not a Buy
Key Points SpaceX stock closed at $123.99 on Friday, capping six straight days of declines. The company sold $25 billion…
CrowdStrike vs. Snowflake: Which Technology Stock Is a Better Buy in 2026?
Key Points CrowdStrike continues to dominate the cloud-native cybersecurity market through its rapidly expanding Falcon platform and strategic partnerships. Snowflake…
The 1 AI Chip Stock I’d Buy Hand Over Fist in This Sell-Off — and It Isn’t Nvidia.
Key Points AI chip stocks have sold off this month amid fears that custom silicon could erode the leaders’ pricing…
The White House Is Renewing Its Push for a Strategic Bitcoin Reserve. Here’s What That Could Mean for Bitcoin.
Key Points The Trump administration is renewing its push to establish a Strategic Bitcoin Reserve. If a reserve is formed,…
Mark Zuckerberg’s Meta and Other Hyperscalers Face a Major Bottleneck. Here Are 2 Industrial Stocks That Will Benefit
Key Points Meta and other large technology companies are working overtime to build out their AI data centers. Building a…
Chubb Trades at Just 12 Times Earnings, Well Below the Broader Market. Is One of the World’s Biggest Insurers a Bargain?
Key Points Chubb (NYSE: CB), the world’s largest publicly traded provider of property, supplemental health, and casualty insurance, is a…