Finance

There’s a steep price to pay for outsize Social Security raises.

This high-flying green energy stock has a wide moat.

Micron’s fat profit margin is CXMT’s opportunity — and China is coming for it.

Thiel is known for his ability to spot a future winner.

In this month’s “In The Know,” Cathie connects the Industrial Revolution to today’s technology revolution. She explains why the yield curve was inverted more than 60% of the time before the Depression and could invert again, what Fed (Federal Reserve) Chairman Kevin Warsh’s Jackson Hole speech reveals about which inflation gauge actually matters, and why Abu Dhabi leaving Organization of the Petroleum Exporting Countries (OPEC) could send oil back toward $30. Plus: a 162,000 payroll surprise and Bitcoin finally breaking out against gold.

Both face heavy customer concentration and significant losses, but their paths to profitability, and risk profiles, couldn’t be more different.

SpaceX has a lot of success priced into its stock, which could dampen its upside over the next few years.

Quantum computing may be a ways out, but it’s not too early to position your portfolio to benefit.

Nadella’s run as Microsoft’s CEO has been an incredible success.

Rubrik stock soared last month, then took a sharp post-earnings tumble. Here’s what drove the swings, and why the stock remains hard to price.

Both companies are benefiting from a surge in memory demand, and there’s no sign of it slowing down.

Neutron could transform Rocket Lab’s business — but Rocket Lab has to launch it first.

On Sept. 4, 2026, a robust August employment beat reignites hawkish Fed expectations, sending investors toward defensive sectors.

Both the data and consumers’ daily experiences indicate that inflation remains elevated.

Nvidia is guiding for $108 billion in total revenue for the third quarter.

U.S. Federal Housing Finance Agency Director Bill Pulte thinks FICO is making too much money.

EV deliveries remained strong in August, but investors are focusing elsewhere.

A strong jobs report hints at a healthy labor market, while simultaneously bolstering the case for an interest rate hike at the Fed’s meeting later this month.

GE Vernova and Quanta Services will easily weather the next market downturn.

You can’t go wrong with either, but one has a key difference that gives it the edge.