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While Amazon, Microsoft, Meta, and Alphabet plan $700 billion in combined AI capex for 2026, Apple is spending just $14 billion. The contrarian approach could shield investors from the AI bubble.
Hong Kong saw 15 IPOs raise 17.7 billion HKD in Q1 2026, the best start since 2021, led by AI chipmaker Biren Technology's $717 million listing that surged 120% on its debut.
Novo Nordisk shares plunged 15% after its CagriSema weight-loss drug failed to demonstrate non-inferiority versus Eli Lilly's tirzepatide, reshaping the $150 billion GLP-1 market overnight.
Costco is selling an estimated $200 million in gold bars every month as gold surpasses $5,100 per ounce. The retail precious metals frenzy reflects a deeper shift in how Americans think about money.
Equinix bookings surged 42% year-over-year while Digital Realty is bringing 5 GW of capacity online, as hyperscalers commit $500 billion to AI infrastructure in 2026 alone.
Vertiv Holdings reported a 252% surge in Q4 organic orders and a record $15 billion backlog as AI data center demand drives the infrastructure supercycle to new heights.
Greg Abel releases his first annual shareholder letter as Berkshire Hathaway CEO on February 28. With $381 billion in cash and a post-Buffett strategy to define, every word will move markets.
The Dow Jones Industrial Average crossed 50,000 for the first time on February 6, then retreated below the milestone. Here is what the fastest 10,000-point ascent in history reveals.
The Russell 2000 has outperformed the S&P 500 by nearly 8% year-to-date, ending a 13-quarter slump. Here's why small-cap stocks could be 2026's best investment.
Copper has reached $13,000 per ton for the first time ever, driven by green energy demand, AI data center construction, and a structural supply deficit that could last years. Here's what investors need to know.
Between 2026 and 2030, $230 billion in branded drug revenue faces patent expiration. The resulting pharmaceutical M&A wave and generic drug launch surge will reshape what Americans pay for medicine.
The ISM Manufacturing PMI surged to 52.6% in January 2026, marking the first expansion in America's factory sector in over two years. Here's what it means for investors, workers, and the economy.