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Markets Featured

10 Stocks Worth Watching This Week: Retail's Verdict on the Consumer Ahead of Jackson Hole — August 17–21, 2026

Four retail giants report, Reddit joins the S&P 500, and Wednesday's FOMC minutes reveal how close the Fed came to hiking — the 10 stocks that matter this week, with the catalyst, thesis, and risk for each.

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Space Economy Featured

Why the Pentagon Is Buying Shoebox Atomic Clocks

GPS jamming now touches 1,500 flights a day, and the NTSB says a US military jamming test contributed to a fatal crash in New Mexico. With the Space Force's backup program canceled, the fix is being bought from a four-layer commercial market. Here is the map.

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Markets Featured

Why Can't $750 Million Keep Hollywood in Hollywood?

California doubled its film tax credit to $750 million — and Los Angeles shoot days still fell 13%. The subsidy war is no longer fought over shoots; it's fought over soundstages, and the stages are being built somewhere else.

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Markets Featured

Top 10 Stocks to Watch -- Monday, August 17, 2026

Memory stocks rip as SanDisk's investor day momentum carries into Monday. A five-stock earnings gauntlet begins Tuesday. Here are the ten names worth watching today.

Finance Featured

Where Does America Borrow When the Credit Cards Are Full?

US household debt just posted a rare quarterly decline — while home-equity borrowing rose for a 17th straight quarter. Locked into 3% mortgages and priced out of 20%+ credit cards, Americans are turning the house back into a credit line. Here's who collects.

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Markets Featured

BE: The AI Power War Has a Winner -- and the Balance Sheet Math Most Analysts Are Getting Wrong

Bloom Energy posted $1.065B in Q2 revenue -- up 166% YoY. Then NVIDIA-backed Nebius picked its fuel cells for a 300 MW AI data center. Here is the scenario math at $229 a share.

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Finance Featured

Berkshire Is Buying America's Frozen Housing Market

Everyone read Friday's Berkshire 13F for the Alphabet number. The real story: an $8.5 billion homebuilder takeover plus new Lennar and D.R. Horton stakes — the largest housing bet in Berkshire's history, placed at the bottom of builder confidence.

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Geopolitics Featured

Wall Street Is Pricing Middle East Peace at 25 Cents on the Dollar

Israel's deadliest strikes since the June framework hit southern Lebanon on Saturday. The cleanest read on whether the peace survives isn't in any communique -- it's the price of a bond Lebanon stopped paying six years ago.

Markets Featured

How the White House Unplugged the Vaccine Market Without Banning a Single Shot

Executive Order 14420 cuts the universal childhood schedule from 17 diseases to 11. No vaccine was banned — but in America the recommendation is the purchase order, and rewriting it reprices the entire pediatric vaccine business.

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Defence Featured

The Pentagon Lost the AWACS Fight in Congress. Now It's Winning It in Orbit.

Congress forced the radar planes back into the budget. The Space Force answered with $6.8 billion for satellites — and Rocket Lab just crossed the line from launch company to defense prime.

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Finance Featured

Argentina Is About to Make Money-Printing Illegal

On August 19, Argentina's Congress votes on banning the central bank from financing the state — the closest any country has come to outlawing its own money printer. What passage, dilution, or failure does to Argentine bonds, banks, and the peso.

Infrastructure Featured

How a Rainforest Island Ran Out of Water

San Juan is on 48-hour water shutoffs after the driest July in 120 years — on an island with a literal rainforest. The failure isn't the sky: Puerto Rico's utility loses up to 60% of its treated water to leaks, and it's a preview of the repricing coming for America's D-grade water systems.

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Geopolitics Featured

Why Is the Robotaxi Race Being Decided in Europe?

America banned Chinese robotaxis before they picked up a single passenger. Today's Uber–Pony.ai deal to field 2,000 of them across Europe shows where the autonomy war will actually be fought — and who collects the toll.

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Finance Featured

How Gold and Bitcoin Stopped Being the Same Trade

Gold and bitcoin both peaked within months of each other and both crashed. Only one is recovering — and the difference is the identity of the marginal buyer. This week's CPI print made the divergence official.

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Markets Featured

CAPR: The FDA Has Eight Days to Decide — and One Analyst Just Doubled the Stock

Capricor Therapeutics surged 96% pre-market after Cantor Fitzgerald set a $28 price target on a $4 stock. Eight days from now the FDA decides. Here is what the three scenarios actually look like.

AI Featured

Who Pays for the Web When Nobody Clicks?

Google sent America's largest publisher two-thirds of its readers a few years ago. Now it's 21% — and the click economy that funded the open web is being replaced by licensing deals, crawler tollbooths, and direct audiences. The repricing has tickers attached.

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Markets Featured

Top 10 Stocks to Watch — Friday, August 14

Finance Featured

Did America's Credit Card Crisis Already Happen?

12.8% of credit card balances are 90+ days late — a Great Recession number in a full-employment economy. The Fed's own researchers just explained why the scariest chart in consumer finance is measuring the past, and what the 23 million Americans inside it mean for the next consumer trade.

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Energy Featured

America's Coal Plants Keep Missing Their Own Funerals

Three straight PJM capacity auctions cleared at the legal price cap, coal retirements just hit an 18-year low, and Washington is ordering dying plants to stay open. The trade isn't coal prices — it's who owns the fleet that refuses to die.

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Geopolitics Featured

How Congress Turned Russia Sanctions Into a Tariff Weapon

The Senate passed the most sweeping Russia sanctions bill of the war the same month India's Russian crude imports hit a record and the Urals discount collapsed to $2. The price cap is dead — what replaced it is a tariff weapon aimed at Russia's customers.

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Markets Featured

Intuitive Machines (LUNR): The $1.8 Billion Backlog at a $17 Stock

LUNR just reported Q2 revenue four times higher than a year ago, expanded its backlog to a record $1.8 billion, and embedded itself inside the Golden Dome missile defense architecture -- all while trading below 3x forward revenue. Here's what the scenario math looks like.

Macro Featured

America Now Has Two Housing Markets

Luxury homes are drawing bidding wars while starter homes pile up with price cuts — the first clean split in the data. Inside Zillow's numbers, the 6.75% math freezing out first-time buyers, and what the divide means for the Fed, builders, and the housing trade.

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Markets Featured

Top 10 Stocks to Watch — Thursday, August 6: The Small-Cap Earnings Tape

The Dow set a second straight record close while the Nasdaq fell, and the market now prices a September Fed hike as more likely than a cut. Ten names worth watching into that rotation, including a chipmaker guiding Q3 revenue to nearly double the quarter it just reported.

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Investing Featured

Emerging Markets Got Cheaper by Going Up

For the first time in at least two decades, emerging-market stocks trade at less than half the S&P 500's multiple — after five straight quarters of outperformance. Inside the record discount, and what actually closes it.

Finance Featured

Who Loses When Narcolepsy Gets Fixed?

The FDA just approved the first drug that treats narcolepsy at its source. The patient count is tiny; the stakes are not — Takeda's post-Vyvanse story, Jazz's $2 billion franchise, and a three-way race to turn wakefulness into a platform.