Archive

Long-Awaited Rate Cuts May Finally Be Coming

This economy looks very different from the economy of early 2024....

Quality Alone Won't Predict AI Winners

ChatGPT is synonymous with AI for most people. But one competitor is shaping up as a frontrunner to overtake it.

• META

The Private-Credit Party Still Has Some Life Left

Private equity seems like a lost cause at the moment... But that doesn't mean all private investments are troubled.

Don't Blame Japan for the U.S. Pullback

Folks are ignoring the real news behind the recent market turmoil...

The Economy's Most Consistent Warning Bell Just Chimed

Investors and pundits are tripping over themselves to figure out if this is a natural pullback... or the start of something bigger.

Like It or Not, the Government Wants to Help

Today's presidential candidates seem set on sticking their noses in U.S. industrial policy...

Unnatural and Insincere Guidance

You need to understand that, despite the name, artificial intelligence is not intelligent...

Activist Investors Are Pushing Autodesk Too Hard

This activist fund is pushing hard to squeeze out a little more shareholder value...

• ADSK

Investors Are Skeptical of This Asset Manager's Turnaround

After a failed merger, this management team is trying to right the ship...

• JHG

A Gutsy Shift From This Investment Bank

Investors will need more tangible results to get on board with this bank's business shift...

• DBK.DE