Business
The AI trade has broken down. How we got here and what investors should expect next
The rotation is real, and so are the opportunities beyond data center stocks.
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trade
Business
Canada signs trade deal with UAE in push for non-US markets
The agreement aims to cut tariffs, reduce red tape and improve market access for businesses in both countries.
Business
What's behind the AI trade comeback — plus, our take on Intel's latest deal
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
World
US-EU trade truce at risk over $3.4 billion Airbus loan, Trump official warns
US Trade Representative Jamieson Greer warned on Monday that a $3.4 billion European Investment Bank loan to Airbus could jeopardise a tariff truce between Washington and Brussels. Greer said his office had received no details about the financing, announced in June, and urged the EU to resolve the matter quickly.
Business
China and Russia are redrawing Arctic trade. Can Europe fight back?
China and Russia are tightening their grip on Arctic shipping routes, turning the rapidly warming region into a new geopolitical battleground with Europe.
Business
Cracking AI trade has Wall Street looking for a hedge. An ex-Citadel quant may have the answer
Jasper Zhang runs Hyperbolic, a GPU exchange building a software for "physical" AI futures
Business
More pain may be coming for the AI trade. Why I’m not giving up on it
In his Sunday column for Investing Club subscribers, Jim Cramer explains why the AI trade has cracked and what he's doing about it.
Business
Russia and Ukraine trade fresh strikes despite renewed push for U.S.-brokered peace talks
Both Putin and Zelenskyy said Thursday they were open for peace negotiations, even as they continued strikes overnight.
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World
‘The best on Earth’: Can weak economic growth undermine Europe’s ‘very sophisticated social system’?
Can Europe continue to sustain one of the world's most ambitious social models while falling increasingly behind its major economic competitors? For Pascal Lamy, former European Commissioner for Trade and former Director-General of the World Trade Organization, this question lies at the heart of the continent's mounting economic and political tensions. Lamy looks beyond the immediate turmoil in France to identify a deeper European predicament: a widening disconnect between the continent's social commitments and its capacity to generate the economic growth needed to sustain them.
Business
We're dipping back into the AI trade with our first data center buy in weeks
The stock is also getting an upgrade, with the expectation of a bounce ahead.
World
Russia and Ukraine trade attacks despite pledging to resume peace talks
Overnight attacks on Kyiv injured 15 people, while two were injured in Moscow as Russia said it intercepted 163 drones.
World
Ukraine, Russia trade strikes after Witkoff talks
Soon after Putin and Zelenskyy expressed willingness to resume US-mediated talks, Russia and Ukraine traded major attacks on each other's capitals.
Business
SpaceX gives the AI trade a shot in the arm. What it means for our stocks
SpaceX indicated there's been no slowdown in demand for AI computing.
Business
Expanding AI trade is turning safety stocks into a 'Texas hedge'
The growing AI trade is infiltrating traditionally safe sectors like utilities, making hedging more difficult.
Politics
India news: India-US trade deal 'pretty close,' says Trump
US President Donald Trump hinted that the US-India trade deal could look different from the previous ones.
Business
Obsessed with CoreWeave and the AI trade? You're missing out on some great stocks
Today's earnings show there's a cohort of the market that can thrive outside of the data center buildout.
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Business
Anthropic is AI trade's last big hope for a major IPO this year
On Kalshi, Anthropic is seen as the last major IPO in 2026 after OpenAI delayed its public market debut. Others have postponed too.
World
Pakistan suspends Iran border trade, amid violence on both sides
Islamabad cites security concerns, while Tehran points to technical issues as Pakistan mediates between Iran and the US.
Business
Why I am taking the other side of the trade that crushed the market Friday
How did this happen so quickly? Where were the buyers? I have some answers.
World
Vietnam signs free trade deal with four European countries
Vietnam has signed a deal with four non-EU members that covers trade in goods and services, intellectual property rights, and sustainable development, among other areas.