The meteoric rise in the share of semiconductor stocks in equity indices pose two main challenges for investors...

Soccer fans from far-flung places are reveling in America’s beauty and bounty...

AI now represents 39% of the S&P 500. That's approaching the concentration extremes seen during history's biggest bubbles. Yet everyone keeps talking about rotation.

"If there's one area that's ripe for regime change by AI completely, it's the Federal Reserve."

Police assessed him as "unfit for interview" and continue to withhold his identity from the public...

"But ASML says it has never shipped extreme ultraviolet lithography systems to China and has complied with tightening restrictions..." 

The exhibit, located at the President’s House historic site, was removed following an executive order signed by President Donald Trump...

The panel concluded that the state law does not violate the First Amendment of the U.S. Constitution.

"It is no coincidence that the president announced some time ago, after yet another Kyiv terrorist attack..." 

And it's potentially right around the corner.

Everybody owns AI. Nobody sees a bubble. AI capex just surpassed Dot-Com. Hmmmm...

The market is pricing physical barrels but has yet to fully discount this trust deficit and the deteriorating momentum of the agreement...

“We cannot be afraid to stand up to our enemies and hold the line for the next generation of Americans.”

“Tonight could, just could, be the turning point,”

"We have entered a ceasefire. We will continue to act against threats and will remain in the Strip. If Hezbollah harms our soldiers or civilians, we will respond forcefully".

Is the market pricing an "AI succeeds beyond expectations" scenario?

The process of extracting data from an encyclopedia as the most likely answer to a question is not the same as thinking, understanding, empathy or judgment...