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As the second-quarter earnings season of 2026 approaches its most critical stretch, the global equity market finds itself at a pivotal crossroads. For over two years, …

The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported numbers say deceleration has not started. In fiscal Q1 2027, …

Alphabet shares fell on Friday, extending losses from the previous session after a report suggested Google’s flagship Gemini 3.5 Pro artificial intelligence model is running behind …

The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh’s first congressional testimony, big-bank earnings, a soft …