
The war’s not over: JPMorgan says investors were too quick to sell Europe defense stocks on hopes of Ukraine peace
The war in Ukraine has catalyzed a dramatic rerating of defense stocks in Europe.

There’s no turning back on AI now, this firm says as it boosts S&P 500 forecast
As Nvidia offers blowout results, Barclays says back the AI trade as it’s not going away and that means tech […]
Roth conversions will bring my income up to $400K. I’m 68. How much should I move over?
”I know all about taxes, Medicare, growth rate, inflation, Roth conversions, etc.”
T-bill and chill: Robinhood CIO on what to do after the selloff and the danger markets are ignoring
The best move investors can make right now may be to just ‘sit tight,’ says Robinhood’s CIO Stephanie Guild.
I’m 27. I earn $105K and my boyfriend, 28, earns $63K. What percentage of our rent should I be paying?
“He doesn’t have a lot of savings because of his lower income and student-loan payments.”
Target sales disappoint as store traffic and spending decline
Target’s stock was falling as profit beat expectations, but the full-year outlook was trimmed and comparable sales declined for a […]
Lowe’s delivers an earnings beat, and tops Home Depot on a key sales metric
Lowe’s stock bounces after comparable-sales growth missed expectations but outpaced that of its key rival, as profit beat expectations.
Alphabet’s stock gets a Buffett bump. Here’s the next big Google catalyst.
Anticipation is building for Google’s Gemini 3.0 release, which analysts say could advance the company’s AI positioning.
The memory boom has been great for Micron — but could hurt these other tech stocks
Morgan Stanley analysts are getting worried about potential profit pressure at Dell and HP due to surging memory prices.
Ray Dalio is back with a fresh warning, and it’s about the Fed’s new policy
The legendary investor is warning about the impact of a move at the Fed others might call technical.
