When companies with very different business models begin investing in similar ways, it reflects a shared expectation about future demand. In this case, demand for AI computing power is pushing technology back toward infrastructure.

Gold holds above $5,000 after a sharp selloff and rebound, while silver suffers an extreme intraday collapse and the media declares a “silver bubble” — missing the bigger picture: a historic breakout and a new base forming.

U.S. trade officials are finally recognizing that tariffs on essential metal products are hurting manufacturers and ultimately consumers.

This week’s market narrative revolved around three intersecting forces: the scale of AI capital investment, macroeconomic recalibration of Fed policy, and crypto-driven liquidity swings.

After rocketing parabolic in a popular speculative mania, silver violently crashed. It suffered some of its biggest down days ever in recent weeks, shockingly-brutal plummeting

The S&P 500 just closed at 6,850. That puts it right on the bottom of a range it has traded inside for months.

The Dollar bounced around, but could not take back the 97 handle.

Silver climbs to $77.20 after softer US CPI boosts expectations of Fed easing.

2025 was a really good year for T-Mobile: it led Verizon and AT&T on postpaid growth, new accounts, and fixed wireless.

The near-term path is disinflationary, but the macro is now clearly inflationary.

Stocks closed mixed on Friday, as investors unpacked this morning's soft inflation data.

​​​​​​​The global AI arms race is no longer just about software. It’s becoming a battle over energy, infrastructure, and space.

Crude oil is at a key inflection point, with prices likely to surge on war escalation or fall sharply if peace negotiations succeed. 

We discuss the shift away from globalization towards nationalism by the world's major countries.

An analysis and commentary on the financial markets.

This TACO was expected, and long overdue. Steel and especially aluminum tariffs are very damaging.

The world is grappling with a massive copper shortage that's intensifying rapidly, driven by surging demand from AI data centers amid shrinking supplies.

Morguard North American Residential REIT is a monthly dividend stock with a high yield. This potentially makes the stock more attractive for income investors looking for more frequent dividend payouts.

Valued at $2.49 billion, DHT Holdings operates a fleet of double-hull crude oil tankers on international routes.

As broader tech sentiment turned choppier, investors began taking profits, and Micron’s slide started to look less like “new bad news” and more like a positioning reset.