Investors Bet on The Emerging Peptide Compounding Industry
An FDA advisory committee vote on peptide compounding has investors chasing the next telehealth boom, but regulators and pharma giants are pushing back.
Why TIPS Are Starting to Look Like an Inflation Protection Bargain
TIPS are offering historically high real yields, but investors should weigh the benefits against the risks of long-dated bond volatility.
Sustainable Investing Is Finding Its Way Back Into Investor Portfolios
US sustainable funds saw positive inflows for the first time since 2022, fueled by AI-driven demand for power grid infrastructure rather than broad ESG trends.
Google Is Betting the Next Smartphone Upgrade Cycle Will Be Driven by AI
Google launched the Pixel 11 with higher prices due to memory shortages, highlighting its Gemini AI strategy amid a competitive partnership with Apple.
Wendy's Shares Rally on Reported Trian Buyout Bid
Wendy's stock surged 15% on reports that Nelson Peltz's Trian Fund Management is forming a consortium to take the struggling burger chain private.
AI Compute Infrastructure Gets a Blowout Earnings Night From CoreWeave and Supermicro
CoreWeave and Supermicro report strong quarterly results, highlighting robust demand for AI infrastructure despite capital intensity and regulatory headwinds.
Wall Street Is Finding New Opportunities in the Boring Side of Infrastructure
We explore the growing divide between traditional utility infrastructure and speculative AI data center investments.
Trump Media Pivots to Data Licensing Amid Financial Headwinds
Trump Media reports a $238M loss as it pivots to a premium API data service for high-frequency traders amid regulatory scrutiny and financial pressure.
Intel’s AI Expansion Is Getting a $15B Cash Injection
Intel announces a $15B stock offering to fund its AI foundry expansion as capital spending targets $20B for 2026.
Meatpackers Face Squeeze From Beef Scarcity and Chicken Glut
Meatpackers like Tyson and Pilgrim's Pride are squeezed by record-high beef procurement costs and a persistent oversupply of wholesale chicken.
Sitting on Home Equity? Here’s When Cashing Out Actually Makes Sense
Don't sign a cash-out refinance until you calculate the hidden costs. Learn how to run a break-even test and when a HELOC or home equity loan is better.
