The market is still paying up for AI hardware and software. It is far less interested in cash businesses that heat houses, brush teeth, or build nuclear parts. Quality names in HVAC, defense, and staples sit near 52 week lows while Vertiv, Seagate, Comfort Systems, Palantir, and GE Vernova keep stretching 12 month gains.
Monthly dividend lists have a quiet trick. They group names by how often cash arrives, then they rank the group by how …
SPY rose last week, but the headline concealed a narrow engine. The Magnificent Seven gained 2.2%, while Microsoft …
The Federal Reserve has put a September rate hike back into the market conversation. That is an awkward turn for …
AI financing is starting to look less like ordinary debt and more like a wager on rising share prices. Global issuance …
General Motors (GM) has rallied 48.9% over the past year, yet the shares still trade at 8.2 times forward earnings. The …
The UK energy regulator just allowed household bills to rise again. From October the price cap moves 4% higher to 1,723 …
Private credit just stopped looking like a quiet yield engine. Life insurers tied to one of Wall Street’s larger …
Nvidia just made the AI buildout more expensive at the rack. Its largest buyers have been told that servers packed with …
The S&P 500 now yields about 1%. That figure is doing too much work. It makes a 5% payout look generous before …