When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
Tech is dominating the stock market and shrinking inside the labor market.
That classic K-shaped divide — usually used to describe the US consumer — showed up again Friday after the April jobs report. But this time, the divergence is inside tech itself: Wall Street is paying the highest premiums in at least two decades for the sector’s stocks while its workforce keeps losing ground.
» Read more about: Tech's K-shaped boom: Stocks up, jobs down »
First up, some items from the news, you know, oil is once again on the rise, but the stock market doesn’t seem to care. As of this taping on Thursday morning, the S&P 500 is up more than 12% for the month of April. But the bond market is showing signs of anxiety.
Investors have a bad habit of projecting current events too far into the future. When it comes to energy prices, history is clear: volatility is the norm. So, high energy prices today aren’t a good indication that they will be high in the future. In fact, today’s high prices are likely to be followed by lower prices sooner than you may expect.
Traders are embracing the “NACHO” trade, a new Wall Street acronym for “Not A Chance Hormuz Opens.” as investors grow skeptical the Strait of Hormuz crisis will end soon.
Maica | Istock | Getty Images
Move over TACO trade.
Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important).
The company divides its revenue sources into five end markets: Data Center,
» Read more about: Goldman Sachs resets Nvidia stock forecast ahead of earnings »
TABLE OF CONTENTS
Couple looks over finances while sitting at a table in their home. Relying to heavily on saving money and not investing, could make it challenging to stay on track for long-term goals like retirement.
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Most people think the biggest risk to their retirement is a market crash.
» Read more about: Why Saving Without Investing Can Leave You Behind On Retirement »
In this episode of Motley Fool Hidden Gems Investing, Motley Fool personal finance expert Robert Brokamp and Motley Fool employee Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs. Also in this episode:
Despite geopolitical conflict, fluctuating oil prices, and macroeconomic volatility, the S&P 500 (^GSPC +0.84%) continues to reach new highs. It’s up almost 8% this year, the fourth in a row with gains.
It’s not the first time there’s been such a streak, and anything could change for 2026 with most of the year still ahead.
Warren Buffett built his fortune on a simple idea. Find sturdy businesses that print cash, leave them alone for decades, and let compound interest do the heavy lifting.
That patience is why Berkshire Hathaway (BRK.A) became the kind of holding company that owns a railroad,
» Read more about: Warren Buffett's McLane makes major bet on driverless big rigs »
