The Federal Reserve sees something changing in the oil market
For years, an oil spike mostly showed up at the gas pump and then faded without doing much to the rest of the price basket. That may no longer be the case.
Federal Reserve economists found that the effect of oil on core inflation, once “statistically indistinguishable from zero,”
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Read MoreBloom Energy vs. Constellation Energy: On-Site Power or Grid Power, Which Wins the Data Center?
According to the International Energy Agency (IEA), global data center electricity consumption is projected to roughly double by 2030, reaching approximately 945 terawatt-hours (TWh), while Goldman Sachs forecasts a 165% jump in power demand by the end of the decade, compared to 2023 levels.
This push for power has put energy providers in the spotlight,
Should You Invest in the Stock Market Now or Wait for a Pullback? History Offers a Clear Answer.
After a volatile post-election market, the S&P 500 (^GSPC -0.40%) now sits about 4% below its all-time high, but the Nasdaq-100 is down by roughly 11%. Anybody waiting to buy the dip certainly has an opportunity right now. But whether they take it is something else altogether.
Read More3 Consumer Compounders That Fit Warren Buffett's Playbook. I'd Hold Them Forever.
Why Jensen Huang's Nvidia scandal has everyone quoting Warren Buffett and Charlie Munger
Warren Buffett and Charlie Munger are having a viral moment following Jensen Huang’s departure as Nvidia CEO.
The AI chipmaker’s founder stepped down Thursday following a scandal-filled week surrounding his personal life and relationship with an alleged Chinese spy.
The dayslong saga prompted many online commentators to share famous warnings from the former chairman and late vice-chairman of Berkshire Hathaway.
Read MoreThe Burst
1 AI Power Play Most Investors Missed
While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.
Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.
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Read MoreThe Ivy
AMD Just Raised the Bar With a Bold 5-Year Plan
CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.
The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.
Key Points
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AMD forecasts explosive growth, including 60% annual expansion in data centers.
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Read MoreThe Spotlight
1 Stock to Own for the Next Decade
Every once in a while, a company comes along that feels like the rare exception, a business so well-positioned, diversified, and forward-looking that it could anchor a portfolio for years.
Broadcom is one of those companies and it might be the single best position to hold for the foreseeable future.
Key Points
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Broadcom combines cyclical chip sales with high-margin recurring software revenue from acquisitions like CA,