Colin Laidley

The AI-driven rally in utility stocks drove dividend yields down. Now the sector is in the shadow of higher bond yields.

Hyperscalers and software were back in investors’ good books last quarter as memory, chip, and industrial stocks stalled.

Economists don’t expect a repeat of August’s numbers, but they say Friday’s report should reflect the labor market’s resilience and stability.

Stocks post small gains as the Mag 7 cushion against a wobbling AI trade, rising oil prices, and higher interest rates.

A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.

Digital asset boosters say stock tokens will make trading faster, but skeptics point to new risks and question their value for individual investors.

Crosscurrents include the AI infrastructure boom and strong earnings, along with high oil prices, rising interest rates, and AI safety concerns.

Warnings from Anthropic, OpenAI, and SpaceX are raising questions over the future of the AI buildout.

AI stocks are among the most vulnerable to higher bond yields, one analyst says. Plus, are investment bank stocks a buy?

Some of last month’s major inflation drivers could be one-offs, but economists say energy price spillover remains a risk.

Forecasts center on moderating inflation, but a hotter-than-expected CPI report could trigger the first interest rate hike since 2023.

New data showed the labor market on solid footing, led by gains in leisure and hospitality.

Barring a surprise, the Fed rate hike outlook is seen hinging on inflation data.