Well, he did it. President Trump on Saturday imposed 25% tariffs on Canada and Mexico (except for oil, which got a lower rate ...

The two most surprising things that have happened over the past week or so are (1), the explosive arrival of Chinese AI app DeepSeek onto the world stage, and (2), the fact that President Trump has ...

Netflix reported earnings on Tuesday night, and the more time I have to digest them, the more impressive they seem. The company just posted its best subscriber growth ever–ironically, in the last ...

One of the biggest "new" things to come out of the Trump White House so far is yesterday's splashy announcement of "Stargate." It has sent shares of Oracle up 13% in fewer than 24 hours. It has ...

As I noted the other day, it's been a lot more active on the deal front suddenly. We talked to Dan Primack of Axios about this on the show earlier this week; he remains somewhat skeptical a major boom ...

One of the biggest "new" things to come out of the Trump White House so far is yesterday's splashy announcement of "Stargate." It has sent shares of Oracle up 13% in fewer than 24 hours.

The U.S. dollar is surging to historic highs, right as President-elect Trump is about to take office. We hit 110 on the Dollar Index this morning (which measures it against a basket of other ...

There's a palpable sigh of relief in markets this morning, with stocks generally higher and bond yields down. Why? Because we didn't get any big "60% tariff on China" announcements on President ...

As I noted the other day, it's been a lot more active on the deal front suddenly. We talked to Dan Primack of Axios about this on the show earlier this week; he remains somewhat skeptical a major ...