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How does a VAT work? Here’s why Europe’s consumption tax has Trump vowing reciprocal tariffs

A value-added tax is not a tariff, but Trump blames it for America’s trade deficit with the European Union.

previous day 10

Greg Mckenna

Singapore warns of a ‘large cone of uncertainty’ around U.S. policy, even as the Southeast Asian country reports better-than-expected growth

Singapore's economy grew by 4.4% in 2024 thanks to a revived manufacturing sector, yet officials warned of "rising global economic uncertainty" in the...

friday 20

Greg Mckenna

India to get access to F-35s as Trump touts his ‘special bond’ with Narendra Modi

Joining Trump's meeting with Modi was SpaceX and Tesla tycoon Elon Musk, who also met the Indian prime minister one-on-one.

friday 10

Greg Mckenna

Trump tariffs have JPMorgan flying gold from London to New York—but big banks also find an arbitrage opportunity

Fears that Trump could impose a blanket tax on all imports from Europe, including gold, has prompted a massive influx of the metal into the U.S.

friday 10

Greg Mckenna

Trump wants lower interest rates to go ‘hand in hand’ with tariffs, but yields are soaring after inflation data came in hot

Wall Street is reckoning with the possibility the Federal Reserve will stand down on rate cuts this year.

13.02.2025 7

Greg Mckenna

OpenAI’s DeepResearch can complete 26% of ‘Humanity’s Last Exam’ — a benchmark for the frontier of human knowledge

OpenAI’s o1 and DeepSeek’s R1 models, which previously sat atop the leaderboard, could only get through roughly 9% of the exam.

12.02.2025 10

Greg Mckenna

Adjusting the bookkeeping on America’s gold reserves could add $750 billion to the U.S. Treasury overnight—but one expert says cashing out could trigger an ‘Armageddon’ event and tank the market

Treasury Secretary Scott Bessent recently pledged to “monetize” the U.S. government’s assets.

11.02.2025 9

Greg Mckenna

Uber stock jumps 7% after Bill Ackman reveals $2.3 billion stake

The Pershing Square CEO said he's admired the ridesharing giant since actor Edward Norton introduced him to the app in its early days.

08.02.2025 4

Greg Mckenna

VCs prepare for the fog of (trade) war

The direct impact of tariffs may not sting startups as much as transnational companies with massive supply chains. But don't discount the ripple...

04.02.2025 10

Greg Mckenna

Auto stocks fall as investors watch Trump’s 25% tariff on Mexico and Canada

The selloff subsided when Trump announced the tax hike on Mexican imports would be postponed for one month.

03.02.2025 3

Greg Mckenna

Why DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

30.01.2025 5

Greg Mckenna

DeepSeek caused a massive Nvidia and tech sell-off. Should you buy the dip?

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept Silicon Valley.

28.01.2025 3

Greg Mckenna

Everyone is freaking out about Chinese AI startup DeepSeek. Are its claims too good to be true?

Several voices inside the AI sector suggest the mysterious lab’s reported accomplishments can’t be taken at face value.

28.01.2025 5

Greg Mckenna

Nvidia drops 15% as Chinese AI startup DeepSeek spurs brutal rout of tech stocks

The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.

27.01.2025 3

Greg Mckenna

Novo Nordisk stock surges 7% after Ozempic maker’s latest weight loss drug shows promise

The new treatment targets gut hormone GLP-1 but also mimics amylin, a hormone released by the pancreas that suppresses hunger.

24.01.2025 10

Greg Mckenna

The AI trend that could send software stocks soaring in 2025

Palantir and Salesforce have seen their shares soar amid enthusiastic demand for powerful digital assistants and AI platforms.

23.01.2025 10

Greg Mckenna

Netflix stock jumped 10%—and ads are a big reason why

Advertising revenue doubled this past year, co-CEO Gregory Peters said, and the company expects the same to be true in 2025.

23.01.2025 10

Greg Mckenna

Netflix earnings preview: Can streaming giant keep momentum rolling in 2025?

The streaming giant’s stock soared in 2024 thanks to impressive viewership growth and margins that remain the envy of the industry.

17.01.2025 4

Greg Mckenna

TSMC shares jump 5% after Nvidia supplier posts record profits

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

17.01.2025 8

Greg Mckenna

Goldman Sachs soars on Q4 earnings, CEO sounds caution on Trump tariff and immigration plans

Goldman’s profit roughly doubled in Q4 thanks in large part to surging revenues from deal-making, underwriting, and trading.

16.01.2025 8

Greg Mckenna

Bond yields are soaring—and that could pose a problem for Trump

If bond markets riot, some think it will encourage the president-elect to deliver scaled down versions of his campaign promises.

15.01.2025 7

Greg Mckenna

Bonds yields are rising like crazy: What that means for investors

Last week’s blowout jobs report has Wall Street wondering whether the Fed will continue its rate-cutting regime in 2025.

13.01.2025 3

Greg Mckenna

Boeing stock sags despite Fed rally, company furloughs workers amid strike

Boeing may prevent its debt being downgraded to junk by issuing more stock, which would deal another blow to current shareholders.

07.01.2025 3

Greg Mckenna

These 3 stocks are soaring as the U.S. rushes to patch its electrical grid

Much of the grid was built over 50 years ago, and AI data centers are just one reason energy demand has skyrocketed.

27.12.2024 6

Greg Mckenna

Heading into 2025, 68% of CFOs are optimistic about the economy—but worries remain about a massive equity selloff

Finance chiefs are feeling optimistic, but a corner of the derivatives market—known colloquially as “crash protection”—may be telling a more...

27.12.2024 7

Greg Mckenna

Analysts expect the usual ‘Santa Claus rally’—but watch out if it fails to come

The second half of December is typically the second-strongest period of the year for U.S. equities, according to Bank of America.

23.12.2024 3

Greg Mckenna

Texas billionaires made a $200 million bet on a college football ‘laughingstock.’ It’s paying off with a championship run

The support of the deep-pocketed donors has quickly launched the program from mediocrity to national relevance.

19.12.2024 10

Greg Mckenna

Canadian dollar slumps as Trudeau’s government teeters on collapse

The Loonie traded at its weakest intraday level since the start of the pandemic a day after Canada's finance minister resigned.

17.12.2024 4

Greg Mckenna

Trump says he’ll end daylight saving time: Here are the winners and losers if he does

Elon Musk and Vivek Ramaswamy said they want to target the practice as the leaders of Trump's Department of Government Efficiency.

17.12.2024 10

Greg Mckenna

Apple stock hits record high as JPMorgan dismisses AI worries

Consumers appear to be largely underwhelmed thus far by the rollout of Apple Intelligence on the new iPhone 16.

17.12.2024 6

Greg Mckenna

Broadcom is now a $1 trillion company as stock surges 20% on AI boom

Broadcom's AI revenue grew 220% to $12.2 billion this past quarter, pushing semiconductor revenue to a record $30.1 billion.

13.12.2024 5

Greg Mckenna

Apple went public 44 years ago—what your $10,000 investment would be worth today

Apple has become the largest company in the world, becoming the world’s first firm to reach a $3 trillion valuation in 2022.

12.12.2024 9

Greg Mckenna

Tesla stock hits record high as Trump-fueled rally rolls on

Shares in the electric vehicle giant have risen roughly 70% since Trump’s victory on Nov. 5 and nearly tripled since late April.

12.12.2024 8

Greg Mckenna

We just got closer to 24-hour stock trading. Is that a good thing?

Making moves in extended trading hours comes with increased risks that equity investors need to understand.

11.12.2024 2

Greg Mckenna

Elon Musk and Google’s CEO want to cover the desert with solar panels. Will Donald Trump agree?

Multiple asset managers told Fortune they remain optimistic about the solar industry's prospects under Trump.

11.12.2024 7

Greg Mckenna

Trump warns John Deere of ‘200% tariff’ but market shrugs off the threat

John Deere announced earlier this year that it would lay off over 800 workers across factories in Illinois and Iowa.

10.12.2024 4

Greg Mckenna

Tesla stock keeps soaring as Bank of America raises price target

Analysts have an unusual challenge in assessing how CEO Elon Musk’s relationship with President-elect Donald Trump will impact Tesla.

09.12.2024 7

Greg Mckenna

Major retailers vie for piece of holiday spending boom as gulf between industry’s winners and losers widens

Abercrombie & Fitch, Dick’s Sporting Goods, and Urban Outfitters are among those projecting optimism about sales to close the year.

04.12.2024 7

Greg Mckenna

Intel’s CEO had big plans for a turnaround. It failed and now he’s gone

The company has missed out on the AI boom, and shares plunged more than 60% during Gelsinger’s tenure.

02.12.2024 5

Greg Mckenna

Want to cut government waste? Start with the penny says U.S. Senator to Musk

Countries like Canada and Australia have stopped producing one-cent coins for more than a decade. Sweden was a first mover in 1972.

27.11.2024 7

Greg Mckenna

AI boom drives shares of sleepy Texas land firm up 200%

Texas Pacific Land Corp. owns nearly 900,000 acres in energy-rich West Texas, an area greater in size than Yosemite National Park.

26.11.2024 5

Greg Mckenna

Google stock hammered after DOJ calls for Chrome sale

In September, U.S. District Judge Amit Mehta ruled Google had illegally monopolized the search market.

22.11.2024 4

Greg Mckenna

Nvidia CEO waves off Blackwell production concerns, says demand is ‘staggering’

Huang brushed aside reported engineering snags with the new GPU offering and said the platform's Q4 sales should exceed prior estimates.

21.11.2024 4

Greg Mckenna

Nvidia’s Jensen Huang pledges to ‘comply fully’ with Trump trade policies as uncertainty looms over chip industry

Despite Trump's tough-on-China stance, previous comments casting doubt on America’s commitment to help Taiwan defend itself against a potential...

21.11.2024 6

Greg Mckenna

Wall Street avoids Nvidia sell-off after blowout earnings call

Last quarter, a modest revenue and earnings beat was not enough to prevent a massive sell-the-news event, but that didn't happen this time.

21.11.2024 7

Greg Mckenna

Cava—the ‘Mediterranean Chipotle’—is one of Wall Street’s hottest stocks. Here’s why

Cava is leading 2024's fast-casual boom, with the stock dramatically outperforming the market along with salad chain Sweetgreen.

20.11.2024 4

Greg Mckenna

Nvidia analyst predicts ‘jaw dropper’ Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

19.11.2024 4

Greg Mckenna

Trump offers FCC chair to Big Tech critic who wrote part of ‘Project 2025’ and called Democrat decision not to contract Starlink ‘regulatory lawfare’

"Facebook, Google, Apple, Microsoft & others have played central roles in the censorship cartel," he posted, adding that it "must be dismantled."

18.11.2024 10

Greg Mckenna

The ‘Trump bump’ is fading—but consumers may push the stock market even higher

While economic discontent helped Trump return to the White House, there are signs general sentiment is improving.

18.11.2024 20

Greg Mckenna

Warren Buffett dumped Bank of America, but the stock may boom under Trump

Bank stocks surged broadly on Trump's win, with investors anticipating deregulation and pent-up M&A demand to be unlocked.

15.11.2024 4

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How does a VAT work? Here’s why Europe’s consumption tax has Trump vowing reciprocal tariffs

Greg Mckenna

Singapore warns of a ‘large cone of uncertainty’ around U.S. policy, even as the Southeast Asian country reports better-than-expected growth

Greg Mckenna

India to get access to F-35s as Trump touts his ‘special bond’ with Narendra Modi

Greg Mckenna

Trump tariffs have JPMorgan flying gold from London to New York—but big banks also find an arbitrage opportunity

Greg Mckenna

Trump wants lower interest rates to go ‘hand in hand’ with tariffs, but yields are soaring after inflation data came in hot

Greg Mckenna

OpenAI’s DeepResearch can complete 26% of ‘Humanity’s Last Exam’ — a benchmark for the frontier of human knowledge

Greg Mckenna

Adjusting the bookkeeping on America’s gold reserves could add $750 billion to the U.S. Treasury overnight—but one expert says cashing out could trigger an ‘Armageddon’ event and tank the market

Greg Mckenna

Uber stock jumps 7% after Bill Ackman reveals $2.3 billion stake

Greg Mckenna

VCs prepare for the fog of (trade) war

Greg Mckenna

Auto stocks fall as investors watch Trump’s 25% tariff on Mexico and Canada

Greg Mckenna

Why DeepSeek is great news for Microsoft and software stocks

Greg Mckenna

DeepSeek caused a massive Nvidia and tech sell-off. Should you buy the dip?

Greg Mckenna

Everyone is freaking out about Chinese AI startup DeepSeek. Are its claims too good to be true?

Greg Mckenna

Nvidia drops 15% as Chinese AI startup DeepSeek spurs brutal rout of tech stocks

Greg Mckenna

Novo Nordisk stock surges 7% after Ozempic maker’s latest weight loss drug shows promise

Greg Mckenna

The AI trend that could send software stocks soaring in 2025

Greg Mckenna

Netflix stock jumped 10%—and ads are a big reason why

Greg Mckenna

Netflix earnings preview: Can streaming giant keep momentum rolling in 2025?

Greg Mckenna

TSMC shares jump 5% after Nvidia supplier posts record profits

Greg Mckenna

Goldman Sachs soars on Q4 earnings, CEO sounds caution on Trump tariff and immigration plans

Greg Mckenna

Bond yields are soaring—and that could pose a problem for Trump

Greg Mckenna

Bonds yields are rising like crazy: What that means for investors

Greg Mckenna

Boeing stock sags despite Fed rally, company furloughs workers amid strike

Greg Mckenna

These 3 stocks are soaring as the U.S. rushes to patch its electrical grid

Greg Mckenna

Heading into 2025, 68% of CFOs are optimistic about the economy—but worries remain about a massive equity selloff

Greg Mckenna

Analysts expect the usual ‘Santa Claus rally’—but watch out if it fails to come

Greg Mckenna

Texas billionaires made a $200 million bet on a college football ‘laughingstock.’ It’s paying off with a championship run

Greg Mckenna

Canadian dollar slumps as Trudeau’s government teeters on collapse

Greg Mckenna

Trump says he’ll end daylight saving time: Here are the winners and losers if he does

Greg Mckenna

Apple stock hits record high as JPMorgan dismisses AI worries

Greg Mckenna

Broadcom is now a $1 trillion company as stock surges 20% on AI boom

Greg Mckenna

Apple went public 44 years ago—what your $10,000 investment would be worth today

Greg Mckenna

Tesla stock hits record high as Trump-fueled rally rolls on

Greg Mckenna

We just got closer to 24-hour stock trading. Is that a good thing?

Greg Mckenna

Elon Musk and Google’s CEO want to cover the desert with solar panels. Will Donald Trump agree?

Greg Mckenna

Trump warns John Deere of ‘200% tariff’ but market shrugs off the threat

Greg Mckenna

Tesla stock keeps soaring as Bank of America raises price target

Greg Mckenna

Major retailers vie for piece of holiday spending boom as gulf between industry’s winners and losers widens

Greg Mckenna

Intel’s CEO had big plans for a turnaround. It failed and now he’s gone