New analysis of U.S. Census data shows that states across the U.S. where key midterm elections will take place this year paid over $134 billion in tariffs in the period since President Donald Trump began implementing widespread trade duties in March 2025 through last November. In all, the U.S. Census …
Here are Monday’s biggest calls on Wall Street: Bank of America downgrades Advanced Micro Devices to neutral from buy Bank of America said it’s concerned about market share gain potential slowing. “Higher competitive risks in AI against best-of-breed NVDA’s dominance, and growing cloud preference for custom chips from MRVL/AVGO, limiting …
For almost two years, Wall Street has been captivated by the emergence of generative AI. But as DuPont prepares to break itself up into three separate companies, one of its surprisingly attractive businesses involves something we’ve never been able to do without it: water. In late May, the chemical and …
We’ve got our July Monthly Meeting this Wednesday and are preparing an exciting update of something we talked about at our annual gathering back in February . Join us live at noon ET. In the meantime, we received some terrific feedback from members after revealing in late May five stocks …