Stock Market News
Latest financial news · Updated May 23, 2026
Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
The panel's net takeaway is that while Oracle's database moat offers some protection from AI disruption, significant risks remain, including …
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a Buy on Strong AI Chip Demand
The panel's net takeaway is that while TSM's AI growth prospects are promising, high capex intensity, geopolitical risks, and potential …
Car insurance rose faster than groceries, gas, and rent combined
While auto insurance costs have risen significantly since 2020, the panelists disagree on whether this trend will continue or stabilize. …
When the safety net becomes the risk
The panel consensus is that the trucking sector faces a significant systemic risk due to undercapitalized Risk Retention Groups (RRGs) …
Northern Ireland leads surge in fuel prices since start of Iran war
The panel agrees that fuel prices in Northern Ireland and the UK have surged due to a combination of supply …
‘Food security timebomb’: a visual guide to the Gulf fertiliser blockade
The panel agrees that the Hormuz blockade is causing a supply shock in the fertilizer market, with potential impacts on …
March jobs report: US economy adds 178,000 jobs, unemployment rate falls to 4.3% in surprise turnaround
The panel generally agrees that the labor market resilience is overstated, with underlying weakness in long-term unemployment, marginally attached, and …
The Smartest S&P 500 ETF to Buy With $1,000 in April 2026
The panel generally agrees that while RSP (Invesco S&P 500 Equal Weight ETF) provides downside protection against tech-led corrections, its …
Riot Platforms Sold 3,778 Bitcoin In First Quarter
The panel is divided on Riot's strategic pivot to AI/HPC infrastructure, with concerns about the sustainability of Bitcoin liquidation and …
OpenAI buys tech news show TBPN in AI giant's biggest media push yet
The panel is divided on OpenAI's acquisition of TBPN, with concerns about the deal's opacity, potential distractions from core AI …
SoFi Can’t Shake the Doubts, but Its Stock at $15 Is Crazy
The panel's discussion on SOFI's Q4 performance and future prospects is mixed, with concerns about rising charge-offs, regulatory risks, and …
Rent, debt, and groceries: How Americans are spending their tax refunds
The panel agrees that households are facing a liquidity crisis, with 46% of filers relying on tax refunds to cover …