We consider March retail sales, Samsung's CHIPS Act Award, and the U.S. art market. Read More

We consider JPMorgan's first-quarter profits, Ford's Bronco recall and Lightning deliveries, and Ticketmaster's dominance of the event ticketing market. Read More

We consider the March PPI reading, Costco's gold sales, and Boeing vs. Airbus on deliveries. Read More

We consider March's CPI report, Delta's first post-COVID profit, and nonalcoholic beer sales. Read More

We consider small business confidence, the new Intel AI chip, and OpenAI's theoretical market cap. Read More

We consider TSMC's CHIPS Act award, Gary Shilling's recession risk warning, and lab-grown meat. Read More

We consider Nvidia's plans to build an AI center in Indonesia, the rising price of oil, and the most-booked airlines in the U.S. Read More

We consider the end of the proxy war for control of Disney, Ford's delay of EV production, and Tesla's first-quarter delivery decline. Read More

We consider Intel's foundry operating loss, ADP's private payroll report for March, and Chinese car exports. Read More

We consider the unlikelihood of a May rate cut, GE's split, and the "dreadful two" losers among the Magnificent Seven. Read More