July 27, 2026
Artificial intelligence and data centers are in the spotlight, but investors should pay attention to a less-noticed boom in global manufacturing. Ten ways to play the new wave.
Annuity sales are soaring as a record number of Americans turn 65.
Long Read
Device makers with cash flow yields of 5% to 6% now trade at a 20% to 30% discount to the S&P 500 index.
Long Read
Whether to buy or sell the stock has never been about fundamentals. It has always been a bet on the future and Musk’s ability to see it more clearly than anyone else.
4 minute read
Applied Aerospace & Defense is in the rare position of supplying SpaceX. The stock has other things going for it as well.
Long Read
Smith’s classic book helped unleash the market forces that took root first and deepest in America.
Long Read
The U.S. needs cheap capital to win the artificial-intelligence race. The deficit may be standing in the way, writes Raphi Schorr.
4 minute read
Jai Kedia, an economist at the libertarian Cato Institute, favors a rules-based approach to setting interest rates—and a much smaller central-bank balance sheet.
Long Read
Aqua Capital snapped up shares after a price drop.
2 minute read
Elevance Health CEO Gail Boudreaux makes her first purchase since 2025 as shares slump after second-quarter earnings.
2 minute read