Jeremy Allaire, CEO of Circle Internet Group, the issuer of one of the world’s biggest stablecoins, and Circle co-founder Sean Neville pose outside the New York Stock Exchange (NYSE), on the day of the company’s IPO in New York City, U.S., June 5, 2025. NYSE Shares of Circle and Coinbase rallied on Wednesday, as Wall…
As the first-quarter earnings season kicks into overdrive, Piper Sandler shared some stocks that could surpass investors’ expectations. Blockbuster names slated to report this week include Netflix , American Express , UnitedHealth , D.R. Horton and Charles Schwab . With this earnings season falling in a time of extreme market uncertainty, investors may get their…
My top 10 things to watch Wednesday, April 9 1. Supply chain issues and tariffs: What goods may not be shipped? Can we afford tariffs on key imports from China? Those are big questions facing American consumers and financial markets. 2. President Donald Trump’s country-specific tariffs, including 104% levies on Chinese goods, went into effect…
Aerial view of a container cargo ship at a port terminal in Thailand Mr.cole_photographer | Moment | Getty Images Many companies had been steadily reducing their reliance on China as a manufacturing hub since President Donald Trump’s first term, hoping to blunt the impact of punitive levies from the United States. Then his latest “reciprocal”…
My top 10 things to watch Tuesday, April 8 1. U.S. stocks are heading for a strong open after Thursday and Friday’s post-tariff announcement plunges and Monday’s huge swings. President Donald Trump’s country-specific levies are set to go into effect tomorrow. 2. Ahead of the tariff deadline, the U.S. and China are going back and…
Here are five key things investors need to know to start the trading day: 1. Broken records The Dow Jones Industrial Average posted its largest intraday swing ever recorded Monday, gaining 2,595 points from low to high during a wild session. The index ultimately ended the day about 349 points, or 0.9%, lower as President…
Over the past few years, we’ve highlighted the risk of a slowdown in consumer spending as the post-pandemic surge — where consumers were flush with cash — has given way to depleted savings and rising debt levels to sustain spending. Recent data over the past four months shows a noticeable shift in consumer sentiment, with…
My top 10 things to watch Thursday, March 20 1. Wall Street was heading for a lower open today following yesterday’s Fed-driven rally. Federal Reserve Chairman Jerome Powell said he doesn’t expect tariffs to have a lasting impact on inflation. 2. Powell and his central bank colleagues held interest rates steady Wednesday but said they…
My top 10 things to watch Monday, March 17 1. Nvidia’s annual GTC conference will dominate this week’s news. Nvidia’s stock has had big run-up into the event for AI developers. That’s normal, as is a rally after. The AI chip king, which we own for the Club, is expected to share new details about…
Tesla CEO Elon Musk looks on as US President Donald Trump speaks to the press as they stand next to a Tesla vehicle on the South Portico of the White House on March 11, 2025 in Washington, DC. Mandel Ngan | AFP | Getty Images Tesla CEO Elon Musk turned Delaware’s corporate law into a…