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ServiceNow is CFR’s Pick of the Week.

Rising long-term yields, a national debt past $40 trillion, and oil above $90 are boxing in the Fed as inflation risk resurfaces.

Higher tariffs are reshaping global supply chains as governments trade economic efficiency for security, resilience and domestic production.

American Tower Corporation (AMT) is CFR’s Pick of the Week! 

Trump’s drone tariffs target Chinese dominance while boosting U.S. manufacturers with ties close to the White House.

Johnson & Johnson is CFR’s Pick of the Week

AI spending is surging, but revenue and adoption have yet to keep pace.

July’s weak jobs report is raising questions about whether the Fed’s inflation focus risks overlooking deeper cracks in the labor market.

SpaceX beat expectations, but investors looked past the revenue surge and focused on one thing: an AI spending spree that's getting harder to ignore.

Unusual Machines (NYSE: UMAC) is this week's pick.

South Korea's KOSPI just had the worst month in its history, followed by the best single day in its history. July 2026 has been one of the strangest m…

Open-source AI has become good enough for millions of everyday tasks. The challenge for frontier labs is proving that their premium prices remain just…

After betting on the space industry's momentum, CFR is cutting its losses on the Procure Space ETF and reallocating capital to small-cap value.

A rarely used 1930 trade law is reshaping U.S.-Canada relations and expanding presidential tariff power.

Falling token prices have made AI more accessible, but rising usage means the industry's total computing costs continue to climb.

Broadcom just locked in a $30B+ multiyear deal with Apple through 2031, and with growing AI chip demand from Google, Meta, and OpenAI on top of it, th…

June's inflation decline suggests progress, but beneath the headline, stubborn core prices and renewed geopolitical tensions show the fight against in…

Costco’s membership model, razor-thin margins, and relentless focus on value have built one of retail’s strongest businesses, though its limited e-com…

As economic growth moderates, equity markets continue to rally. This growing disconnect between Wall Street and Main Street has become one of the defi…

The Fed held rates steady, but growing divisions among policymakers suggest the path for interest rates remains highly uncertain.

June’s jobs report points to a labor market that appears stable but is quietly weakening.

Markets often follow familiar economic patterns, but as recent months have shown, unexpected events and shifting investor expectations can quickly res…

The 2026 World Cup is generating record short-term revenue for U.S. businesses, but its overall impact on the broader economy is likely to be temporar…

Vertiv (VRT) is this week’s stock pick of the week.

Strong income and spending masked growing financial strain as households saved less and struggled to keep pace with inflation.

From the Industrial Revolution to the dot-com boom, history shows that technological progress often creates excess before value, and AI may be no exce…

Avantis US Small Cap Value ETF (AVUV) is this week's pick of the week.

A new Fed chair, stubborn inflation, and uncertain Middle East negotiations left investors weighing the risks of tighter monetary policy against hopes…

As WHOOP and Oura race to dominate wearable health technology publicly, investors are asking whether they are building lasting platforms or shaping up…

Investors are betting that Starlink’s explosive growth and profitability will eventually outweigh SpaceX’s current losses.

How FIFA turns one asset, the World Cup, into nearly $9 billion every four years.

Curtiss-Wright is this week’s stock pick.

May inflation hit a three-year high, driven mainly by rising energy prices, pushing Fed rate cuts further out.

May’s jobs report showed a surprisingly strong labor market on the surface, but underlying weakness and persistent inflation may keep the Fed from cut…

Overview Constellation Energy Corp. is the United States’ largest producer of clean energy (10%). They have historically been categorized within the d…

A stronger-than-expected jobs report reduced expectations for Fed rate cuts, highlighting a slowing but still resilient U.S. economy.

Alphabet raised $84.75 billion to fuel its AI expansion, highlighting the intensifying race for AI dominance.

SpaceX’s massive IPO is reshaping traditional Wall Street rules, reflecting both its unprecedented scale and investors’ enormous expectations for its …

SoFi Technologies is this week pick.

Anthropic’s Rapid Rise Not too long ago, Anthropic was viewed as an inferior and much less well-known competitor to OpenAI. Founded in 2021 by former …

The biggest story in the world right now isn’t inflation or policy changes. It’s a narrow, 21-mile-wide waterway between Iran and Oman that carries ab…

Why do some high earners stay broke while others quietly build wealth? The answer often comes down to psychology, discipline, and long-term financial …

SoFi has evolved from a student-loan startup into a major digital finance platform offering banking, investing, and lending services through a technol…

The AI boom has created a modern gold rush where computing power is now the key driver of corporate dominance.

LIV Golf’s financial struggles after losing Saudi backing highlight the risks of relying heavily on foreign investment to sustain sports and business.

Europe’s shift away from Russian gas has left it heavily exposed to the Strait of Hormuz crisis, driving soaring energy prices and revealing the dange…

For most of the past year, it seemed like the US economy was finally recovering from the extreme inflation that followed the pandemic. Inflation had f…

The Procure Space ETF (UFO) gives investors a single ticket entry into the space sector and its economy. The ETF, launched in 2019, includes companies…

IPOs can offer investors early access to high-growth companies while also carrying major risks tied to hype, volatility, and inflated valuations.

Exploding AI energy demands are pushing Google and SpaceX toward space-based data centers and a potential industry-shifting partnership.