Streaming consolidation, steady rates, and Nvidia’s explosive earnings highlight a market where scale is everything.

Tight supply and steady demand are keeping beef prices elevated, with limited relief expected in the near term.

Uber is CFR’s stock pick of the week this week.

SaaS isn’t dead, but AI has forced investors to question long-term growth and durability, driving valuations lower. The model remains intact, but the era of automatic premium multiples is over.

Geopolitical risk and trade imbalances are colliding, with potential consequences for oil prices, inflation, and the Fed’s next move.

Stock Pick of the Week (Week of 2/16)

Robust hiring data and shifting global oil dynamics are giving markets new macro signals to digest, with implications for rates, inflation, and growth.

Private credit is stepping in where banks are pulling back, reshaping lending in modern markets.