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What Warsh will say and how the market will react, according to prediction markets ↗
Kalshi sees a low chance that Federal Reserve Chairman Kevin Warsh will mention "bond market" or "rate cut" at the annual Jackson Hole Symposium.
Trump signs order to rename Lake Ontario 'Lake America' amid Canada trade war ↗
President Donald Trump signed an executive order that he said will "immediately" change the name of Lake Ontario to "Lake America."
Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday. Here's what to expect ↗
Prior Fed chairs have used the speech as an opportunity to lay out broad policy frameworks and intentions.
Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence ↗
Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.
Gap shares jump 12% after company names new Old Navy CEO to revive struggling brand ↗
Gap announced a new CEO for Old Navy on Thursday as the brand reported a decline in comparable sales for the most recent quarter.
AI bursts to the front of Massachusetts Democratic Senate primary ↗
The fight over AI and its associated data center infrastructure has spilled into election-after-election this year.
CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings ↗
AI adoption is pushing customers to spend more on cybersecurity tools from companies such as CrowdStrike and Okta
Salesforce rockets 22% for second-best day ever, leading software rally ↗
Salesforce reported a strong beat on second-quarter earnings and announced an expanded AI partnership with Anthropic.
Donald Trump Jr. told Republican state attorneys not to fight prediction markets, NY Times reports ↗
The president's son, who is an advisor to two prediction market platforms, told Republican attorneys general to back off on the industry, the Times reported.
In border states, even Trump’s own party wants the Canada fight to be over ↗
Governors, senators, and automakers in Maine, Vermont, and Michigan have spent 18 months warning the White House a trade war with Canada would bite.
Texas Senate hopeful Talarico teams with Mark Cuban on plan to break up healthcare 'monopolies' ↗
Texas Democratic Senate candidate James Talarico unveiled a plan to bust what he says are healthcare monopolies in an effort to lower costs.
SpaceX shares are doing something very unusual. Options traders are taking note ↗
After debuting as the most volatile stock among its large-cap peers, Elon Musk's astronomic equity hasn't moved in three weeks.
Bitcoin is having a great month—but Solana is doing even better as coin soars above $100 ↗
Investors have found fresh reasons to buy Solana beyond Bitcoin’s comeback.
What's expected at Apple's September event — plus, an uneven rally in AI stocks ↗
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
August apartment rents turn positive for the first time in four years ↗
Apartment rents are finally turning positive as vacancies drop, thanks to less new supply.
'We have a limited window': 116 companies, entities sign on to major AI cyber defense push ↗
The letter also urged a coordinated government effort to make cyber defense accessible to critical infrastructure under pressure.
SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway ↗
At the groundbreaking ceremony for SK Hynix's first U.S. facility, CEO Kwak Noh-Jung says Indiana will be a key memory production base by 2030.
Anthropic makes first move into physical AI with new way for scientists, manufacturers to bring equipment to life ↗
The Model Hardware Standard (MHS) works with any AI model, not just Claude, but for now only a handful of companies can access the research preview.
OpenAI bans pro-Russia ChatGPT accounts used to spread pro-Kremlin content including an Israel-based think tank using real researchers’ names ↗
OpenAI claims Russian users hid behind VPNs to push a think tank tied to an influence operation and spread pro-Russia content online.
Brian Sullivan: Gulf nations are unlikely to agree to a toll plan for Strait of Hormuz safe passage ↗
Gulf nations will be reluctant to agree to or adhere to a fee or toll for safe passage through the Strait of Hormuz, according to my conversations.
The AI Odyssey: How a primal fear from the Ancient Greek world has been awakened by new technology ↗
Long before chatbots, the Greeks built an entire philosophy around the anxiety that rules 2026. We are all Odysseus, sailing through the the sirens' call.
Why to delay claiming Social Security — even when COLAs are high ↗
New estimates show the Social Security cost-of-living adjustment for 2027 may be up to 3.6%. Retirees may benefit from the boost even if they wait to claim.
‘Clearly, people hate data centers’: Sam Altman admits Americans hate what he’s wrought as his own data centers head quits ↗
Seven in 10 Americans oppose an AI data center near them, even as OpenAI adds multi-gigawatt projects across the U.S
Chinese open-source AI is starting to win over U.S. businesses ↗
New spending data suggests companies are increasingly turning to cheaper, customizable open models—including fast-improving systems from China.
We laid him off. Then we hired him back ↗
When we rehired Jonathan at Syndio, he logged back in and found our cold, corporate restructuring announcement still sitting in his inbox. Gut punch.
Nvidia is bolstering support for Chinese open AI models as it warns of White House crackdown ↗
Nvidia is optimizing hardware for DeepSeek and Qwen while warning that potential U.S. restrictions on models originating in China could hurt its business.
After Meta's landmark settlement with state AGs, legal headaches remain ↗
Meta's agreement to settle a federal social media addiction case with state AGs doesn't absolve the company of similar litigation or potential regulation.
Best Buy beats quarterly estimates and hikes its outlook, but stock falls ↗
Best Buy raised its full fiscal-year outlook on Thursday after reporting a stronger-than-expected first-half performance.
CIA chief John Ratcliffe reportedly made secretive Moscow trip to warn Russia against attacking NATO ↗
Russia and Ukraine have intensified long-range drone and missile strikes as fears of further escalation grow.
Salesforce stock jumps 13% on AI growth and Anthropic investment gain ↗
Salesforce's Anthropic stake led to higher profit in the latest quarter.
RFK told Congress he didn’t go to Samoa in 2019 to study measles vaccines — so why does his old letter mention it eight times? ↗
The discrepancy could prompt congressional action, but legal experts consider that unlikely under the Republican-led Congress
This is ‘one of the worst’ credit card habits, experts say—41% of cardholders do it ↗
Missing a credit card payment can damage your credit for years, while paying only the minimum can leave you in debt for decades.
Jim Cramer's top 10 things to watch in the stock market Thursday ↗
Fed's Lisa Cook turns mortgage allegations back on Trump and his Cabinet ↗
The Supreme Court in late June blocked Trump from firing Cook from the Federal Reserve, but left the president with a path to try again to remove her.
Extreme weather has cost California farmers over $800 million this year ↗
Legacy farming practices depend on predictable weather patterns, but today's extreme weather requires effective, real-time interventions.
The toy industry's latest craze is cheap, colorful and very squishy ↗
Squishy toys are booming, with social media and low prices helping fuel the craze.
Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive ↗
The policymaker stopped just short of calling for an interest rate hike.
American Airlines adds batch of new international routes on its XLR planes ↗
American is adding seven routes to its 2027 schedule, with the majority heading to smaller European cities from its Philadelphia hub or from New York City.
You don’t have to agree with AOC’s politics to support the public conversation she started for American women ↗
Two fertility doctors say AOC has sparked a conversation women need to have much earlier about their reproductive futures.
Current price of oil as of August 27, 2026 ↗
When oil prices change, it affects your energy costs—and even the price of everyday items. Here’s why.
U.S. considers fresh round of tariffs on semiconductors, report says ↗
As tech giants race to beat China in the AI infrastructure buildout, the U.S. is reportedly considering enforcing tariffs on semiconductors.
David Tisch has always been a collector. His firm’s biggest prize is a $1 billion return on Cursor ↗
How BoxGroup and David Tisch hit it big with a once-unlikely bet.
Nvidia agrees to buy Hugging Face for $12.9 billion, reports ↗
The AI chip giant is in advanced talks to acquire the open-source AI hub, a move that would help to cement its grip on the open-source AI ecosystem.
Wilbur Ross led trade talks with Canada in Trump’s first term—he says it’s more difficult now because Canadians simply don’t like the U.S. as much ↗
"The Canadians have adopted a very negative attitude toward the U.S. in general, and we can argue, is that justified? Is it not? It doesn't matter."
Qatari PM heads to Iran to 'de-escalate tensions' as tanker attack tests Trump’s Hormuz claim ↗
The Prime Minister of U.S.-ally Qatar is in Iran for talks on Thursday as part of efforts to "de-escalate tensions" between Tehran and Washington.
Bank of Korea delivers back-to-back rate hikes as core inflation stays elevated ↗
The Bank of Korea hiked rates by 25 basis points to 3%, its highest since January 2025 and in line with expectations.
Z.ai shares surge 8% after releasing new AI model running only on Chinese chips ↗
The Chinese AI company said it had already launched the model globally in stealth mode for a week.
Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue ↗
"Our demand is much greater than 70%," CEO Jensen Huang said on the earnings call.
Qantas shares jump after earnings as airline unveils new business-class seats ↗
Qantas shares jumped 4% after the airline reported full-year earnings and introduced new business-class seats amid strong demand for premium travel.
Europe’s gas stores are running low — and prices could top 100 euros this winter ↗
Europe’s gas stores are historically low for this time of year, as disrupted Middle East LNG flows raise the risk of sharply higher prices this winter.
The SaaSpocalypse that wasn’t – how Salesforce, Booking and IBM are thriving with AI ↗
SaaSpocalypse now? More like a misguided panic that accidentally trampled the resilient winners of this misunderstood sector.
Japanese startups, IPOs set for boost with platform to trade unlisted companies ↗
The Japanese regulator's registration of a new trading platform for unlisted shares could help create a more favorable capital-raising environment for the country's IPO ecosystem.
China industrial profits growth cools to slowest in seven months as economic slowdown deepens ↗
China's industrial profits growth in July slowed to its weakest pace this year, as soft demand and a broader slowdown in the economy weighed on manufacturers.
Jensen Huang defends Nvidia's growing financial support for AI ecosystem, says 'the risk is low' ↗
Nvidia CEO Jensen Huang defended the chipmaker’s growing role in financing AI companies, calling its investments a “once in a generation” opportunity.
Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers ↗
Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year.
Inside India newsletter: U.S., Russia vie for a bigger slice of the world’s third-largest energy market ↗
U.S. and Russia are competing to assert dominance in the world's third largest energy market.
CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat ↗
Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.
U.S. still watching allies for alignment of interests even amid defense pullback, analyst says ↗
The U.S. may be asking allies to step up their own defense, but it still wants them to align on geopolitical interests.
Republicans are dismissing affordability. That could be a problem in November ↗
President Donald Trump quipped that affordability was "devised" by Democrats, while Vice President JD Vance said groceries "cost what they cost."
Salesforce CEO Marc Benioff says the ‘SaaSpocalypse’ is nonsense. Here's why ↗
Salesforce CEO Marc Benioff pushed back against “SaaSpocalypse” fears.