Musk and Trump’s Friendship: What It Means for the EV Market

Sandisk, Micron, Western Digital, and Seagate have dropped 20-30%+ from their 2026 peaks despite strong forward earnings growth and bullish Wall Street targets — with strategists citing macro...

General Motors is defending its century-long grip on U.S. auto market leadership by maximizing profit per vehicle rather than volume — abandoning its EV battery plant, pulling back...

China's market regulator ordered Tesla and eight other EV makers to recall a combined 4.27 million vehicles over electric door handle safety failures that have caused vehicle entrapment...

Legacy software companies have lost nearly half their market cap from decade peaks as AI disrupts their core businesses — and are responding with a toolkit of defensive...

Goldman Sachs strategist Friedrich Schaper argues that the Treasury's debt buyback program will produce only "relatively short-lived" relief for bond markets, with the 30-year yield near 5.25% —...

Facing Treasury yields at nearly two-decade highs, Treasury Secretary Scott Bessent announced a significant expansion of the government's bond buyback program on Wednesday — an unconventional intervention that...

JPMorgan strategists say Treasury's decision to at least double its bond buybacks addresses symptoms rather than root causes, warning that "absent real fiscal consolidation" the markets may view...

With 30-year U.S. Treasury yields at their highest since 2007, Wall Street investors are blaming a convergence of forces — the U.S.-Iran conflict stoking inflation, a tech-company bond...

Jane Street's first monthly loss in a decade — a $15 billion hit in July driven by AI stock declines, Asian equity bets, and its investment in Aschenbrenner's...

Yardeni Research says it's sticking with a 4%-5% range for 10-year Treasury yields and is not yet pushing the panic button, but is closely monitoring bond vigilante activity...