The biggest risk to the AI story may not be AI itself.

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

Pomona Investment Fund will repurchase 5% of its outstanding shares under its September 30 quarterly repurchase offer.

Last week, America approached self-restraint the way Joey Chestnut approaches a hot dog. Unfortunately, the Federal Reserve was one of the judges. Stronger-than-expected retail sales, low jobless claims, and a renewed uptick in import prices reinforced the case for the Fed’s 25-basis-point rate increase, even as manufacturing activity softened.

Everybody's an unwilling energy analyst again.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.

Is a home décor boom hiding inside the housing market freeze? Plus data center NIMBYs creating an opening for new winners in the AI trade, and slimming corporate margins.

Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.

Low-volatility stocks look cheap, AI may be helping hiring, and banks are turning higher rates into a tailwind.

Lower income households are getting a raise, increasing capex estimates signal confidence, and small businesses are catching up in their use of AI.