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May 22, 2026

The Labor Market’s Lower Decks Are Flooding

Intuit’s 17% workforce cut shows how AI disruption arrives quietly, then all at once.

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May 21, 2026

NVIDIA: Growth Stock, Value Stock, or Both?

NVIDIA’s dividend hike and buyback reveal a new question: can the ultimate growth stock become a value stock without losing its edge?

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May 20, 2026

The Debt Spiral Has Entered the Chat

The 30-year Treasury is back near levels last seen before the financial crisis, and the message is not subtle.

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May 19, 2026

When AI Cannot Fix a Broken Business Model

A failed business model cannot be cured with layoffs, guidance cuts, and an “AI-first” press release.

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May 18, 2026

Bond Traders Are Not Buying the Narrative

Global bond markets are warning that inflation risk is no longer just an energy story.

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May 15, 2026

AI Is Flying, But So Are the Risks

The market is celebrating, but investors should ask whether they are being paid enough for the risks in front of them.

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May 14, 2026

Record Orders, Pink Slips, and the AI Era

Cisco’s earnings beat, AI orders surge, and layoffs reveal the defining tension of the AI economy.

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May 13, 2026

Life Is Better Than the Math Says It Should Be

Energy market calm may be borrowed time, not true stability.

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May 12, 2026

No Interview, No Job, No Confidence

Entry-level jobs are disappearing, AI is accelerating the shift, and inflation is making the labor market feel worse than the headline suggests.

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May 11, 2026

Inflation Begets Inflation

Wage-price spirals don’t stop when oil prices fall. Here’s why investors should pay attention now.

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