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CoreWeave’s improved AI economics and its vow to show some discipline around future debt are sparking a broad rally across the chip sector.

These S&P 500 companies have also shown improving profit margins and free cash flow this earnings season.

The AI giant now trades at a discount to the S&P 500, by one measure. Plus, CoreWeave’s answer to its debt problem and a Veterans Day breather for bonds.

Following Tuesday’s hot CPI data , Goldman Sachs is now pencilling in additional Fed tightening.

“I have a net worth of $2.3 million and my only debt is a 15-year mortgage with an outstanding balance of $295,000.”

Golf legend Tiger Woods is heading up a new private golf destination on the North Shore of Long Island in Brookville, N.Y.

The chain has been contending with falling birth rates, cautious consumers, stiff competition and $881 million in debt.

A third-quarter revenue beat and $9 billion in planned prepayments gave investors renewed confidence in CoreWeave’s business.

The stock market is open Wednesday on Veterans Day, but not the bond market

Investors shouldn’t pay much attention to how the SOX chip-sector index trades until it reaches key technical battleground areas above and below current levels.

The Fed remains too optimistic on its ability to tame inflation, and markets may be too complacent, economist Neil Dutta warns.

The market is dramatically underpricing the economic impact of Americans age 50 and older.

It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.

“I don’t think they should be raising another 25 basis points,” one portfolio manager said about the Federal Reserve’s benchmark interest rate.

Nvidia’s board is investigating CEO Jensen Huang over his relationship with an alleged spy.

Elon Musk in a social-media post last week said that SoftBank “defaulted” on a gas-turbine order. The truth, revealed Tuesday in the Japanese’s investment company’s second-quarter earnings, wasn’t far off.

Nvidia’s stock still seems like a good bet — if the AI trade holds up. And that’s a big ‘if.’

A Fed official raises the prospect of a half-a-percentage-point rate hike. Plus, fresh valuation focus on Anthropic’s blockbuster IPO.

Anthropic reportedly late Monday sent a copy of a securities filing to bankers for an IPO raising up to $69.3 billion before saying that was in error.

Federal Reserve Gov. Chris Waller on Tuesday put the possibility of a half-point rate hike into the mix, depending how hot the consumer price data for October comes in.

The rocket-launch company just posted a steeper loss than analysts were expecting.

Tuesday’s CPI inflation report and a heavy lineup of Federal Reserve speakers could test the rotation trade’s resilience

The probabilities make it almost certain that macro forecasts will be wrong far more often than right.

While some analysts view the steep drop in names like Nvidia, Micron and Sandisk as an overreaction, others are staying cautious.