September 12, 2026
Investing

Investor Lauren Taylor Wolfe says we are ‘absolutely’ in an AI bubble now

Lauren Taylor Wolfe, co-founder of activist investment firm Impactive Capital, said the surge in enthusiasm around artificial intelligence has all the markings of a bubble. “We are absolutely in an AI bubble now. It is going to burst,” she said on CNBC’s “Squawk on the Street” Tuesday to David Faber. “I don’t know when, I […]

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Investing

Top Wall Street analysts are upbeat on these 3 dividend-paying stocks

On Tuesday, Federal Reserve Chair Jerome Powell gave some hints about more interest rate cuts, mentioning the weakness in the labor market. Bearing in mind an uncertain macroeconomic backdrop and potential rate cuts, investors can consider adding some dividend stocks to their portfolios to ensure stable income. The recommendations of top Wall Street analysts can […]

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Investing

This Gildan-owned T-shirt brand is popping up everywhere

Comfort Colors t-shirts are seen on Oct. 16, 2025. Danielle DeVries | CNBC When looking through Wyatt Cannon’s T-shirt collection, there’s a common theme: the Comfort Colors label. Growing up, Cannon would often find Comfort Colors apparel when looking for souvenirs during family trips. In college, Cannon convinced his a cappella group to screen print […]

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Investing

How Starboard could build value at Keurig Dr Pepper ahead of its JDE Peet deal

POLAND – 2024/12/08: In this photo illustration, the Keurig Dr Pepper company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Company: Keurig Dr Pepper (KDP) Business: Keurig Dr Pepper is a beverage company in North America that manufactures, markets, […]

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Investing

Nuclear stocks surge after Army launches program to deploy small reactors

Nuclear stocks rallied Wednesday after the U.S. Army launched a program to deploy small reactors. Shares of NuScale, a small reactor developer, soared 17%. Oklo and Nano Nuclear were up nearly 7% and 4%, resepectively. The uranium company Centrus was up 13%. The U.S. Army on Tuesday launched a program to build micro nuclear reactors […]

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Investing

Bessent tells the FT that struggling China wants ‘to pull everybody else down with them’

U.S. Treasury Secretary Scott Bessent speaks to the press, on the day of U.S.-China talks on trade, economic and national security issues, in Madrid, Spain, September 15, 2025. Violeta Santos Moura | Reuters Treasury Secretary Scott Bessent accused China of trying to weaken the global economy by slapping export controls on resources vital for technology. […]

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Bloom Energy (BE) soars on deal with Brookfield to power AI data centers

Shares of Bloom Energy soared Monday after striking a deal with Brookfield Asset Management to install fuel cells in artificial intelligence data centers. Brookfield will spend up to $5 billion to deploy Bloom Energy’s technology, the first investment in its strategy to support big AI data centers with power and computing infrastructure. Bloom’s fuel cells […]

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Investing

Berkshire’s Japanese stock positions top $30 billion

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire’s Japanese stock positions top $30 billion The total value of the five Japanese “trading houses” in Berkshire Hathaway’s equity portfolio has topped $30 billion […]

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Investing

Top Wall Street analysts are bullish on these 3 stocks for the long term

The Snowflake Inc logo, the American cloud computing-based data company that offers cloud-based storage and analytics services, is on their pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025. Joan Cros | Nurphoto | Getty Images Investors are looking beyond the prolonged U.S. government shutdown and remain optimistic about growth […]

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Investing

Activist Irenic takes a stake in Atkore, urges company to consider a sale

Company: Atkore (ATKR) Business: Atkore is a manufacturer of electrical products for construction and renovation markets, and safety and infrastructure products for the construction and industrial markets. The company’s segments include electrical and safety & infrastructure. The electrical segment manufactures products used in the construction of electrical power systems including conduit, cable and installation accessories. […]

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