Analysis & Explainers
Longer reads on stocks, crypto and markets - the context behind the headlines.
Personal FinanceEquifax to Pay $100 Million Over Credit Score Error; 4 Million May Qualify
Equifax agrees to $100 million settlement over a coding error that sent inaccurate credit scores to lenders. About 4 million people may be eligible.
MarketsDick's Sporting Goods shares hit record drop on weak outlook, dragging footwear peers
Dick's Sporting Goods shares suffered a record selloff after profit and sales missed expectations and the full-year outlook was slashed, dragging footwear peers.
InvestingMarvell Earnings Seen as Test for AI Data Center Trade
Marvell Technology's earnings report this week may offer clues on AI data center demand, says investor Joe Terranova.
MarketsMarket Fragility Gauge Hits Highest Level, First Time Since December 2024
A Wall Street measure of market fragility hit its highest possible level on Aug. 19, the first time since December 2024, according to a report.
BofA: Fed's pandemic credit tools cap AI debt downside
BofA Global says the Federal Reserve's pandemic corporate credit facilities remain a backstop that caps downside risks from the debt-fueled AI build-out.
AMD: How the Chip Designer Earns and Why Its Multiple Is Rich
AMD designs the CPUs and GPUs that power data centers, PCs and consoles; here is what its valuation rests on and what could break the story.
AMD: the pricing of a market-share story
AMD designs the chips inside data centers and PCs, and its valuation assumes those designs keep winning work.
Netflix: Subscription Economics and the Cost of Content
Netflix's recurring subscription fees fund a global content machine; the valuation hinges on whether growth still justifies the spending.
Meta Platforms: Advertising, Attention, and the Next Chapter
Meta's ad business is a powerful machine, but its future depends on defending attention from rivals and navigating regulation.