Plus: Does private credit present a contagion risk? Fed decision on deck.

A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.

Analysts say a drawn-out conflict could have dramatic consequences for energy markets and inflation.

Plus: Equal-weighted indexes’ time in the sun, Q4 GDP, and what to watch as big retailers report earnings.

If tariffs persist, Apple’s profit margins could be “decimated” without price hikes.

If tariffs stick, the economic and investing landscape could be altered in unknown ways for years to come.

In a treacherous time for stocks, long-term investors can look to names with strong competitive advantages.

Six charts on Nvidia stock and the outlook for AI-focused semiconductors.

The hot March CPI report has bond traders significantly paring back rate cuts in 2024.

These stocks and the key trends behind them are critical for understanding the AI investment landscape