Articles written by Piero Cingari - Benzinga

AI Pushes Magnificent 7 Into A 'War Of The Seven Kings,' Ed Yardeni Warns

AI Pushes Magnificent 7 Into A 'War Of The Seven Kings,' Ed Yardeni Warns

Ed Yardeni says AI is forcing Big Tech into a costly "War of the Seven Kings" that could reshape competition and returns.

The Fed Could Tip AI From Boom To Bubble Next Year, Alpine Macro Warns

The Fed Could Tip AI From Boom To Bubble Next Year, Alpine Macro Warns

Alpine Macro says the AI rally isn't a bubble yet — but warns Fed rate cuts in 2026 could turn it into one.

Fed Rate Cut, Oracle Crash And Media Bidding War: Here's What Happened This Week

Fed Rate Cut, Oracle Crash And Media Bidding War: Here's What Happened This Week

The Fed's third straight rate cut sparked sharp market rotation, cooling AI stocks while lifting small caps, precious metals, autos and non-tech leaders.

An Ounce Of Silver Is Now Worth More Than A Barrel Of Oil — First Time In 45 Years

An Ounce Of Silver Is Now Worth More Than A Barrel Of Oil — First Time In 45 Years

Silver has overtaken oil for the first time in 45 years, with one ounce now buying more than a barrel of crude.

Wall Street Sell-Offs On AI Concerns, VIX Jumps 15%: What's Moving Markets Friday?

Wall Street Sell-Offs On AI Concerns, VIX Jumps 15%: What's Moving Markets Friday?

The final session of the week saw red dominate Wall Street screens, as stocks slid broadly following a renewed tech-led sell-off.

The Magnificent Seven Still Matter—But 2026 Isn't Just Their Story

The Magnificent Seven Still Matter—But 2026 Isn't Just Their Story

US stock market has been dominated by a small group of tech giants, but Goldman Sachs report suggests a shift towards broader market growth.

5 Contrarian Economic Bets Wall Street Is Ignoring In 2026 — And That Can Make You Win Big

5 Contrarian Economic Bets Wall Street Is Ignoring In 2026 — And That Can Make You Win Big

Markets are pricing in a near-perfect 2026. But what if consensus is wrong? Here are five contrarian economic bets investors are underestimating.

Newmont, Barrick Mining Jump To Record Highs: Gold Miners Are Up 155% This Year

Newmont, Barrick Mining Jump To Record Highs: Gold Miners Are Up 155% This Year

Shares of major North American gold miners blasted to record highs on Thursday as the Fed's third consecutive interest-rate cut continued to fuel one of the most powerful precious-metals rallies in decades.

Dow Jones Hits Record Highs, Oracle Sinks On AI Concerns: What's Moving Markets Thursday?

Dow Jones Hits Record Highs, Oracle Sinks On AI Concerns: What's Moving Markets Thursday?

The Dow Jones Industrial Average pushed to fresh record highs Thursday as investors rotated out of expensive tech stocks and into industrials, financials and healthcare.

Retail Investors Remain Bullish As Wall Street Eyes Strong Finish

Retail Investors Remain Bullish As Wall Street Eyes Strong Finish

Retail investors are upbeat about the stock market's near-term prospects, despite lingering uncertainty around the Fed policy outlook.

Forget The January Fed Cut — Odds Crash To 18%, Rate Freeze Could Stretch Into 2026

Forget The January Fed Cut — Odds Crash To 18%, Rate Freeze Could Stretch Into 2026

Rate-market pricing swung sharply after Wednesday's Fed meeting, with traders rapidly unwinding expectations for a January rate cut.

Trump's Tariffs Rewrite Trade Math — Deficit Hits 5-Year Low

Trump's Tariffs Rewrite Trade Math — Deficit Hits 5-Year Low

U.S. trade deficit falls to $52.8B, its lowest since mid-2020, as exports surge and China's gap narrows—just as Trump's tariffs face a pivotal Supreme Court ruling.

Wall Street Rallies, Shrugs Off Powell's Wait-And-See Stance

Wall Street Rallies, Shrugs Off Powell's Wait-And-See Stance

Stocks surge even as Jerome Powell signals no further rate cuts in January, as economic outlook paints higher growth, softer inflation.

These 10 Stocks Jumped After The Fed's December Rate Cut

These 10 Stocks Jumped After The Fed's December Rate Cut

The Fed's third rate cut oosted small-cap stocks. Russell 2000 hit record highs as investors rotated into clean energy, crypto, and tech names.

The Fed Cuts Rates By 0.25% Again, But A New Divide Is Taking Shape

The Fed Cuts Rates By 0.25% Again, But A New Divide Is Taking Shape

The Fed delivers a third 25-bp rate cut to 3.5%–3.75%, reveals deeper internal divisions as three members dissented.

Small Caps Extend Record Run, GE Vernova Rallies: What's Moving Markets Wednesday?

Small Caps Extend Record Run, GE Vernova Rallies: What's Moving Markets Wednesday?

U.S. stocks edged higher Wednesday ahead of the highly awaited Federal Open Market Committee decision, with investors broadly expecting a third straight 25-basis-point rate cut.

GE Vernova Rockets After Investor Day: Why Bank Of America Sees More Room To Run

GE Vernova Rockets After Investor Day: Why Bank Of America Sees More Room To Run

GE Vernova shares blasted up to $720.86, a 15% jump that put the stock on pace for its biggest trading day since the spin-off.

The Year Silver Went Parabolic: 5 Metal Miners To Add To Your Portfolio

The Year Silver Went Parabolic: 5 Metal Miners To Add To Your Portfolio

Silver blasted above $61 an ounce Wednesday, notching fresh record highs and extending one of the most explosive runs the metal has seen since the late 1970s

Silver Is Up 110% This Year: Only 9 S&P 500 Stocks Have Done Better

Silver Is Up 110% This Year: Only 9 S&P 500 Stocks Have Done Better

Silver has exploded 110% in 2025, surging past $60 an ounce and outperforming every major asset class — even AI-fueled tech stocks.

Private Equity Stocks Rally In Sync: Here's Why Something Big Is Brewing

Private Equity Stocks Rally In Sync: Here's Why Something Big Is Brewing

Private equity stocks soared after JPMorgan outlined private market boom, fueled by AI and tech innovation.