The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas. Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.

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Former Fed Governor Larry Lindsey says there are no heroes in the Justice Department’s investigation into Fed Chair Powell, while Brooking’s David Wessel warns the probe could ultimately spur more inflation. A portfolio manager who outperformed the S&P last year makes the case for chip stocks not named Nvidia. Plus, both traditional banks and fintech names are under pressure after President Trump proposed capping credit card fees.

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President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next in Venezuela. Plus, Meta’s big bet on nuclear power.

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President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, the structural shift happening in the labor market.

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A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions.

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The VanEck Semiconductor ETF hits its third straight all-time high. Why the “death of crypto” was greatly exaggerated. How Google might be undercutting the robotics part of Tesla’s valuation case.

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Following the U.S. military strike in Venezuela, we break down the effects on stocks, geopolitics and oil prices. AI takes center stage as the Consumer Electronics Show kicks off in Las Vegas. Plus, Goldman Sachs issues a bullish call on a crypto company.

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A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. Plus, will the Dow stocks with the highest dividend yields continue to outperform in 2026?

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