Tesla earnings are on deck, and investors will be looking to settle this major debate

Okta and Crowtstrike. Jonathan Raa | Nikolas Kokovlis | Nurphoto | Getty Images Cybersecurity stocks jumped on Tuesday after IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers in the company’s preliminary second-quarter results. During the period, Krishna said customers shifted spending to servers and memory and that “rapidly-evolving, industry-wide cybersecurity…

An F-35B Lighting II, attached to Marine Fighter Attack Squadron (VMFA) 121, takes off from the flight deck of America-class amphibious assault ship USS Tripoli (LHA 7), May 13, 2026. Courtesy: U.S. Navy U.S. forces launched strikes against Iranian targets shortly before the U.S. resumed its naval blockade of Iranian ports in and around the…

The world is about to enter an unprecedented period of energy demand growth. Artificial intelligence has immense power needs. Couple that with other demand catalysts, such as electric vehicles and advanced manufacturing facilities, and the world will need much more energy in the coming decades. Electricity demand in the U.S. alone could grow 60% by…

If you have money in a traditional IRA or 401(k), required minimum distributions (RMDs) are something you need to plan for carefully. RMDs are due each year by Dec. 31. And if you miss that deadline, you could face a steep 25% penalty on whatever sum you don’t remove. One strategy you may be considering…

We thank Andrew Chen (discussant), Ingrid Tierens, Stefan Nagel, and conference and seminar participants at The Future of AI in Asset Management Conference at Chicago Booth, the ABFR Seminar, Baruch College, Columbia University, and the University of Utah for helpful feedback and suggestions. For financial support, Koijen thanks the Center for Research in Security Prices…

“The hood is bent, the radiator is cracked, and the front bumper is destroyed.”