Friday, January 16, 2026

2026 credit card trends: Luxury and 'middle-class' card growth and a focus on experiences

Premium cards boomed in 2025. 2026 will bring a K-shaped market, more experiential perks, growing mid-tier cards and steadier rewards despite fee pressure.

Can Home Depot's AI-powered push to court pros move the needle in its own business?

Home Depot's latest suite of AI-powered products is aimed at boosting pro sales.

White House economic advisor floats idea of 'Trump cards’ amid credit card battle with banks

Trump called for banks to cap credit card interest rates at 10%, an idea that has been roundly rejected by industry executives and their lobbyists this week.

Thursday, January 15, 2026

Wednesday, January 14, 2026

Wells Fargo was hot into earnings and paid the price. Why we still hiked our price target

We think that Wednesday's drop in shares of Wells Fargo is more reflective of profit-taking than concerns about the year ahead.

Oracle sued by bondholders over losses tied to AI buildout

Oracle was ⁠sued on Wednesday by bondholders ‍who ‍say ‍they suffered losses because the company did not disclose significant additional debt.

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