Joe Ciolli
- Indexed articles, last 90 days
- 12
- Latest publication
- Sep 15, 2026
- Outlet visibility, for Business Insider
- Top 5K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
The AI trade is already sketching its playbook for a possible apocalypse (opens the original)
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The AI trade isn't dead — it's just changing its stripes. Investors are already picking winners and losers. The market's reaction to a possible AI slowdown offers a playbook for what's to come. Sign up for First Trade, Business Insider's daily markets newsletter. Up until this point, the AI trade has taken countless licks and kept on ticking. There's been near-incessant bubble talk, questions over AI's returns, backlash against debt-funded spending, energy constraints, and a painful memory-stock
Wall Street has thrown in the towel on a quick end to the global oil shock (opens the original)
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Wall Street is raising its 2027 oil forecasts with a quick return to normal looking less and less likely. The longer crude stays elevated, the more pressure builds on consumers, inflation, bonds, and stocks. Sign up for First Trade, Business Insider's daily markets newsletter. Around the time Ben Shelton was polishing off his US Open victory over Carlos Alcaraz in the wee hours of Wednesday morning, the price of oil was making some waves of its own, climbing back above $100 per barrel. The break
3 reasons why Wall Street’s favorite copycat strategy is falling apart (opens the original)
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Wall Street's go-to strategy of buying what's already hot is suddenly looking a lot less foolproof. Chip stocks cooled off, biotech woke up, and the market's old winners got caught flat-footed. Sign up for First Trade, Business Insider's daily markets newsletter. For the past couple of years, investors have been able to simply buy stocks that are already rising and make out like bandits. The market isn't supposed to work like that. Valuations have historically kept runaway gainers in check. But
Nvidia is the final boss of tech earnings. Here are 3 questions it must answer. (opens the original)
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Nvidia earnings will set the tone for chip stocks and the broader AI trade in the months ahead. Investors are watching demand, customer financing, and memory costs. Sign up for First Trade, Business Insider's daily markets newsletter. Nvidia will officially cap off tech earnings season today after the closing bell. It's been a tumultuous several weeks for the AI trade and mega-cap tech more broadly, with investors reacting sharply to results on both ends of the spectrum. On one side you had Alph
US-Canada beef is heating up — and the market is already picking winners and losers (opens the original)
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Trade tensions between the US and Canada are flaring up. The market has already started pricing in winners and losers. Sign up for First Trade, Business Insider's daily markets newsletter. The US and Canada haven't exactly been on the best terms lately. First, LA's Kendrick Lamar and Toronto's Drake engaged in a very public battle of words. Then, at the Winter Olympics, the US beat Canada in overtime in both the men's and women's hockey gold-medal games. The Americans won all three of those cont
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