Trump yanks Republicans toward economic populism

U.S. President Donald Trump gestures as he arrives to address House Republicans at their annual issues conference retreat, at the Kennedy Center, renamed the Trump-Kennedy Center by the Trump-appointed board of directors, in Washington, D.C., U.S., January 6, 2026. Kevin Lamarque | Reuters President Donald Trump and Republicans are down in the polls with less…

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China’s ban on cybersecurity software roils three stocks — our view

Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet,…

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