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Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...
Alphabet's Q2 was a blowout by any reasonable measure. The stock still fell 7% because investors saw the capex bill. Sometimes the market has a short attention span.
Portfolio construction plays a big part in an ETF's long-term outlook. These four ETFs -- two focused on growth and two on high yield -- check all the boxes.
Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?
Blackstone reported strong second-quarter results.
If the idea of inflation in retirement keeps you up at night, you may have less to worry about than you think.
A rejected buyout offer, an aggressive buyback program, and a valuation half that of its closest rival paint an unusual picture for PayPal heading into its July 28 earnings report.
Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.
While the broader market sank Thursday morning, two defense giants defied the selloff with blowout quarters and backlogs that shattered records, raising a pointed question about how much runway remains for investors who missed the initial pop.
Investors have ignored this online retailer for too long.
The new CEO has shown a willingness to go in his own direction, but you shouldn't necessarily follow blindly.
Jamie Dimon calls the economy resilient, corporate profits are surging, and yet millions of retirees feel their budgets shrinking every quarter. The reason comes down to a structural mismatch that most retirement plans never account for.
Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but one lurking risk could blow the whole thesis apart.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
It's time to make sure you're ready to take that leap.
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.
Intel has outperformed Nvidia by a huge margin over the past year, but the latter continues to clock impressive growth.
Lilly's purchase of AtaiBeckley is yet another strategic move in its bid to diversify its pipeline.
The industry-leading beverage company beat Wall Street revenue and profit estimates last quarter.
An ETF with double-digit annualized returns and an above-average 2.6% yield? Tell me more.
The system marks the first direct military use of Nvidia's newest AI servers.
Retail traders are flooding into Occidental Petroleum with near-unanimous bullish conviction while Wall Street analysts quietly trim their targets and a top insider unloads tens of thousands of shares. Someone has the trade badly wrong.
Alphabet just posted strong earnings and the stock sold off anyway, but something brewing in Google's hardware labs may fundamentally change the economics of AI in ways most investors haven't priced in yet.
The sell-off may have created an opportunity for long-term investors.
Nuclear just landed on the U.S. Critical Minerals List, 38 countries have pledged to triple capacity by 2050, and a Section 232 decision this month could reshape the entire uranium supply chain. Three stocks sit directly in the path of that policy shockwave.
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
Rising oil prices, geopolitical tension, and a post-earnings stumble from a tech giant are rattling markets this morning, and Wall Street analysts are already reshuffling their ratings on some of the biggest names in energy, finance, and entertainment.
Shares in the dominant consumer tech enterprise have soared 22% so far in 2026.
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