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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

February 15, 2026 by Admin
The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who …

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Wall Street barrels toward final week of October against backdrop of Big Tech earnings, Fed meeting

October 24, 2025 by Admin
Wall Street barrels toward final week of October against backdrop of Big Tech earnings, Fed meeting

Wall Street is barreling toward a big week ahead with Big Tech earnings, a critical Federal Reserve meeting and an important meeting between President Donald Trump and Chinese President Xi Jinping that could set the tone for the rest of the year. Stocks are on pace to wrap up a …

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Best Stocks: These two major chip equipment stocks on our list are approaching new highs

August 11, 2025 by Admin
Best Stocks: These two major chip equipment stocks on our list are approaching new highs

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I’ll start with a chart that caught my eye showing two of the seven semiconductor companies on our Best Stocks in the Market list essentially being …

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The market is as hopeful as it’s been in ages. The winners and losers might surprise you

June 29, 2025 by Admin
The market is as hopeful as it’s been in ages. The winners and losers might surprise you

When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name …

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Megacaps lead a major week of earnings as traders seek clarity on the state of the bull market

January 24, 2025 by Admin
Megacaps lead a major week of earnings as traders seek clarity on the state of the bull market

The Magnificent Seven companies reporting in the week ahead could unlock the next leg of the rally, as investors bet that earnings growth fueled by artificial intelligence could power a market some worry has gone to excess. The Federal Reserve will also hold its January meeting, with key inflation data …

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