2026 Has Been Full of Uncertainty So far in 2026, Wall Street equity investors have navigated an extremely complex landscape marked by macroeconomic forces, geopolitical pressures, and sector-specific concerns. Inflation has remained stubborn, hovering above the Federal Reserve’s long-term target. Disruptions in key transit areas like the Strait of Hormuz have led to an energy ...
Key Points All of the “Magnificent Seven” have been cash-generating machines for years — until recently. Most of them have long track records of making substantial capital distributions to shareholders. Hyperscalers have invested hundreds of billions of dollars into artificial intelligence infrastructure, eroding their free cash flows. 10 stocks we like better than Apple › ...
International Business Machines Corporation IBM experienced slower momentum in its Software business in the second quarter of 2026. Software revenues increased 5% year over year to $7.8 billion, but organic revenue growth was flat. The weakness was primarily in the Transaction Processing business. Revenues from this business declined 8% year over year. The company attributed ...
Listen to the audio version of this article (generated by AI). Why ChatGPT May Have a Google Problem You probably didn’t notice a recent farewell note from a once-popular internet brand. I almost missed it myself. Go to Ask.com today and instead of a search box, you’ll find a simple message: “Every great search must ...
Netflix NFLX and Disney DIS sit atop the global streaming industry, together commanding hundreds of millions of subscribers and pouring billions into original content every single year. Both built that leadership from very different starting points, one a technology-first streaming pioneer, the other a century-old entertainment conglomerate now anchored around direct-to-consumer distribution. With both stocks ...
Listen to the audio version of this article (generated by AI). Everyone is trying to figure out how to own artificial intelligence without owning the froth. After a two-year sprint in chips and data-center names, “How do I hedge the AI bubble?” has become one of the most asked questions in investing. I spent 28 ...
Overconfidence can cloud your judgment, but the right data can help keep your portfolio on track… Listen to the audio version of this article (generated by AI). If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders. Over the years, I’ve discussed some of the psychological ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Large Cap Value ETF (Symbol: PWV) where we have detected an approximate $451.7 million dollar outflow — that’s a 19.3% decrease week over week (from 28,720,000 to 23,190,000). Among the largest underlying components of ...
Key Points As AI continues to proliferate, data centers are getting larger to achieve greater efficiency. Some of them are becoming so big, in fact, that they are their own digital, physical, and logistical ecosystem. Even without knowing precisely what a hyperscale data center is, knowing who offers cloud-based access to them — and what ...
Key Points It’s hard to overstate how important the Model Y was for Tesla‘s (NASDAQ: TSLA) overall growth journey. Today, that model alone accounts for more than 90% of Tesla’s vehicle sales. The Model Y allowed Tesla to significantly expand its sales base, which, in turn, enabled the company to scale its production facilities to ...
