Forget the ‘Sell America’ trade: Why U.S. markets keep proving the naysayers wrong
Foreign investors are still pouring money into U.S. assets, and the dollar remains the undisputed global reserve currency.
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How the chip trade has come to resemble silver — a warning from Morgan Stanley’s Wilson
Investors should shift away from popular momentum trades, says veteran Wall Street strategist Mike Wilson. O recorte ajuda a contextualizar a pauta dentro de Carreira.
Quant funds just suffered their most crippling trading rout this year as momentum stocks f
Although the last week has been painful for quant funds, asset allocators remind investors that it’s important to look at returns over a wider timeframe. So far in 2026, the sector is still significantly ahead of the S&P 500 and U.S. Treasurys
Sandisk’s stock could follow record-breaking quarter with another big jump, analysts say
As investors get more discerning in separating potential artificial-intelligence winners from losers, memory stocks have become a standout trade.
20 stocks in the S&P 500 that plunged the most in 2026’s first half
These companies were hit hard as investors worried about eventual losses of market share to AI tools. O recorte ajuda a contextualizar a pauta dentro de Carreira.
Bitcoin ETFs were supposed to make selloffs less painful. That theory is being put to the
Crypto investors had hoped that increased institutional adoption and a crypto-friendly administration could help the largest cryptocurrency avoid the painful cycles it once experienced.
Will the Comcast-NBCU spinoff pay off for investors? Here’s what history has to say.
Comcast says splitting its cable and broadband business from NBCUniversal will unlock value for both businesses — but media spinoffs historically have resulted in mixed outcomes.
Investors piled into ETFs at a record pace in the first half of 2026. Here’s where their m
Investors have poured money into exchange-traded funds at a rapid pace in the first half of 2026, demonstrating an unrelenting appetite for stocks associated with the AI theme.
CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud
Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models.
Warsh warns investors not to expect hints at future Fed interest-rate moves
New Federal Reserve chief Kevin Warsh gave no hint as to whether the central bank would raise interest rates in July and repeated his dislike of so-called forward guidance to alert investors to future Fed actions.
Where can I invest my kid’s ‘Trump account’ money? The Treasury Department just answered t
The money in “Trump accounts” has to be invested in low-cost index funds — and now parents and investors are learning which funds they can actually use.
How you as an investor can get ahead of the next AI investment wave
Also in Weekend Reads: Eldercare and family relationships, stock-market prospects for the second half of 2026, and how to set your summer streaming budget.