The sheer amount of capital expenditures (capex) spending on artificial intelligence (AI) has made investors nervous. So high is the spending that cash-rich companies such as Amazon will spend $200 billion in capex this year alone and have issued bonds to help cover the costs. Understandably, this makes investors nervous, as a poorly conceived AI strategy could cost even the most stable…
In baseball, if a player smacks a hit 30% of the time they come to the plate, he or she is considered to be an exceptional talent. Given that, let’s give a hearty, sustained round of applause to America’s top lenders. They deserve their hurrahs because each of the 32 banks and other financial institutions subjected to this year’s annual Federal Reserve…
Around 20 million barrels of oil per day (BPD) traversed the Strait of Hormuz before the war with Iran. That accounted for about 25% of the global seaborne oil trade and around 20% of the total global supply. According to tanker tracking data, oil flows through the Strait of Hormuz have slowed to a trickle since the war with Iran…
Agentic artificial intelligence (AI) is the next evolution of AI, and with it will come another big opportunity in the chip space. Instead of graphics processing units (GPUs), though, the chips leading the charge in the agentic AI race are central processing units (CPUs). CPUs act like the brain of the computer, and more will be needed to handle the sequential reasoning…
Why are investors buying international stocks? Some of the demand is driven by positive reasons: expected economic growth and future earnings gains in other countries. But some investors are also moving away from America. This doesn’t mean that U.S. stocks are doomed. But if you’re an American investor who wants to diversify your portfolio against the risks of a possible U.S.…
Investors tend to move in groups, like lemmings. Sometimes that pushes stocks to unsustainable heights. Other times, it leaves good companies with deeply unloved stocks. Bubbles are a huge risk, but down-and-out stocks can be a huge opportunity for long-term investors if you do your research. That’s why you should dig into these three stocks today. Here’s why each one could be…
Whenever there’s a change in the CEO position, there’s the potential for big changes in how a company is run. And that can put investors on edge, especially for a business that’s been doing well. Apple (AAPL) is one of the most valuable companies in the world, with a market cap of around $4 trillion. Despite its already large value, the stock…
Investors recognized artificial intelligence’s (AI) potential to transform industries, supercharging many tech stocks in recent years. That enthusiasm shifted to alarm in 2026. AI’s transformational potential includes agentic AI that can independently execute tasks previously handled by software-as-a-service (SaaS) companies, leading to a massive sell-off in SaaS stocks. This “SaaSpocalypse” extended to the cybersecurity sector after AI giant Anthropic released artificial intelligence…
Different types of stocks shine in different market environments. The biggest winners in today’s market are, unsurprisingly, energy stocks. Iran’s disruption of traffic through the critical Strait of Hormuz has changed the game for investors. No one knows what will happen next. Perhaps a peaceful resolution to the military conflict with Iran will be reached. Maybe the crisis will be prolonged…
Investors should be familiar with the fact that the stock market is arguably the best means of building significant wealth. It won’t happen overnight, and it requires patience and discipline. But the rewards are worth it. In the past decade, the S&P 500 index generated a total return of 283% (as of March 19). There are many companies, Amazon (AMZN) being a great example, that…