Growth Investing


Smart Glasses Might One Day Replace Your Phone. These Stocks Can Benefit.

Investors looking to play the trend can focus on retailers and suppliers set to benefit from the wave of demand. 

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Financial Advisors Are Turning Portfolios Into ETFs. Wait, They Can Do That?

The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.

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Oracle’s ‘Di-SaaS-ter’ Leaves the Stock Too Cheap. Buy It.

Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.

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Mastercard and 9 Other Stocks to Buy as the Chip Rally Wanes

Investors seeking alternatives to chip stocks can consider those with low or negative correlation, such as capital markets firms.

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Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.

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Robinhood Stock Falls on Trading Volume Data. Crypto Is a Bright Spot.

Average daily trading volume for equities, options, and event contracts declined in February, Robinhood reports.

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Berkshire Buyback News Undercut Its Ability to Repurchase Stock Cheaply

Berkshire disclosed the buyback for transparency during its leadership transition, a departure from its usual nondisclosure policy.

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Investors Are Fleeing Private Credit. Trump Has Big Plans for It.

President Donald Trump wants to include private assets in target-date funds and other 401(k) menu offerings.

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The Mag 7 Are Dead. How the Hottest Trade of the Decade Fizzled Out.

Sure, they had a great run. But they were overpriced, free-spending—and, as it turns out, vulnerable to AI.

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Outside Firms Start Their Deep Discount Offer for Shares in Blue Owl Private Credit Fund

Friday’s tender offer filing played on investors’ anxieties and impatience.

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Blue Owl Stock Has Plunged on Private Credit Fears. This Analyst Says They’re Overblown.

Oppenheimer analyst Chris Kotowski says Blue Owl has become ‘a magnet for bad press.’

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This Schwab Dividend ETF Is a Superstar. Defense and Energy Are Key.

The fund’s success is due to a focus on the kind of companies investors have suddenly rediscovered after years of obsession with Silicon Valley.

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Headache? Fatigue? You Must Be Doomscrolling BDC News

Investors are wary of business development companies, with the median BDC stock trading at 78% of its net asset value.

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Tech Giants Are Paying Up to Power AI. These Utilities Will Be Big Winners.

Electric companies are gaining the upper hand in deals with Alphabet, Amazon, and others.

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2 Firms Offer to Buy Shares in 3 Blue Owl Private Credit Funds at Big Discount

Investors in the three funds, however, may not be eager to part with their funds at such a discount.

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KKR’s Top Executives Shake Off Industry Fears, Buy Up $35 Million in Stock

Co-CEOs Joseph Bae and Scott Nuttall purchase a combined $25.6 million worth of KKR stock during a tough week for asset managers.

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Al Gore’s Investment Firm Buys Spotify Stock, Sells These 2 Semiconductor Companies

Generation Investment Management exited Analog Devices and Microchip Technology in the fourth quarter.

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Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street.

Nvidia sold its entire stake in a drug-discovery company at the end of last year. ARK Invest is buying the stock.

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Ulta Beauty Keeps Its Shine Even After a Strong Rally. More Upside Awaits.

Earnings growth means the stock is still cheap on a comparable basis.

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Druckenmiller’s Duquesne Bets on Brazil Stocks, U.S. Financials, and Airlines

A quarterly regulatory filing disclosed increased stakes in Google and Amazon as of the end of December.

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Cathie Wood’s ARK Funds Buy the AMD Stock Drop

Five ARK ETFs purchased a combined 141,108 AMD shares on Wednesday, following the chip maker’s biggest drop in more than eight years.

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AI Agents Need Identity Security Too. This Company Does the Job.

The growth of AI agents creates increased demand for Okta’s services. The stock is a buy.

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Innodata Shares Surge After Palantir Deal. Stay Bullish.

Innodata stock has gained 73% since our recommendation. This deal only helps.

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Innodata Stock Is Up 65% Since Our Pick. We’re Still Bullish.

The company has found its calling curating data used to train AI models. Stay invested.

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