Investors looking to play the trend can focus on retailers and suppliers set to benefit from the wave of demand.
Long Read
The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.
Long Read
Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.
Long Read
Investors seeking alternatives to chip stocks can consider those with low or negative correlation, such as capital markets firms.
3 minute read
Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.
Long Read
Average daily trading volume for equities, options, and event contracts declined in February, Robinhood reports.
2 minute read
Berkshire disclosed the buyback for transparency during its leadership transition, a departure from its usual nondisclosure policy.
3 minute read
President Donald Trump wants to include private assets in target-date funds and other 401(k) menu offerings.
3 minute read
Sure, they had a great run. But they were overpriced, free-spending—and, as it turns out, vulnerable to AI.
Long Read
Friday’s tender offer filing played on investors’ anxieties and impatience.
3 minute read
Oppenheimer analyst Chris Kotowski says Blue Owl has become ‘a magnet for bad press.’
4 minute read
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.
2 minute read
Investors are wary of business development companies, with the median BDC stock trading at 78% of its net asset value.
4 minute read
Electric companies are gaining the upper hand in deals with Alphabet, Amazon, and others.
Long Read
Investors in the three funds, however, may not be eager to part with their funds at such a discount.
3 minute read
Co-CEOs Joseph Bae and Scott Nuttall purchase a combined $25.6 million worth of KKR stock during a tough week for asset managers.
2 minute read
Generation Investment Management exited Analog Devices and Microchip Technology in the fourth quarter.
2 minute read
Nvidia sold its entire stake in a drug-discovery company at the end of last year. ARK Invest is buying the stock.
1 minute read
Earnings growth means the stock is still cheap on a comparable basis.
Long Read
A quarterly regulatory filing disclosed increased stakes in Google and Amazon as of the end of December.
1 minute read
Five ARK ETFs purchased a combined 141,108 AMD shares on Wednesday, following the chip maker’s biggest drop in more than eight years.
1 minute read
The growth of AI agents creates increased demand for Okta’s services. The stock is a buy.
Long Read
Innodata stock has gained 73% since our recommendation. This deal only helps.
2 minute read
The company has found its calling curating data used to train AI models. Stay invested.
4 minute read