Investing


Top Novavax Shareholder Demands Company’s Sale

Himanshu Shah, managing partner and chief investment officer at Shah Capital, slammed management, and said the company should sell itself.

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Walmart Now Offers ChatGPT Purchases. The Retailer Is ‘Ahead of the Curve.'

Other companies have also been moving to integrate AI with shopping.

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Nu Holdings Continues Its Ascent. Stick With It.

The stock has gained more than 13% since Barron’s highlighted it a year ago and is poised for more upside.

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A CD Ladder Is the Right Step for These Young Workers. Here’s Why.

Laddering certificates of deposits or Treasury bills lets you keep your money and liquid but still earn decent yields.

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Dell, 89bio See Activist Action

Analysts also report to the SEC on MBX Biosciences, NewAmsterdam Pharma, and Cipher Mining.

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Dell Is Just Beginning to Tell Its AI Story. Buy the Stock.

The company is transforming itself into a growth stock but not being treated as one by the market.

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Stock Market Warning Signs That I’m Trying to Ignore, From AI Polyamory to a Meme Fund Rebirth

Time to pull back from stocks? That would increase the risk that your fully invested neighbor does better than you because you sold too soon.

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It Will Take More Than Trade Wars and Tech Trouble to Sink the Stock Market

Valuations are the big concern. The market’s fundamentals will be on full display this coming week when earnings season kicks off with reports from the big banks.

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It’s Time to Dine Out on Brinker Stock

The stock of Chili’s parent more than tripled in 2024. Tough comparisons have kept the shares undervalued.

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ESG Is Still a Winner in Europe. Defining It Is Difficult.

The environmental, social, and governance label remains a selling point for European investors even as it has fallen out of favor in the U.S. It’s unclear whether these investments pay off because the category is loosely defined.

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When Wealth Triggers Worry: Advisors Explain Clients’ Biggest Financial Fears

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

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Your Emotions Can Throw You Off Your Investing Game. A Vanguard Pro Explains How.

The head of investor research at the fund giant outlines how early market experiences can shape investors’ risk tolerance.

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How Nick Kavallieratos Helps Clients Navigate Life Changes

The Morgan Stanley wealth manager built his practice around a simple truth: Life doesn’t follow a financial plan.

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IRS Sets 2026 Tax Brackets. See How They’ve Changed.

The top marginal tax rate remains 37% for individuals.

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Utility Stocks Aren’t Just for Safety Anymore. This One Has Strong Growth Prospects.

Utilities have become linked to the AI trade. American Electric Power looks particularly promising.

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Here Are the 12 Best ‘Buyback Aristocrat’ Stocks

The average Dividend Aristocrat has barely managed a positive return over the past 12 months. The average Buyback Aristocrat has returned about 17%.

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Quantum Stocks Look Like They’re Forming a Market Bubble. Watch Out.

The fundamentals don’t support valuations—yet.

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The Government Shutdown and Medicare: What to Know

Medicare’s open-enrollment season starts Oct 15. What to know about picking the best plan for 2026.

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Goldman Gets This Market. Get Goldman.

Few firms have a better handle on the current scene or a stronger risk-management culture than Goldman Sachs.

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He Helped Pioneer Short Activism. Now He’s Waiting for the Next Bubble to Pop.

Muddy Waters CEO Carson Block has been forced to change his tactics in an ebullient market that stymies short sellers.

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Profiting From Nature: ‘Natural Asset’ Companies Attract Private Capital 

Natural asset companies’ revenue comes from licensing ecological attributes, such as carbon or biodiversity credits.

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U.S. Banks Missed Warning Signs on Tricolor. Now, They’re Taking Big Losses. 

Tricolor became a major used-car auto dealer before its sudden liquidation last month. Big U.S. banks appear to have overlooked warning signs surrounding its quick growth.

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More People Can Save Taxes on Health Expenses With These Accounts Under the New Law

Health savings accounts (HSAs) will be available to roughly 10 million more American beginning in 2026.

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You Have Decades Before You Retire. Why You Still Want Some Money in Safe Bonds.

If young workers have near-term financial goals like buying a house, it makes sense to keep part of their savings in bonds or cash.

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Orthofix Medical, Central Pacific Financial See Activist Action

Activists also report to the SEC on Genco Shipping & Trading, Healthcare Realty Trust, and Cipher Mining.

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