Investing


Will the S&P 500 Hit 8000? A Smart Way to Play It.

Anyone who agrees the S&P 500 could cross that landmark can mimic the private-market trades by trading call options on the State Street SPDR S&P 500 ETF.

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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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Missed Milestones: Student Loan Debt Is Holding Back Some Americans

Americans weighed down by student loans are putting off key life events such as the purchase of a home.

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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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These New Indexes Track Private Market Funds. Performance Is Mixed.

Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.

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7 Bank Stocks With Solid—and Growing—Dividends

Banks’ dividends are growing at a good clip and, more important, their fundamentals look solid.

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It’s a Time of Rapid Change. How to Protect Your Retirement Portfolio.

A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.

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Caterpillar Stock Has Outperformed the S&P 500. Its Rally May Only Be Getting Started.

The equipment manufacturer’s stock has outperformed the S&P 500 since we recommended buying it a year ago. Let it ride.

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Our Amphenol Pick Just Hit a Rough Patch. Stick With It.

Earnings beat expectations but the stock still dropped. The thesis remains intact. Stay invested.

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The Rich Recognize AI’s Impact. They Plan to Invest More in It.

A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading the AI boom.

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Investors Are Wary of Stocks and Bonds. They Are Buying Alternative Assets in ETFs.

More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.

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AI Helps With Your Tax Return. It Doesn’t Always Get It Right.

Artificial Intelligence may find deductions or credits you missed, catch an error on your tax return, or spot a red flag that could lead to an audit.

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Elastic NV, Acadia Healthcare, and More See Activist Action

Activists also report to the SEC on Rogers, Apogee Therapeutics, and Cogent Biosciences.

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The Stock Market Has Lots of Questions—and Not Many Answers

The markets in the hands of Big Tech once again. That’s worrisome, given the concerns around the AI bubble and circular spending that has consumed investors in recent months.

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Gold Is Soaring and Wall Street Calls It ‘Debasement.’ Is It?

Some 68% of gold’s price movement over the past year is explained by U.S. policy shifts.

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The War on Defense Stock Dividends

President Trump has threatened to restrict defense companies’ dividends and stock buybacks. How worried should investors be?

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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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UnitedHealth Stock Cratered on the Bad Medicare News. The Case for Buying the Dip.

With its shares down 17% this week, much of its problems may now be reflected in the stock price.

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S&P Global: More Than the Sum of Its Parts

The stock has moved little despite impressive financial results. Its expansion into private credit is one avenue to growth.

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Healthcare Inflation Can Be a Runaway Train in Retirement. How to Prepare.

Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.

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Pharma Stocks Are Close to Breaking Out. Earnings Could Set Them Free.

Merck, which reports Feb. 3, looks especially compelling.

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Private Markets Are Enticing Investors. It’s Good Business for Asset Managers.

Investors are expected to allocate more to private markets in search of returns and diversification, according to a survey by Hamilton Lane.

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Can Silver Go Higher Still? How to Play It Safer.

Financial markets have a new attitude, exemplified by innovations like prediction markets and zero-dated options. Many people view the markets as a casino.

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Morgan Stanley’s Anthea Tjuanakis Cox: Longevity and Multigenerational Planning

The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.

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Defense Stocks Ride High as Global Security Frays. 7 Names to Own.

These stocks are benefiting from a global armaments push.

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