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Passing the CFA Exam Is Tough. AI Just Did It in Minutes.

The three-part Chartered Financial Analyst exam, particularly the Level III with its essays, is viewed as one of finance’s hardest. The fact that leading AI models sailed through reflects how quickly the field is advancing.

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The Ratio That Tells You Silver Is Undervalued to Gold

Silver is up some 44% this year, near its most recent high during the pandemic. Gold is up about 39%. Why one financial metric suggests that silver may have more upside.

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Foundations Shored Up Endowments in 2024. Nonprofits Need the Funding.

Last year’s average returns of private and community foundations lagged slightly behind 2023, yet still showed double-digit gains. But they still found themselves under pressure from strapped nonprofits.

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Oil Prices Have Been Bullish. But the Bears Are Lurking.

Supply is outstripping demand, and traders are betting on a fall. What’s keeping prices up? China’s massive stockpiling of oil. But even China can’t sop up the extra supply forever.

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Some Boring Stocks Are Beating Big Techs. Plus, You Can Sleep at Night.

Apollo Global chief economist Torsten Sløk offers investors some winning long-term stocks plays from Tractor Supply, Domino’s Pizza, and Old Dominion Freight that beat some of the Mag Seven.

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Morgan Stanley on AI: Big Spending, Big Value Creation

The Wall Street firm says current spending plans for AI should create some $920 billion in new value. That’s good news for investors.

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Fast Food Is Hungry for Sales.The Latest Play: Beverages

The big fast-food chains are rolling out often-elaborate drink offerings, hoping to increase margins and capture more sales through the day. No strategy is foolproof, however.

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Spending for Executive Protection Is on the Rise

The median security expenditure for executives climbed to $106,500 in 2024 from $48,500 in 2020. The biggest risks are seen in the tech, communication services, healthcare, and energy sectors.

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The IPO Market Is Heating Up. Just Ask Figma.

The software firm’s stock soared 250% on its first day of trading.

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Tesla Clings to the Trillion-Dollar Club. How to Stay In? AI.

An earnings miss and Elon Musk warning send the shares of the electric-car maker down. But the company still has all of the components of success in artificial intelligence.

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Tariffs Are Confusing. What to Focus On Next.

A lot could happen on the trade front in the next few weeks, from pressuring Russia on Ukraine to arguing the legality of the administration’s tariff policy, to a China-U.S. summit. Here are a few developments to watch.

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Just How Bad Is the Art Market’s Case of the Blues?

Two art-market analysts find a bear market for auctions sales of art: For three seasons now, 50% of artworks resold at auction had negative returns, the worst market this century.

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Streaming’s Steamy Hit

“Love Island” on Peacock offers a new way to think about streaming. An app tied to the summer hit is currently the most downloaded in the Apple App Store.

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U.S. Charitable Giving Has Struggled. But Last Year Was a Winner.

Starting with a 2017 tax-law change, followed by the pandemic and inflation, philanthropy had struggled. But a hot stock market helped drive contributions, particularly from individuals.

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A New ETF Gives You Warren Buffett’s Stock Portfolio, Plus a Dividend

The VistaShares Target 15 Berkshire Select Income ETF tries to mirror Berkshire Hathaway’s stock holdings. But, via options trading, it provides one thing Buffett never did: a monthly dividend.

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Costco, O’Reilly, and Walmart: Together, These Retail Bulls Spell COW.

With FAANG a little dated, the Magnificent Seven struggling, and markets deeply uncertain, these high-multiple retail powerhouses get their own acronym.

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Tariff Chaos and Market Turbulence. Why Low-Volatility Stocks Are Hot.

Shares of companies like Berkshire Hathaway, Coca-Cola, Mastercard, and Marsh & McLennan are outperforming in a year of uncertainty and turmoil.

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Platinum Gets a Glimmer of Hope. But Gold Still Rules.

For a decade or so, gold prices have been at a big premium to platinum. But with platinum demand strong and supply down, investors in the silver metal are having a bullish moment.

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Oil at $50? The High Cost of Cheap Crude.

Oil prices are falling as the commodity gets squeezed by supply and demand woes: rising output from OPEC and soft demand from tariffs. Investors hope the big producers retrench.

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Coca-Cola and PepsiCo May Look Alike. Why They Don’t Trade Alike.

Coke is primarily a beverage company with a big international footprint. Pepsi is a soda and snack giant, mostly in the U.S. In a year of tariff fears and weight-loss drugs, that’s a problem.

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Pope Francis Modernized the Vatican’s Investment Program, With Some Caveats

The Church has upped its performance, some of which goes to support operations. It avoids investments that run counter to Church social values, from abortion to weapons, and leans into ESG.

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S&P 500 Stocks Just Signaled a Death Cross. Don’t Panic.

The intersection of two different S&P 500 moving averages may suggest the market is losing momentum, but it’s not necessarily a disaster, particularly for investors with longer horizons.

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Art Is in a Bear Market. A Trade War Won’t Help.

A report on 2024 art sales reports that while lower-priced art saw an uptick, the pricier works fell for the second straight year. Two reasons: rising interest rates and inflation. Now comes tariffs.

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Schwab’s Dividend ETF Goes Big on Energy Stocks. What’s the Risk?

During its annual reconstitution, the Schwab ETF more than doubled its exposure to energy stocks. The fund boasts a relatively high yield, but the move does increase the possibility of volatility for risk-averse investors.

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