The Trader

East Asia is exposed to the artificial-intelligence selloff, but other parts of the developing world look insulated from those woes.

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.

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

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

These stocks are benefiting from a global armaments push.

One clear beneficiary of the turmoil: precious metals. Silver has been unstoppable, hitting $100 for the first time in history with a 43% year-to-date gain.

Shares of the German footwear brand have gone basically nowhere since their 2023 initial public offering. There are reasons to be hopeful.

At long last, “everything is participating,’’ says one pro. That could help keep the rally gong for some time.

Shares of premium hotels get premium valuations, but lower-end chains could benefit from the World Cup and other events.

The movie theater stock has dropped since the battle for Warner Bros. began, but it could prove to be a winner.

It seems tech can take a breather and stocks can still gain. So far this year, areas like materials and industrials are far outpacing tech names. And small-caps are doing the best of all.

SLB is a key player in some of the fastest-growing areas for oil production, and it still has a presence in Venezuela.

After falling 6% in 2025, shares of the warehouse store chain could be set for a rebound.

With stock prices near record levels, the easy ride they’ve enjoyed will be a lot tougher in 2026. Any slight disappointment is bound to cause prices to drop and volatility to spike.

Concerns about its exposure to First Brands’ bankruptcy sunk its stock, but the bank should continue to rebound after it reports earnings this month.

Energy shares rose in 2025 despite lower crude prices, a sign of potential strength in the year ahead.

The S&P 500 is expected to grow earnings by 15% in 2026. But worries persist.

Shares of Reddit have soared more than 400% since their debut last spring. Just wait until next year.

Bank of America estimates that the One Big Beautiful Bill will result in total tax refunds rising by roughly 18%.

The market reacts, overreacts, and recovers quickly these days, and a lot of it amounts to nothing. We suggest embracing the number 13

The payouts give investors a reason to hand over their capital so businesses can use it.

Waymo is raising $15 billion to expand its robo-taxi business, according to reports.

This week was ugly, with big losses for Oracle and Broadcom following earnings reports. Are investors are suffering from FOB—a “Fear of Bubble”?

A housing uptick looks to be in the cards—but it doesn’t look priced into homebuilder stocks.

Traditional cap-weighted funds enshrine “buy high, sell low” behavior. Revenue weighting offers a simple potential solution.