Most investors chase the next hot stock. They want the big pop, the explosive earnings beat, or the name everyone’s talking about at dinner. But the investors who actually build lasting wealth? They tend to think differently. They look for companies that show up every year and quietly put money back in their pockets. These
Palantir (PLTR) fell sharply after Michael Burry put a familiar pressure point back in front of investors: competition in enterprise AI. Business Insider,quotingBurry’s now-deleted X post, said he argued that Anthropic is “eating Palantir’s lunch” and pointed to Anthropic’s rapid enterprise adoption as a bigger opportunity than government work. That message landed on a stock
For years, technology stocks became a permanent fixture within their portfolios for millions of retirement savers. Workers who steadily added money to 401(k)s, IRAs, and target-date funds made huge strides, thanks to major stock indexes that became increasingly dominated by a small number of powerful tech stocks. From 2009 through 2025, the Nasdaq-100 delivered roughly
The most powerful names in U.S. economic policy called the heads of the biggest banks to Washington this week. The subject was not interest rates or the Iran war. It was artificial intelligence. Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting at Treasury headquarters on
Technology stocks have had a rough stretch. Goldman Sachs thinks that is exactly the point. In a research note published April 7, Goldman Sachs strategists led by Chief Global Equity Strategist Peter Oppenheimer, argued that the sell-off in tech has pushed valuations to levels not seen in decades, creating what they described as a buying
Most Wall Street analysts cover Nvidia with spreadsheets built on earnings estimates and price-to-earnings ratios. UBS has a different tool entirely, and what it is saying about Nvidia is striking. UBS HOLT, the firm’s proprietary cash flow-based valuation framework, says Nvidia’s share price should be 400% higher than where it currently trades. That would put
Oil prices tumbled on April 8 after the U.S. and Iran agreed to a two-week ceasefire, with Brent crude falling about 13% and West Texas Intermediate posting its biggest single-day drop since April 2020, according to World Oil. Markets reacted to the prospect of Hormuz reopening. Bank of America thinks the reaction missed the point.
If you’ve ever watched a big winner in your portfolio suddenly stall, you know the mix of pride and panic that hits your stomach at the same time. You see the green on your statement and, at the same time, you feel that “uh‑oh” in your chest. Bank of America just cut its rating on
President Trump is in gut-check time. There is still no clear endgame in Iran. The lack of a game plan is making people sweat, that means everyone from Wall Street and the man on the street. Everyone needs to brace for higher gas prices, costlier goods and a fresh inflation threat. President Donald Trump is
Imagine opening an app, booking a ride, and a vehicle with no driver shows up to take you to a long-awaited errand. That’s no longer a concept. It’s a reality in Nashville. Waymo, a subsidiary of Alphabet Inc., is a U.S.-based autonomous driving technology company headquartered in Mountain View, California. As of March 2026, Waymo