Persistent US core inflation keeps the Fed cautious, while slowing PPI eases pressure on manufacturers and input-sensitive sectors...
Continue ReadingAmazon is scheduled to report its financial results for the second quarter of 2025 on July 31. Amazon has made a habit of crushing Wall Street's earnings estimates every quarter for the past year. Analysts will be focused on the company's vast artificial intelligence (AI) projects, but especially those under the Amazon Web Services umbrella...
Continue ReadingThe Strategy outperformed, drawing strength from the balance we have created through our pyramid portfolio construction across companies and sectors with distinct growth drivers...
Continue Reading↗️ Toyota (TM), Honda (HMC), Subaru (JP:7270): Japanese auto stocks surged after the U.S. and Japan reached a trade deal. Tariffs on Japanese cars will be lowered to 15% from 25%, according to Tokyo's top trade negotiator...
Continue ReadingEleven sectors are represented in the S&P 500, but information technology is the largest by a country mile. Investors who haven't owned tech stocks like Nvidia, Microsoft, and Apple over the past decade have likely underperformed the broader market. Information technology is the largest of 11 sectors in the S&P 500, with a weighting of 33.9%...
Continue ReadingPresident Trump is expected to release an AI 'action plan' that outlines how the US can win in the global race to develop artificial intelligence by fostering a hands-off regulatory approach to the technology...
Continue ReadingDiscover why Home Depot is a resilient investment despite market challenges...
Continue ReadingTrade optimism drove global stock markets higher Wednesday after the U.S. struck agreements with Japan, the Philippines and Indonesia...
Continue ReadingGlade Brook's new fund charges into late-stage tech with xAI, Neuralink, and Stripe in its corner...
Continue ReadingA quiet vulnerability turns into a major test for legacy systems...
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