The stock market has given investors plenty of reasons to stay invested during President Trump’s second term. Since Jan. 20, 2025, the S&P 500 has gained roughly 28%, according to market data, despite a stomach-churning detour in April 2025. That rebound has helped produce a… Read More »Trump Continues Trading Stocks At Warp Speed
Lee Ainslie’s Maverick Capital executed one of its most dramatic portfolio rotations in years, pivoting away from mature chip leaders and consumer discretionary names. The fund trimmed NVDA by more than 3 million shares and cut TSM by 525,601 shares and plowed proceeds into a… Read More »One Of Wall Street’s Best-Known Hedge Funds Just Loaded Up On These 5 Stocks
The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between… Read More »3 Under-The-Radar Chip Stocks Wall Street Is Sleeping On In August
Quality dividend growers deserve a permanent seat in an income portfolio, even when headline yields look modest next to mortgage REITs or junk-rated BDCs. The following four stocks combine investment-grade balance sheets, decades of payout discipline, and the kind of infrastructure or healthcare cash flow… Read More »The “Set It & Forget It” Stocks I’d Want to Own
On July 21, Health and Human Services Secretary Robert F. Kennedy Jr. told reporters, “We do have the outbreak under control.” At that moment, the multistate cyclosporiasis outbreak tied to iceberg lettuce had sickened roughly 1,600 people across five states, with 94 hospitalizations and no… Read More »Parasite Outbreak Fears Crush Restaurant Sales Weeks After RFK Jr. Said It Was “Under Control”
Eli Lilly (NYSE:LLY) opened Wednesday’s session with a blowout second-quarter earnings report, sending shares sharply higher and cementing the drugmaker’s status as the only pharmaceutical company trading above a $1 trillion market cap. The biggest question today for Lilly is… This post appeared first on… Read More »Eli Lilly’s Weight-Loss Drug Demand Is Nearly Limitless. Here’s What Comes Next For The $1 Trillion Drugmaker
The AI infrastructure trade has shifted toward the connectivity layer: the switches, optics, and interconnects that move data between GPUs, racks, and data centers. August is shaping up as the month that thesis pays off in earnings and guidance, with hyperscaler capex funneling into the… Read More »3 AI Networking Stocks Quietly Dominating Their Niche In August
While many Baby Boomers have enjoyed a long bull market over the past 35 years, there is a point when income becomes more critical than stock appreciation. The reason is simple: those who leave their careers to enjoy a well-deserved retirement lose the benefits of… Read More »Boomers Are Buying 5 Quality High-Yield Stocks At Big Discounts Hand Over Fist
On Wednesday’s earnings call, Elon Musk stopped short of confirming a Tesla-SpaceX merger and did something arguably worse for shareholders of Tesla (NASDAQ:TSLA): he refused to shut the door. Nothing was confirmed. Nothing was denied. Here is the part that should worry Tesla holders… This… Read More »Musk Refuses To Confirm It, But This SpaceX Rumor Should Terrify Every Tesla Investor
For much of the past three years, artificial intelligence has been the market’s defining investment theme. Companies building AI chips, cloud infrastructure, memory, and software have driven earnings growth while many other stocks have struggled to keep pace. That leadership is becoming even more concentrated.… Read More »Just A Handful Of AI Stocks Are Carrying Everything. History Says It Doesn’t Have To End Badly