"We see 2026 as the year that investors begin to shift their focus from hardware to software positions,†an HSBC analyst wrote. ...

Core Insights - The terms of Stern's deal remain undisclosed, indicating a lack of transparency regarding the financial aspects of the agreement [1] - Despite having a smaller audience compared to his peak, Stern still commands a larger audience than most in the industry [1]

The U.S. economy stumbled at the end of the year, new surveys showed, as rising prices tied to tariffs reduced customer demand and spurred businesses to further tighten the reins on hiring. ...

Fears of an AI bubble are likely here to stay. But a strong spending landscape means many semiconductor stocks can still thrive, according to J.P. ...

Core Insights - Ford aims to leverage the AI boom by enhancing its focus on energy storage, a strategy that has proven successful for Tesla [1] Company Strategy - The company is looking to capitalize on the growing demand for energy storage solutions, which aligns with the increasing integration of AI technologies in various sectors [1] Industry Context - The energy storage market is experiencing significant growth, driven by advancements in AI and renewable energy technologies, presenting new opportunities for automotive companies like Ford [1]

Core Viewpoint - The recent strength in U.S. transportation stocks, particularly the Dow Jones Transportation Average, may not indicate a bullish trend as many analysts suggest [1] Group 1 - The Dow Jones Transportation Average has shown strong performance recently [1] - Analysts are divided on whether this strength is a positive sign for the market [1] - Caution is advised as the current performance may not reflect long-term bullish trends [1]

S&P 500 stocks may be expensive relative to their historical averages, but many are cheaper than they were at the start of the quarter. ...

Core Viewpoint - The drugmaker has revised its revenue guidance for 2025, now expecting $62 billion in revenue for the year [1] Summary by Category - **Revenue Guidance** - The company anticipates a revenue of $62 billion for the year 2025 [1]

A decline in short-term rates is positive for the balance sheets of businesses, banks and households, says Wharton professor ...

Copper isn't really a precious metal, but maybe it's time investors started treating it like one. It shares a lot more in common with silver than you might think, and its similarities with silver can ... ...