"That's the primary reason why bonds are back, regardless of what central banks do in 2026,†Vanguard added. "Importantly, U.S. fixed income should also provide diversification in a world where AI disappoints, leading to lower growth—a scenario with odds that we calculate to be 25%–30%.†ETFs to Consider ETFs offer the easiest pathway for bond exposure compared to single debt issues. With that said, the ideal fund to consider for those that simply want it all, the Vanguard Total Bond Market ETF (BND) offe ...

Core Insights - Dot Ai has appointed Delores Rochester as Chief Revenue Officer to enhance growth initiatives within the company [1] - Rochester brings over 25 years of experience in scaling global revenue organizations, particularly from her tenure at Oracle [1] - The company specializes in IoT and AI-based SaaS solutions, focusing on Asset Intelligence technology [1]

Let's bring in the top uh Wall Street's number one audacious market leader uh Yardini research president at Yardini. Ed, I got to tell you one thing I've always loved about you is you're straight shooter and you're optimistic. And so you're looking at 2026, another year of living audaciously talk.Let's talk about that. >> Well, you know, I've been talking about the roaring 2020 since 2020. 2020 that looked like a delusional kind of scenario, but it's worked out very well so far through 2025.I'm really just ...

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.Shares of Oracle (ORCL 1.49%), the database and cloud computing specialist, have kept pace with the S&P 500 in 2025 -- up 17% year to date at the time of this writing, compared to a 17.5% gain in the index. But the tech giant's stock is down about 40% from its all-time high (made in August of this year).In hindsight, Oracle's stock probably ran up too far, too fast in a short period, d ...

Core Insights - The Nasdaq-100 Index (NDX) has historically provided strong long-term gains primarily due to its large-cap technology stock exposure, but it is not known for income generation [1] - The NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) offers a significant distribution rate of 9%, which is a substantial improvement over NDX's 0.45% yield, while also providing downside protection [2] Performance and Protection - QQQH has a track record of lower volatility, with an average annualized volatility of 13.4% over the past three years, compared to 20.1% for the largest NDX-tracking ETF, and its largest drawdown was 760 basis points lower than that of NDX [3] - Despite its hedging properties, QQQH has still managed to return nearly 87% over the past three years, indicating that it does not completely sacrifice upside potential [4] Market Relevance - With the ongoing momentum in the artificial intelligence (AI) sector, QQQH could attract a wide range of investors, especially if there are fluctuations in AI adoption and productivity gains across sectors [5][6]

For the better part of the last decade, Advanced Micro Devices (AMD) lived in Nvidia’s shadow. In 2025, that changed. AMD stock took off handsomely (up 78% year-to-date), as Mr. Market stopped calling it “the alternative.” The tech giant landed major AI deals in proving its mettle as more than just a CPU turnaround story. Despite Nvidia’s dominance in the AI chip space, the narrative has shifted to how much market share AMD can realistically capture. That matters a great deal because breakthrough year ...

Core Insights - Alphabet has recently made significant moves, including a $4 billion investment from Berkshire Hathaway and the acquisition of Intersect for $4.75 billion, which has led to a surge in its stock price to all-time highs [1][2]. Group 1: Acquisition Details - Alphabet announced a definitive agreement to acquire Intersect, a company specializing in data center and energy infrastructure solutions, for $4.75 billion [2]. - The acquisition aligns with Alphabet's strategy to enhance its capabilities in artificial intelligence (AI) and energy management, which are critical for the future of its operations [2][8]. Group 2: Importance of Intersect - Intersect develops utility-scale renewable energy solutions for data centers, utilizing various power generation sources like wind, solar, and battery, which allows for efficient energy management [5][6]. - The rising costs of energy are a significant concern for AI developers, and Intersect's expertise in energy management can help Alphabet mitigate these costs as AI workloads increase [6][7]. Group 3: Strategic Implications - By acquiring Intersect, Alphabet aims to gain control over its future energy costs, improving efficiency in accessing data center capacity compared to relying on external utility providers [8]. - This move is consistent with Alphabet's vertically integrated business model across its various sectors, including search, cloud, advertising, and consumer electronics [9].

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and lower interest rates. Against this backdrop, the fund’s Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.8 ...

Well, inflation, tariffs, and jobs are a big part of the debate around the economic forecast for 2026. It's like they were all last year. Senior economics reporter Steve Leeman joins us now with a potential bright spot for the new year.And and there were a lot of bright spots in last year versus what the expectations were, Steve. >> Yeah, that's right, Joe. But one of the downsides of tariff was that companies would be forced to lay off workers if they couldn't pass along their added cost.But Morgan Stanley ...

Key Highlights: Stock futures were flat to slightly higher Sunday evening in a New Year's holiday-shortened week, after Trump and Zelensky held "productive†talks on a Russia-Ukraine peace plan. Last week, US stocks hovered near record highs in thin holiday trade, with the S&P 500 ending little changed and the Nasdaq 100 slipping 0.1% as materials and tech outperformed while consumer discretionary and energy lagged. Nvidia (NASDAQ:NVDA) gained on an AI licensing deal, and precious metals surged to fresh reco ...