AI Stocks To Watch This Week: RSA On Tap, 'Death Cross' In The Making? | Investor's Business Daily BREAKING: Tesla Loses Ground To China Rival In Europe With the first quarter of 2026 nearly over, many of the leading artificial intelligence stocks from last year have turned into laggards. Bellwether Nvidia (NVDA) stock has disappointed. But there have been bright spots. The top AI stocks in 2026 have been optical networking plays such as Lumentum Holdings (LITE) and Ciena (CIEN) and data center firm Vertive ...

RT Bloomberg Live (@BloombergLive)From trillion-dollar opportunities to alarms of an AI bubble, the race to scale models, chips and capital is reshaping business and markets.Co-hosts @emilychangtv and @tsgiles return for #BloombergTech this June to unpack the future of the AI economy.Request to Attend 📱https://t.co/nBU6GQwK8x ...

Stocks have bounced off recent lows this week as the market tries to stabilize after the sell-off triggered by the Iran war and rising oil prices. Bank of America is warning investors not to read too much into that rebound. In his March 17 Global Fund Manager Survey note, BofA chief investment strategist Michael Hartnett said the bank's positioning metrics are "far from uber-bear levels seen at recent big lows/good entry points for stocks and credit," per CNBC. In other words, the kind of capitulation tha ...

Company Overview - Agnico Eagle Mines Ltd (NYSE:AEM) is highlighted as one of Schaeffer's top 15 picks for 2026, indicating strong future potential [1] - The company has recently issued strong quarterly results, positioning itself favorably within the VanEck Gold Miners ETF (GDX) [3] Stock Performance - AEM shares have experienced a strong breakout after multiple attempts to capture the $90 level, indicating bullish momentum [2] - The stock has not closed beneath the 80-day moving average since January, suggesting a strong upward trend [2] - Currently, AEM is consolidating at recent highs within a bullish pennant pattern, which may signal further price increases [2] Market Context - Political tailwinds, particularly tensions between the U.S. and Venezuela, have positively impacted the mining sector, benefiting companies like AEM [2] - Negative sentiment regarding a potential AI bubble may lead to increased defensive positioning in hard assets, historically providing miners with 1.5 to two times the upside in such cycles [3]

Core Viewpoint - The Schwab US Dividend Equity ETF (SCHD) has experienced a significant decline, reaching its lowest level since February 4, 2026, with a drop of 4.40% from its peak this year, but it may rebound in the future [1][8]. Market Performance - SCHD has mirrored the performance of other American stock indices, particularly following the onset of the US-Iran war, but is better positioned to withstand the ongoing crisis compared to the S&P 500 and Nasdaq 100 [2]. Sector Analysis - The energy sector constitutes 20% of SCHD, including companies like ConocoPhillips, Chevron, and EOG Resources, which have performed well due to rising crude oil and natural gas prices [3]. - The healthcare segment accounts for approximately 16.3% of the fund, featuring companies such as Bristol Myers Squibb, Merck, Amgen, and AbbVie, which are also less affected by the Iran war [4]. - The technology sector has a minimal presence in SCHD, which is under scrutiny due to concerns about a potential AI bubble [5]. Federal Reserve Impact - The SCHD ETF's decline is partly attributed to fears of a more hawkish Federal Reserve stance amid rising inflation, with expectations of at least two interest rate hikes this year [6]. - Historically, SCHD tends to outperform the broader market during periods of interest rate hikes due to its composition of value stocks [7]. Valuation Metrics - SCHD is considered relatively undervalued, with a price-to-earnings (PE) ratio of 19, lower than the S&P 500 average of 23, and a price-to-cash-flow ratio of 10, also below the broader market [9]. Technical Analysis - The ETF has seen a decline from a record high of $31.95 to $30.60, with the Relative Strength Index (RSI) dropping from 86 to 40, indicating a shift from overbought to oversold conditions [10]. - The stock is expected to remain under pressure but may rebound, potentially reaching a 23.6% retracement level at $29.85 before resuming an upward trend [11].

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. “We had the tariff shock, we had the pandemic, and now we have an energy shock.” Those were the words of Federal Reserve Chair Jerome Powell on Wednesday, underscoring how his term hasn’t exactly been a boring one. With his tenure as chair due to expire in May, it doesn’t seem destined to end on a humdrum note, either. Powell, who plans to stay in the role until a successor is confirmed, ...

The convergence of an AI bubble and geopolitical risks pose the greatest threat to global markets, according to Nicolai Tangen, chief executive officer of Norway’s $2.1 trillion sovereign wealth fund. https://t.co/oVuNhbAbYo ...

Oil Prices and Economic Impact - Current oil prices are above $100 a barrel, raising concerns about potential shocks to the world economy and stock markets [1] - A scenario where oil prices reach between $150 to $200 a barrel is discussed, with higher prices expected to have inflationary effects, posing additional risks to the market [2] - Despite these concerns, markets are described as remarkably stable, surprising analysts given the backdrop of geopolitical risks and market fragmentation [3] Investment Strategy and AI Concerns - The company emphasizes the importance of maintaining a long-term investment strategy despite unpredictability in the market, including factors like tariffs and geopolitical conflicts [4] - There are significant advancements in AI technology, which are transforming operations within the fund, although the potential for an AI bubble remains uncertain [7] - The fund is not currently changing its investment position in response to AI developments, as it is an index fund that automatically adjusts holdings based on market performance [8] European Market Dynamics - A notable shift in equity holdings has occurred, with European equities in the portfolio dropping from 41% to 21% over the past decade, while US equities increased from 37% to 55% [9] - The dominance of US companies in the AI sector is highlighted, with a call for Europe to improve its application of AI technology to remain competitive [10] - Urgency is expressed for European policymakers to consolidate capital markets to enhance liquidity and competitiveness, as fragmentation could lead to Europe falling behind [11][12] Future Investment Opportunities - Higher oil prices are viewed primarily as negative due to their inflationary impact, which could adversely affect share prices [16] - Despite the challenging environment, there are always opportunities in the market as parts of it may overreact, and portfolio managers are actively seeking these opportunities [17] - Executives and policymakers are adapting by optimizing operations, making quicker decisions, and diversifying supply chains to navigate the current unpredictability [19]

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Poof. Where did the tax go? For their next trick, issuers are turning to a strategy to help seed new products: the 351 exchange, which allows stock portfolios with years of appreciation to be transferred to ETFs without triggering capital gains taxes. But it’s not just the likes of Alpha Architect, Cambria and other shops that have made a point of focusing on 351s. Asset managers are incre ...

Many investors feel that the safest long-term bet is to invest in an S&P 500index fund like the SPDR S&P 500 ETF (SPY). To put it in perspective, SPY has gained almost 70% in the past five years, at the time of writing, Tuesday morning, March 17, according to Yahoo Finance. While the S&P 500 is volatile in the short term, only a collapse of the US economy can really wipe out long-term gains. However, when geopolitical tensions make the market more volatile, some investors are looking for what may seem li ...