The S&P 500 is riding on the chip trade
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Category: Uncategorized
Is AI in a bubble?
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
Iran just put $100 oil back in play
Iran reportedly suspended indirect talks with the U.S. and is threatening to completely block the Strait of Hormuz. That matters because roughly 20% of the world's oil flows through this narrow chokepoint. Here's what it means for oil prices, energy…
Circle’s IPO marks a turning point for the financial sector
Circle's IPO is poised to kick off a massive shift in finance. Here's how stablecoins could disrupt the traditional banking system—and why investors should pay close attention.
13F Filings: What the Smart Money is Buying… and Selling
Ever heard of something called a 13F? It’s a quarterly...
Ep. 396: Retail Expert’s Top 10 Stock Picks
Welcome back to Wall Street Unplugged! My guess this week...
Ep 306 – Why You Should Avoid These Dividend Paying Funds
Marc Lichtenfeld, chief income strategist at Oxford Club, talks about...
Don’t Take Profits on This High-Flying Stock Just Yet
Kevin Plank could have taken a job at Prudential Life...
Ep 287 – Peter Schiff, Harry Dent, Marketing Realities and The Curzio Effect
Welcome back to another episode of the Frankly Speaking podcast,...
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