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This investment is safe from both Trump and the Democrats — and it pays 4.7%

Oracle shook off fears about AI spending, but its stock still loses ground

Your Social Security COLA could go up another $71 a month in 2027. That’s not necessarily good news.

The Fed could raise interest rates three times. Here’s where the market could face the stiffest test.

Stock

Marvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunity

Market Expert Sep 12, 2026

Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.

Stock

Tesla could transform the trucking business — and capitalize on high diesel prices

Market Expert Sep 12, 2026

The EV maker aims to finally kick its long-awaited Semi truck into high gear — unlocking a potentially huge opportunity, according to Morgan Stanley.

Stock

Salesforce’s stock has been riding a wave of AI optimism. Here’s what Wall Street wants to see next.

Market Expert Sep 12, 2026

Salesforce’s Dreamforce conference next week could offer a glimpse of how its recently announced Claudeforce partnership with Anthropic will play out.

Stock

Why Dell and HPE were the S&P 500’s top-performing stocks today

Market Expert Sep 12, 2026

Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.

Commodities

Friday links: mediating norms

Market Expert Sep 12, 2026

BondsThe good news on bonds. (morningstar.com)The case for muni bonds. (ritholtz.com)StrategyDiversification means more than asset classes. (awealthofcommonsense.com)Investors just don't have a good track record with thematic ETFs. (morningstar.com)Jeff Malec talks with Ian Cassel, author of "Stock Picker: How to develop the mindset, temperament, and strategy to outperform Wall Street." (rcmalternatives.com)AIProving a return on AI is challenging for companies. (apollo.com)AI doesn't need to reach superintelligence to cause harm. (calnewport.com)Just how good are open-source models? (ft.com)Agents use a lot more tokens than humans. (tomtunguz.com)AI hates CAPTCHA as well. (semafor.com)AppleApple ($AAPL) still knows how to put on an event. (spyglass.org)How the iPhone Duo came to be. (tomsguide.com)Do you really want your Apple Watch listening to you? (sixcolors.com)Stay in touchWork in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Do

Analysis

10 September 11th Reads

Market Expert Sep 12, 2026

Has it really been 25 Years since 9/11? My end-of-week morning reads: • 25 Years After the Sept. 11 Attacks, Lower Manhattan Is Thriving: The neighborhood’s population has roughly tripled, dozens of office buildings became apartments, and financial services no longer dominates downtown employment. (Wall Street Journal) see also How a Restaurant at the Top of the World… Read More The post 10 September 11th Reads appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (September 12–13)

Market Expert Sep 12, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey from Vanguard investigates the perspectives of men and women when it comes to investing and working with a financial advisor, finding in some cases that assumptions about these groups might not alwaysRead More... The post Weekend Reading For Financial Planners (September 12–13) first appeared on Kitces.com.