Market Expert
Last seen: 5 months ago
Big Tech is preventing new stock-market highs as invest...
Nomura’s Charlie McElligott says investors are finally waking up to the problems with a market that is too concentrated on AI lead...
Want to ‘flip’ SpaceX’s stock on the day of the IPO? Be...
A large portion of IPO shares will be allocated to retail investors, but they face penalties if they sell too soon.
America faces a huge shortage of high-protein whey as p...
Nutrition companies are struggling to keep up as the wellness craze and GLP-1 boom drive up demand for a once-niche supplement.
SpaceX IPO hype is massive — and especially dangerous f...
A stock that dips is a blip at 30. But for older investors in or near retirement, it’s a portfolio disaster.
As artificial-intelligence capital expenditures rise, s...
Forecasts of $920 billion in AI-related capex in 2027 are likely too conservative.
Personal finance links: a proven failure
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...
Claude: What Are You Good At?
Last week, I was up in Montreal for a keynote presentation to 750 Bank RIAs. Morgan Housel was the keynote the day before (tou...
How To Better Help Business Owner Clients Depending On ...
Business owners have long been a popular target clientele for financial advisors; successful firms with strong profitability creat...
Your tech portfolio could be on the wrong side of the A...
Why the coming $1,000 videogame console will squeeze hardware stocks.
Adobe needs a new CEO to make bold AI moves, and its ch...
Given all the doubts around Adobe, it’s perhaps surprising that the company will likely go with an internal candidate to replace o...
A powerful inflation storm is brewing — and your portfo...
Looming El Niño shock threatens to drive up global commodity prices. These investments can help protect your purchasing power.
Angst over SpaceX IPO adds to dive in tech stocks
Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX...
GM follows Ford by making a big energy bet — this time ...
GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a...
AST SpaceMobile’s stock experiences rocky trading as Sp...
The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink.
Micron and other memory makers are driving a ‘supercycl...
Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.
Apple’s AI could usher in a historic upgrade cycle that...
Apple’s new AI features are on track to be monetized faster than expected, thanks to increased hardware requirements and new “kill...
Super Micro stock plunges as $7 billion equity raise ov...
Super Micro looks to raise equity as it faces staggering AI demand but also an intense cash burn
This stock-market strategy has cheap exposure to AI and...
The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure.