Jack Hough

Jack Hough

Associate Editor

LATEST ARTICLES

Gold Just Shot Past $5,000. Is It Too Late to Buy? What It Means for Stocks.

Gold Just Shot Past $5,000. Is It Too Late to Buy? What It Means for Stocks.

Gold is usually headed higher. The tricky part is how much and how soon.

Long Read

AbbVie Dodged a Patent Disaster, and Shares Gained 460%. Merck and Bristol Myers Are Next.

AbbVie Dodged a Patent Disaster, and Shares Gained 460%. Merck and Bristol Myers Are Next.

AbbVie extended the patent life on Humira for years, enough time to more than replace the sales. Now Merck and Bristol Myers Squibb face similar patent cliffs.

Long Read

While Big Tech Gets the Headlines, Small-Caps Are Rallying. Will It Last?

While Big Tech Gets the Headlines, Small-Caps Are Rallying. Will It Last?

Historically, small-cap stocks have soared or slumped. Now, after an unusually long period of underperformance, they’re showing some life.

Long Read

Are ICE Raids Chilling Corona Sales? Constellation Brands Is Wondering.

Are ICE Raids Chilling Corona Sales? Constellation Brands Is Wondering.

The beverage maker isn’t selling nearly as much beer as it used to. Immigration arrests could be one reason. But there could be others.

Long Read

AI is Driving Demand for Seagate, Western Digital, and Micron Technology. Can It Last?

AI is Driving Demand for Seagate, Western Digital, and Micron Technology. Can It Last?

The big three memory makers have long suffered from booms and busts. Now they’re recipients of one of the biggest surges in demand yet. Wall Street thinks they have room to run.

Long Read

These Quality Stocks Look Really Cheap. Hello, 2026.

These Quality Stocks Look Really Cheap. Hello, 2026.

The rally in low-quality names is bound to end in the new year. Here are seven stocks and two ETFs that are attractive plays.

Long Read

Silver Topped Gold In 2025. It’s Copper’s Turn.

Silver Topped Gold In 2025. It’s Copper’s Turn.

Record gold and silver prices got all the publicity, but metals across the board, from uranium to copper to cobalt, took off this year and look likely to climb next year, too. Here’s why.

Long Read

Lilly Shares Have Tripled on Weight-Loss Drugs. Why the Stock Looks Cheap.

Lilly Shares Have Tripled on Weight-Loss Drugs. Why the Stock Looks Cheap.

The growth potential of the weight-loss market could explode with advances, notably GLP-1 pills, and broader insurance coverage. That should change both health outcomes and the way Americas buy and consume food.

Long Read

This GE Spinoff Is Beating the S&P 500, Nvidia—and Bitcoin. Here’s How.

This GE Spinoff Is Beating the S&P 500, Nvidia—and Bitcoin. Here’s How.

GE Vernova manufactures turbines, which excited no one when the spinoffs were announced. But now the company is up some 400% making house-size turbines to power data centers.

Long Read

In This Market, Beware the Fat Cannibal Staredown

In This Market, Beware the Fat Cannibal Staredown

A K economy features two large groups, one rising, the other falling. One reason for that development is a small number of tech behemoths hungrily eyeing one another’s addressable markets.

Long Read

Amazon Is Spending Billions to Win Christmas. Why the Stock Looks Like a Bargain.

Amazon Is Spending Billions to Win Christmas. Why the Stock Looks Like a Bargain.

Amazon is pouring colossal amounts of money into delivery, robots, and artificial intelligence. In the near term, the company expects to boost its holiday market share. In the longer term, it’ll be the recipient of a torrent of free cash flow.

Long Read

Nvidia’s Comically Small Dividend Matters More Than You Think

Nvidia’s Comically Small Dividend Matters More Than You Think

Across the S&P 500, cash payments to shareholders were this derided only once before. It didn’t end gently for investors.

Long Read

Don’t Call Them Bets. They’re ‘Prediction Markets’—and Robinhood Is Getting Rich.

Don’t Call Them Bets. They’re ‘Prediction Markets’—and Robinhood Is Getting Rich.

Robinhood has gone from a broken IPO to the top two-year performer in the S&P 500.

Long Read

Free-Spending Big Tech Dominates Earnings. As for the Rest: Don’t Miss.

Free-Spending Big Tech Dominates Earnings. As for the Rest: Don’t Miss.

Investors mostly accepted the enormous AI-related capital spending from Big Tech, whose earnings are up 29%, mostly through spending with one another. The rest of the S&P 500 is up 5%.

Long Read

Tesla Stock and Musk’s $1 Trillion Robo Ransom

Tesla Stock and Musk’s $1 Trillion Robo Ransom

Tesla shareholders will vote on Nov. 6 for an unprecedented CEO incentive plan. Here’s what investors should know.

Long Read

Most Chemical Stocks Look Corrosive. These 3 Might Be Buys.

Most Chemical Stocks Look Corrosive. These 3 Might Be Buys.

BofA’s Matthew DeYoe explains why bargain hunters should be wary of giant dividends and stay “downstream” for now. Plus, the payoff from AI spending.

Long Read

Stock Market Warning Signs That I’m Trying to Ignore, From AI Polyamory to a Meme Fund Rebirth

Stock Market Warning Signs That I’m Trying to Ignore, From AI Polyamory to a Meme Fund Rebirth

Time to pull back from stocks? That would increase the risk that your fully invested neighbor does better than you because you sold too soon.

Long Read

Meet the Suspicious 8: Dividends Over 6% With Plenty of Problems.

Meet the Suspicious 8: Dividends Over 6% With Plenty of Problems.

Call them the Suspicious 8—the small number of S&P 500 companies with dividend yields over 6%. While they throw off lots of cash, there may be better long-term strategies.

Long Read

AI Stocks Wobble As Spending Balloons. Another DeepSeek Dip, or a Dark Fiber Moment?

AI Stocks Wobble As Spending Balloons. Another DeepSeek Dip, or a Dark Fiber Moment?

If data-center investments were to decline suddenly by 20%, S&P 500 earnings estimates would take only a 3% to 4% hit, Barclays reckons.

Long Read

Quarterly or No? How to Argue About the Frequency of Financial Reports.

Quarterly or No? How to Argue About the Frequency of Financial Reports.

President Trump wants companies to move from quarterly to semiannual reporting. There are debating points to be made on each side, and a possible compromise. But don’t expect anything to change.

Long Read

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