Jacob Sonenshine

One deal that should close in the next few months is Clearwater Analytics’ sale to a group of private money managers.

Stocks that can benefit from a good-enough economy with minimal exposure to interest-rate risk.

We looked for promising names in materials and healthcare, and found some investments that should thrive in today’s economy.

Visa’s tap-to-pay function uses stablecoins and Mastercard is developing its stablecoin capabilities.

Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.

Investors have ignored healthcare as they’ve tried to capture earnings momentum in AI-related semiconductor stocks.

Investors seeking alternatives to chip stocks can consider those with low or negative correlation, such as capital markets firms.

While some stocks are giving back their gains from a late February bounce, others look healthier and ready for acceptable growth.

Monster Beverage has grown sales every year since at least 2014.

Evercore says internet stocks including Amazon.com, Meta Platforms, and Uber Technologies have fallen too far as investors worry about AI disruption and geopolitical risks.

It’s time to buy the dip. Here are 11 companies that look beaten-down and have been scooped up by company insiders.

Cheaper valuations for the sector’s shares look like an opportunity.

Jefferies says stocks including Meta Platforms, Spotify, ServiceNow and Snowflake have been unfairly punished amid fears about artificial intelligence competition.

Oil prices have become a focus since the U.S. started military strikes targeting Iran.

The iShares Expanded Tech-Software Sector Exchange-Traded fund is up 12% since late February,

Wider credit spreads mean the market is becoming more uncertain about company profits.

If the State Street SPDR Blackstone Senior Loan ETF drops much further, the broader market could take a hard tumble, too.

The AI trade has gotten stretched—and the market has plenty of other things to worry about.

The market is shaky, software stocks have gone off a cliff, and semiconductor stocks are giving back some of their gain. It’s time to tweak your portfolio.

Any trader that wants large gains must take some risk. The risk is worth taking in software right now.