Jacob Sonenshine

Worries about how artificial intelligence could affect the sector are making good companies with real earnings look profitable.

Earnings beat expectations but the stock still dropped. The thesis remains intact. Stay invested.

The markets in the hands of Big Tech once again. That’s worrisome, given the concerns around the AI bubble and circular spending that has consumed investors in recent months.

With its shares down 17% this week, much of its problems may now be reflected in the stock price.

Merck, which reports Feb. 3, looks especially compelling.

The higher yield shows Wall Street is nervous about inflation. Still, the stock market is confident—for several reasons—that the benchmark yield won’t inch up much more.

The deal for Penumbra will pay off in the long run. Hang on to the shares.

Companies such as OpenAI and Anthropic are creating artificial-intelligence models that could steal the lunches of many niche software providers.

The results offer a potential reprieve for a sector where prices have been sliding.

Tariff fears are hitting tech shares, but analysts say profits and AI trends make this pullback a buying opportunity.

AI demand and Trump-era policy shifts are fueling rallies in semiconductors, metals, banks, and even gold miners.

The fundamentals are changing for the better, positioning the stocks as potentially viable long-term investments. 

Banks’ results indicate they are poised to deliver more growth in earnings.

The president’s Friday call for a 10% cap on credit-card rates have hit shares from Citigroup to Synchrony Financial.

Strategists at Evercore have taken a swing at a vital question for investors: Which stocks are most likely to jump as companies unveil their financial results?

Jonathan Golub, chief equity strategist at Seaport Research Partners, put together a list of tech stocks that he says have had “unjustified” drops.

Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

The stock is pricing in headwinds while discounting the success of its AV business.

Get ready for people to move their spending away from services and experiences and toward physical goods such as houses and furniture.

With stock prices near record levels, the easy ride they’ve enjoyed will be a lot tougher in 2026. Any slight disappointment is bound to cause prices to drop and volatility to spike.