U.S.-Iran attacks are putting a spotlight on drone technology. How to invest
Investors suspect widening geopolitical conflict will boost demand for drone systems, putting attention on a sector that’s trading at an attractive valuation, analysts say. Unmanned systems have been a key driver of the growing defense market, given their heavy use in the Ukraine-Russia war that began in 2022. Artificial intelligence has accelerated the Pentagon’s push […]
Here’s how to trade the Nasdaq’s worst month since March last year
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The Investment Committee debate the tough market and how to trade the Nasdaq as it has one of it’s worst months in a year. 06:18 Fri, Feb 27 20264:10 PM EST Source link
Oppenheimer predicts the global drone market will be worth $400 billion in a decade. How to play it
Drones are the fastest-growing, multibillion-dollar investment opportunity in the hot space of “physical” artificial intellgence, according to Oppenheimer. The global defense market has seen booming growth over the past year driven by rising geopolitical conflicts and military investment, with the House of Representatives in December authorizing the Defense Department to spend $900.6 billion fiscal 2026. The […]
The ‘Buffett Indicator’ shows the market is way overvalued
For the past several months, many institutional investors have cited the U.S. stock market capitalization-to-GDP ratio, also known as the “Buffett Indicator,” a metric he first described 25 years ago in an interview with Fortune, as an indication that equities may potentially be overvalued. According to Bloomberg Research, as of Friday U.S. equities are currently […]
How to gauge if the bottom is in for software stocks
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Halftime Report The Investment Committee debate the software sector as Stephanie Link and Malcolm Ethridge makes some moves in the space. 10:32 4 hours ago Source link
How to squeeze a more yield from idle cash in return for a bit of risk
Rates on money market funds have been steadily marching lower, but investors hoping to make a little more money on their cash can do so – if they’re willing to take a little more risk. Even as the Federal Reserve has lowered its key interest rate to a range of 3.5% to 3.75% and yields […]
‘Old economy’ stocks look expensive, software screams cheap. How to proceed
Monday’s batch of Wall Street research made one thing clear: More people are starting to throw in the towel on software. While the sentiment makes sense — analysts aren’t blind to the price action and know their posture is out of step ahead of some key earnings reports — one has to wonder whether it […]
How to trade this Latin American rival to Amazon that reports earnings Tuesday
MercadoLibre stands as the preeminent e-commerce and fintech ecosystem in Latin America. Headquartered in Uruguay and operating across 18 countries, the company functions as the region’s leading online marketplace, integrated payments platform (Mercado Pago), logistics network and advertising solutions provider. Serving more than 94 million users, MercadoLibre drives the shift from offline to digital commerce […]
How you can add gold and silver exposure to your portfolio
The 2026 rally in precious metals offers the prospect of tempting returns, but investors ought to proceed carefully before they go along for the ride. Gold futures are up more than 15% year to date, while silver futures have popped 10% — but the gains have come with plenty of turbulence. Both suffered their worst […]
Here’s how to trade the tech takedown
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Halftime Report The Investment Committee debate the threats AI pose to the tech sector and how you should navigate it. 10:28 Tue, Feb 17 202612:59 PM EST Source link