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 […]
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 […]
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
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
The tech sell-off sends stocks lower: Here's how to trade it – CNBC
The Investment Committee debate how you should navigate the tech sell-off and protect your portfolio. Source link
Tech giants in China sold off alongside their U.S. peers. How to play it
The latest tech sell-off underscores that it’s still a different game for investing in China versus the U.S. “The U.S. decline was primarily triggered by earnings miss[es] from some market leaders, but in China it was mainly sentiment spillover plus portfolio adjustment/rotation,” said Ding Wenjie, investment strategist for global capital investment at China Asset Management […]
Software stocks are under pressure: Here's how to trade them – CNBC
Software stocks are under pressure: Here's how to trade them. The Investment Committee debate Meta's earnings report and whether software stocks … Source link
Goldman Sachs CEO looks at how to get involved in prediction markets
Goldman Sachs CEO David Solomon speaks during an interview at the Economic Club of Washington, Oct. 30, 2025. Kevin Lamarque | Reuters Goldman Sachs CEO David Solomon said Thursday the giant Wall Street investment bank is actively exploring opportunities in prediction markets, signaling growing institutional interest in a corner of finance that has gained increased […]
Some traders say the market is too calm. How to hedge just in case
The market has not seen much volatility from President Donald Trump’s latest policy demands. If anything, traders have reacted with a strange calm. But now Bank of America thinks investors should position for tumultuous times. In recent days, Trump has made numerous calls related to easing costs on Americans, proposing a 10% interest rate cap […]
How to survive a market bubble — if there is one
The concentration of gains in the tech space have sparked disagreement about whether investors are staring down a frothy market or the dawn of a sustainable artificial intelligence era that could drive stocks even higher. (Credit: Brice Hall/National Post photo illustration) When it comes to the massive sums that Big Tech companies are spending on […]