Companies that generate positive operating cash flow can allocate their capital in various ways. Of course, reinvesting in the business is what many long-term investors appreciate, as it can boost intrinsic value over time. There are also mergers and acquisitions, as well as paying down debt. When it comes to returning capital to investors, companies

Shares of Micron Technology and Sandisk have soared 280% and 457%, respectively, over the past year as demand for memory processors in data centers jumped. Spending for artificial intelligence (AI) infrastructure isn’t slowing down right now — as Alphabet‘s (GOOGL +0.78%) (GOOG +0.78%) recent quarterly results show — and that’s great news for Micron and Sandisk

At age 7, when most children are collecting Pokémon cards and asking for Messi soccer cleats for their birthdays, Yotam Raz of Moshav Beit Yitzhak, a village in central Israel, wanted to learn how to make money. It was during the COVID-19 pandemic, and he used the lockdowns to make natural soaps, which he later

The stock market dived last week. Investors priced in political backlash against data centers after Democrats swept Congress. We anticipated buying opportunities after the midterm elections, and Thursday’s selloff delivered some. This remains an earnings-led bull market. Valuations are falling while earnings are soaring. We still view the AI backlash as another speed bump, not

Political gridlock, strong earnings, and a historical pattern that hasn’t failed in 21 midterm election cycles Listen to the audio version of this article (generated by AI). Editor’s Note: The midterm elections are behind us, and Washington is gearing up for another round of political battles. But I still feel optimistic – and so does

It’s been said that bull markets end when good news fails to boost prices, and that bear markets end when bad news fails to send prices lower. On that note, Bitcoin (BTC +0.28%) is 33.7% above its bear market lows in late June. Most of the high-flying artificial intelligence (AI) value-chain stocks, on the other

The S&P 500 (^GSPC +0.31%) is up 10.8% this year, but it’s been falling over the past few weeks. If it falls any lower, it will break its streak of double-digit annual gains over the past four years. Between soaring artificial intelligence (AI) spend, high inflation, steady interest rates, and the results of Tuesday’s U.S.

There’s nothing like a good selloff to turn a trader into an investor – so the saying goes. It’s an adage that echoes the sentiment of an even older one: buy when there’s blood in the streets.  The maxims ring true after Thursday’s selloff in stocks that sent the Cboe Volatility Index (VIX) to its

Many investors don’t believe the terms “Magnificent Seven” and “bargain stocks” usually belong in the same sentence. And it’s easy to see why. Over the past five years, the Magnificent Seven has gained more than 180% as a group, more than double the S&P 500’s total return over the same period. But I wouldn’t be

New York —  Anthropic couldn’t have picked a worse time to pull off the biggest IPO the world has ever seen. Thursday marked one of the sharpest sell-offs on Wall Street in years. Tech stocks bore the brunt, but almost no equities were spared as fears of an AI slowdown gripped investors and sent them rushing

Global financial markets have been thrown into a tailspin as investors bet on an AI slowdown after the US midterm elections. This is not the first time stock markets have wobbled in recent months due to concerns over a tech bubble. But could this volatility be the start of a huge market meltdown? What has

 |  IFR 2658 – 7 Nov 2026 – 13 Nov 2026  |  Natasha Rega-Jones US government bonds are tentatively reasserting their safe-haven status in financial markets, investors and strategists say, paving the way for greater inflows into Treasuries as AI concerns whipsaw equity markets and encourage investors to rethink hedging strategies.  The traditional