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