Tag: Investment strategy
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Union Pacific is outperforming this year. UBS says there will be more gains ahead
Union Pacific has notched strong volume and pricing growth, which should drive more value to its shares, per UBS.
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Budweiser’s parent is a buy thanks to its strong presence in emerging markets, says Deutsche Bank
The investment bank upgraded AB InBev to buy from hold.
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Bond yields are spiking, oil is up — but investors aren’t giving up on stocks
Rising Treasury yields, geopolitical risk and fresh AI safety concerns are hitting markets, but many investors remain bullish on AI spending and earnings.
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Salesforce CEO Marc Benioff joins growing chorus of tech leaders warning about AI risks
Salesforce CEO Marc Benioff urged the AI industry to act responsibly as increasingly powerful models are developed.
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Nvidia’s Huang rips Anthropic’s proposal for AI safety antitrust waiver: ‘Completely unnecessary’
Nvidia CEO Jensen Huang pushed back on calls to give AI companies antitrust exemptions to coordinate slowing the development of advanced models.
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Adjusting capital gains for inflation could prove a mess for individual investors
The notion of indexing capital gains for inflation sounds attractive, but the execution could be burdensome.
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Senate cloture vote on Clarity Act fails, dealing regulatory blow to crypto industry
The Senate on Tuesday voted to block the Clarity Act from advancing, dealing a blow to the crypto industry’s push for a comprehensive market framework.
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Wells Fargo sees improvement in a key metric — plus, Lilly gets praise beyond GLP-1s
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Dan Niles warns of market drawdown ahead. Tech investor holds ‘lots of shorts’
Seasonality, political uncertainty and higher interest rates are likely to loom over stocks in coming months.
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Trump Account contributions have a Dec. 31 deadline — and employers can complicate the math
Employers can offer Trump Account employee benefits via direct contributions or by allowing workers to make pre-tax contributions to a child’s account.
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