Strategists
Strategists coverage curated by PowerAdvice.
- Strategists
AI Spending Boom Meets Market Reality: Alphabet Wins While Meta and Microsoft Get Repriced
The market isn’t punishing AI spending. It is demanding receipts that justify the magnitude of AI spending.
Michael P. Lebowitz - Strategists
AI Spending Boom Faces Doubts as OpenAI Misses Expectations
Today, however, you will find that I relied on AI more than usual for my analysis – something that will be obvious as you read on.
Steve Sosnick - Strategists
Powell Stays, Fed Splits Deepen, Big Tech AI Bets Clash Across Markets
Of those four hyperscalers, all of whom are spending billions to build out their AI capabilities
Steve Sosnick - Strategists
AI Trade Gets Complicated Fast as Microsoft–OpenAI Terms Reset
The relationship between Microsoft and OpenAI has been a defining partnership in the blooming AI technology.
Lance Roberts - Strategists
Private Credit Chaos Is Crushing BDCs—Opportunity or Trap?
The poor sentiment toward private credit funds has dragged down many high-quality BDCs, as well as weaker ones.
Michael P. Lebowitz - Strategists
Fed Division Hits Record High as Policy Uncertainty Fuels Market Volatility
. But the FOMC meeting statement, which represents the views of the voting members, was very telling.
Lance Roberts - Strategists
Nvidia’s Next Act After AI Boom Could Mirror Amazon’s AWS Explosion
That’s because Nvidia is having its AWS moment... In other words, a big opportunity is forming behind the scenes. One investors can’t ignore.
Stephen McBride - Strategists
Investors Stay the Course as Stocks Climb Wall of Uncertainty
The Dow lagged and finished lower, a reminder that leadership remains uneven and the markets can’t go straight up forever.
Stephen Kates - Strategists
Volatile Markets, Hidden Taxes: What Investors Need to Know Now
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
J.P. Morgan Asset Management - Strategists
Washington Eyes Airline Takeover as Industry Economics Flip
Administration is negotiating a $500 million rescue package for Spirit Airlines, in a deal that could give Washington the option to control as much as 90%
Frank Holmes
