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In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients, this summer and really the January ’25 meetings too, much of the...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this week – Meta and...
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
The titans of tech—Tesla, Alphabet, Microsoft, Meta Platforms, Amazon and Apple—prepare to report quarterly results. AI-driven momentum is powering most of the group—except for Tesla and Apple,...
Tesla (NASDAQ:TSLA) faces declining sales and margins amid rising competition, while its energy and autonomous driving segments show potential growth. Investors expect updates on Tesla’s robotaxi...
On Wednesday, Tesla Inc (NASDAQ:TSLA) is scheduled to deliver its Q2 earnings ending June 2025. Given Elon Musk’s political exposure over the year, analyst expectations are now much lower than in Q2...
US Dollar holds steady near 98.4 as markets weigh tariffs, Fed policy, and politics. Resistance at 98.35 limits upside; bond yields and Fed clarity needed for stronger rally. Political risk and...
Fed Governor Christopher Waller was crystal clear in a speech on Thursday that he would like the Fed to cut rates in July. Importantly, consider the first line of his speech at NYU: My purpose this...
In 2023, the “Magnificent Seven” (Nvidia (NASDAQ:NVDA), META, Tesla (NASDAQ:TSLA), Apple, Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)) became a popular nickname for the...
For Elon Musk, the first half of 2025 was a lesson in political vulnerability. By pushing for the Department of Government Efficiency (DOGE), which revealed that the media space is largely a top-down...
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