Overlooked market areas may have a banner second half of the year. ETF Action co-founder Mike Akins is encouraging investors to boost exposure to groups that underperformed compared with major artificial intelligence stocks. He told “ETF Edge” this week that his list includes software and cloud computing names. Many have fallen from “nosebleed valuations” and…
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will ultimately be. Memory chipmaker Micron’s blockbuster earnings reinforced the fervent demand for computing resources, but it also led investors to question whether the AI buildout is becoming too expensive for the hyperscalers funding it. The tech-heavy Nasdaq…
Josh Brown, one of Wall Street’s most recognizable financial advisers, said the rise of passive investing has created demand for a different kind of product: a concentrated portfolio aimed at capturing the market’s biggest winners. The CEO of Ritholtz Wealth Management and CNBC contributor recently launched Porterhouse, a separately managed account named after the premium…
CNBC’s Jim Cramer said investors who fled the market during recent volatility may be grappling with a familiar realization that the worst-case scenarios driving their decisions never materialized. “What we have is a rally that appears to be based on nothing,” said the “Mad Money” host on Tuesday. “But in reality, it’s based on the…
BlackRock came into 2026 with a clear investment plan built around three pillars: artificial intelligence, income, and diversification. Jay Jacobs, BlackRock’s head of equity exchange-traded funds, laid out ways in which ETFs fit into the shifting market bets from the world’s largest asset manager, which oversees more than $13 trillion from investors. Investors should remain…
Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index’s performance and risk. That’s leading more investment managers to advise clients as part of an annual portfolio review process to pay extra attention to opportunities…
A television broadcasts crypto market news at the Nasdaq MarketSite in New York, US, on Thursday, Nov. 20, 2025. Michael Nagle | Bloomberg | Getty Images AI-related equity valuations may be driven by fear of missing out, known as FOMO — but now’s not the time to get cold feet, according to strategists. Global equities are at…
A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors’ John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system. “The Fed cut rates four times last year. They cut rates twice already. They’re going to go again…
Passive investing through exchange-traded funds may be losing its appeal. Tidal Financial Group Chief Revenue Officer Gavin Filmore finds many of his clients are no longer satisfied with buying popular ETFs tied to market indexes. “I think investors are looking beyond just the let’s call it the ‘VOO and chill approach’ where you just buy…
Traders work on the floor of the New York Stock Exchange on August 11, 2025. NYSE Small-cap stocks jumped Wednesday, bucking the decline from some of the market’s largest companies, as investors bet that the Federal Reserve will cut interest rates starting in September — lowering the cost of capital and possibly boosting consumer spending….
