I am tired of the lies, exaggerations, and dispersions that are constantly told in the assault on the stocks of companies tied to generative artificial intelligence and accelerated computing: They will dominate in 2026, just as they have since ChatGPT came on the scene four years ago. I want to straighten out some of these…
Vladimir Godnik | Fstop | Getty Images For years, Braden Wallake has posted everything from business lessons to animal pictures on his LinkedIn page. A fateful midweek post on a late-summer day stopped the marketing executive in his tracks. Wallake shared a teary-eyed selfie with a message about his feelings after laying off staff. Just…
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…
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven currently unfashionable names that Jim…
Jyoti Bansal, co-founder and CEO of Harness, speaks at the company’s Unscripted conference in London on Sept. 25, 2025. Harness Almost nine years ago, Jyoti Bansal sold AppDynamics to Cisco for $3.7 billion just as the software startup was set to go public. Bansal’s latest venture, Harness, is now worth substantially more than that, after…
Apple gets a raise, and Wells Fargo wants to expand. Here are updates on two portfolio stocks in the news. Apple The news : Citi raised its price target on Apple to $330 from $315, implying roughly 19% upside from Tuesday’s close. The firm’s analysts, who maintain a buy rating on the shares, expect iPhone sales…
Stocks eked out gains Friday and closed the week higher after the Federal Reserve’s favorite inflation gauge added to the case for an interest rate cut next week. For the week, the S & P 500 rose 0.3%, while the Nasdaq added nearly 1%. Both indexes logged back-to-back weekly gains. The Dow gained roughly 0.5%….
As Yieldstreet tries to distance itself from a rocky past with a new name and ad campaign, its customers are dealing with a present reality that is increasingly dire. The private markets investing startup, freshly rebranded as Willow Wealth, last week informed customers of new defaults on real estate projects in Houston, Texas, and Nashville,…
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. In 1989, Byron Trott was working at Goldman Sachs in the private wealth management division when he paid a visit to Jack Taylor,…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update: Stocks are trading lower Monday, extending the market’s recent struggle to find its footing. Concerns about stretched valuations, particularly in the technology sector, along…
