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Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg111d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Bill Ackman's 'Concentrated Conviction' Turned $10K Into $460K— He Says 'Long Term' Investors Always Win
Benzinga111d agoneutral
Bill Ackman's 'Concentrated Conviction' Turned $10K Into $460K— He Says 'Long Term' Investors Always Win

As billionaire investor Bill Ackman launches his new retail-friendly closed-end fund, Pershing Square USA, he is making a bold case against standard index investing: deep research into a handful of exceptional companies vastly outpaces the broader market. The Math Behind The Outperformance For retail investors wondering why they shouldn’t just park their cash in an S&P 500 index fund, Ackman points directly to his two-decade track record. “In January of 2004… you invested $10,000… at the end of

SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
24/7 Wall St.111d agobullish
SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Emerging-Market Stocks Are Powering Past the War
The Wall Street Journal112d agoneutral
Emerging-Market Stocks Are Powering Past the War

A war that seemed primed to pummel emerging economies reliant on Middle East imports hasn’t done the same to their stock markets. Investors feared that the energy shock would derail a big year for international stocks, particularly in the developing world. The index just wrapped up its best month since 2022, powered by South Korea, which imports around 70% of its crude oil from the Middle East.

This High-Yield Emerging Funds ETF Offers International Diversification
24/7 Wall St.112d agoneutral
This High-Yield Emerging Funds ETF Offers International Diversification

The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) was built for a specific problem: U.S. investors who own the S&P 500, a few mega-cap tech names, and call it a day are sitting on a portfolio that is almost entirely tied to one currency, one economy, and one set of Federal Reserve decisions. DEM screens ... This High-Yield Emerging Funds ETF Offers International Diversification

How many employees does Boeing have?
TheStreet112d agoneutral
How many employees does Boeing have?

Boeing is the biggest aircraft manufacturer in the U.S., and it employs tens of thousands of people across the country. Here’s how many people work at Boeing, and who among them earn the most. Boeing reported in its 2025 annual report that it had a workforce of about 182,000. That included ...

3 Bank Stocks We’re Skeptical Of
StockStory112d agoneutral
3 Bank Stocks We’re Skeptical Of

Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. Furthermore, economic conditions have supported loan growth and fee income, a trend that has enabled the banking industry to return 13.7% over the past six months. At the same time, the S&P 500 was up 4.1%.

3 Reasons to Avoid BOKF and 1 Stock to Buy Instead
StockStory112d agobullish
3 Reasons to Avoid BOKF and 1 Stock to Buy Instead

Over the past six months, BOK Financial has been a great trade, beating the S&P 500 by 23.3%. Its stock price has climbed to $133.83, representing a healthy 27.4% increase. This performance may have investors wondering how to approach the situation.

3 Reasons DRVN is Risky and 1 Stock to Buy Instead
StockStory112d agobullish
3 Reasons DRVN is Risky and 1 Stock to Buy Instead

Driven Brands currently trades at $13.57 per share and has shown little upside over the past six months, posting a small loss of 4.8%. The stock also fell short of the S&P 500’s 4.1% gain during that period.

3 Reasons STKL is Risky and 1 Stock to Buy Instead
StockStory112d agobullish
3 Reasons STKL is Risky and 1 Stock to Buy Instead

SunOpta has had an impressive run over the past six months as its shares have beaten the S&P 500 by 20.2%. The stock now trades at $6.49, marking a 24.3% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Greg Abel runs his first Berkshire annual meeting, Buffett attends
Reuters Videos112d agoneutralVIDEO
Greg Abel runs his first Berkshire annual meeting, Buffett attends

<body><p>STORY: :: May 1, 2026</p><p>New Berkshire Hathaway CEO Greg Abel presided over his first annual meeting on Saturday, looking to earn the trust of shareholders at a critical moment for the conglomerate built by Warren Buffett.</p><p>The 63-year-old, who succeeded Buffett in January, kicked off the Omaha event as a banner honoring Buffett’s 60 years at the helm drew applause. Buffett, now chairman, watched from the front row.</p><p>Abel's task, as one attendee put it, is formidable: "Replacing the greatest investor who ever lived."&nbsp;</p><p>Since Buffett, who's 95, announced last year he would step down, Berkshire's shares have lagged the S&P 500 by nearly 40 percentage points.</p><p>While Berkshire is sometimes considered a microcosm of the broader U.S. economy, it has also been viewed as out of step with broader market trends, most notably technology and AI-driven growth.</p><p>Though Apple is one of its largest holdings, Berkshire is more known for its retail, industrial and insurance businesses, including Geico, BNSF railroad, Dairy Queen and See's Candies.</p><p>Before the meeting, Berkshire reported higher first‑quarter operating profit and a record cash pile of nearly 400 billion dollars — along with its first share buybacks in almost two years.</p><p>Still, questions remain over how Abel will deploy all that cash, something that also bedeviled Buffett, with Berkshire going a decade without making a needle-moving acquisition.</p><p>The meeting is the centerpiece of a weekend of shareholder events around Omaha, including investment conferences, private get-togethers, and shopping from Berkshire-owned businesses in a downtown exhibit hall.</p></body>

Elon Musk's SpaceX Could Be Fast-Tracked Into S&P 500 After IPO Under Proposed Rule Changes
Benzinga112d agoneutral
Elon Musk's SpaceX Could Be Fast-Tracked Into S&P 500 After IPO Under Proposed Rule Changes

The S&P 500, managed by S&P Global Dow Jones Indices, on Thursday, announced it was beginning consultation on rule changes that could potentially help Elon Musk-led SpaceX gain an expedited entry into the index. S&P 500 Rule Changes The rule changes include letting IPOs enter the index six months after their debut on an eligible index instead of a 12-month period, according to current rules. The index also proposed eliminating a minimum Investable Weight Factor (IWF) of 0.10 for megacap companie