Equities

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Elon Musk touts data centers in space at Baron Investment Conference
EQUITIES NOV 06, 2026
Elon Musk touts data centers in space at Baron Investment Conference

“The pitchfork level for data centers is pretty high,” quipped the SpaceX CEO.

By James Rogers
AI bubble fears: the CapEx risks lurking behind this week’s selloff
EQUITIES NOV 06, 2026
AI bubble fears: the CapEx risks lurking behind this week’s selloff

Speaking to InvestmentNews days before the midterms sparked an AI selloff, industry executives weigh in on CapEx, growth fears, and the risk of over concentration.

By James Burton
Markets plunge: Nasdaq enters correction as AI stocks sink after midterm elections
EQUITIES NOV 05, 2026
Markets plunge: Nasdaq enters correction as AI stocks sink after midterm elections

S&P 500 heads for worst day since April 2025 as investors fear Democratic gains will slow data-center buildout.

By Leo Almazora
Musk's SpaceX share pledge puts kids' investing on advisors' radar
EQUITIES NOV 04, 2026
Musk's SpaceX share pledge puts kids' investing on advisors' radar

Advisors say a child's first stock can spark interest, but character and habits signal readiness to inherit family wealth

By Gregg Greenberg
Institutional investor returns split as rising rates hit bond portfolios in Q3 2026
EQUITIES NOV 04, 2026
Institutional investor returns split as rising rates hit bond portfolios in Q3 2026

A sharp bond-market selloff and Fed rate hike left ERISA plans down 3.7%, while endowments stayed in positive territory.

By Steve Randall
Democrats take Congress: what it means for your clients
EQUITIES NOV 04, 2026
Democrats take Congress: what it means for your clients

Democratic sweep signals tougher tech regulation, AI headwinds, and near-term market volatility.

By Steve Randall
Binance hack exposes hidden crypto risk in advisor portfolios
EQUITIES NOV 03, 2026
Binance hack exposes hidden crypto risk in advisor portfolios

Crypto stocks sank after the $6.3 billion theft, and experts say advisors should rethink correlation, custody and SEC exam readiness.

By Gregg Greenberg
Apple's record quarter masks a services slowdown advisors should watch
EQUITIES NOV 03, 2026
Apple's record quarter masks a services slowdown advisors should watch

Record fiscal 2026 revenue impresses, but softening services growth and margin guidance are testing AAPL's role as big tech's safe haven.

By Steve Randall
IPO lockup expirations put concentrated stock risk on advisors’ desks
EQUITIES NOV 02, 2026
IPO lockup expirations put concentrated stock risk on advisors’ desks

As SpaceX shares unlock in stages, wealth managers weigh diversification, tax bills and liquidity for UHNW clients.

By Gregg Greenberg
ESOPs have delivered $141.8 billion in worker wealth since 2009
EQUITIES NOV 02, 2026
ESOPs have delivered $141.8 billion in worker wealth since 2009

A new national study reveals the cumulative wealth ESOPs have already paid out — a figure largely overlooked in employee ownership data.

By Steve Randall
Vestmark, Allspring team up on advisor-built model portfolios
EQUITIES OCT 29, 2026
Vestmark, Allspring team up on advisor-built model portfolios

Allspring’s active strategies join Vestmark’s tax-aware UMA platform as RIA adoption gains traction for custom portfolios.

By Leo Almazora
Midterm election won't change portfolio fundamentals, advisors say
EQUITIES OCT 27, 2026
Midterm election won't change portfolio fundamentals, advisors say

Wealth managers urge discipline before Nov. 3 and point clients to year-end tax planning moves no election can change

By Gregg Greenberg
Microsoft's AI workforce reset targets 27% of global staff in new buyout
EQUITIES OCT 27, 2026
Microsoft's AI workforce reset targets 27% of global staff in new buyout

Magnificent 7 firm continues to ‘right size’ workforce in AI-related shift also seen in financial services.

By Steve Randall
Investor bearishness climbs as inflation and midterms unsettle US markets
EQUITIES OCT 27, 2026
Investor bearishness climbs as inflation and midterms unsettle US markets

Bearish sentiment has risen to 42% as investors confront persistent inflation, rate-hike prospects and election uncertainty.

By Steve Randall
Anthropic IPO filing pairs explosive growth with an $80B loss
EQUITIES OCT 26, 2026
Anthropic IPO filing pairs explosive growth with an $80B loss

The Claude maker’s S-1 lays out the opportunities, risks and compute costs to weigh ahead of a listing that could overshadow SpaceX’s record trading debut.

By Leo Almazora
Fed likely to hold this week, but December hike odds top 70%
EQUITIES OCT 26, 2026
Fed likely to hold this week, but December hike odds top 70%

Hot inflation data and a midterm election six days away leave the Fed with what one mortgage executive calls “a massive conundrum.”

By James Rogers
Meta plots $95B stock offering as AI spending drains cash flow
EQUITIES OCT 26, 2026
Meta plots $95B stock offering as AI spending drains cash flow

Meta’s new non-voting share class underpins its AI fundraising push and gives Zuckerberg a way to cover a possible California wealth tax.

By Leo Almazora
Shareholder support rebounds even as proxy proposals hit new low
EQUITIES OCT 26, 2026
Shareholder support rebounds even as proxy proposals hit new low

Broadridge data shows support for shareholder proposals climbed to 27.9% in 2026, while overall submissions continued to fall.

By Steve Randall
Trump to ease 50% Canada tariffs on farm equipment, packaging goods
EQUITIES OCT 23, 2026
Trump to ease 50% Canada tariffs on farm equipment, packaging goods

New tariff exemptions for Canadian paper, plastics and machinery mark the latest twist in a trade war stalled since August talks collapsed.

By Leo Almazora
SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
EQUITIES OCT 21, 2026
SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next

Super Intelligence revenue grew more than 800% in Q3, and a Starship launch and Tesla merger talk are on deck.

By James Rogers