Equities

Displaying 3323 results
Research pegs Trump tariffs as largest tax increase since 1993
EQUITIES OCT 28, 2025
Research pegs Trump tariffs as largest tax increase since 1993

Analysts from the Tax Foundation also found retail prices picked up by 4.9% from trade levies, with even more price hikes expected into next year.

By Leo Almazora
Have we reached peak Berkshire Hathaway?
EQUITIES OCT 28, 2025
Have we reached peak Berkshire Hathaway?

We may be witnessing the end of an era.

Advisors not hindered by lack of government economic data - yet
EQUITIES OCT 27, 2025
Advisors not hindered by lack of government economic data - yet

Wealth managers celebrated a better-than-expected inflation report Friday, but are worried about flying blind in the future.

By Gregg Greenberg
Big Tech earnings incoming as investors weigh risks of an AI bubble
EQUITIES OCT 27, 2025
Big Tech earnings incoming as investors weigh risks of an AI bubble

With record spending on AI infrastructure and rising valuations, market observers weigh parallels to the dot-com era and the possibility of overhyped expectations.

By Leo Almazora
Should advisors ride the foreign stock rally?
EQUITIES OCT 24, 2025
Should advisors ride the foreign stock rally?

Wealth managers are finally giving international equities a second look.

By Gregg Greenberg
As more investors shun 60/40 the role of advisors becomes more essential, study reveals
EQUITIES OCT 23, 2025
As more investors shun 60/40 the role of advisors becomes more essential, study reveals

Diversification remains key as investors lose faith in a traditional portfolio mix

By Steve Randall
David Solomon urges vigilance as regional bank losses stir credit market debate
EQUITIES OCT 21, 2025
David Solomon urges vigilance as regional bank losses stir credit market debate

Goldman Sachs' CEO calls three recent events "idiosyncratic," though questions remain about vulnerabilities lurking throughout the banking system.

By Leo Almazora
BofA warns of forced stocks selling if credit problems persist
EQUITIES OCT 20, 2025
BofA warns of forced stocks selling if credit problems persist

Strategists warn that continued snags in private lending could ripple out as pension funds take steps to meet ongoing obligations.

By Bloomberg
Shutdown stalemate brings US IPO holdouts off the sidelines
EQUITIES OCT 20, 2025
Shutdown stalemate brings US IPO holdouts off the sidelines

As the Congressional deadlock enters its third week, seven would-be public companies are betting on a workaround offered by regulatory officials.

By Bloomberg
Redefining markets in a shifting global order
EQUITIES OCT 20, 2025
Redefining markets in a shifting global order

Bloomberg's second annual "Women, Money & Power" conference featured insights shared by the top women in leadership in areas of finance, markets, and economics.

By Andy Burt
Regional bank shares tank after distressed mortgage loans fraud claims
EQUITIES OCT 17, 2025
Regional bank shares tank after distressed mortgage loans fraud claims

Two regional US banks say they have been hit in a multimillion dollar fraud.

By Matthew Sellers
10 Famous investing bubbles at a glance
EQUITIES OCT 16, 2025
10 Famous investing bubbles at a glance

History’s bubbles and the fine line between folly and foundation.

By Matthew Sellers
Jefferies plummets 9% as investors question First Brands fallout
EQUITIES OCT 16, 2025
Jefferies plummets 9% as investors question First Brands fallout

Wall Street powerhouse sees annual share slide to nearly 40%, lawyers look for class action.

By Matthew Sellers
Schwab posts Q3 earnings beat estimates as client assets, trading surge
EQUITIES OCT 16, 2025
Schwab posts Q3 earnings beat estimates as client assets, trading surge

The brokerage giant added over one million new brokerage accounts for the fourth straight quarter, while total client assets reached a record $11.59 trillion.

By Leo Almazora
Morningstar's US Modern Market 100 Index brings public, private markets together
EQUITIES OCT 15, 2025
Morningstar's US Modern Market 100 Index brings public, private markets together

A new benchmark blends Wall Street giants with Silicon Valley disruptors — capturing how innovation and capital formation now transcend the boundary between public and private markets.

By Andy Burt
Global wealth surges to new record but inequality and debt patterns shift sharply
EQUITIES OCT 15, 2025
Global wealth surges to new record but inequality and debt patterns shift sharply

North America leads amid booming markets and widening divides.

By Steve Randall
Investor confidence hits record high as more Americans embrace financial risk
EQUITIES OCT 14, 2025
Investor confidence hits record high as more Americans embrace financial risk

More investors feel secure, set multiple goals, and see greater value in professional advice.

By Steve Randall
Most lower-income Americans now investing in capital markets, study reveals
EQUITIES OCT 14, 2025
Most lower-income Americans now investing in capital markets, study reveals

These new market participants are reshaping the investment landscape.

By Steve Randall
401(k) investors retreat to cash and bonds as retail traders chase equities
EQUITIES OCT 13, 2025
401(k) investors retreat to cash and bonds as retail traders chase equities

Alight data show 401(k) plan participants favored fixed income in September, while Schwab’s retail clients expanded their stock holdings.

By Leo Almazora
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

By Matthew Sellers