Equities

Displaying 2902 results
Nvidia smashes Wall Street forecast amid AI boom
EQUITIES AUG 24, 2023
Nvidia smashes Wall Street forecast amid AI boom

The chipmaker's shares soared toward a record high before the bell.

By Bloomberg
To be or not to be like Buffett: Financial advisors weigh in
EQUITIES AUG 23, 2023
To be or not to be like Buffett: Financial advisors weigh in

Do as the Oracle of Omaha says, not as he does — that’s what advisors tend to believe when it comes to Warren Buffett.

By Gregg Greenberg
Funds ditch $11B of China's blue-chip stocks in 13 days
EQUITIES AUG 23, 2023
Funds ditch $11B of China's blue-chip stocks in 13 days

Fears of economic contagion from housing market are driving investors out of the mainland market.

By Bloomberg
Equities provided institutions with a 2.3% median return in second quarter
EQUITIES AUG 11, 2023
Equities provided institutions with a 2.3% median return in second quarter

Northern Trust research shows that tech sector stocks, especially AI, were among the winners.

By Steve Randall
Time to start foraging for foreign stocks as dollar declines
EQUITIES AUG 03, 2023
Time to start foraging for foreign stocks as dollar declines

'If the dollar comes down, then you get a double bonus for investing offshore,' says Citi Global Wealth's CIO.

By Gregg Greenberg
A road map for selling concentrated stock positions
OPINION AUG 02, 2023
A road map for selling concentrated stock positions

If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.

By David Bigelow
Oppenheimer predicts record for S&P 500 by year-end
EQUITIES AUG 01, 2023
Oppenheimer predicts record for S&P 500 by year-end

The asset manager's chief investment strategist has Wall Street’s most bullish forecast.

By Bloomberg
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
RIA NEWS JUL 31, 2023
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

By Jeff Benjamin
Morgan Stanley's Wilson says stock rally is similar to 2019
EQUITIES JUL 31, 2023
Morgan Stanley's Wilson says stock rally is similar to 2019

The strategist says that there should be more to come and is open to an economic upturn ahead.

By Bloomberg
Tech in favor, but investors wary of AI hype
EQUITIES JUL 31, 2023
Tech in favor, but investors wary of AI hype

Survey reveals investors plan to increase tech allocations but are unsure about how much artificial intelligence will upend business.

By Bloomberg
Inflation data fuel markets but economists remain cautious
RIA NEWS JUL 28, 2023
Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

By Jeff Benjamin
Blockbuster investing: When to buy stocks related to movie brands
EQUITIES JUL 27, 2023
Blockbuster investing: When to buy stocks related to movie brands

With 'Barbie' packing theatres, investors may have already missed their chance to maximize returns from product manufacturer's shares.

By Steve Randall
How advisors rein in overly bullish clients
EQUITIES JUL 25, 2023
How advisors rein in overly bullish clients

Brother, can you spare an AI stock? Advisors talk speculation and the bull market.

By Gregg Greenberg
ETF strategy designed for night owls gets a wake-up call
RIA NEWS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

By Jeff Benjamin
Wall Street earnings, AI stocks push S&P 500 higher
EQUITIES JUL 19, 2023
Wall Street earnings, AI stocks push S&P 500 higher

But markets are still uncertain about Fed’s moves, with data inconclusive.

By Bloomberg
Financial advisors expect latest inflation data to cool Fed's jets
RIA NEWS JUL 12, 2023
Financial advisors expect latest inflation data to cool Fed's jets

With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.

By Jeff Benjamin
Stock rally, high rates have advisors rethinking covered call strategies
EQUITIES JUL 11, 2023
Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.

By Jeff Benjamin
Rising markets, rates tee up second-half margins for B-Ds
EQUITIES JUL 10, 2023
Rising markets, rates tee up second-half margins for B-Ds

Broker-dealers are gaining the double whammy of billing higher fees based on more client assets as well as generating more revenue from higher interest rates.

By Bruce Kelly
Advisors prep clients for recession everyone anticipates but nobody can see
RIA NEWS JUL 05, 2023
Advisors prep clients for recession everyone anticipates but nobody can see

Consensus estimates are that the US economy will dip into recession later this year or early next year.

By Jeff Benjamin
Strong first half for markets forces advisors to defend pessimistic outlooks
RIA NEWS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

By Jeff Benjamin