Equities

Displaying 3323 results
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says
EQUITIES SEP 25, 2025
Sky-high S&P 500 signals ‘new normal,’ not bubble, BofA says

Wall Street worriers who say today's multiples recall the dot-com bubble are overlooking multiple factors, strategists argue.

By Bloomberg
Millionaires can buy their way into the US with some eligible for tax free option
EQUITIES SEP 22, 2025
Millionaires can buy their way into the US with some eligible for tax free option

Meanwhile, skilled workers will face a new $100K fee to acquire an H-1B visa.

By Steve Randall
Dark clouds are weakening sentiment at both ends of the income spectrum
EQUITIES SEP 19, 2025
Dark clouds are weakening sentiment at both ends of the income spectrum

Stock market performance is not enough to offset concern about the economy

By Steve Randall
Under-pressure Federal Reserve delivers highly anticipated September rate cut
EQUITIES SEP 17, 2025
Under-pressure Federal Reserve delivers highly anticipated September rate cut

The FOMC under Jerome Powell lowered its benchmark interest rate by a quarter point, responding to persistent inflation and rising jobless claims.

By Leo Almazora
Wall Street raises alarm on Trump push to end quarterly earnings
EQUITIES SEP 15, 2025
Wall Street raises alarm on Trump push to end quarterly earnings

Analysts say the president's call for a six-month reporting schedule, which he first suggested in 2018, would increase uncertainty even as it reduces the burden for public companies.

By Bloomberg
CBO sees lower US growth, higher unemployment this year
EQUITIES SEP 12, 2025
CBO sees lower US growth, higher unemployment this year

The latest economic projections, going through 2028, factor in the impact of President Donald Trump's tax law, tariffs, and immigration policies.

By Bloomberg
Klarna CEO's $1B stock pledge pays off with surge in wealth
EQUITIES SEP 12, 2025
Klarna CEO's $1B stock pledge pays off with surge in wealth

The founder of the fintech giant's decision to put up company stock against a loan offers a glimpse into how the ultra-rich can leverage their assets.

By Bloomberg
Retail investors reignite faith in US markets as optimism returns
EQUITIES SEP 11, 2025
Retail investors reignite faith in US markets as optimism returns

Global portfolios are tilting back to US assets despite local concerns.

By Steve Randall
Move over, Musk: Larry Ellison takes over as world's richest person
EQUITIES SEP 10, 2025
Move over, Musk: Larry Ellison takes over as world's richest person

The co-founder of Oracle's net worth is now nearly $400 billion.

By Leo Almazora
Nasdaq seeks SEC nod for tokenized stock trading
EQUITIES SEP 08, 2025
Nasdaq seeks SEC nod for tokenized stock trading

The New York-based exchange's bid to trade tokenized versions of listed stocks and funds comes as Washington signals a friendlier stance toward digital assets.

By Leo Almazora
Tesla offers unprecedented $1 trillion pay package to Musk
EQUITIES SEP 05, 2025
Tesla offers unprecedented $1 trillion pay package to Musk

The proposed 10-year incentive plan would entail growing the company eightfold to $8.5 trillion, more than double Nvidia's current market cap.

By Bloomberg
Advisors explain how they separate the AI reality from the hype
TECHNOLOGY SEP 04, 2025
Advisors explain how they separate the AI reality from the hype

Wealth managers are increasingly seeing 'AI washing' in the market. Here's how they determine what is real innovation and what is hype.

By Gregg Greenberg
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities
EQUITIES SEP 02, 2025
Beyond the mega-caps: Brandywine's Kaser shares next opportunities for equities

Fed policy, tariffs, inflation are risks, but PM says advisors can still uncover attractive entry points in overlooked sectors.

By Steve Randall
Advisors prepare for the end of summer, markets 'September Effect'
EQUITIES AUG 29, 2025
Advisors prepare for the end of summer, markets 'September Effect'

Wealth managers are wrapping up their summer and getting ready for the historically choppy trading season that starts in September.

By Gregg Greenberg
US firms racing through $1 trillion buyback spree in record time
EQUITIES AUG 27, 2025
US firms racing through $1 trillion buyback spree in record time

Financial and tech giants reemerge as "the ultimate dip buyer," with announced share repurchases hitting an all-time high of $166 billion in July.

By Bloomberg
Consumer Confidence declined in August amid income stagnation, cooling job market
EQUITIES AUG 26, 2025
Consumer Confidence declined in August amid income stagnation, cooling job market

"Consumers' appraisal of current job availability declined for the eighth consecutive month, but stronger views of current business conditions mitigated the retreat in the Present Situation Index," said The Conference Board's Stephanie Guichard.

By Andy Burt
FIRED: Fed governor Lisa Cook dismissed immediately as Trump claims ‘sufficient cause’
EQUITIES AUG 26, 2025
FIRED: Fed governor Lisa Cook dismissed immediately as Trump claims ‘sufficient cause’

Cook’s lawyers vow to fight back as White House publishes president’s letter.

By Steve Randall
BofA, UBS see small-cap outperformance as Powell turns dovish
EQUITIES AUG 25, 2025
BofA, UBS see small-cap outperformance as Powell turns dovish

Bank strategists cite growing optimism following Jackson Hole remarks, though earnings, sales trends, and tariff risks could make or break the small-cap rally.

By Bloomberg
Robinhood’s stock climbs 440% amid push into RIA custody
EQUITIES AUG 21, 2025
Robinhood’s stock climbs 440% amid push into RIA custody

Robinhood’s stock has skyrocketed 440% over the past year ahead of the company's upcoming referral program launch with RIA custodian TradePMR.

By Andrew Cohen
Hot IPOs are back! Financial advisors discuss how to deal with client demand
EQUITIES AUG 20, 2025
Hot IPOs are back! Financial advisors discuss how to deal with client demand

This summer has seen IPOs popping like its 1999 and that means wealth managers are getting requests from clients for new issues.

By Gregg Greenberg