Equities

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Trump says countries will face tariffs ranging from 15% to 50%
EQUITIES JUL 24, 2025
Trump says countries will face tariffs ranging from 15% to 50%

But agreements that would reduce rates are still possible.

By Bloomberg
Tesla braces for rough quarters ahead as US ends EV incentives
EQUITIES JUL 24, 2025
Tesla braces for rough quarters ahead as US ends EV incentives

Musk says firm’s long-term economic outlook remains ‘very compelling’.

By Bloomberg
Alphabet boosted by AI, cloud demand as spending needs jump
EQUITIES JUL 24, 2025
Alphabet boosted by AI, cloud demand as spending needs jump

Investors should expect sharp rise in capital spending to stay in the race.

By Bloomberg
Georgia real estate asset manager invested $150,000 into massive Ponzi scheme
EQUITIES JUL 23, 2025
Georgia real estate asset manager invested $150,000 into massive Ponzi scheme

“The questions is, how does an asset manager choose opportunities like this to invest in,” one executive said. “What’s the due diligence?”  

By Bruce Kelly
Edward Jones, Franklin Templeton beef up SMA menus amid industry growth
EQUITIES JUL 23, 2025
Edward Jones, Franklin Templeton beef up SMA menus amid industry growth

The new offerings, including managed options on Franklin's canvas platform, come as managed account assets surge in the US to hit $13.7 trillion.

By Leo Almazora
DOGE cuts risk bogging down push to implement Trump’s tax breaks
EQUITIES JUL 23, 2025
DOGE cuts risk bogging down push to implement Trump’s tax breaks

Staffing shortfalls, new policies, and increased demand for clarity create potential speed bumps for tax planning and compliance.

By Bloomberg
Stocks power ahead as US, Japan strike trade deal: Markets Wrap
EQUITIES JUL 23, 2025
Stocks power ahead as US, Japan strike trade deal: Markets Wrap

Futures gain following new record high close for S&P 500.

By Bloomberg
MIT’s Andrew Lo sees AI ready to run your money in five years
EQUITIES JUL 22, 2025
MIT’s Andrew Lo sees AI ready to run your money in five years

The finance professor and quant investing veteran believes with the right guardrails, artificial intelligence could be trusted to meet the high bar of fiduciary advice.

By Bloomberg
Fund giants put faith in 'Trump Put' to keep stock rally rolling
EQUITIES JUL 22, 2025
Fund giants put faith in 'Trump Put' to keep stock rally rolling

Invesco, Fidelity, JPMorgan Asset Management reinforce bullish bets.

By Bloomberg
LA Times billionaire owner plans to take newspaper public
EQUITIES JUL 22, 2025
LA Times billionaire owner plans to take newspaper public

Patrick Soon-Shiong aims to launch IPO within the next year.

By Bloomberg
Day-trading restraints to be loosened under proposed rule change
EQUITIES JUL 21, 2025
Day-trading restraints to be loosened under proposed rule change

The sought-after amendment to a 2001 FINRA rule would bring the industry in line with the realities of today's retail investors, broker-dealer advocates say.

By Bloomberg
‘Priced for perfection’: Tariffs loom over richly valued stocks
EQUITIES JUL 21, 2025
‘Priced for perfection’: Tariffs loom over richly valued stocks

Continued bullish momentum in the equity markets could quickly turn bearish on disappointment in earnings or less-than-sunny economic data.

By Bloomberg
Investor hunger for yield drives S&P 500 dividend option growth
EQUITIES JUL 21, 2025
Investor hunger for yield drives S&P 500 dividend option growth

Niche corner of derivatives is seeing increased interest in the US.

By Bloomberg
Microsoft server software comes under widespread cyberattack
EQUITIES JUL 21, 2025
Microsoft server software comes under widespread cyberattack

Organizations around the world could be affected by the breach.

By Bloomberg
Rate cuts are the boost that retail investors are seeking right now
EQUITIES JUL 20, 2025
Rate cuts are the boost that retail investors are seeking right now

But polls show mixed sentiment as market volatility endures.

By Steve Randall
Stocks rise as US strength, earnings lift optimism: markets wrap
EQUITIES JUL 18, 2025
Stocks rise as US strength, earnings lift optimism: markets wrap

Treasuries advanced, with the 10-year yield down one basis point.

By Bloomberg
Waller says Fed should cut rates now with labor market on edge
EQUITIES JUL 18, 2025
Waller says Fed should cut rates now with labor market on edge

“We should not wait until the labor market deteriorates,” says Fed governor.

By Bloomberg
Netflix tops Wall Street’s lofty estimates, raises forecast
EQUITIES JUL 18, 2025
Netflix tops Wall Street’s lofty estimates, raises forecast

Second-quarter results that exceeded investor expectations.

By Bloomberg
Upper-income optimism powers consumer spending, but for how long?
EQUITIES JUL 18, 2025
Upper-income optimism powers consumer spending, but for how long?

Meanwhile, those earning less are feeling cautious about spending too much.

By Steve Randall
Advisors bullish on Nvidia in wake of AI chipmakers' return to China
EQUITIES JUL 17, 2025
Advisors bullish on Nvidia in wake of AI chipmakers' return to China

Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.

By Gregg Greenberg