Equities

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Here's how advisors are responding when clients ask about a tech bubble
EQUITIES JUN 09, 2026
Here's how advisors are responding when clients ask about a tech bubble

Wealth managers are increasingly being asked if the technology stock surge has reached bubble proportions. Here is what they are telling clients.

By Gregg Greenberg
OpenAI files IPO registration, but don’t expect market debut to be imminent
EQUITIES JUN 08, 2026
OpenAI files IPO registration, but don’t expect market debut to be imminent

ChatGPT firm files confidential S-1 as Altman sets out vision for a post-AGI economy.

By Steve Randall
'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors
EQUITIES JUN 08, 2026
'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors

“We see the next move as a hike with our baseline timing being in 1Q27,” said David Doyle, head of economics at Macquarie Group.

By James Rogers
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future
EQUITIES JUN 08, 2026
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future

Tech giants dominate, but Friday’s $1.3T chip selloff highlights the risks alongside the opportunity.

By Steve Randall
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors
EQUITIES JUN 05, 2026
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors

“The U.S. economy is in solid shape – and farther from a recession than many had feared,” said Katie Klingensmith, chief investment strategist at Edelman Financial Engines.

By James Rogers
SpaceX shot down as S&P 500 blocks bid for fast-track entry
EQUITIES JUN 05, 2026
SpaceX shot down as S&P 500 blocks bid for fast-track entry

S&P Global reaffirms its profitability rules, leaving SpaceX's lofty $135-a-share IPO without the benchmark's passive fund boost.

By Leo Almazora
PDT rule removal opens active trading to millions of retail investors
EQUITIES JUN 05, 2026
PDT rule removal opens active trading to millions of retail investors

Brokerages roll out real-time risk frameworks as $25,000 equity barrier falls after 25 years.

By Steve Randall
Why would an AI company headed for an IPO with a $1T valuation want to hit the brakes?
EQUITIES JUN 04, 2026
Why would an AI company headed for an IPO with a $1T valuation want to hit the brakes?

Anthropic says self-improving AI is closer than most think and believes the world should be ready to pause.

By Steve Randall
Is there a bubble in technology stocks or not? Advisors weigh in
EQUITIES JUN 04, 2026
Is there a bubble in technology stocks or not? Advisors weigh in

The massive run-up in AI technology stocks has wealth managers wondering what they should be doing to protect client portfolios from a replay of the dotcom bubble.

By Gregg Greenberg
Middle East conflict pushes OECD to slash global growth forecast
EQUITIES JUN 03, 2026
Middle East conflict pushes OECD to slash global growth forecast

Organization warns prolonged disruptions could drive down world GDP to 1.8% in 2027 and tip some economies into recession.

By Steve Randall
Morgan Stanley could see wealth management boost from SpaceX IPO: Analyst
EQUITIES JUN 01, 2026
Morgan Stanley could see wealth management boost from SpaceX IPO: Analyst

Mega-IPOs are back and advisors are preparing their clients for takeoff.

By Bruce Kelly
Anthropic files for IPO as AI giant nears $1T valuation
EQUITIES JUN 01, 2026
Anthropic files for IPO as AI giant nears $1T valuation

The Claude maker has confidentially submitted its S-1 to the SEC days after closing a $65 billion funding round.

By Steve Randall
Advisors face another oil price jump as Iran stops negotiations with US, vows to block Strait of Hormuz
EQUITIES JUN 01, 2026
Advisors face another oil price jump as Iran stops negotiations with US, vows to block Strait of Hormuz

Iran’s move to stop negotiations with the U.S. sent oil climbing after weeks of falling prices amid negotiations between the U.S. and Iran.

By James Rogers
Berkshire Hathaway buys Taylor Morrison in $6.8 billion housing bet
EQUITIES JUN 01, 2026
Berkshire Hathaway buys Taylor Morrison in $6.8 billion housing bet

Greg Abel's first major deal signals that Berkshire's acquisition machine is back – and housing is the opening move.

By Leo Almazora
Mega-IPOs are coming soon and advisors are preparing clients for their arrival
EQUITIES JUN 01, 2026
Mega-IPOs are coming soon and advisors are preparing clients for their arrival

SpaceX, OpenAI and Anthropic shares will hit the market in the coming months. Wealth managers discuss their strategies for these high profile offerings.

By Gregg Greenberg
BlackRock flags energy security as top-tier risk amid Iran conflict fallout
EQUITIES JUN 01, 2026
BlackRock flags energy security as top-tier risk amid Iran conflict fallout

Strait of Hormuz disruptions have displaced more than 1 billion barrels of crude, triggering the worst energy crisis in decades.

By Steve Randall
What employees with pre-IPO equity need to know before the market opens
EQUITIES JUN 01, 2026
What employees with pre-IPO equity need to know before the market opens

Compound Planning's Tara Shulman on concentration risk, tender offers, and why preparation must start long before an IPO.

By Steve Randall
The AI spending boom is alive and well. This is why it matters to advisors
EQUITIES MAY 29, 2026
The AI spending boom is alive and well. This is why it matters to advisors

“The enthusiasm for stocks is warranted given the unprecedented spending spree on AI infrastructure,” said Emily Bowersock Hill, CEO of Bowersock Capital Partners.

By James Rogers
Cboe gets SEC green light to trade single-stock options before and after the bell
EQUITIES MAY 28, 2026
Cboe gets SEC green light to trade single-stock options before and after the bell

The exchange plans to launch extended sessions for about 20 names, including Nvidia, Tesla, and Apple, on July 13.

By Steve Randall
GDP growth cut and latest PCE inflation data ‘disappointing’. This is what it means for advisors
EQUITIES MAY 28, 2026
GDP growth cut and latest PCE inflation data ‘disappointing’. This is what it means for advisors

“This morning’s GDP numbers were very disappointing, with only a 1.6% increase in the first quarter,” said Chris Zaccarelli of Northlight Asset Management.

By James Rogers