Equities

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Advisors stay bullish yet cautious on stocks heading into second half
EQUITIES MAY 28, 2026
Advisors stay bullish yet cautious on stocks heading into second half

Wealth managers weigh in with their second half outlooks as stocks march higher into the summer months.

By Gregg Greenberg
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle
EQUITIES MAY 27, 2026
Mega-IPOs set to force reckoning for mutual funds, ETFs as indexes reshuffle

SpaceX, OpenAI and Anthropic listings could trigger billions in passive fund rebalancing as index rules accelerate benchmark entry.

By Leo Almazora
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report
EQUITIES MAY 27, 2026
Jewish values RIA pushes Meta shareholders to demand antisemitism transparency report

JLens managing director speaks to InvestmentNews ahead of today’s Meta vote.

By Steve Randall
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus
EQUITIES MAY 26, 2026
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus

Chip rally and speculation about the upcoming IPO have led to a busy post-holiday record for S&P while Nasdaq gains.

By Steve Randall
BP shares plunge as chairman is ousted over 'serious' conduct concerns
EQUITIES MAY 26, 2026
BP shares plunge as chairman is ousted over 'serious' conduct concerns

BP’s board announced the removal of its chairman, Albert Manifold, over what it described as "serious concerns" relating to governance, oversight and conduct

By InvestmentNews
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks
EQUITIES MAY 26, 2026
Earnings season proved sunny, but advisors warn of potential summer storm ahead for stocks

“With earnings season over for the next couple of months, the likelihood of a summer selloff is high,” said Dennis Follmer, chief investment officer at Montis Financial.

By James Rogers
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields
EQUITIES MAY 22, 2026
Don't forget dividend stocks as market spotlight shines on technology, Treasury yields

Advisors say dividend stocks are a smart solution for clients seeking income, especially in an inflationary environment.

By Gregg Greenberg
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close
EQUITIES MAY 22, 2026
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close

Confidence is building for H2 2026, but buyers and sellers remain misaligned on price.

By Steve Randall
Financial advisors dig into energy's impact on stock prices
EQUITIES MAY 21, 2026
Financial advisors dig into energy's impact on stock prices

Oil prices have surged in the past month as the Iran conflict remains unsolved, but equities have bounced back. Wealth managers weigh in on the relationship between crude and stocks.

By Gregg Greenberg
Nvidia shows the chips are alright despite lack of China summit deal
EQUITIES MAY 20, 2026
Nvidia shows the chips are alright despite lack of China summit deal

Semiconductor stocks pulled back after the President's trip to China did not result in a major deal. But Nvidia's impressive quarterly results put that China summit far back in the rear-view mirror.

By Gregg Greenberg
SpaceX begins launch sequence with historic IPO filing
EQUITIES MAY 20, 2026
SpaceX begins launch sequence with historic IPO filing

Elon Musk's rocket and AI company eyes a Nasdaq debut that could rank as the biggest public offering in history.

By Steve Randall
Fed minutes raise specter of rate hikes. This is what it means for advisors
EQUITIES MAY 20, 2026
Fed minutes raise specter of rate hikes. This is what it means for advisors

The Fed minutes are a reminder that inflation remains the main concern, says Gina Bolvin, president of Bolvin Wealth Management Group.

By James Rogers
Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts
EQUITIES MAY 20, 2026
Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts

"We assume he’ll try to have a lower rate bias, but inflation above 2% will make that difficult," said Charles Schwab’s Collin Martin.

By James Rogers
Advisors weigh in on pre-IPO risks in the wake of Anthropic announcement
EQUITIES MAY 20, 2026
Advisors weigh in on pre-IPO risks in the wake of Anthropic announcement

Anthropic announced last week it would not recognize unauthorized transfer of its pre-IPO shares, creating concern for many financial advisory clients who thought they were safe.

By Gregg Greenberg
Oil shock stokes inflation fears and dims hopes for Fed rate relief
EQUITIES MAY 18, 2026
Oil shock stokes inflation fears and dims hopes for Fed rate relief

Surging crude prices tied to Middle East conflict – with US President Donald Trump warning that "the clock is ticking" – are rattling global markets and pushing back the timeline for Fed rate cuts into 2027.

By Leo Almazora
Nvidia’s earnings are on deck. But advisors should approach the AI darling with caution
EQUITIES MAY 18, 2026
Nvidia’s earnings are on deck. But advisors should approach the AI darling with caution

“We would be careful around Nvidia, as we believe there is a lot of hype in the stock,” said Richard Reyle, chief investment officer and co-founder of Questar Capital Partners.

By James Rogers
What a week! From Warsh's confirmation to Trump's China trip. This is what it means for advisors
EQUITIES MAY 15, 2026
What a week! From Warsh's confirmation to Trump's China trip. This is what it means for advisors

President Donald Trump’s trip to China came after years of trade tensions between the two countries.

By James Rogers
AI frenzy masks fragile market foundations as macro cracks widen
EQUITIES MAY 15, 2026
AI frenzy masks fragile market foundations as macro cracks widen

Global equities post gains, but a handful of AI stocks are doing the heavy lifting.

By Steve Randall
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?
EQUITIES MAY 14, 2026
Cerebras IPO explodes onto Nasdaq as AI chip frenzy mints billionaires, but is SpaceX next?

Silicon Valley's blockbuster $5.55 billion debut signals a coming wave of AI listings — and South Korea is riding the same wave.

By Steve Randall
WallStreetBets takes on the SEC — and makes a surprisingly sharp case
EQUITIES MAY 14, 2026
WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

By Leo Almazora