Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
In December, most strategists predicted positive returns for the S&P 500 in 2025. The range of reasonable outcomes for stocks is wide.
Apple Inc.’s stock has had a rough start to the year and is now flirting with a key level that could signal more downside ahead if breached.
A seemingly unstoppable flood of money has Vanguard Group Inc. on the brink of claiming a crown that State Street Corp. has held for decades.
The Northern Trust Economics team shares its outlook for key APAC markets.
In a small Texas city nearly 200 miles west of Dallas, the first data center associated with the $100 billion Stargate venture from OpenAI, SoftBank Group Corp. and Oracle Corp. is taking shape.
For stocks, Christmas came with a 'Santa Clause' rally soon after the election. Since then, there's been a correction in US markets.
Investor appetite for growth really is something to behold.
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
Meta Platforms Inc. plans to invest as much as $65 billion on projects related to artificial intelligence in 2025, including building a giant new data center and increasing hiring in AI teams, Chief Executive Officer Mark Zuckerberg said Friday.
Changpeng “CZ” Zhao, a few months out of prison and worth $70 billion thanks to the relentless crypto rally, is turning the former venture capital arm of his Binance Holdings Ltd. into a family office.
Sales of previously owned homes in the US rose for the third straight month in December, entering 2025 with some momentum after the worst year in nearly three decades.
General Electric Co., known now as GE Aerospace, has reclaimed its position as the largest industrial company by market value as jet engine production and after-market service both ramp up.
For the third time in four years, the stock picker beating everyone is Fidelity Investments Inc.’s decoder of computer chips, crushing every measure of performance as the more popular passively managed index funds tracking market benchmarks proved little more than also-rans in 2024.
As growth extends to more regions, we see expanding opportunities across countries and assets.
As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way.
While every new year arrives with its own unique set of opportunities and challenges for institutional investors, we believe 2025 could offer more than the typical share.
When investors have been looking to allocate funds within the U.S. fixed income markets, credit has seemingly been viewed as being perhaps too “rich,” or expensive, in relative terms.
We explore how advancements in indexing solutions have allowed investors to tailor their portfolios according to their specific objectives or risk profiles.
US equity markets rallied just enough to round out 2024 with all four quarters posting positive returns. The S&P 500® Index finished the fourth quarter up 2.41%, bringing the year’s total return to 25.02%.
Senior Investment Strategist Tracey Manzi notes that the Federal Reserve's ongoing easing cycle should benefit short to intermediate maturities.
A few months ago, the Census Bureau released its annual report on household income data for 2023. During 2023, the median (middle) average household income rose 8.0% to $80,730. Let's take a closer look at the quintile averages, which dates from 1967, along with the statistics for the top 5%.
Please join Dan Magnusson and Bob Minter from abrdn, as they discuss how the commodity asset class performed in 2024, current investment opportunities in the commodity space, and where broad commodities may fit within a diversified portfolio.
Earnings season is in full swing. The bulk of the bottom-line boost is slated to come from financials, communication services, and tech.
A tech-powered approach to bond trading that helps firms move hundreds of securities in one go has just posted its best year yet.
An exchange-traded fund from a relatively unknown shop is catching the attention of online traders and gathering flows after investing in Elon Musk’s SpaceX.
Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century.
Free trade is in trouble. That’s hardly startling news when the US has an avowed protectionist in the White House, but the problem runs deeper than it may at first appear.
The gap between US federal spending and tax revenue is currently bigger, as a share of gross domestic product, than it’s ever been outside of major war or other crisis.
Saudi Arabia’s Crown Prince Mohammed Bin Salman told President Donald Trump he’s willing to expand investments and trade with the US in the coming four years by $600 billion, according to the kingdom’s state-run news agency SPA.
Investors, many of whom were worried about stock valuations before the election, have much to consider heading into 2025. There seems reason for some exuberance—but a rational exuberance, based upon a plausible foundation of corporate and economic health.
As we welcome a new year and its many possibilities, it’s important to reflect on where the markets and investor psychology sit on the pendulum of greed and despair.
From the start of December to their recent peaks, 10-year yields have gained 68 basis points in the U.K., 60 basis points in the U.S., 55 basis points in Germany and 48 basis points in Canada.
European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.
State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.
Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
All of the attention when it comes to future Fed monetary policy decisions has been laser-focused on rate cuts. We would have to concur, and rightfully so. However, that doesn’t mean investors should take their eyes off the ball and not consider the Fed’s balance sheet.
Today’s video on the Utility Sector is another in the continuing series of videos where we are looking for value in each of the 11 major sectors as reported by Standard & Poor’s. This particular video is going to be on Utility Stocks.
Netflix Inc. shares soared to a record high on Wednesday after the streaming giant reported its biggest quarterly subscriber gain in history, buoyed by its first major live sporting events and the return of Squid Game.
The ETF industry’s upstart-in-chief is back with another roll of the new-product dice — this time betting on a game-changing expansion of Wall Street’s zero-day options boom.
JPMorgan Chase & Co.’s dealmakers are spending their time in the Swiss Alps huddling with ebullient clients, but the boss of the biggest US bank is striking a more cautious tone.
Bridgewater Associates founder Ray Dalio has a new book to promote. So while I am loath to fuel the sales campaign, his latest bomb in an interview with the Financial Times — warning of a “death spiral” for Britain’s sovereign debt — requires a riposte.
SoftBank Group Corp., OpenAI, and Oracle Corp. are forming a $100 billion joint venture to fund artificial intelligence infrastructure, an effort unveiled with President Donald Trump aimed at speeding development of the emerging technology.
VettaFi examines midstream EBITDA growth guidance for 2025 and future years.
As the industry matures, innovative operating models have emerged to address the diverse needs of both acquiring and selling firms. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
When you think about money behaviors that don’t serve you well, I suggest tuning in to your financial boardroom. Start with a little curiosity. What emotions surface? Which voices are the loudest?
Big US banks marked the beginning of the Q4 earnings season when they released results last week, and overall they were positive. Because of their position opening up the earnings season they tend to set the tone for things to come.
Markets vigorously adjusted expectations for a new regulatory, economic, and geopolitical landscape driven by U.S. politics.
As economists and financial market forecasters, we are constantly amazed at how so many people analyze, forecast, research, and discuss important topics without ever addressing the elephant(s) in the room.
In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in equity positioning over the last two years, several risks are now worth considering.
