As the capital expenditure (capex) race for compute continues, we thought that it would be worthwhile to briefly outline the current state of play facing the well-publicized data center buildout. To understand why so much capex is needed to support artificial intelligence (AI), we must first understand how data centers are built and operated.
Investing is an exercise in decision making under uncertainty. No single signal—no matter how intuitive or well supported by history—captures the full complexity of markets.
The OBBBA expands Section 1202 benefits, allowing certain C-corp business owners to exclude significant capital gains. This complex provision requires specific holding periods and asset tests, making professional guidance essential to maximizing these tax savings.
Volatility spiked as investors questioned the Federal Reserve's next move, adding to existing concerns about private credit markets. Here's why investors shouldn't overreact.
State Street Investment Management is continuing its push into the intersection of public and private credit with the launch of a new ETF.
Please join us to explore key insights from a robust analysis of 2025 ETF market data and trends.
Join Simplify to learn all about the Simplify VettaFi Private Credit Strategy ETF (PCR). Learn where it fits in your portfolio and how you can use it to get unadulterated exposure to private credit.
A key measure of US inflation was tame at the start of the year. But another metric is shaping up to paint a very different picture.
The military conflict in Iran and the Middle East is curtailing the global flow of oil and natural gas. This adds notable pressure to energy prices and the near-term inflation outlook, while also raising questions about countries’ reliance on energy imports and their economic resilience.
Apollo Global Management Inc. is ramping up efforts to give investors more regular insight into the value of its opaque private credit holdings, just as a spate of redemption requests from such funds rattles the wider market.
In this second installment of our series, Chuck Carnevale, co-founder of FAST Graphs and widely known as Mr. Valuation, takes a deeper dive into the S&P 500 to demonstrate how investors can uncover potential opportunities within an otherwise expensive market.
At these levels, valuations are stretched, leaving investors with little potential upside and increased vulnerability to spread widening. In our view, such an environment warrants a shift toward high-quality assets.
North is south, south is west, west is east, east is north, up is down, and down is steady. This week’s employment reports have something for everyone, which is precisely why we should interpret them cautiously.
Prior to the conflict in the Middle East, the U.S. financial markets were being confronted with headlines and attendant concerns surrounding the credit markets.
His time horizon is infinite. His capital is permanent. And the rewards, he argues, should be enormous.
Kitty Hawk, North Carolina is known as the birthplace of aviation. Success did not come overnight. The Wright Brothers spent three years on the Outer Banks experimenting. While they ultimately took flight, the potential downsides of their endeavor were of constant concern.
The size and duration of the oil-price shock are key variables in determining the ultimate impact.
Have no fear—ETFs tracking crude oil, natural gas, and even wholesale gasoline futures are at the ready.
Spring training started in Arizona recently and it reminded us of the 2025 World Series. The series ended a Major League season which was delightful and instructive.
For more than a decade, emerging markets have been a heartbreak for those who place their faith in developing countries. Since 2010, the benchmark MSCI Emerging Markets Index has not outperformed its US counterpart for two consecutive years.
Selling pressure for leveraged buyout loans has been high all year, amid fears that artificial intelligence will damage or even bankrupt the software companies that account for a fair chunk of the market.
Soaring oil prices and the military conflict in Iran are among the primary reasons the MSCI EAFE Index is off nearly 6% over the past month.
Join Alger for a product due diligence session covering Alger AI Enablers & Adopters (ALAI) and exploring all things AI and AI investing.
Chris Tessin, Founder and Portfolio Manager at Acuitas Investments, discusses the firm’s multi-manager approach to global small- and micro-cap investing, as well as the launch of its first ETF, the Acuitas Small Cap Active ETF (AIMS). Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, breaks down three recently launched factor-based ETFs and how they bring The Motley Fool’s “Foolish” investment philosophy to life through systematic stock selection.
Sophisticated email marketing requires automation: welcome sequences for new subscribers, nurture campaigns based on content interests, and reengagement sequences for inactive prospects.
The real value of AI isn’t in doing the marketing for you; it’s in making the process more efficient. Tasks that once required significant time and effort can be simplified and streamlined.
You might want to think about what I often call “internal PR”. Your leaders are focused on other things and are likely unaware of all that is happening directly with their advisors — and definitely with clients.
Amazon.com Inc. has blown the primary market for new debt wide open just days after market volatility, sparked by soaring-then-plummeting oil prices, all but halted issuance. Its mega offering is priced cheaply, for a reason: Too much of a good thing is still too much.
Hedge fund positioning across US equities has created a setup for stocks to rip higher after their recent wobble, according to Goldman Sachs Group Inc.’s trading desk.
After months of heavy selling on fears of artificial-intelligence disruption, software stocks appear to have found a bottom — at least for now.
The US and Israel’s war on Iran is forcing world governments to intervene to shore up energy supplies, with ongoing missile fire from both sides disrupting flows through a key waterway.
President Donald Trump said the US will get its first new oil refinery in 50 years with the help of investment from India’s Reliance Industries Ltd.
Adam Hetts and Oliver Blackbourn discuss where they assess the market implications of sustained conflict with Iran, examining energy shocks, inflation pressures, and what prolonged instability could mean for investors.
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.
The “fiat is dying” argument has become a catchphrase narrative among digital asset bulls, gold bugs, and cryptocurrency advocates. That narrative’s core is that central banks have printed vast amounts of money.
If tensions de-escalate soon, there could be relatively little impact on international markets. However, risks will rise if global energy supplies face a prolonged disruption.
On February 27, 2026 the United States and Israel launched a coordinated strike on Iran’s leadership, killing Ayatollah Ali Khamenei and many of the leadership team. Since the initial attack, a torrent of strikes has continued, designed to take out Iran’s ballistic missiles and leadership apparatus.
The Treasury market is stuck between artificial intelligence (AI)-driven job displacement and the ongoing conflict in Iran. Earlier in the year, Treasury yields fell sharply as investors weighed the possibility that accelerated AI adoption could slow economic growth by displacing labor.
Ongoing military actions in the Middle East have increased investor uncertainty. Of course, geopolitical risk has always existed, and this time is no different.
The ongoing conflict involving Iran and the disruption to energy markets has moved beyond headline risk and is now influencing expectations for growth, inflation and policy. As of March 9, oil prices briefly breached the $100 per barrel threshold — a development that shifts the macro conversation compared to last week.
Japan is a major oil importer. That explains the vulnerabilities of the country’s equity market to conflict in Iran. Over the past month, the MSCI Japan Index is off about 2%.
2026 has kicked off with investors on the lookout for opportunities in a broadening market. While tech remains an important part of countless investor portfolios, it’s not the only category offering opportunities.
Prediction markets aren't going away. They're designed to be fun and exciting for bettors, intellectually engaging, and culturally resonant. The question isn't whether your clients will participate, but whether you'll have a productive framework ready when they do.
War with Iran is adding a new level of chaos to already uncertain times. What about your retirement savings? Is your investment portfolio safe? Is it time to think about pulling out of the stock market?
Sustainability analysis is most useful when it helps investors and advisors understand how structural economic forces may shape risk and opportunity over time. This includes energy demand, resource constraints, regulation, and physical risk.
Join the experts at GraniteShares as they explore the autocallable market, unpack how it works, and provide strategic solutions to today’s market challenges.
Global conflict has erupted in 2026, from South America to the Middle East. With energy at the center of the picture, markets face potentially serious volatility.
Data center developers plan to reduce their reliance on utility grids by investing in onsite power for rapidly scaling facilities. The shift creates opportunities for electrification infrastructure providers as energy independence takes on new urgency.
For months, Wall Street’s panoply of risk-hedging strategies did little but lose money. Now, as uncertainty sparked by the war with Iran hits the market’s most popular trades, investors that loaded up on portfolio protection are being rewarded.
President Donald Trump said the US and Israel are making significant progress in the war on Iran and could end the conflict “very soon,” cooling a surge in oil prices.
