A Fast Money host is sounding alarms that the AI buildout is quietly cracking under the weight of debt that even the bond market seems reluctant to absorb, and the ripple effects…
Wall Street analysts reshuffled their bets on Wednesday with a wave of upgrades, downgrades, and fresh initiations spanning energy, autos, crypto infrastructure, and quantum computing. Find out which names got boosted and…
Jefferies just named five U.S. dividend stocks to its exclusive Global Best Ideas list, and with the S&P 500 stretched to historically expensive valuations, the case for these high-conviction picks has never…
Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull…
DIVO quietly hands retirees a monthly check from a portfolio of blue-chip giants, but a 150% payout ratio and a debt-laden pharma holding raise fair questions about what is actually backing that…
DIVO has raised its monthly payout three years running and sits on $5.25 billion in assets, but one holding carries a debt load that raises questions about how long the streak can…
The biggest constraint on AI data centers right now has nothing to do with chips, and three industrial stocks are quietly capturing the earnings surge that constraint is creating.
Caterpillar and Walmart have both quietly reinvented themselves, but one has left the other in the dust by a margin that will genuinely surprise you. Which icon deserves fresh money right now…
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through…
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL | DELL…
Michael Burry of The Big Short fame has been making quite a few bearish bets across many of the pricier-looking names fitting the AI theme. While it’s too soon to tell whether…
Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs:…
Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want…
Caterpillar (NYSE: CAT | CAT Price Prediction) has been one of the more surprising mega-cap winners of 2026, riding a record backlog, AI-driven power generation demand, and aggressive capital returns to fresh…
Vandita Jadeja CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with…
