Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting…
Industrials have quietly stopped being a reshoring story and started being an AI infrastructure bet, and the distinction changes everything about where the rally goes from here.
The Industrial Select Sector SPDR Fund (NYSEARCA:XLI) is the default way most investors own U.S. industrials. It holds the industrial names in the S&P 500, providing broad exposure to aerospace, machinery, railroads,…
Everyone beating themselves up for missing GE Aerospace's big run this year might want to check what the boring industrials ETF quietly did over the exact same stretch before feeling too bad…
Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed. On CNBC’s Closing Bell Overtime, Fairlead…
The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR),…
The industrial sector doesn’t make headlines like tech stocks do, but it’s the machinery behind infrastructure spending, defense budgets, and manufacturing cycles. When GDP growth accelerates or governments commit to multi-year infrastructure…
Building a portfolio around companies with durable competitive advantages sounds obvious until you try to identify which moats will actually hold. VanEck’s MOAT ETF solves this by outsourcing that decision to Morningstar’s…
After years of focusing on the wild growth that tech stocks have been delivering, there is a growing movement as investors change course. There is no question that tech has seemingly delivered…
There is a tendency among many investors to hold the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and nothing else. That’s completely fine if you want to be vanilla, but by doing so,…
Bill Gates, through the Bill & Melinda Gates Foundation Trust, showcases an investment philosophy rooted in stability, quality, and long-term value. The Trust’s $41.8 billion portfolio emphasizes companies with strong fundamentals, recurring…
With America having been given a hard lesson about distant supply chains over the past 18 months or so, it's time to look at some of the industry leaders and well-known cyclical…
After dropping more than 2% last week, 3M Company has regained its position as the worst performing stock among the 30 equities that make up the Dow Jones industrial average.
Jon OggCertainly by now you have heard the term “Sell in May and go away!” This was just one of the ten reasons that we noted why investors might need to worry about…
Chart breakouts are happening as the market recovers. Maybe. Monday’s triple digit DJIA gains on the first day of the month followed an extremely strong July. You just have to keep in…
