The $1 Trillion Chip Surge: Why 2026 Could Be the Semiconductor Industry's Most Historic Year
Bank of America predicts global semiconductor sales will surge 30% to finally cross the $1 trillion milestone in 2026, led by Nvidia and AI demand.
1312 articles found for "investing"
Morgan Stanley Sees Dollar Falling Further in 2026 Before Late-Year Rebound
Morgan Stanley forecasts the U.S. dollar index will drop to 94 by Q2 2026 before recovering to 100 by year-end. Here's what the dollar's trajectory means for investors.
Tesla's Make-or-Break Week: Q4 Deliveries Will Reveal Whether 2025 Marks Second Straight Annual Decline
Tesla will report Q4 2025 deliveries this week. With analysts expecting 420,000 vehicles, the results will confirm whether the EV giant posted its second consecutive year of declining sales.
Banking's Breakout Year: Why 2026 Could Be the Best in a Decade for Financial Stocks
Lower rates, improved capital markets activity, and deregulation create the perfect setup for bank stocks in 2026. Here are three themes and top picks to watch.
Fixed Income's Moment: Why Bond Investors Could Outperform Stock Pickers in 2026
With stocks trading at 30x earnings and bond yields near 4%, fixed income may offer better risk-adjusted returns in 2026. Here's the case for shifting toward bonds.
Bitcoin's Crossroads: Wall Street Divided Between $250,000 Dreams and Crypto Winter Fears
As 2026 begins, crypto analysts are split between extreme bullish and bearish predictions. One analyst sold his house to bet on a $250K Bitcoin. Others warn of an extended bear market.
Private Credit Hits $30 Trillion: Why Wall Street's Hottest Asset Class Is Just Getting Started
BlackRock, Morgan Stanley, and institutional investors are pouring billions into private credit as the alternative asset class expands beyond traditional lending.
Trading Resumes Friday: What Investors Need to Know as Markets Reopen for 2026
U.S. stock markets are closed for New Year's Day and will reopen Friday, January 2, 2026. Here's what investors should expect when trading resumes.
Insurance Stocks Quietly Outperform the Market as Heritage Surges 125%
The insurance industry gained 29.6% in 2025, beating the S&P 500 despite record catastrophe losses. Heritage Insurance led with a stunning 125% gain as pricing power proved durable.
Clean Energy's Unlikely Victory: How Renewable Stocks Quietly Outpaced AI in 2025
The iShares Global Clean Energy ETF surged 46% in 2025, outperforming Nvidia and the Nasdaq as a race to build solar and wind projects transformed the sector.
Apple's Quiet Victory: The iPhone Giant That Proved Resilience Beats Hype in 2025
While AI stocks grabbed headlines, Apple delivered steady 12% returns in 2025. With $102.5B in Q4 revenue and double-digit iPhone growth ahead, the tech giant proved resilience matters.
General Motors Stock Surges 55% to Record $80, Crowning GM as 2025's Top Automaker Investment
GM shares climbed 55% in 2025 to hit all-time highs above $80, outpacing Tesla, Ford, and every major automaker in the company's best year since emerging from bankruptcy.