AI Investments – Goldman Sachs has lowered its forecast for U.S. share buyback growth to 9% from 12%, citing AI investments as the primary cause. AI-related investments are expected to bring the S&P 500 CapEx to over $1 trillion (source: Reuters). Tesla’s Troubles – Tesla released...

Nuclear energy is gaining momentum as a clean, reliable solution powered by innovation across mining, technology, and utilities. Key Takeaways: Nuclear energy offers stable, carbon-free power critical for global electrification and AI-driven demand. Innovation across mining, reactors, and utilities is reshaping the nuclear energy value chain. Government...

Small cap stocks have had a complicated 2025. In certain segments, they have performed well, but writ large, they’ve struggled. That may be poised to change, however, in the months ahead. One powerful trend could boost small cap performance in the new year,...

The yield on the 10-year note finished November 7, 2025 at 4.11%. Meanwhile, the 2-year note ended at 3.55% and the 30-year note ended at 4.70%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...

According to inflows data from State Street Investment Management, fixed income ETFs came off a record October that saw the space garner $51 billion inflows. This was an astounding feat, as uncertainty continues to permeate the markets. Furthermore, market uncertainty reaches beyond just...

The S&P 500 see-sawed throughout the week, ultimately snapping the index’s three-week win streak with a loss of 1.6%. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back...