For many investors, the Fidelity Magellan Fund (FMAGX) has been around for their entire adult lives. Launched back in 1963, the fund became a lodestar for the mutual fund world. From $20 million in 1977, the fund went on a tear through the...
Although there’s still plenty of evolution and growth to be had with artificial intelligence (AI) and much more progress to be made on that frontier, many investors cannot help but ponder what the next significant disruptive technology will be.
The answer isn’t yet known....
When it comes to artificial intelligence (AI) expenditures, at least two themes have become increasingly prominent in recent years: the acceleration of that spending and doubts about whether consistently rising AI spending is justified.
There will likely always be lingering doubts, but in what...
Taiwan Semiconductor Manufacturing (TSM) delivered strong results last week while telling investors it expects 2026 sales to surge 30%, confirming the theme of artificial intelligence (AI) spending is alive and well. The world’s largest semiconductor foundry operator also signaled robust margin expansion.
Those points,...
The 2026 Consumer Electronics Show (CES) offered insights into the latest developments in artificial intelligence (AI). For investors tracking the AI space, particularly those invested in the ROBO Global Artificial Intelligence ETF (THNQ), three key updates are particularly noteworthy.
Nebius Group (NBIS)
Nebius Group, a...
Summary
Tension in Iran added a risk premium to oil prices in an otherwise oversupplied global market.
While there’s little direct impact to US midstream from Venezuela, Canadian midstream names saw pressure that seemed overdone.
Given market oversupply, oil prices could fall to $50 per barrel,...