Energy Stocks Are Secretly Better Than Treasuries. Here’s Why Bob Brackett Is Loading Up on Exxon and Chevron.
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Bernstein analyst Bob Brackett has a reframe for income investors who keep dismissing energy stocks because the headline yield looks thin against the 10-year Treasury. On a recent episode of The Real Eisman Playbook, Brackett argued the comparison is the wrong one entirely.
Nvidia and Apple hold stock market's power like never before: Chart of the Day
Talk about unyielding belief in the future power of artificial intelligence. The S&P 500 has never been more concentrated in two stocks than it is today. Nvidia (NVDA) and Apple (AAPL) represent over 15% of the index, Creative Planning chief markets strategist Charlie Bilello pointed out in a new chart (below).
Read MoreRoss Gerber Says Real Estate Investing Is 'Opposite' Of Passive Income, But When You Own Dividend Stocks You Profit From A Business You Don't Run
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Ross Gerber, co-founder of investment firm Gerber Kawasaki, pushed back against the idea that real estate investing generates passive income, arguing that dividend-paying stocks are a more accurate example of hands-off cash flow for investors.
Warren Buffett's Successor Greg Abel Just Dumped Amazon Stock: 2 AI Stocks He Is Still Bullish On
Live: Nvidia’s Q1 Earnings Tonight Could Send Shockwaves Across the Market
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Nvidia’s earnings presentation showed something interesting. The company broke Data Center revenue into two categories for the first time: traditional hyperscalers and a separate group called AI Clouds,
» Read more about: Live: Nvidia’s Q1 Earnings Tonight Could Send Shockwaves Across the Market »
Read MoreThe Burst
1 Overlooked AI Monster
Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.
AI is here to stay, and Alphabet may be the most complete way to gain exposure.
Key Points
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Alphabet builds chips,
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Read MoreThe Ivy
Bill Ackman Keeps Buying This 1 Stock
When billionaire investor Bill Ackman adds to a position quarter after quarter, investors pay attention.In Q2, his fund Pershing Square bought another 156,000 shares of Brookfield Corporation (NYSE: BN), extending a buying streak that’s now five quarters long.
Brookfield isn’t your typical conglomerate. It’s a $70 billion global powerhouse with interests spanning renewable energy,
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Read MoreThe Spotlight
Vanguard’s Hidden Opportunity in a Beaten-Down Sector
Vanguard is known for its low-cost, no-fuss ETFs and when it comes to equity investing, they offer a lineup of about 50 stock-focused funds that make it easy to diversify with a single ticker.
One of the more cyclical areas of the market is consumer discretionary and it’s been getting hit hard in 2025.
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