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cnbc.comPOSITIVO

For investors all-in on Magnificent 7-led market, 'equal weight' is trending as stock call for 2026

Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index's performance and risk. That's leading more in…

finance.yahoo.comPOSITIVO

GMO warns AI is a 'classic investment bubble.' Here's what to buy instead.

GMO warns that AI stocks are exhibiting the classic signs of being in a bubble. The firm sees parallels to the dot-com bubble, citing high valuations and speculation. Instead of AI, the firm likes developed market value stocks and non-US s…

finance.yahoo.comPOSITIVO

Worried About an AI Bubble? Look to Surging International Stocks

U.S. stocks continue to climb the wall of worry and post new records. The S&P 500 Index (SPY) is now up more than 17% year to date and is on track to achieve double-digit returns for the third consecutive year. International stocks have do…

seekingalpha.comPOSITIVO

Trump says U.S. strikes ‘massive’ trade deal with Japan, imposes 15% tariffs

[Representatives of the USA and Japan shake hands] Zerbor/iStock via Getty Images U.S. President Donald Trump on Tuesday announced a “massive” trade deal with Japan, setting a 15% reciprocal tariff on the country’s exports to the U.S. and…