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Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Vinyl sales are up, the kids are using flip phones, brands are leaning into IRL marketing — all things analog are making…
Quick Read Cummins (CMI) posted record Q2 Power Systems sales of $2.3 billion, up 19%, by selling backup diesel generators directly to AI data centers. AutoZone (AZO) and Lennox (LII) anchor LOHA's physical-moat thesis, though Lennox's res…
HALO stocks are companies with Heavy Assets, Low Obsolescence — businesses that own essential physical infrastructure or tangible assets that are difficult to replace and are less vulnerable to disruption from artificial intelligence (AI).…
For Immediate Release Chicago, IL – July 13, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fina…
Wall Street is caught in the midst of shifting geopolitical stances of the United States and Iran, chances of higher global inflation, weak U.S. jobs data, the possibility of stagflation in the U.S. economy, and the Fed's likely dilemma in…
Josh Brown, CEO of Ritholtz Wealth Management and a fixture on CNBC's Halftime Report, has built a new ETF around a simple idea: own the businesses that artificial intelligence cannot replace. Speaking on The Compound and Friends podcast,…
As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working. HALO, which stands for "heavy assets, low obs…