As mentioned previously, we track 20 model portfolios on a daily basis of which 11 are focused exclusively on the AI hardware (semiconductor) sector (8) and the AI software (3) sector. Below is the latest news on the constituents in those portfolios.

While the Fed is likely to lower this rate at its meeting next week, the most likely move would be a drop of a quarter point to a range of 3.5 percent to 3.75 percent.

The technical foundation for the S&P 500 looks bullish following this week’s rally.

UBS Group AG saw a 4% spike in its stock price on Friday after news broke that the Swiss government has begun preparing to soften parts of a proposed banking regulation package.

The Boeing Company’s shares have rallied 2.1% in the past month, outperforming the industry’s decline of 3.3%. The company is benefiting from strong momentum across commercial, defense, and services. Should investors hold or fold the stock?

Even after the latest US-China trade truce, the superpower race for technological dominance remains red hot - and will only intensify through the end of the decade. But who will ultimately win?

The stock market has been betting it is a done deal that interest rates will be cut next week by the Federal Reserve. Meanwhile, in Canada, banks have been guiding the tape after earnings.

Whenever my wife and I travel, if we really love a location, we’ll look at real estate listings and sometimes go out with a realtor. And we’ve even bought a couple of places. We recently had another one of those experiences in Costa Rica.

Quick question: When was the last time you saw a major retailer’s earnings per share jump 44% in a single quarter? That happened recently with Dollar General. And if you understand what’s happening here, you could make serious money in 2026.

The expansion phase doesn't last forever. Once it's done, retracement comes next. The market breathes. It pulls back. Then the cycle resets. Understanding this rhythm changes how you trade.

The AI sector has continued to expand across multiple industries in 2025. Companies making AI hardware, cloud services, and specialized software all reported strong revenue growth in recent quarters. Which ones are best for the long term?

Today, we’re busting the myth about “owning the market.” Once I reveal the truth, you’ll understand why ultra-high-net-worth investors, endowments, and sovereign wealth funds play a totally different game than your co-workers and neighbors.

Generac Holdings Inc. delivered a softer-than-expected third quarter, with revenue of $1.11 billion, down 5% year-over-year and missing estimates by about $79 million. The numbers look ugly, but the story is less dramatic than the headlines suggest.

USD/JPY price prediction based on the technical analysis.

Here is a short look at the 10 largest companies by market capitalization as of Saturday, Dec. 6, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.

Snowflake shares lost 11.4% since it reported its third-quarter fiscal 2026 results on Dec. 3. This decline can be attributed to a hyperscaler outage, which impacted Snowflake’s revenues. So, how should one approach the stock at this point?

In this video, I provide 3 different strategies that traders can utilize to effectively manage their options positioning.

I first recommended DeFi Development in October, and it’s lost about 60% since then.

What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the trading week of Dec. 1-5, 2025.

Money Market Fund Assets (MMFA) surged $132 billion last week to a record $7.654 TN – the largest increase since the week ended April 1, 2020 (massive covid-related QE).