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7 Charts on Q3 Market Highlights: Stocks Tread Water While the Bond Market Shudders
The AI trade cooled and bond yields soared to multi-decade highs.
Stocks Run Out of Gas in Q3 as Bond Yields Surge
Stocks post small gains as the Mag 7 cushion against a wobbling AI trade, rising oil prices, and higher interest rates.
Alphabet: Gemini 4 Argon Launch Brings Alphabet Back to the Frontier Model Race
We still believe that the market is underestimating Alphabet’s full-stack artificial intelligence opportunity and see shares as undervalued.
This Overlooked Asset Class Is Getting an AI Boost
Recent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing.
Will AI Replace Financial Advisors? Here’s How to Prove Your Value to Clients
Look to enhance your practice while protecting your client relationships.
Investment Banking and Trading Are Booming. Are Bank Stocks Too Expensive?
Robust returns, driven by multiple expansion, leave scant investable opportunities. Where should investors look?
Meta: Meta Launches Enterprise Offering to Open Up Another Way to Monetize AI Investments
The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.
4 Key Questions for Investors to Ask at the Start of Q4
And why today’s biggest market stories may be distractions.
Markets Brief: Are We in an Earnings Bubble?
A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.
Actually, AI Is Boosting Interest Rates, Not Inflation
The conventional wisdom misses the role of the Fed.
Oracle: Data Center Force Majeure Implies Possibility of $25 Bln Revenue Delay
A delay in the Project Jupiter data center could also put Oracle’s investment grade debt rating at risk.
Why Broadcom Stock Is Worth $650
Morningstar’s analyst unpacks Broadcom’s current valuation, what the market is missing, and the risks investors need to watch out for.
Tencent: Shares Look Cheap as Meta’s AI Agent Success Boosts the Bull Case
We think Tencent stock is significantly undervalued.
The Best AI Stocks to Buy Now
Artificial intelligence stocks maintain their allure, thanks to industry momentum and appealing valuations.
Why the Fed Rate Hike Spells Bad News for Private Equity Exits
Higher capital costs come on top of the threat of AI, an exit bottleneck, and damped investor appetite.
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