Investing

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep
Forbes Staff
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
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How To Financially Weigh Buying A Condo Versus A Single-Family Home
Many investors face the decision between purchasing a condo for a smaller upfront cost and a single-family home for a larger upfront cost. Here are some factors to weigh.
ByCicely Jones,
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Unfazed By Fears Over AI Job Cuts, Blackstone Is Building A 450-Person Private-Wealth Army As It Eyes $1 Trillion
With $302 billion in retail assets and AUM up 27% in two years, the world’s largest asset manager is racing to make private markets mainstream for individual investors.
Forbes Staff
AI Took A Bite Out Of Software Stocks (Here’s Our Dividend Play)
The recent plunge in software stocks is another reminder that AI is rattling through the economy, setting off rapid change and disruption wherever it goes.
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The SaaS Apocalypse Or The SaaS Evolution?
$300B fled software stocks—but data gravity protects Microsoft and Oracle as they become rising AI factory leaders.
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SpaceX, Not Tesla, Will Make Musk A Trillionaire
Elon Musk’s net worth is increasingly driven by SpaceX and Starlink — not Tesla — positioning him to become the world’s first trillionaire.
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Has Wall Street Finally Thrown In The Towel On Target?
Once a Wall Street favorite, Target is struggling with shrinking sales, analyst downgrades, and brand erosion despite a $5B recovery plan.
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The Brutal Pace Of AI That Just Wiped $300 Billion Off Software Stocks
AI agents require 100x more inference compute—$700B in 2026 capex makes Nvidia, Broadcom, and Arista the winners.
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Dividend Bargain Hunter: 4 Cheap Stocks Paying Up To 9.2%
The broader market is expensive right now. Price-to-earnings (P/E) ratios in the 20s and even 30s and higher are the current “norm.”
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How The 'Bitcoin Bust' Could Boost High Yield CEFs' Profitability
We need to talk about this bitcoin plunge. I know, I know. We’re income investors, so why we need to talk about crypto at all, right? Two reasons.
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How To Turn The Riskiest Junk Bonds Into A Top Performing Fund
Artisan Partners’ Bryan Krug has a knack for collecting high coupons without suffering the usual damage to principal.
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Anthropic: The $380 Billion Powerhouse Hiding In Plain Sight
Anthropic hit $14B revenue run rate with 10x annual growth—500 enterprise clients prove this $380B valuation is real.
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What To Expect At The Fed With Warsh As Potential Chair
If approved as Chair, Kevin Warsh may bring a narrower remit to the Fed with less forecasts and disclosures.
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From Oil To Global Sports: Saudi Arabia’s 2030 Push
audi Arabia’s Vision 2030 is driving economic growth, rising homeownership and record-low unemployment, as global sports investments reshape its role on the world stage.
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2 Triple Net Lease REITs Set To Gain As Interest Rates Tick Lower
Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we’ll review shortly.
ByBrett Owens,
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Workplace Impact Of AI: Evidence From An 8-Month Study Of 200 Workers
Harvard research shows AI adds work volume, not job cuts—IBM's Watsonx and 22% data growth capture the capacity shift.
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New AI-Managed ETFs Remove Human Stock Pickers Entirely. Here’s What That Means
Most active fund managers can’t beat the S&P 500 over time. Now AI wants the job. Here’s what the research actually shows.
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The Landlord Economy: Why Microsoft Survives The Compute Crisis
Microsoft's $625B backlog and priority access to OpenAI and Anthropic make it the landlord of AI—buy the narrative dip.
ByJon Markman,
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