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Wharton School finance professor emeritus Jeremy Siegel discusses worry surrounding artificial intelligence, value stocks and more on ‘Barron's Roundtable.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #barronsroundtable #economy #artificialintelligence #ai #cybersecurity #technology #stocks #valuestocks #markets #investing #finance #wallstreet #business #jeremysiegel #wharton #risk #datasecurity #innovation
The “Magnificent Seven” are breaking down, defensive consumer staples are on a tear — and then there's the midterm curse.
Persistent Treasury settlements are draining liquidity, pressuring the stock market with more frequent and deeper declines on settlement days. Excess liquidity from the Fed's Reverse Repo facility is exhausted, forcing new Treasury funding to come from risk asset sales.
Intuit and other software leaders have suffered sharp re-ratings, with INTU down 50% from its 2025 peak and now trading at 15x forward earnings. AI disruption is accelerating market rotation, weakening the competitive edge of many software companies and favoring value-oriented sectors like industrials, energy, and midstream.
Global markets brace for another week of AI headlines. Focus shifts to Asia as New Delhi hosts the AI Impact Summit.
The S&P 500's recent 1.4% weekly decline highlights growing market complacency and signals a need for increased caution. My bear market probability model assigns a 25% chance of a bear market in the next 4–6 months, suggesting prudent cash-raising.
Inflation is easing, jobs are holding up, and growth is solid. But after years of high prices and with new risks emerging, declarations of victory feel premature.
The share of people ages 18 to 39 transferring funds to investment accounts every month has more than tripled over a decade.
After a positive jobs report for 2026, the CPI inflation report further confirms that this year is indeed on to a good start. Both the headline and core inflation levels indicate that PCE inflation is set to undershoot the Fed's projections, giving more room for a rate cut going forward.
Investors will get a better read on the health of consumers as Walmart reports its first quarterly results under its new CEO on Thursday.
Valuations have risen for many semiconductor-equipment producers — but some are still relatively cheap.
The core PCE inflation is expected to spike by 0.4% MoM in December, which would challenge the CPI disinflationary theme. The 2025 Q4 GDP is expected to slow to 3%, with a more significant slowdown in December, which could extend to Q1 2026.
Despite strong gains this year, Samsung Electronics and SK Hynix shares are even less expensive than their U.S. counterparts.
New Fed governor Stephen Miran signals shift from data-dependent monetary policy as Kevin Warsh's nomination stalls amid political turmoil at the central bank.
By Kevin Flanagan Key Takeaways Kevin Warsh's nomination for Fed Chairman initially reassured bond markets by offering a known, crisis-tested Fed veteran with a reputation as an inflation hawk, reducing uncertainty at a critical juncture for monetary policy.
Investors are shooting first and asking questions later as the momentum trade gets swept up by concerns that AI could disrupt established industries like insurance and wealth management.
Insiders and retail investors are currently providing divergent signals about the market's direction, which should signal caution on equities. Corporate insiders and directors are selling stocks, and Warren Buffett built up a record cash hoard before exiting leadership at Berkshire Hathaway after 60 years at the helm.
AI is eroding business moats and accelerating competition across sectors. Digital and software businesses are seeing sharp valuation resets.
AI is suddenly driving big swings in stocks. It also could seep into central-bank policy decisions and the U.S. housing market.
Who needs interest-rate cuts when the labor market is looking healthy and inflation is cooling?
Barrier Capital bought 952,074 shares of Compass; estimated trade value of $10.06 million based on quarterly average pricing. Quarter-end position value increased by $10.06 million, reflecting the new share acquisition.
Amazon stock is down 11% year to date as investors are concerned about the company's spending and growth. Amazon is trading at near its lowest valuation since the early 2010s.
Nvidia remains the undisputed leader of GPUs. AMD has a big opportunity with inference.
Nvidia remains the undisputed leader of GPUs. AMD has a big opportunity with inference.
Alphabet is one of big tech's dominant companies with the resources to outspend just about any other AI company out there. Despite doubling capex expected in 2026, Alphabet has a strong financial position and rapidly growing top-line numbers so it should be able to afford it.
Alphabet is one of big tech's dominant companies with the resources to outspend just about any other AI company out there. Despite doubling capex expected in 2026, Alphabet has a strong financial position and rapidly growing top-line numbers so it should be able to afford it.
BlackRock Global Head of Retirement Solutions Nick Nefouse announces a new plan to expand retirement investment options on 'Varney & Co.' #foxbusiness #varneyandco
Warner Bros Discovery is considering reopening sale talks with rival Hollywood studio Paramount Skydance after receiving its hostile suitor's most recent amended offer, Bloomberg News reported on Sunday, citing people with knowledge of the matter.
The effects of AI on Booking Holdings and the industry overall have become a significant concern for investors. A falling stock price has made its valuation increasingly attractive.
Board of Directors member Balu Balakrishnan sold 11,363 shares over two days for a total value of ~$532,000 at a weighted average price of $46.82 per share. This transaction represented 1.93% of Balu Balakrishnan's total indirect holdings, reducing the indirect position from 587,619 to 576,256 shares.