Peter Thiel's recent stock purchases, including stakes in Microsoft and Apple, contrast with sales by Warren Buffett and Bill Gates, highlighting differing investment strategies among billionaires with strong AI and tech interests.
In response to the unprecedented events in Venezuela involving U.S. military actions and political charges, investors are advised to consider safe-haven assets like gold and cash, monitor oil prices and oil company stocks, but generally maintain a long-term, steady investment approach without making drastic changes.
Vanguard favors a 40/60 stock-bond portfolio for 2026, believing it offers higher risk-adjusted returns compared to other allocations, reflecting their optimistic outlook for this balanced investment approach.
Palantir's stock has declined 19% amid a cooling in AI enthusiasm and concerns over its high valuation, despite long-term AI demand projections. Top investor Oliver Rodzianko advises caution, highlighting valuation risks and market sentiment, and currently recommends a hold on the stock with a 12% upside potential over the next year.
The article discusses Bitcoin's performance and outlook for 2026, highlighting its 2025 decline after a strong 2024 rally driven by favorable regulatory changes and macroeconomic factors. Despite recent gains by gold and silver, Bitcoin remains a valuable long-term asset, especially as a hedge against dollar decline and for institutional investment. The overall outlook for Bitcoin in 2026 is positive, making it a viable component of a diversified portfolio.
Applied Digital's stock surged in 2025 due to its growth in AI infrastructure and data center leasing, and it is expected to exceed earnings expectations in its upcoming Q2 report on Jan. 7. Despite high valuation, its strong revenue pipeline and future growth prospects suggest it could be a good buy on the pullback before potential further gains.
In 2026, the best approach to buying Bitcoin isn't about timing a specific date but following a disciplined process, as the market shows signs of stabilization after a significant rally and correction. Bitcoin's price fluctuations are normal, and long-term investors should focus on patience and position sizing rather than trying to pinpoint the exact bottom, especially given the historical volatility and pullbacks during bull markets.
The article discusses the certainty of increased electric load due to AI data centers, the bullish outlook on gold miners amid global fiscal deficits, the evolution of Fidelity's Contrafund, and the risks associated with timeshare ownership, emphasizing strategic investment considerations for 2026.
The article explores how a Soros-inspired theory can provide insights into the rapid growth and investment opportunities in the AI industry, emphasizing the importance of understanding market dynamics and speculative behaviors.
Mizuho reaffirms an Outperform rating and $400 target for Oracle despite mixed Q2 results, highlighting strong cloud momentum, strategic financing plans for AI infrastructure, and ongoing confidence in its growth prospects, though noting some revenue misses and market concerns over debt.
The article discusses the advantages of investing in high-yield dividend stocks, especially after dividend cuts, as they can offer double-digit yields and better total cash flow compared to growth stocks, with a focus on buying during pessimism to maximize returns by locking in lower prices before distributions recover.
The article discusses the renewed appeal of high-yield dividend ETFs in 2026, highlighting three funds, including Schwab US Dividend Equity ETF, which combines dividend growth, quality, and high yield, and may perform well if economic conditions slow down, offering attractive passive income opportunities.
Morgan Stanley has expressed a bullish outlook for the year 2026, indicating positive expectations for its financial performance and investment prospects in the coming years.
Wall Street is optimistic about a particular beaten-down dividend-paying stock's prospects for 2026, highlighting potential opportunities for income investors despite recent market challenges.
Investor Dan Niles shares his top five stock picks for the year 2026, providing insights into his investment strategy and outlook for the stock market.