ETF Flows Smash Records in the First Half of 2026. Is It Time to Invest?
Key Points Exchange-traded funds (ETFs) are on pace for a record-breaking year, with investments pouring in at a historic rate.…
Category
Labor Market
Carnival Reported Earnings on June 23, Royal Caribbean Is Next on July 28, Then Norwegian Cruise Line on July 30. Here’s My Top Buy of the Bunch.
Key Points The cruise industry has largely completed its post-pandemic recovery. Occupancy rates have returned to historical levels, pricing remains…
3 Stocks I’m Buying After Taiwan Semiconductor’s Stellar Announcement
Key Points Taiwan Semiconductor Manufacturing (NYSE: TSM) just reported earnings, showcasing that the AI build-out is alive and well. This…
Looking for Cheap Income Stocks? Why Pfizer Belongs on Your Shortlist Right Now
Key Points Pfizer is deeply out of favor today, with a historically high dividend yield of 6.9%. The company is…
Oracle Crashed 65% From Its Peak. I Just Bought It Anyway. Here’s Why.
Key Points Oracle has a massive $638 billion backlog of contracted revenue and is spending aggressively as a result. There…
Andy Jassy Said Amazon Isn’t Investing $200 Billion in AI “On a Hunch.” Amazon’s Own Trainium Chip Business Is Already Running at a $20 Billion Annual Pace.
Key Points Amazon’s $200 billion in AI spending is supported by strong demand for its Trainium chips and contracted revenue.…