Jess Bebel

Why the tech giant is well-positioned to benefit from AI adoption, despite the stock’s pullback after its earnings report.

Strong earnings led us to boost Intel’s fair value estimate, but can AI-driven demand keep pace with expectations?

Turbulence in Korea’s semiconductor trade may have contributed to the postearnings pullbacks in ASML and TSM.

What Blackstone’s earnings could reveal about private credit, and why it may matter far beyond private markets.

Investors may be skeptical of the apparel giant, but we think there is still an opportunity.

Why we still see long-term potential for Salesforce despite the stock’s sharp fall.

AI-driven demand is fueling exceptional growth, yet lofty expectations leave little room for disappointment.

These AI stocks may be ballooning, but we think this kind of success can’t survive the market cycle.

We think the company is likely safe from disruption, but risks still lie ahead.

We think Amphenol is a great entry point to AI infrastructure and is set up to succeed—despite market implications.

Plus, a definitive core stock pick for the buy-and-manage strategy.

For the first time in decades, Warren Buffett will not be center stage. Here’s what that might mean.

What makes a stock endure for the long term, and why a ‘buy and manage’ mindset can be a better strategy for stock investors.

What to make of Netflix’s sharp decline after reporting, and why we raised our fair value estimate on ASML.

Plus, what’s driving the market rally and whether the market looks undervalued today.

Understanding cost, care, and complexity when deciding where to age.

How fears around AI likely led to the stock’s slide, and why we haven’t changed our long-term view of Veeva’s competitive advantage.

Our earnings previews for ASML, Taiwan Semiconductor, and Netflix.

Why the years just before and after retirement are especially vulnerable, and what investors can do to reduce sequence‑of‑returns risk.

How a barbell portfolio helps investors navigate market swings, where we see sector and small‑cap leadership, and risks that could shape 2026.

The short-term risks that could rattle small caps this year.

Squeezed consumer budgets, market volatility, and economic uncertainty could lead these companies to have contracted margins—and earnings.

Plus, why we think AI threats could increase demand in cybersecurity, and whether Marvell stock is a buy today.

Great products and network effects don’t always signal durable competitive advantages—just look at PayPal.

How key market risks could shape portfolio decisions for the quarter ahead.

Financial independence won’t mean quitting work for this physician and financial educator.

Todd Combs’ departure narrows the circle around Greg Abel and offers a read on how the company may operate in a post-Warren Buffett era.

What investors can learn from Oracle stock’s swings in fair value, and what a downgraded moat means for the tech giant.

In the face of oil price shocks and stock market volatility, here’s how investors should think about fixed income.

Plus, whether the stock is a buy today.