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Cathie Wood, chief of Ark Investment Management, likes to buy stocks after sharp selloffs, hoping for a bargain. That’s what she just did, adding shares of DoorDash after the stock fell roughly 8% over the past month and is down 33% year to date. In 2025, the flagship Ark Innovation ETF gained 35.49%, far outpacing […]

Some categories of investment theses don’t make headlines. Not because they’re boring, but because they move slowly enough that most investors lose patience before the payoff arrives. U.S. manufacturing reshoring has that kind of story. Morgan Stanley just spent a week with Rockwell Automation (ROK) management on a West Coast investor roadshow, and it came away

Given the increased use of AI in cyberattacks and the looming Anthropic Mythos model that is expected to make it even easier for hackers to find and exploit vulnerabilities, the federal government has been aggressively building out its cybersecurity capabilities. The effort to catch up to speed is becoming visible in the job postings for

The AIIPO window that Wall Street has been anticipating for two years is no longer theoretical. SpaceX priced its offering last week. Anthropic filed confidentially on June 1. On June 8, OpenAI announced it had done the same, before the filing could leak. The combined valuation of the three companies in that pipeline is now

Every machine that ever mattered was built by a human hand. Someone drew the blueprint, cut the steel, or wrote the code, then signed off before it shipped. We argue about who gets rich and whose job disappears, but underneath those fights sits an assumption almost no one bothers to say out loud: A person

Dave Ramsey is a personal finance influencer probably best known for his “7 Baby Steps” to wealth. He’s also known for having black-and-white opinions about money and for being honest — even brash — on his podcast, “The Ramsey Show.” I grew up reading and listening to Dave Ramsey’s advice, and I’ve covered his takes

Transcript: Caroline WoodsTech is under pressure once again. Is the AI trade in trouble? Joining me now is Patrick Moorhead, founder, CEO, and Chief Analyst at Moore Insights and Strategy. Patrick, thanks so much for being here. Patrick MoorheadCaroline, thanks for having me on, I appreciate it. Caroline WoodsAll right. So tell us what’s going

Ray Dalio is not telling investors to ignore the artificial intelligence boom. He’s warning them that the stock market might be underestimating it too much. The billionaire founder of Bridgewater Associates has issued a stunning market conclusion at a time when investors are already arguing whether AI euphoria, high valuations, rising bond yields, and the

Apple (AAPL) has spent the bulk of the past couple of years trying to convince investors it has not fallen behind in the relentless AI race. Morgan Stanley buys that story. According to TheFly, the firm reset its price target on Apple stock after WWDC 2026, saying the event gave investors a sharper view of

A bull market does not die of old age. It dies when the money runs out. That sounds dramatic, but it is mostly mechanical. Every share someone buys is a share someone else sells, and every dollar chasing a new stock is a dollar pulled from something already owned. The pool of investable cash is