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Vanguard Shares 3 Trades That Will Outperform Over the Next 10 Years, With or Without the Rise of AI 0
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- July 9, 2026
How much juice do investors have left to take advantage of AI development? That’s a question facing Joe Davis, global chief economist at Vanguard. Even accounting for some recent stumbles, hyperscalers and AI hardware makers have seen stellar gains in recent years. Davis believes aggressive spending will continue for another year or two, but worries
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Quantum giant Qube, now managing $50 billion, prepares new unit of human stock pickers 0
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- July 9, 2026
IT hedge fund Qube is hiring flesh-and-blood portfolio managers for a new equities unit, according to two people familiar with the company’s plans. The quant giant, which now manages $50 billion across its suite of strategies, is developing a team of portfolio managers who will trade long and short positions across different sectors and report
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‘Never bet against America’: Citadel Securities says AI will be a big boost to American hustle culture 0
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- July 8, 2026
Citadel Securities says AI is the latest reason not to bet against the United States. The firm examined the impact of the AI boom on American business and productivity in a note for the July 4 holiday. He said new technology is giving the United States a key economic advantage by driving the reduction of
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Double Down on HALO Trading: Goldman Says Asset-Heavy AI Companies Will Continue to Beat the Market 0
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- July 7, 2026
Goldman Sachs says one of the market’s hottest trades is entering a new phase and investors may not be ready to take advantage of it. In a note, Goldman analyst Guillaume Jaisson examined the HALO trade, a term coined by Ritholtz Wealth Management CEO Josh Brown, which is short for “asset heavy, low obsolescence” and
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Samsung’s record profits no longer enough for investors 0
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- July 7, 2026
Samsung Electronics on Tuesday announced another successful quarter, forecasting a third consecutive record operating profit, as demand for artificial intelligence chips continued to drive growing memory sales. But investors were not impressed. Following the forecast, Samsung shares fell as much as 10% before closing down 7%. The heavyweight stock dragged the Kospi to a loss
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Red-hot Kospi stock rally in Korea still has room to advance, Goldman Sachs 0
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- July 6, 2026
South Korea’s breakneck stock market rally has been rocked by wild swings in recent weeks, but Goldman Sachs says the recent turmoil has not changed its bullish outlook. South Korea was Asia’s best-performing stock market in the first half of 2026, with the benchmark Kospi index nearly doubling. But that rally has come under pressure
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