Inflation and Iran vs. earnings and AI: Your next move
›May 13, 2026
The market is characterized by a significant tension between a powerful, AI-driven tech rally and mounting macroeconomic and geopolitical headwinds, including high inflation (PPI) and the risk of r...
Artificial Intelligence (AI)Market NarrativeValuationNasdaq+13 more
DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals
›May 13, 2026 · WITH Sarat Sethi
The speaker advocates for investing in high-quality, well-capitalized software companies, which are currently undervalued compared to the semiconductor sector.
Specific software stocks like Intuit,...
Software InvestingSemiconductorsValuationAI Integration+11 more
Alger's Ankur Crawford: Not worried at all about a possible bubble in equity markets
›May 13, 2026 · WITH Ankur Crawford
The current AI market is not in a bubble; rather, it's the beginning of a long-term secular trend driven by a fundamental shortage of computing capacity.
Earnings estimates for AI-related companies...
AI StocksMarket BubbleEarnings EstimatesEarnings Revisions+11 more
BlackRock's Rosenberg says inflation could actually be peaking in recent data
May 13, 2026
Federal Reserve Chair Jerome Powell speaks at Harvard University — 3/30/2026
Mar 30, 2026
Bridgewater's Ray Dalio on 'capital war' fears: The monetary order is breaking down
Jan 20, 2026
BlackRock CEO Larry Fink: We're too focused on monetary policy and not enough on fiscal discipline
Jan 15, 2026
BMO's Evan Seigerman: More clarity out of the FDA could drive smaller biotech names in 2026
Dec 31, 2025
Eli Lilly says obesity pill helps maintain weight loss after patients switch from Wegovy, Zepbound
Dec 18, 2025
Crypto regulation pushed to 2026
Dec 18, 2025
Bridgewater founder Ray Dalio: We are definitely in a bubble, but that doesn't mean you should sell
Nov 20, 2025
P&G CEO Jon Moeller on Q1 2026 results: 40th consecutive quarter of organic sales growth
Oct 24, 2025
Oaktree Capital's Howard Marks: Valuations right now are high, but not crazy
Oct 13, 2025
Pershing Square CEO Bill Ackman: I wouldn't bet against Berkshire post-Buffett
May 5, 2025
Starbucks CEO Brian Niccol: We’re definitely going to be a long-term player in China
Apr 30, 2025
NYU's Aswath Damodaran: This looks more like a markdown of equities than panic selling
Apr 8, 2025
Starbucks CEO Brian Niccol: Starting to see progress in our turnaround plan
Jan 29, 2025
Sign up free to see the full analysis
Get started free