Two stock picks to capitalize on Wall Street’s misguided AI fears
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
Sowmdeb Sen of Silvant Capital Management highlights companies poised to benefit from the acceleration of AI spending.
Simon Property Group’s second quarter offered more evidence that the nation’s largest mall owner is carrying its post-pandemic run into the second half of 2026. The real estate investment trust said Monday that its quarterly revenue, funds from operations (FFO) and tenant sales are all climbing while the company’s leaders raised its full-year outlook again….
Kennedy Wilson said Wednesday that Jaime Lee has joined the firm as senior managing director of capital markets and real estate investments. Most recently CEO of Los Angeles-based Jamison, Lee joins Kennedy Wilson as the firm continues to expand its investment management platform and deepen relationships with institutional and private capital partners. In her new role, Lee will help lead capital formation initiatives,…
What’s changing for Forstrong, SEAMARK Mordy emphasizes that the combination is designed to build on the strengths of both organizations, rather than change their underlying investment approaches. Forstrong’s top-down, global macro-driven asset allocation process will continue alongside SEAMARK’s bottom-up security selection expertise. Both investment teams will remain intact, maintaining their established investment processes and client…
What is the Current Percentage of Mortgaged Residential Properties that are Equity-Rich in the U.S.? In the second quarter of 2026, homeowner equity across the U.S. declined compared with both the prior quarter and the same period last year, according to the Q2 2026 Home Equity and Underwater Report. Percentage of Equity-Rich Properties: 41.1% of…
iShares Semiconductor ETF (SOXX +1.56%) and VanEck Semiconductor ETF (SMH +1.65%) have a lot in common. Both track the semiconductor industry and are passively managed. Despite these similarities, SOXX is up roughly 68.37% YTD, while SMH is up about 51.83% YTD (as of Aug. 25, 2026). While both semiconductor ETF returns are impressive, the 16.54-percentage-point…
Margot Robbie as Barbie in a movie from Mattel and Warner Bros. Mattel | Warner Bros. Mattel is reportedly facing pressure from an investor to consider a sale amid struggling sales and growing buyer interest in the Barbie maker. American investment firm Ariel Investments, a major shareholder in the toymaker, said that as the struggling…