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Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally
The AI-driven semiconductor rally is rapidly becoming the defining market narrative of 2026, but growing signs of speculative excess are prompting comparisons to prior periods of market euphoria.
Billionaire investor Bill Ackman Is Suddenly Bullish On OpenAI Partner Microsoft
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Wall Street Comes to a Painful Realization: Trump was Serious About Steep Tariffs All Along
Donald Trump spent his 2024 campaign offering clear promises about tariffs on a nearly daily basis that were often downplayed by investors.
Chief Strategist Who Foresaw Tariff Shock Says Worst Yet to Come
Just after the US election, when Wall Street was all-in on the prospects of a business-friendly Trump, Peter Berezin was sounding the alarm.
Trump Just Put the Fed in an 'Even Greater Bind'
Trump just made the job of the Federal Reserve that much more difficult as he unveiled the steepest tariffs in more than 100 years.
Why Fidelity Stands to Lose from LPL’s Acquisition of Commonwealth—and What RIAs Should Know
LPL Financial’s acquisition of Commonwealth Financial Network signals more than industry consolidation—could mark strategic setback for Fidelity.