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The AI Gravy Train For Power Stocks Is Over. Investors Will Now Focus On Who’s Getting Paid, Strategist Says.

by The Wealth Advisor Contributor
With the easy money having been made this year on power and electricity companies linked to AI, investors will need a more selective strategy in 2026.

Featured

Will He Stay Or Will He Go? Powell Is Not Saying Whether He’ll Stay On Fed Board When Chair Term Ends

Powell has so far repeatedly refused to say whether he will remain with the Fed in a decision that pits the personal against the professional.

5 Types Of People Who Might Need A Financial Adviser In 2026 — And Those Who Don’t

8 money pros weigh in on who a financial adviser might be right for

Trump 2.0, Stocks Soar Again, Gold Hits Records, AI Boom Rolls On — Yahoo Finance's 2025 Year In Review

When the closing bell rings on Wall Street Wednesday afternoon, the S&P 500 (^GSPC) will clinch its third straight year of double-digit gains.

Recent

Events

Rate Cut Watch: All Eyes on Fed Chair Powell's Final Jackson Hole Speech

Powell and his central bank colleagues face a dilemma: hold interest rates steady in September on account of rising inflation, or lower rates.

Washington Wire

How Far Can Fed Go in Cutting Interest Rates Without Triggering Bond Market Reaction

One question facing advisors and clients today is how far the Fed can go in cutting interest rates without triggering reaction from bond market.

Economy

How Investors Should be Thinking as the Stock Market Nears a P/E Ratio of 30—A Number That Spelled Disaster Before the Dotcom Crash

Something doesn’t make sense about the current stock market boom. U.S. big caps keep soaring while the economic outlook keeps getting worse.

FundFocus

Boom in Bespoke ETFs Drives Growth of Niche ‘A-La-Carte’ Options

When Matt Kaufman needs to include options in Calamos Investments’ defined-outcome ETFs, he turns to a type of bespoke equity derivative.

  • More Articles

Popular

FundFocus

Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report

Companies

Warren Buffett Is Retiring — Here's What His Favorite Indicator Reveals About The Stock Market

The Trust Advisor

Late Billionaire Tax Cheat Robert Brockman’s Heirs Agree To Pay $750M To IRS In Epic Fraud Case

FundFocus

Every Wall Street Analyst Now Predicts A Stock Rally In 2026

Companies

Be A Good Person And Buy Boring Stocks: Wall Street Reflects On Warren Buffett's Wisdom

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