Geopolitical tensions, uncertainty over the Fed's interest rate decisions, and the growing costs of AI for big tech companies has Wall Street singing a different tune than many expected at the start of the year. On this episode of Trader Talk, Slatestone Wealth Partner and Chief Market Strategist, Yahoo Finance Head of New Myles Udland, Man Group Chief Market Strategist, Kristina Hooper, and Forme...
Geopolitical tensions, uncertainty over the Fed's interest rate decisions, and the growing costs of AI for big tech companies has Wall Street singing a different tune than many expected at the start of the year. On this episode of Trader Talk, Slatestone Wealth Partner and Chief Market Strategist, Yahoo Finance Head of New Myles Udland, Man Group Chief Market Strategist, Kristina Hooper, and Former Ellevest VP of People, Amanda Polcar, discuss where we go from here and what you should be doing to protect your money.
Jonathan Kitchen Stocks tied to artificial intelligence themes have dominated gains in ownership breadth over the past year, underscoring continued investor rotation into the sector, according to a Bank of America note citing FactSet data. Palantir Technologies ( PLTR ) topped the list, with the share of funds holding the stock rising to 32% from 8% a year earlier, marking a 24 percentage point in...
Jonathan Kitchen Stocks tied to artificial intelligence themes have dominated gains in ownership breadth over the past year, underscoring continued investor rotation into the sector, according to a Bank of America note citing FactSet data. Palantir Technologies ( PLTR ) topped the list, with the share of funds holding the stock rising to 32% from 8% a year earlier, marking a 24 percentage point increase. GE Vernova ( GEV ) followed, with ownership climbing 15 points to 37%, while Amphenol ( APH ) and Western Digital ( WDC ) also posted double-digit gains. The trend reflects broad-based institutional accumulation across both established semiconductor names and newer AI-linked plays. Broadcom ( AVGO ), a key beneficiary of AI-driven demand for custom chips, saw ownership rise 12 points to 75%, one of the highest penetration levels among large-cap stocks. Healthcare names such as Gilead Sciences ( GILD ) and McKesson ( MCK ) also featured on the list, suggesting that the breadth expansion is not limited strictly to pure-play AI firms but extends to companies benefiting from data-driven and operational efficiencies. Meanwhile, megacap technology firms, including Meta Platforms ( META ), Advanced Micro Devices ( AMD ), and Arista Networks ( ANET ), continued to attract incremental fund ownership, reinforcing their central role in AI infrastructure and deployment. Artificial Intelligence/Robotics ETFs: ( AIQ ), ( BOTZ ), ( DTEC ), ( WTAI ), ( XAIX ), ( WISE ), ( GINN ), ( ROBT ), ( TECB ), ( XT ), ( THNQ ), and ( CHAT ). More on tech Hyperscalers Are As Strong As Ever How To Create A Wheel Strategy With Sector ETFs To Generate Income 'SaaS Becomes GaaS' - 3 Stocks That I'm Avoiding Weekly ETF flows: six of 11 sectors record outflows; the financial sector leads inflows DigitalOcean is the best performing IT stock in March
Jonathan Kitchen Stocks tied to artificial intelligence themes have dominated gains in ownership breadth over the past year, underscoring continued investor rotation into the sector, according to a Bank of America note citing FactSet data. Palantir Technologies ( PLTR ) topped the list, with the share of funds holding the stock rising to 32% from 8% a year earlier, marking a 24 percentage point in...
Jonathan Kitchen Stocks tied to artificial intelligence themes have dominated gains in ownership breadth over the past year, underscoring continued investor rotation into the sector, according to a Bank of America note citing FactSet data. Palantir Technologies ( PLTR ) topped the list, with the share of funds holding the stock rising to 32% from 8% a year earlier, marking a 24 percentage point increase. GE Vernova ( GEV ) followed, with ownership climbing 15 points to 37%, while Amphenol ( APH ) and Western Digital ( WDC ) also posted double-digit gains. The trend reflects broad-based institutional accumulation across both established semiconductor names and newer AI-linked plays. Broadcom ( AVGO ), a key beneficiary of AI-driven demand for custom chips, saw ownership rise 12 points to 75%, one of the highest penetration levels among large-cap stocks. Healthcare names such as Gilead Sciences ( GILD ) and McKesson ( MCK ) also featured on the list, suggesting that the breadth expansion is not limited strictly to pure-play AI firms but extends to companies benefiting from data-driven and operational efficiencies. Meanwhile, megacap technology firms, including Meta Platforms ( META ), Advanced Micro Devices ( AMD ), and Arista Networks ( ANET ), continued to attract incremental fund ownership, reinforcing their central role in AI infrastructure and deployment. Artificial Intelligence/Robotics ETFs: ( AIQ ), ( BOTZ ), ( DTEC ), ( WTAI ), ( XAIX ), ( WISE ), ( GINN ), ( ROBT ), ( TECB ), ( XT ), ( THNQ ), and ( CHAT ). More on tech Hyperscalers Are As Strong As Ever How To Create A Wheel Strategy With Sector ETFs To Generate Income 'SaaS Becomes GaaS' - 3 Stocks That I'm Avoiding Weekly ETF flows: six of 11 sectors record outflows; the financial sector leads inflows DigitalOcean is the best performing IT stock in March
Rightmove Plc is facing a £1.5 billion ($2 billion) class action lawsuit over allegations that it abused its dominant position in the UK online property listings market, sending shares down the most in almost five months. Lawyers for Jeremy Newman, a former panel member at the UK competition regulator, said he filed a legal action on Wednesday, claiming that the website charged thousands of estate...
Rightmove Plc is facing a £1.5 billion ($2 billion) class action lawsuit over allegations that it abused its dominant position in the UK online property listings market, sending shares down the most in almost five months. Lawyers for Jeremy Newman, a former panel member at the UK competition regulator, said he filed a legal action on Wednesday, claiming that the website charged thousands of estate agents and developers excessive and unfair subscription fees. The claim is being brought on an opt-out basis, meaning that any Rightmove subscriber who paid fees since 2019 is eligible under the claim, according to a spokesman. The claim is being filed at the specialist competition tribunal. Shares in Rightmove fell as much as 8.7% on Wednesday, the most since November. The FTSE 100 firm said in a statement that this “claim is without merit, and we will defend it vigorously.” “Our platform continues to provide a growing range of constantly evolving products and features which facilitate market transparency, liquidity and confidence,” Rightmove added.
We now know all 48 teams that will play in the US, Canada and Mexico later this year – this is how they got there Nine nations qualified as group winners – Egypt, Morocco, Tunisia, Algeria, Ghana, Cape Verde, South Africa, Senegal and Côte d’Ivoire – and the Democratic Republic of Congo gave the continent a 10th representative at the tournament by battling through the playoffs. Egypt Mohamed Salah...
We now know all 48 teams that will play in the US, Canada and Mexico later this year – this is how they got there Nine nations qualified as group winners – Egypt, Morocco, Tunisia, Algeria, Ghana, Cape Verde, South Africa, Senegal and Côte d’Ivoire – and the Democratic Republic of Congo gave the continent a 10th representative at the tournament by battling through the playoffs. Egypt Mohamed Salah scored twice as Hossam Hassan’s side beat Djibouti 3-0 in Casablanca in October and made up for missing out on Qatar 2022 by reaching the finals with a game in hand. This will be Egypt’s fourth finals, even though they have yet to win a game. Bizarrely, the Pharaohs did qualify for the first World Cup, in 1930, but missed their boat from Marseille to South America after a storm delayed them . Continue reading...
Mitsubishi Electric ( MIELY ) has agreed to wholly acquire the shares of Infinity Lifts, an Irish elevator company based in Ennis, effective March 18. The transaction is expected to be completed in the first half of 2026, subject to the approval of the necessary regulatory authorities and the fulfillment of other customary closing conditions. Mitsubishi Electric and its Tokyo-based subsidiary Mits...
Mitsubishi Electric ( MIELY ) has agreed to wholly acquire the shares of Infinity Lifts, an Irish elevator company based in Ennis, effective March 18. The transaction is expected to be completed in the first half of 2026, subject to the approval of the necessary regulatory authorities and the fulfillment of other customary closing conditions. Mitsubishi Electric and its Tokyo-based subsidiary Mitsubishi Electric Building Solutions are expanding their maintenance and renewal businesses in Europe under the lead of Motum AB, a wholly owned subsidiary headquartered in Stockholm, Sweden. The initiative is a key element of Mitsubishi Electric’s strategy to grow its building systems business. After completing its acquisition of Ascension Lifts in April 2025, Mitsubishi Electric is now strengthening its Irish business base through its acquisition of Infinity Lifts. More on Mitsubishi Electric Mitsubishi Electric: Bullish About Q3 Outperformance And ROE Improvement Potential Japan’s Mitsubishi Electric, Rohm, Toshiba explore power chip merger: report Mitsubishi Electric invests in Sakana AI to deepen AI push Historical earnings data for Mitsubishi Electric Dividend scorecard for Mitsubishi Electric
Chants made during friendly against Egypt in Barcelona Spain’s coach and justice minister condemn behaviour Police in Spain are investigating “Islamophobic and xenophobic” chants heard during Spain’s friendly against Egypt in Barcelona. The Spain coach, Luis de la Fuente, on Tuesday night condemned “xenophobic or racist attitudes” after fans repeatedly made anti-Muslim chants and on Wednesday Spai...
Chants made during friendly against Egypt in Barcelona Spain’s coach and justice minister condemn behaviour Police in Spain are investigating “Islamophobic and xenophobic” chants heard during Spain’s friendly against Egypt in Barcelona. The Spain coach, Luis de la Fuente, on Tuesday night condemned “xenophobic or racist attitudes” after fans repeatedly made anti-Muslim chants and on Wednesday Spain’s justice minister, Félix Bolaños, also spoke out against what happened. Continue reading...