The Big Apple: Tech Earnings And The Investing Week Ahead

Anthropic’s $2 Trillion IPO Is A Bet On Almost Everything Going Right

How Our Research Picks Have Held Up: November 2026

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News

AI Investors Have A New Motivation: Fear Of Getting Obliterated

AI Investors Have A New Motivation: Fear Of Getting Obliterated

Big asset managers have warned that market conditions – wildly high valuations, loads of debt, persistent inflation – are giving crash vibes.

ai

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elliott management

News

Cyberattacks Have Been Ramping Up – And We’re Globally Underprepared

Cyberattacks Have Been Ramping Up – And We’re Globally Underprepared

Hackers have stolen billions in crypto worldwide and turned up the heat on supermarket fridges across Europe – and banking isn’t ready for what’s next.

Charlie Pullan, CFA

banks

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barclays

Insight

The AI Boom Is Real. But Who's Actually Making Money?

The AI Boom Is Real. But Who's Actually Making Money?

Companies are shoveling hundreds of billions into AI, but the biggest winners might not be the ones building it. And investors would be wise to follow the profits.

Theodora Lee Joseph, CFA

ai

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nvidia

TRENDING

The Big Apple: Tech Earnings And The Investing Week Ahead

Anthropic’s $2 Trillion IPO Is A Bet On Almost Everything Going Right

How Our Research Picks Have Held Up: November 2026

Big Tech Just Lost $1 Trillion In A Nightmare Before Halloween

Charlie Pullan, CFA

GTA VI Is Coming. Here’s How To Play Take-Two’s Stock.

Today's issue is curated by Oonagh Scullion, CFA and Carl Hazeley.

MASTER THE MARKETS

Research reports from our analyst desk.

How Our Research Picks Have Held Up: November 2026

Anthropic’s $2 Trillion IPO Is A Bet On Almost Everything Going Right

GTA VI Is Coming. Here’s How To Play Take-Two’s Stock.

Microsoft’s Big AI Bet Has Been Costing It – But It Could Soon Pay Off

Money’s Getting Scarce, And These Stocks Could Come Out On Top

Bill Ackman Has Some Big Investing Takes. Our Analysts Have Thoughts.

How Our Research Picks Have Held Up: October 2026

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SharkNinja Might Have More Bite Than You Think

Should You Invest In Anthropic’s IPO – Or Is A $2 Trillion Valuation Artificially High?

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