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Articles by Naomi Buchanan
It's a high-stakes earnings season, especially for AI stocks
The market's most expensive stocks—including some AI favorites—have experienced unusually sharp valuation declines, raising the stakes for earnings season. Wall Street is expecting another quarter of strong earnings growth, but Trivariate Research warned that this growth doesn't necessarily translate into stock gains, especially for the most expensive names.
Review & preview: Intraday flip
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Yields beat doves
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How the midterms could break the AI trade
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Buckle up for Wall Street's worst month
September tends to be Wall Street's worst month, and this year may be no different. Based on historical returns data, all three major indexes see their worst average returns of any month in September. The S&P 500 and Dow Jones Industrial Average have both tended to decline by 1.1% in September, Dow Jones Market Data shows. The month also has the lowest win rate for both indexes, with the S&P 500 and the Dow seeing positive returns in 44.5% and 42.6% of Septembers, respectively.
Nancy Pelosi discloses big investment in this AI energy play
Former House Speaker Nancy Pelosi disclosed an investment of millions of dollars in an AI play, according to a transaction report she filed with the clerk of the House of Representatives. Pelosi's husband, Paul Pelosi, owns the accounts that the transactions were executed through, the report shows. Nancy Pelosi, a San Francisco Democrat, signed the document on Aug. 21.
Buy the chip stocks dip but beware these 'AI cannibalization' trades, JP Morgan says
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Retail traders who bought SpaceX tell us how they're handling the volatility
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Microsoft Cares About Your Privacy An inflation-fueled surge in bond yields is knocking stocks down from all-time highs
nbuchanan@insider.com (Naomi Buchanan) The scorching stock rally faded on Friday as inflation fears stoked a shift to risk-off among investors. US stocks fell as Treasury yields spiked and oil prices crept higher again, Investors weighed the impact of a stalemate in the Iran war after Trump's meeting with China's Xi. The inflation boogeyman is back. Stocks on Friday dropped sharply after a fierce rally in tech lifted major indexes to all-time highs throughout the week.
Microsoft Cares About Your Privacy A short-seller takes aim at record-high Nvidia stock over its 'China problem'
nbuchanan@insider.com (Naomi Buchanan) Nvidia stock is trading at an all-time high, but one firm thinks problems in China point to a downturn. Culper Research unveiled a short on Nvidia stock late Wednesday as shares hit an all-time high. The report comes as Nvidia CEO is in China with US President Donald Trump for the US-China summit. Nvidia stock is trading at record highs, but one short-seller unveiled its bullish bet against the chipmaker and its short position on the stock.
Microsoft Cares About Your Privacy Nvidia stock hits an all-time high on new AI bullishness from Wall Street analysts
nbuchanan@insider.com (Naomi Buchanan) Nvidia hit a new record high as top Wall Street firms lift their price targets for the stock. Bank of America boosted its target for Nvidia on a stronger outlook for AI data center growth. Wells Fargo boosted its price objective, pointing to around 38% upside for the stock. Nvidia stock is cruising at fresh all-time highs on Wednesday. The top US AI chipmaker saw shares surge as much as 3% to a high of $227.84 before paring the gain slightly.
Microsoft Cares About Your Privacy AI capex is coming at the expense of a crucial pillar for stock gains, Goldman says
nbuchanan@insider.com (Naomi Buchanan) AI capex is surging, but it's eating into share buybacks, Goldman Sachs say. Hyperscalers have seen a dramatic decline in buyback activity. "The AI investment boom will drive a continued shift from buybacks to capex for the S&P 500," the analysts wrote. Companies are spending billions investing in AI, but it's coming at a cost: They're buying back shares at slower rates.
Firma Microsoft dba o Twoją prywatność Gwałtowny spadek cen ropy i podejrzenia o rynkowe manipulacje
Ceny ropy naftowej odnotowały znaczący spadek po informacjach o możliwym porozumieniu między Stanami Zjednoczonymi a Iranem, które miałoby zakończyć trwającą wojnę. Inwestorzy, którzy postawili na spadek cen surowca tuż przed publikacją wiadomości, osiągnęli ogromne zyski. Eksperci wskazują na możliwe manipulacje na rynku.
Gwałtowny spadek cen ropy i podejrzenia o rynkowe manipulacje
Business Insider Giełda Gwałtowny spadek cen ropy i podejrzenia o rynkowe manipulacje Naomi Buchanan 7 maja 2026, 8:20. 1 min czytania Udostępnij artykuł Ceny ropy naftowej odnotowały znaczący spadek po informacjach o możliwym porozumieniu między Stanami Zjednoczonymi a Iranem, które miałoby zakończyć trwającą wojnę. Inwestorzy, którzy postawili na spadek cen surowca tuż przed publikacją wiadomości, osiągnęli ogromne zyski. Eksperci wskazują na możliwe manipulacje na rynku. Co dalej z cenami ropy?
Microsoft Cares About Your Privacy Oil is surging on fears that the Iran war is about to heat up again
nbuchanan@insider.com (Naomi Buchanan) Oil prices spiked as traders reacted to fresh tensions in the Middle East on Monday. The UAE reported missile strikes from Iran for the first time since the ceasefire began. US stocks closed lower led by the Dow Jones Industrial Average. Oil prices logged fresh gains and stocks tumbled on Monday as traders assessed the possibility that the Iran war could heat up again.
Spirit stock takes a wild ride after Trump rekindles hope for a bailout
Fri, May 1, 2026 at 5:27 PM UTC Justin Sullivan/Getty Images Spirit Aviation stock was on a roller coater ride on Friday, down as much as 70% before erasing over half that loss. The budget airline stock fell over 70% back to penny stock territory. Trump teased a US bailout after earlier reports said talks had stalled. The move: Spirit Aviation stock had a rollercoaster ride on Friday as investors consider the likelihood of a government bailout.
Here are the stock market's winners and losers of Big Tech's most critical earnings stretch
nbuchanan@insider.com (Naomi Buchanan) Meta, Alphabet, Amazon, and Microsoft stocks have seen mixed moves after earnings. Big Tech is still all in on AI, with Meta, Alphabet, and Microsoft boosting spending plans. Cloud segment growth was key focus for Alphabet, Amazon, and Microsoft. Wednesday marked the stock market's most critical day of earnings, and winners and losers have emerged on Thursday as investors react.
Bill Ackman's IPO was a day-one flop
Updated Wed, April 29, 2026 at 8:33 PM UTC Shares of Bill Ackman's hedge fund dropped in their first day of trading. Pershing Square USA, the firm's closed-end fund, closed down by 18%. Ackman has touted the IPO as a way for retail to get access to hedge fund management. Pershing Square USA had a tough first day of trading, falling double digits during Wednesday's session. The IPO marked Bill Ackman's public trading trading debut.
Microsoft Cares About Your Privacy Just 3 stocks are behind 75% of the S&P 500's bullish earnings revisions since the Iran war
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised advertising and content, advertising and content measurement, audience research and services development. List of partners (vendors) nbuchanan@insider.com (Naomi Buchanan) Analysts have been steadily revising S&P 500 earnings expectations higher in recent weeks.
A Trump-era trading pattern has emerged that points to big stock gains through year-end, investing vet says Original
The TACO trade isn't the only Trump-era trading pattern that investors should be keeping tabs on. Loading audio narration... Jeffery Hirsch, a longtime market strategist and the editor of the Stock Trader's Almanac, flagged a seasonal cycle in stock moves during Trump's presidency, outlining how the 2026 market action fits into the pattern and what it might signal about what's to come.
NASDAQ hits 10-day win streak as investing pros say to buy into a new tech boom
nbuchanan@insider.com (Naomi Buchanan) Tech stocks could be primed for a rally to fresh records, according to several investing pros. The Nasdaq hit a 10-day winning streak on Tuesday, a day after the S&P 500 erased its wartime losses. It's a "historically opportune moment" to buy into the AI trade, Futurum CEO Daniel Newman said. US stocks surged on Tuesday, with the Nasdaq closing higher for the 10th straight session as a growing chorus of market pros eye a new tech-led market boom.
Nasdaq hits 10-day win streak as investing pros say to buy into a new tech boom
Tech stocks could be primed for a rally to fresh records, according to several investing pros. The Nasdaq hit a 10-day winning streak on Tuesday, a day after the S&P 500 erased its wartime losses. It's a "historically opportune moment" to buy into the AI trade, Futurum CEO Daniel Newman said. US stocks surged on Tuesday, with the Nasdaq closing higher for the 10th straight session as a growing chorus of market pros eye a new tech-led market boom.
A 'historically opportune moment': Why investing pros say to buy into a new tech boom after a brutal first quarter Original
A surge in software stocks to start this week might be the tip of a much larger rally in tech stocks following a brutal decline in the opening months of this year. Loading audio narration... Oracle led gains in software and the broader tech sector on Monday, with shares soaring as much as 12%, but tech stocks more broadly could be on the verge of a rally to new records, according to a growing chorus of investing experts.
Microsoft Cares About Your Privacy JPMorgan's former quant chief predicts tech stocks will crash after the blistering post-ceasefire rally
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised advertising and content, advertising and content measurement, audience research and services development. List of partners (vendors) nbuchanan@insider.com (Naomi Buchanan) The tech-heavy Nasdaq led the post-ceasefire stock rally this week.
JPMorgan's former quant chief predicts tech stocks will 'crash' after the blistering post-ceasefire rally Original
The tech-heavy Nasdaq Composite has led the post-ceasefire surge in US stocks, but JPMorgan's former quant chief thinks the blistering relief rally is poised to reverse. Loading audio narration... Invesco's momentum tech ETF climbed to a fresh record high on Thursday as US stocks soared after President Donald Trump announced a two-week ceasefire agreement with Iran. Marko Kolanovic, JPMorgan's former quant chief, raised doubts that the gains can be sustained given the fragility of the deal.
Wall Street analysts are gushing over Meta's Muse Spark AI model Original
Meta unveiled its "most powerful" AI model to date this week and Wall Street is into it. Loading audio narration... The new Meta large language model (LLM) competes with, and even outperforms, OpenAI and Google Gemini's most advanced offerings on some benchmarks. Meta's latest AI model sparked a slew of bullish notes from analysts at JPMorgan, Citi, Bank of America, and other big firms. Muse Spark is the first LLM built by Meta Superintelligence Labs, with Meta indicating that more are to come.
Wall Street analysts are gushing over Meta's Muse Spark AI model
1 day ago Nine months after founding Meta Superintelligence Labs, Zuckerberg is ready to show his cards. Mark Zuckerberg announced Wednesday that Meta Superintelligence Labs has reached its first major milestone: a new family of AI models called Muse, with the debut model, Spark, available now. In a Facebook …
The HALO trade is powering a market rotation. The investor who coined the term says Wall Street is getting it wrong
nbuchanan@insider.com (Naomi Buchanan) The stock market is rotating away from the tech sector into what Goldman calls "old economy" stocks. HALO, a term coined by Josh Brown, is short for heavy asset, low obsolescence. Brown says the HALO trade is a more accurate framework for finding winners in today's market. There's a shift taking place in markets this year, away from the tech winners of recent memory and into HALO stocks.
Microsoft-Backed ChatGPT Maker OpenAI Unveils Faster, Cheaper AI Model
5 hours ago With the release of ChatGPT one year ago, OpenAI introduced the world to the idea of an AI chatbot that can seemingly do anything. Now, the company is releasing a platform for making custom versions of ChatGPT for specific use cases — no coding required. In the coming weeks, these AI agents, which …
OpenAI and Google CEOs Among America’s Tech Moguls Acquiring More Visas, Citizenships
This week, OpenAI co-founder and CEO Sam Altman became the first recipient of Indonesia’s “golden visa,” joining other wealthy American tech moguls in paying to upgrade his immigration status in other countries. Citizenship-by-investment programs around the world allow the ultra-wealthy to purchase passports or visas, giving them access to some benefits enjoyed by naturalized citizens for a pretty penny. OpenAI co-founder and CEO Sam Alterman became the first to receive a golden visa to Indonesia.
OpenAI and Google CEOs Among America’s Tech Moguls Acquiring More Visas, Citizenships
Technology 23 hours ago IPhone Hacked Using Pegasus Spyware from Israel’s NSO Group Bloomberg • 23h An iPhone belonging to a staffer at a Washington-based civil society organization was hacked remotely with spyware created by Israel’s NSO Group. The … Finance 20 hours ago Stop Trading: People should do their homework on Snowflake, says Cramer CNBC • 20h CNBC's Jim Cramer and Carl Quintanilla deliver his daily segment, Stop Trading.
Animation shows all-time scoring leader LeBron James's shots throughout historic NBA career
LeBron James became the NBA’s all-time scoring leader with 38,390 career points at a “historic” basketball game on Tuesday, February 7. James dethroned Kareem Abdul-Jabbar, who held the top all-time scorer record since April 1984, the NBA said. Abdul-Jabbar watched the game at the Los Angeles Lakers’ home court, footage showed.
Stanford robotic boots learn wearer's gait to help people with mobility issues
Researchers at Stanford University in California tested a “robotic boot” that aids in mobility by helping the wearer walk with increased speed and preserve energy, the school said on Monday, October 10.
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