William Edwards
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Articles by William Edwards
Want to invest in Anthropic before its IPO? These 5 funds offer exposure to the AI giant.
AI giant Anthropic is set to go public in mid-November, but there are ways for eager investors to get exposure ahead of the IPO. In a client note on Wednesday, Sevens Report Research founder Tom Essaye highlighted five funds that invest the creator of the Claude AI chatbot. We'll list those below, but first, here are some facts, figures, and things to keep in mind before putting your money into them. 1.
Tech titans face a balancing act of AI optimism and capex restraint heading into Q3 earnings Original
Oliver Berg/dpa (Photo by Oliver Berg/picture alliance via Getty Images) Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link AI spending is once again the big issue heading into mega-cap tech earnings.
Let's try to unpack Anthropic's wild share-lockup plan
Anthropic CEO Dario Amodei Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link The structure of Anthropic's post-IPO lock-up period is unusual. When a company goes public, its insider shareholders can only cash in their equity after a certain amount of time, so as to support the stock price by not flooding the market with shares all at once. Typically, lock-up periods that prohibit insiders from selling stock last three to six months.
AI earnings, a pivotal Fed decision, the midterms: Stocks are kicking off a crucial 2-week stretch
Michael Nagle/Bloomberg via Getty Images Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Stocks are kicking off a monumental couple of weeks.
Piper Sandler shares 9 stocks and 5 ETFs to tap into a thriving trade insulated from AI jitters Original
Photo by Michael M. Santiago/Getty Images Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Wall Street is high on quality stocks as the AI trade wobbles, with firms like Morgan Stanley and Goldman Sachs recently touting the factor to clients. Piper Sandler is joining the party, publishing a guide to the quality trade for clients last week in which the firm said that quality stocks are poised for further upside.
Here's what's behind the vibe shift that's rattling the AI trade Original
Photographer: Michael Nagle/Bloomberg via Getty Images Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link The AI trade feels like it's at an inflection point. Shares of neoclouds like CoreWeave and Nebius have taken a beating over the last couple of weeks, while hyperscalers and chip stocks have been pummeled even as some tech giant report solid earnings and top execs rush to publicly calm markets.
Here's the exact portfolio mix JPMorgan says will outperform in the next decade Original
Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Should you ditch the 60/40? For optimal returns over the next 10-15 years, the answer might be yes, according to JPMorgan Asset Management. In its "2027 Long-Term Capital Market Assumptions" report published this week, the firm offered another portfolio structure to consider in place of the classic 60% stocks and 40% bonds.
Meta's Muse could change investors' perception of AI capex this earnings season Original
Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link This earnings season could be the moment investors stop complaining (or complain less) about Big Tech capex. AI's biggest spenders might be able to breathe a little easier as they head toward third-quarter earnings, thanks to Meta's agentic AI, Muse. The product takes AI a step further than traditional chat bots that have become ubiquitous in the last four years.
SocGen's top stock strategist shares the 3-part AI investing playbook, and 12 stocks to own for further upside Original
Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link It's four years since the start of the AI-fueled bull market, and Société Générale is urging investors to stick with all parts of it. In a recent client note, the bank said that new legs of the trade are unfolding, which should continue to propel returns upward, even for the AI infrastructure and application trades that have already seen huge upside.
Where to invest $10,000 right now in a market rattled by higher interest rates Original
Investing ideas: Utility stocks, industrials, defense, financials Interest rates look poised to remain structurally higher, but US stocks seem resilient for now, Gupta told BI. She pointed to how the recent rise in yields has been spread out over weeks, and the broader move up has taken place over the course of this year, giving investors time to adjust.
Morgan Stanley shares 12 AI bottleneck stocks with at least 40% upside as Big Tech capex continues to boom Original
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. Brandon Bell/Getty Images 2026-09-28T09:30:01.280Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? . The AI picks and shovels trade is still hot, Morgan Stanley says.
3 reasons investors should be ready for the bond market sell-off to worsen Original
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. STAN HONDA/AFP via Getty Images 2026-09-25T09:20:01.307Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
'A multiyear evolutionary risk': BofA unpacks the threat Meta's Muse poses to banks Original
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. 2026-09-24T09:25:01.294Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Tune out geopolitics because Q3 earnings are going to be stellar, Deutsche's US stock chief says Original
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. 2026-09-23T09:30:01.296Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Morgan Stanley says to buy these 15 high-quality stocks juicing profits ahead of earnings season Original
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. Michael M. Santiago/Getty Images 2026-09-22T09:35:01.329Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
SocGen shares 10 cybersecurity stocks to capitalize on AI doomsday fears
By William Edwards You're currently following this author! Click to unsubscribe from email alerts. 2026-09-21T13:37:18.774Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Why BofA is going against the herd and calling for 2 more rate hikes in 2026 Original
By William Edwards You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. 2026-09-19T09:45:01.284Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Why BofA is going against the herd and calling for 2 more rate hikes in 2026
Kevin Warsh just revealed a huge change for the Fed. The press missed it Federal Reserve Chair Kevin Warsh has revealed himself. If not a card-carrying monetarist, he is at least a camp follower. This represents a dramatic …
BofA says stock valuations signal negative annual returns over the next decade — and recommends rotating into an alternative index Original
By William Edwards You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Gino Domenico/Bloomberg via Getty Images 2026-09-17T17:17:16.941Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Stocks are in recovery mode after the Fed's first rate hike in years rattled markets Original
By William Edwards You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. 2026-09-17T14:29:36.510Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
Bond-market turmoil is letting air out of the AI bubble without breaking the market Original
By William Edwards You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. credit should read JOHANNES EISELE/AFP via Getty Images 2026-09-16T18:31:17.903Z Read in app Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Save Saved This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? .
What history says about how stocks will react to the Fed's long-awaited rate hike Original
Markets see the result of this week's Federal Reserve meeting as nearly a foregone conclusion, but the implications for markets are more up in the air. Markets are pricing about 93% odds of a rate hike at the end of the Fed's policy meeting on Wednesday. With inflation at 3.4%, long-term Treasury yields spiking, and a hawkish speech from Fed chair Kevin Warsh at Jackson Hole, investors feel confident that the next move for rates is up.
Where the AI trade goes from here as apocalyptic warnings hit a fever pitch Original
Tech leaders like Dario Amodei, Sam Altman, and Elon Musk are calling for a slowdown in the development of AI, and investors on Monday appeared to be taking the notion seriously. Stocks linked to the AI boom tumbled as investors processed the implications of frontier labs hitting the brakes. The Philadelphia Semiconductor Index fell as much as 5.7% on Monday, while the tech-heavy Nasdaq 100 dropped as much as 1.6%.
The FIRE crowd might be making some lofty assumptions about their path to retirement Original
If the army of personal finance influencers out there has managed to infiltrate your social media algorithms, you've likely come across the concept of "Coast FIRE." It's an approach to retirement savings that lets you start to enjoy some form of financial freedom in the decades before retirement without having to stick to a rigorous savings regimen to fully retire early.
Why stocks could weather coming rate hikes just fine Original
Investors tend to dread rate hikes, but some Wall Street pros say not to fret too much if the Federal Reserve raises interest rates this year. Odds are high that the Fed will hike rates at least once in the remaining months of 2026. As of Thursday afternoon, markets were pricing in a 71.8% chance that the central bank raises rates at its September meeting next week, according to the CME FedWatch tool. By the December meeting, investors think there are 63.5% odds that the Fed hikes at least twice.
Why fixed-income titan Pimco says it's time to buy the dip in bonds Original
Bond investors have had a rough few years since the start of the COVID-19 pandemic, but the tables look like they're about to turn. That's according to fixed-income giant Pimco, which oversees $2.3 trillion in assets. Since early 2020, 10-year Treasury yields have risen from 0.65% to 4.8%. An inflation flare-up in 2021 and 2022 fueled much of that rise, and yields have again surged in recent months as investors worry about rising oil prices and government debt levels.
A top 2% fund manager says he's betting on these 4 cheap industrials stocks getting a boost from the AI buildout Original
Industrial stocks are a hot theme in market right now, and Josh Wein and his co-portfolio managers of the Hennessy Cornerstone Growth Fund (HFCGX) are all over the trade. About a quarter of the fund's exposure is in the sector. Factors driving earnings growth in industrials stocks include spending on AI infrastructure, a rebound in manufacturing activity, reindustrialization thanks to reshoring trends, and an increase in defense spending amid ongoing geopolitical volatility.
The creator of the 4% rule thinks you should ditch the most popular kind of retirement fund Original
Target-date funds are astoundingly popular, especially among younger investors. According to Fidelity data, 81% of Gen Z investors have all of their 401(k) balance in target-date funds as of Q2 this year. For millennials, it's 70%. Total assets under management in the funds grew to a massive $4.8 trillion in 2025, according to Morningstar. It's easy to see why the investment vehicles are so commonly used.
4 takeaways from Fidelity on how Gen Z and millennials are investing for retirement
Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link There's plenty of data showing younger people have a tougher time financially today than previous generations. It's harder to buy a home. Student loan balances can be astronomical. Wage growth hasn't kept up with corporate profit growth. Inflation has eaten away at spending power. But how are younger people doing with retirement savings?
4 takeaways from Fidelity on how Gen Z and millennials are investing for retirement Original
There's plenty of data showing younger people have a tougher time financially today than previous generations. It's harder to buy a home. Student loan balances can be astronomical. Wage growth hasn't kept up with corporate profit growth. Inflation has eaten away at spending power. But how are younger people doing with retirement savings?
UBS says 'physical AI' is here, and shares 3 picks-and-shovels sectors of the market to play the trade.
When you think of AI, you likely think of the chatbot on the phone in your pocket, beaming information from far off data centers that power large language models like ChatGPT or Claude. But AI is striving to become more tangible — humanoid, in fact. Ulrike Hoffmann-Burchardi, the global head of equities at UBS, says that humanoid robots are increasingly able to use "in-context" learning, where they learn how to do something by observing an action or task.
UBS says 'physical AI' is here, and shares 3 picks-and-shovels sectors of the market to play the trade. Original
When you think of AI, you likely think of the chatbot on the phone in your pocket, beaming information from far off data centers that power large language models like ChatGPT or Claude. But AI is striving to become more tangible — humanoid, in fact. Ulrike Hoffmann-Burchardi, the global head of equities at UBS, says that humanoid robots are increasingly able to use "in-context" learning, where they learn how to do something by observing an action or task.
A top bank now sees 3 Fed rate hikes on the way. Here's what that means for stocks. Original
Société Générale sees three Federal Reserve rate hikes on the way after a hawkish Jackson Hole Speech from Federal Reserve chair Kevin Warsh. Jan Groen, the bank's chief US economist, said in an August 28 client note that his base-case outcome is for 25 basis-point hikes to come at the Fed's September and December meetings this year, as well as at the March 2027 meeting.
BlackRock's top US investment strategist shares 3 ways to prep your portfolio for an era of higher bond yields Original
Rising government bond yields are throwing a wrench into investors' portfolios. It's something investors are going to have to learn to live with, says Gargi Pal Chaudhuri, the chief investment and portfolio strategist at BlackRock's Americas division, which oversees $4.7 trillion in assets. "We think that we should all get used to a world of interest rates staying higher for longer," Pal Chaudhuri told Business Insider on Monday.
How Wall Street is thinking about rate hikes following the latest Fed speech
Federal Reserve chair Kevin Warsh reiterated his hawkish tone in his Jackson Hole speech last Friday, and investors took it to heart. Markets are now pricing in a 66% chance that the Fed will hike interest rates at its September meeting, up from 41% a week ago. However, Wall Street seems to be split on whether a hike is really on the way in a couple of weeks. Here's how forecasters at some top firms are thinking about interest rates following Warsh's speech.
How Wall Street is thinking about rate hikes following the latest Fed speech Original
Federal Reserve chair Kevin Warsh reiterated his hawkish tone in his Jackson Hole speech last Friday, and investors took it to heart. Markets are now pricing in a 66% chance that the Fed will hike interest rates at its September meeting, up from 41% a week ago. However, Wall Street seems to be split on whether a hike is really on the way in a couple of weeks. Here's how forecasters at some top firms are thinking about interest rates following Warsh's speech.
America's $40 trillion national debt boosts the odds of a lost decade for stocks, market researcher warns Original
High stock valuations have prompted plenty of warnings of a lost decade in stocks over the last few years. Now, there's a new culprit that could flatten returns over the next 10 years: the staggering national debt. US government debt hit a record $40 trillion this week. Instead of raising taxes or cutting spending to pay down the debt, policymakers are likely to try to inflate their way out of the borrowing conundrum, according to Tom Essaye, the founder of Sevens Report Research.
What smart people in markets are saying about Kevin Warsh's Jackson Hole speech
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Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link Investors were glued to their TVs on Friday as Federal Reserve boss Kevin Warsh stepped up to the podium at the annual Jackson Hole Economic Symposium. The hotly anticipated remarks held a few key takeaways for investors. For one, Warsh reiterated what many already knew, which is that the era of forward guidance from the central bank is largely over.
By Jennifer Sor Verified, Samuel O'Brient Verified, Allie Kelly Verified, William Edwards Verified, Max Adams Verified
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Business Insider
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What smart people in markets are saying about Kevin Warsh's Jackson Hole speech Original
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Investors were glued to their TVs on Friday as Federal Reserve boss Kevin Warsh stepped up to the podium at the annual Jackson Hole Economic Symposium. The hotly anticipated remarks held a few key takeaways for investors. For one, Warsh reiterated what many already knew, which is that the era of forward guidance from the central bank is largely over. In stark contrast to his predecessor Jerome Powell, Warsh wants a "quieter" Fed.
By Jennifer Sor Verified, Samuel O'Brient Verified, Allie Kelly Verified, William Edwards Verified, Max Adams Verified
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Business Insider
Verified
Morgan Stanley says buy these 5 'AI sovereignty' stocks that have at least 20% upside potential
Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads An icon in the shape of a lightning bolt. Impact Link AI isn't just important for investors and corporate profits — it's also a matter of national competitiveness and security. That's a tailwind for a particular set of stocks within the AI trade, according to Morgan Stanley.
Morgan Stanley says buy these 5 'AI sovereignty' stocks that have at least 20% upside potential Original
AI isn't just important for investors and corporate profits — it's also a matter of national competitiveness and security. That's a tailwind for a particular set of stocks within the AI trade, according to Morgan Stanley. Governments around the world are intervening in the market to ensure their countries can come out as one of the winners in the AI race, and can control their access to AI without relying on foreign entities.
What to know if you're thinking about getting a financial advisor in your 20s Original
Someone I know in their late 20s recently told me they had just hired a financial advisor. It caught my attention for a couple of reasons. For one, financial advisors are most often associated with people closer to retirement — you want to make sure your portfolio is optimized for when you step away from the workforce, providing enough income each year while taking an appropriate amount of risk.
Why investors should start paying attention to China's economy again Original
Ignore China's economy at your own risk. That's the message that Société Générale strategist Albert Edwards is sending to US investors. "A few years ago, every Chinese data release moved global markets. Now investors barely give China's economic data a second glance. That could prove costly," Edwards wrote in a note to clients on Tuesday.
BofA says buy these 16 growth stocks with strong earnings to diversify beyond AI
AI stocks' volatility has prompted growth investors to explore alternatives, the bank said. • Centene, Estee Lauder, and Eli Lilly are a few names on the BofA list. If you're starting to get a little uneasy about the AI trade, but still want exposure to stocks with explosive growth potential, Bank of America has a list for you. AI stocks have been volatile this summer, with both hyperscalers and AI spending beneficiaries seeing large price swings.
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