The tech investment bubble is going to end — and what comes next may be surprising, this strategist says
History suggests AI investment will falter in 2026, says BCA Counterpoint strategist. But the investment implications are notable.
Last updated: 2026-01-09 17:44:05 ET
History suggests AI investment will falter in 2026, says BCA Counterpoint strategist. But the investment implications are notable.
The most surprising part is that the plastic isn't the biggest problem.
Analog-semiconductor stocks have been major laggards over a multiyear span, but Microchip’s latest commentary is fueling hopes for a sustained recov...
A blow to consumer and business demand likely explains why tariffs’ impact on inflation is limited.