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Big Tech’s AI Spending Faces Reality Check
Apple, Microsoft, Amazon, Google, Meta, Nvidia, and Tesla are collectively investing hundreds of billions into AI infrastructure. JPMorgan's Michael Cembalest doesn't mince words—he calls it "the stock market bet of the century."
Dominance in the Stock Market
“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.
