Markets & Investing
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11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26
Dell CEO Michael Dell joins exclusively to discuss the AI buildout and its impact on the business. Then, Wells Fargo CFO Mike Santomassimo joins with his first reaction to the bank's earnings. Plus, we break down UnitedHealth's latest results and discuss the progress of its turnaround plan. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Need suggestions for some good value stocks that is potentially not affected by volatility surrounding AI
Hi everyone, I am looking to buy some stocks that will potentially not be affected by the volatility around AI/AI related business. For example Adyen seems to be a good stock that is not affected by all the AI news but personally is quite highly priced for me. With the money I have I can barely purchase 10 of them at the moment 😅 but I was hoping I could get some suggestions on other companies that are not affected by AI/AI news. Thanks a lot! submitted by /u/ant_not [link] [comments]
CIBC Global Asset Management Opens the Market
Toronto, Ontario--(Newsfile Corp. - October 13, 2026) - Kerry James, Head of Client Relations and Portfolio Specialist, Counterpoint Global, David Stephenson, Director, ETF Product Development, CIBC Global
Do you ever invest using Bull Case scenario?
Everything is in the title. When analysing a company - and valuating it - I try to put out a bear, base and bull case scenario and their respective valuation. When I do this, I don't think I have ever followed my own bull case scenarios as I tend to be a skeptic (or conservative depending on how you want to take it). Basically, if I am confident about a stock, I'd look at my base case scenario. It gives me more margin of safety and I feel the risk I got it wrong is too high.
Chips Still Up for TSMC and ASML
How much revenue is needed to justify a $1 trillion valuation? How much extinction-level risk is too much? And what happens if the frontier AI labs decide to pace themselves while open models nip at their heels?
Why do most suggest growth over dividends for young people?
I’m 16 and I have been investing for a few years. I have always liked the idea of dividends. Recently I have been buying into PEP since they have a decent yield, just a few hundred dollars a month so I can grow my position and dividend. I think the market is too high right now which is why I have been buying PEP since it holds well during a bear market. I also have DRIP on! So why do most people suggest growth for young people? Also what would you do with your money if you were my age again? Thank you! :)
ELON COMING FOR PHONE STOCKS?, IS THE AI TRADE IN TROUBLE?, $100 OIL, & THE BEST ENERGY PLAYS
With Brent crude trading above $100, we discuss whether the stock market can continue reaching new highs and which sectors could win or lose if oil remains elevated. We also cover when it makes sense to move money into Treasuries and how to stay focused while the investment landscape constantly changes.
What if China keeps selling US Treasuries?
What happens if China keeps selling U.S. Treasuries? First, U.S. interest rates could go up, making mortgages, credit cards, and, of course, car loans a lot more expensive. But what does that mean for Americans? Find the full answer in my video: China’s Plan To Destroy The Dollar
Is anyone else noticing a growing bearish market breadth divergence?
I've been noticing a widening disconnect between the Nasdaq's strength and the weakness in small/mid-cap growth stocks, particularly AI infrastructure. It looks like negative market breadth divergence, possibly combined with a flight to quality and tightening risk appetite. I'm wondering whether this is just sector rotation or an early warning of broader market weakness. Are you guys seeing the same thing? What indicators are you watching to distinguish the two? submitted by /u/TrotzigerKrieger [link] [comments]
The $500K Milestone. Are you there yet?
🌟 Free Templates and Resources: https://beacons.ai/humphreytalks/downloads 👾 Join the free Discord Community: https://discord.gg/xJzsaGaaDE 🐪 Hump Days Newsletter ➭ https://humpdays.substack.com WHO AM I? Hello 👋 I’m Humphrey, I used to be a financial advisor, worked in gaming/tech, and started my own eCommerce business. I make practical, rational content on investing, personal finance, the news, and much more with a data-backed approach. My goal is to help you with financial literacy and creating wealth. PS: I am no longer a current Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel! SOCIALS: * Second Channel: https://youtube.com/@HumphreyShow * Instagram: https://instagram.com/humphreytalks * Twitter: https://twitter.com/humphreytalks * TikTok: https://tiktok.com/@humphreytalks * Spotify: https://open.spotify.com/show/12NK9gawpXlJ1nbHD5R5Rx?si=c853f06d046d4a9e ⏱️ Timestamps: 0:00 - Start Here
After Years of Investing, I Finally Have a Moment to Say Thank You
I just wanted to take a moment to say thank you to everyone here who has helped me along the way. I’ve been investing for many years, and honestly, I never thought I would see a moment like this. Looking at my account right now still feels a little unreal. I’m excited, grateful, and honestly a little emotional too. Just to give some context, I’m currently holding 1,429 shares of Dell Technologies (DELL). My average cost is around $176 per share, with a total cost basis of about $251K.
The US Should Learn From The GBP Crash
The pound was overvalued. The UK couldn't defend it forever, and eventually, it would be forced to make a choice: either devalue the pound or leave the ERM. The US, with Scott Bessent, should learn from the 1990s pound crash. Find the full story in my video: China’s Plan To Destroy The Dollar
Is anyone else noticing a growing bearish market breadth divergence?
I've been noticing a widening disconnect between the Nasdaq's strength and the weakness in small/mid-cap growth stocks, particularly AI infrastructure. It looks like negative market breadth divergence, possibly combined with a flight to quality and tightening risk appetite. I'm wondering whether this is just sector rotation or an early warning of broader market weakness. Are you guys seeing the same thing? What indicators are you watching to distinguish the two? submitted by /u/TrotzigerKrieger [link] [comments]
How do you think about holding concentrated positions after big gains?
How do people here think about concentration vs diversification after a strong run? Over the past few years, my portfolio has become more concentrated in a handful of large-cap tech names (GOOGL, DELL, AAPL, MSFT, META, TSLA). These were companies I understood and wanted to hold long term, and the strategy has worked well so far. The interesting part is that some positions have grown much larger than their original allocation. At what point does a successful investment become too much concentration risk?
CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26
Cramer recommends buying shares of this investment banking giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake
Anyone NRA from a country with no US tx-treaty and holding GS GPI* or NEOS ETFs ?
Hi all, I'm not from US nor US-resident, living in a country with no US tx-treaty and wanting to buy some Goldman GPI* and NEOS funds. Anyone in same situation can inform how those dividend payments are being taxed, if they withhold the regular 30% and them they it pay-back at the end of the year, or if even they don't withhold any and dividends reach your account intact monthly? Tks! submitted by /u/DaleAguaAlMono [link] [comments]
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