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Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down.
MarketWatch Oct 6, 2026 2:15 PM
Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
See an AI-generated hypothetical portfolio derived from my TV talk and this column's archives.
CNBC Top News Oct 6, 2026 2:08 PM
AI hopes, industrial malaise drive boom in German startups
Investing Stocks Oct 6, 2026 2:00 PM
SoundHound AI Stock Outlook: What Investors Can Expect Over the Next Year
SoundHound offers a high-risk, high-reward opportunity, but the stock price may take longer than expected to regain momentum and move higher.
Yahoo S&P Oct 6, 2026 1:05 PM
Italy antitrust opens probe into AI music generator Suno over contract terms
Investing Stocks Oct 6, 2026 12:47 PM
If I Could Only Buy One AI Stock Before 2027, It Would Be This One
This stock is a great choice for cautious and aggressive investors.
Yahoo S&P Oct 6, 2026 12:10 PM
Our AI models flagged six winners up 36%–106%, one leads them all
Investing Stocks Oct 6, 2026 10:37 AM
The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet
Lam Research, TSMC and Marathon Petroleum stand out ahead of Q3 earnings as AI demand, semiconductor growth and elevated oil prices drive estimates higher.
Yahoo S&P Oct 6, 2026 8:25 AM
AI-picked stocks have gained up to 106%, what’s on the radar this October
Investing Stocks Oct 6, 2026 7:35 AM
World Bank warns of AI concentration risks as it lifts East Asia and Pacific growth outlook to 4.5%
The World Bank now expects the region to grow 4.5% this year, but flagged that trade growth outside AI-related goods has been "weak or negative."
CNBC Top News Oct 6, 2026 7:07 AM
Kuaishou’s Kling AI targets Hong Kong IPO, may raise at least $1 bln - Bloomberg
Investing Stocks Oct 6, 2026 7:00 AM
Up 57% since June: this AI-picked pharma stock keeps climbing
Investing Stocks Oct 6, 2026 5:16 AM
Review & Preview: Artificial Highs?
The Nasdaq hit its 23rd record close of the year, as AI once again dominated trading.
Yahoo S&P Oct 6, 2026 2:55 AM
3 Reasons AI is Risky and 1 Stock to Buy Instead
C3.ai has had an impressive run over the past six months as its shares have beaten the S&P 500 by 9.4%. The stock now trades at $11.00, marking a 25.4% gain. This was partly thanks…
Yahoo S&P Oct 6, 2026 12:47 AM
This new AI model could help America close a technological gap with China
Nvidia-backed Reflection AI announced Beam, a new ultra-efficient open model that boasts capabilities on par with those of Chinese ones
MarketWatch Oct 6, 2026 12:43 AM
Nvidia-backed Reflection unveils first AI model to take on Chinese open models
Investing Stocks Oct 5, 2026 11:54 PM
McDonald’s hit with class action alleging AI-powered menu price-fixing
Investing Stocks Oct 5, 2026 11:24 PM
Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
CNBC Top News Oct 5, 2026 9:43 PM
Gorilla Slides 5% Despite Northland Buy Rating and $40 Price Target; Palantir Holds Flat, BigBear.ai Holdings Slips
A maintained Buy rating from Northland Securities has done little to steady Gorilla Technology Group (NASDAQ:GRRR) stock, and the tension between that bullish research view and the…
Yahoo S&P Oct 5, 2026 9:13 PM
Goldman Sachs sees AI investment adding to European growth in 2026
Investing Stocks Oct 5, 2026 9:08 PM
A Tale of Two Markets: Mega-Caps Keep Climbing, But Rate Fears Hit Many Other Stocks
Nvidia and other AI stocks are supporting the S&P 500, while strategists also see opportunities in energy, transportation and materials.
Yahoo S&P Oct 5, 2026 9:08 PM
3 Stocks From AI & Energy to Buy Before Q3 Earnings Kick Off
LRCX, TSMC and MPC offer exposure to AI and energy as Q3 earnings estimates point to strong growth and potential catalysts.
Yahoo S&P Oct 5, 2026 9:00 PM
Nasdaq Eyes New Record Despite Rising Yields Thanks to the AI Trade
Tech stocks marched higher, lifting the Nasdaq Composite to new highs despite the 10-year yield passing 5.3%.
Yahoo S&P Oct 5, 2026 8:58 PM
AI chatbots recommend shopping at Walmart over just about anywhere else, analysts find
The next retail battleground could be AI recommendation engines, according to UBS.
MarketWatch Oct 5, 2026 8:53 PM
AI Stock UMC Sinks 10% on $1.8 Billion Worth of Extraordinarily Good News
Key TakeawaysUnited Microelectronics shares fell about 10% after the company priced a $1. 8 billion zero-coupon convertible bond sale.
Yahoo S&P Oct 5, 2026 8:37 PM