Investing Insights Report

Retail investors are cherry picking which companies to buy, as they spend less money overall, according to a new J.P. Morgan report.

State Street SPDR S&P Homebuilders ETF remains a Sell due to technical weakness and high downside risk. XHB’s holdings offer sector diversity, but macro headwinds—rising rates, inflation, and market overvaluation—diminish near-term appeal. The probability of further downside is implied based on the fund’s technicals and drawdown history, underscoring risk.

Nvidia’s GPUs are still the gold standard for artificial intelligence (AI) compute. Alphabet is developing a robust AI business and demonstrating incredible growth in its cloud business.

Investors are uncertain about tech companies because of AI spending, not the Iran war. Four major hyperscalers spent $410.2 billion last year, and there’s concern about whether the returns will justify that kind of investment.

The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.

Nvidia is the king of the AI processor space, and literally wrote the playbook for the next generation of AI. Alphabet has not only fended off AI-powered challenges to its search dominance, but has also embraced its own AI model, Gemini.

Chinese AI stocks are surging on Wednesday after Nvidia CEO Jensen Huang gave investors exactly the kind of signal they were waiting for. Huang publicly endorsed OpenClaw at Nvidia’s flagship event, marking a big signal from one of AI’s most influential chip leaders.

Hims & Hers’ stock is up after ending its lawsuit with Novo Nordisk. The deal shows that industry power lies with the drugmakers.

Oil prices are notoriously volatile. Before you buy oil stocks because of rising oil prices, make sure you consider the downside risk.

Lawmakers on both sides of the aisle have recently proposed banning members of Congress from trading individual stocks while in office. This sentiment dates back to the STOCK Act of 2012, which was supposed to be the fix.