2026-08-17 · equities

The AI productivity payoff is coming. Here are 20 stocks primed to capture the gains as adoption spreads.

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Iran War

• Global Energy Crunch Entering a 'More Dangerous' Phase

• Why Are Markets Shrugging Off the Latest Jump in Oil Prices?

• It Could Be Time to Hedge Against Inflation

• How Much Lower Can Oil Prices Go on the Iran Peace Deal?

• With Commodity Prices Booming, Few Mining Stocks Look Cheap

• Morningstar DBRS: High Oil Prices to Persist Into Summer, but Ample US Gas Storage Provides Buffer

• 'Nothing Else Matters' in Today's Market, Says Strategist

• Supply Shocks? We've Had a Few. Here's How Investors Can Deal

• How the Iran War Is Shaping Markets

Stock Market Trends

• Markets Brief: The 'Not Dead Yet' Software Stock Rally, What to Watch in Retail Earnings, and How Much Inflation AI Could Be Causing

• Smart Investor: Undervalued Stocks that Crushed Earnings, Slumping Pre-IPO Funds, and a Top Growth-Stock Manager's Picks

• Market Wrap: Stocks Up 0.48% as Energy Rises

• After Big Pullbacks, Are These 3 Tech Stocks Worth Buying?

• 3 Stocks to Sell and 3 Stocks to Buy in August

• Markets Brief: Big-Tech Capex and What's Next for the Yen

• Smart Investor: Stocks With Dividend Increases, Warsh's New Approach, and Earnings Where Great Wasn't Good Enough

• Market Wrap: Stocks Up 3.7%, Led by Technology

• ETFs Continue to Gather Assets Despite Performance Woes in July

Company Earnings

• What's Happening in the Markets This Week

• Applied Materials Earnings: Momentum Continues as AI Equipment Demand Keeps Accelerating

• 6 Undervalued Stocks That Crushed Earnings

• Cisco Earnings: AI Momentum Accelerates, and Campus Demand Stays Strong

• After Earnings, Is Albemarle Stock a Buy, a Sell, or Fairly Valued?

• Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?

• Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

• CoreWeave Earnings: Diversified Customer Base and Software Traction Strengthen Fundamentals

• After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?

Interest Rates

• The Labor Market Is Weaker Than the Bond Market Thinks

• Will the ECB Raise Interest Rates Again in 2026, but Cut Them in 2027?

• Surprising July Jobs Report Muddies the Economic Picture

• The Fed's New Philosophy Could Be a Recipe for Interest Rate Volatility

• Morningstar DBRS: What Japan's Break from Low Rates Could Mean

• What 7 Key Market Indicators Are Telling Investors Right Now

• Fed Holds Steady in July, Giving Few Hints On What's to Come

• What to Expect from the July Fed Meeting

• What's Ahead in 2027 and Beyond for Inflation, Fed Rate Cuts, and More

More in Markets

These 15 Stocks Destroyed the Most Shareholder Value Over the Past Decade

As a group, these stocks wiped out an estimated $217.2 billion in shareholder wealth over the past 10 years.

Pre-IPO Funds Slump After SpaceX Debut

The trend underscores volatility in popular retail-oriented funds for investors chasing hot names.

3 Stocks to Sell and 3 Stocks to Buy in August

Plus, opportunities and risks in international stocks today.

Markets Brief: Big-Tech Capex and What's Next for the Yen

Why the market rewarded some capex plans but not others. Plus, CPI on deck.

Smart Investor: Stocks With Dividend Increases, Warsh's New Approach, and Earnings Where Great Wasn't Good Enough

We wrap up our coverage of the markets and the week.

Market Wrap: Stocks Up 3.7%, Led by Technology

Software companies Palantir and Atlassian were among the top performers.

What's Happening in the Markets This Week

July CPI and PPI reports are due. CoreWeave, Nebius, and Applied Materials earnings on deck.

The Fed's New Philosophy Could Be a Recipe for Interest Rate Volatility

Kevin Warsh is chasing a historical mirage in his goal to untether the bond market from Fed communication.

Morningstar DBRS: What Japan's Break from Low Rates Could Mean

Despite higher fiscal costs due to higher bond market yields, near-term credit risks are limited.

AI Risks and Resilient Stocks: Morningstar's EMEA CIO on the Global Market Outlook

Mike Coop explains why stock markets have been strong amid multiple crosscurrents and where investors should look for opportunities.

Are REITs Still a Buy After Their 2026 Runup?

The longtime laggards have come back to life and may have more room to run.

HVAC Stocks Have Surged on the Data Center Boom. Are Any Cheap Ones Left?

Commercial HVAC stocks benefit from data center demand and broad tailwinds, but few are undervalued.

What 7 Key Market Indicators Are Telling Investors Right Now

Gold and bitcoin have retreated from recent highs, but most major market indicators still sit above long-term averages.

5 Stocks to Buy That We Still Like After Earnings

Plus, updates on Microsoft, Meta, Amazon, and Apple.

Markets Brief: Why Bonds Did the Twist and the Mag 7 Did a Split

Bond traders give Warsh a thumbs down on the inflation fight, bifurcation in Big Tech, and the jobs report on deck.

Smart Investor: SpaceX in the Spotlight, Outperforming REITs, and a Vague Fed

Weekly Market Wrap: Stocks Up as Consumer Cyclicals Rise and Utilities Fall

Microsoft and MarketAxess were among the top performers, while Roblox and Western Union slid.

What's Happening in the Markets this Week

The July jobs report is due Friday. Plus, Palantir, Pfizer, and Uber to report earnings.

PitchBook's Lukatsky on Where Cracks Are Appearing in Private Credit

While not an 'explosion of stress,' PitchBook's data finds that strains extend beyond software as a worrying 2028 maturity wall awaits.

Why Real Estate Stocks Are Outperforming

Despite the prospect of higher interest rates, REITs are having their best run in years.