Investment Insights

2. Can AI-fueled growth compensate for underlying economic and labor market weakness?  Slowing consumer spending and a stagnant housing market have raised questions about the state of the US economy, while weakness

Mike Cho, CFA, Senior Research Analyst, Nasdaq Capital Access Platforms Tony Kristic, Senior Research Analyst, Nasdaq Capital Access Platforms Key Points: Upside surprise in the U.S. labor market reinforces steady growth narrative

The rise of artificial intelligence has transformed the semiconductor industry into one of the most closely watched sectors in the global stock market. With NVDA Stock trading around $214.75, investors are increasingly

Heading into 2025, the global economy appears to have reached a balance: Moderate growth, disinflation and continued monetary easing could all bode well for markets, complemented by the potential for greater deregulation.

This combination of rising adoption alongside improving efficiency helps explain why total AI spending continues to grow. Even as costs per unit fall, the number of use cases and users is expanding

Experiences and live entertainment: We also see opportunities in parts of the consumer economy that may become more valuable as AI-generated content becomes increasingly abundant. As digital content proliferates, scarce real-world experiences—live

Technology weakness extended beyond the biggest names. In particular, shares of software companies fell sharply on concerns that AI would upend business models across the industry. Increasingly capable AI agents led investors

Dispersion Emerges as the Defining Theme for the Second Half of 2026 Midway through 2026, the U.S. economy remains on solid ground. While markets have absorbed geopolitical shocks and ongoing uncertainty about

Experiences and live entertainment: We also see opportunities in parts of the consumer economy that may become more valuable as AI-generated content becomes increasingly abundant. As digital content proliferates, scarce real-world experiences—live