Apple, Amazon, Alphabet, Microsoft, and Meta delivered earnings reports that largely lived up to investors’ expectations last week. Their financial results paint a clear picture: AI is driving earnings growth even amidst record spending levels. While some investors may fear we’re in a ‘build and hope’ cycle, the results and commentary of this earnings season …

We discussed the artificial intelligence (AI) wave in our 2026 Outlook and said we believed the best approach for investors was to ride it, using an equity overweight and broad diversified exposure. Five months later, that picture hasn’t changed—if anything, it’s only strengthened. AI continues to have a big impact on the economy. When I …

“The first principle is that you must not fool yourself—and you are the easiest person to fool.” Richard Feynman, American theoretical physicist Buckle up, as the trigger points for one of the most well-known investment axioms, “Sell in May and go away,” is nearly here. This gets a ton of play in the media, as the …