Author: franperez66q@protonmail.com

As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working.HALO, which stands for “heavy assets, low obsolescence,” was coined by Josh Brown, co-founder and CEO of Ritholtz Wealth Management, in February, premised on the idea that an era of rapid AI disruption requires a search by investors for companies that are immune to it. In Brown’s view, it is one of the most important investment trends of the year. Goldman Sachs and Morgan…

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Coal could come back. That was my insight, or more, my instinct, after interviewing Kenny Young, the CEO and seven-year veteran of Babcock & Wilcox , the 160-year-old boiler manufacturer turned engineering and construction company. Young wanted to talk about the surging demand for power spurred by the data center boom. So did I. B & W has a $2.7 billion backlog, $2.4 billion of which is a deal with Base Electron, backed by Applied Digital , a company purpose-built to design digital infrastructure for high-performance computing. I want to write about this “Mad Money” encounter for a few reasons.…

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Ross Stores and TJX Companies are among the companies reporting quarterly results this week that have earnings momentum at their backs. Although just 14 stocks in the S & P 500 are on the docket to report earnings in the coming week, it will still be an important one for the season. Retailers are set to make a big showing, but artificial intelligence darling Nvidia will be the week’s headliner. CNBC Pro screened data from FactSet to identify the S & P 500 companies reporting results this week that have seen accelerated earnings momentum lately. The stocks in the below…

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Last weekend Jesse Derr and his wife, Jess Yeastadt, made the five-hour drive from their home in Phoenix to the Hard Rock Hotel in San Diego.On the agenda for their weekend trip: learn how to move to Mexico.Derr, 41, and Yeastadt, 45, were among the hundreds of Americans in San Diego last weekend who dream of starting a new life abroad.A record number of Americans are leaving the U.S.: The country saw a net negative migration of between 10,000 and 295,000 people in 2025, according to research from The Brookings Institution. The widest estimated range was among people who left…

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