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Ceasefire Extended, Nasdaq at Record High — Q1 Earnings Season Now Decides Everything
Last night, just hours after the Wall Street close, US President Donald Trump posted a message on Truth Social that...
UnitedHealth Beats Expectations — Dividend Names on the Rise
US healthcare giant UnitedHealth Group released quarterly results on Tuesday that significantly exceeded analyst expectations. The stock rose more than...
Apple After Tim Cook — Bank of America Sees Transition from Position of Strength
The announcement came Monday after market close: Tim Cook, Apple’s CEO since 2011, will step down on September 1, 2026....
- AI Stocks 2026 — The Next Wave After Nvidia?
Introduction: The AI Investment Dynamic in 2026 Three years after the launch of ChatGPT, the AI sector finds itself in…
- The Return of Dividend Stocks — Why Income Investing Shines Again in 2026
Why Dividends Matter Again The last ten years have been the golden age for growth stocks. But times are changing.…
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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