Big Tech companies are starting to look like IBM in the 1960s

The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM’s (IBM) in the 1960s. Big Tech “hyperscalers” Alphabet (GOOG, GOOGL), Meta (META), Microsoft (MSFT), and Amazon (AMZN) are all in various...

Op-ed: Rotation isn’t the answer to the tech uncertainty

For the past year, the markets were fueled by a “high” that felt unstoppable: the rise of AI. But as we move into 2026, this “secular tailwind” has hit heavy turbulence, leading many investors to reflexively move their money into “old school” stocks...

Vanguard flips the script on 60/40 investment strategy

Vanguard’s new advice is for investors with a “medium-term” outlook, and it stems from growing fears about an AI bubble. Vanguard is singing a new tune for investors in 2026. It goes like this: Out with the standard portfolio mix of 60% equity and 40%...