Jess Bebel

We think Amphenol is a great entry point to AI infrastructure and is set up to succeed—despite market implications.

Plus, a definitive core stock pick for the buy-and-manage strategy.

For the first time in decades, Warren Buffett will not be center stage. Here’s what that might mean.

What makes a stock endure for the long term, and why a ‘buy and manage’ mindset can be a better strategy for stock investors.

What to make of Netflix’s sharp decline after reporting, and why we raised our fair value estimate on ASML.

Plus, what’s driving the market rally and whether the market looks undervalued today.

Understanding cost, care, and complexity when deciding where to age.

How fears around AI likely led to the stock’s slide, and why we haven’t changed our long-term view of Veeva’s competitive advantage.

Our earnings previews for ASML, Taiwan Semiconductor, and Netflix.

Why the years just before and after retirement are especially vulnerable, and what investors can do to reduce sequence‑of‑returns risk.

How a barbell portfolio helps investors navigate market swings, where we see sector and small‑cap leadership, and risks that could shape 2026.

The short-term risks that could rattle small caps this year.

Squeezed consumer budgets, market volatility, and economic uncertainty could lead these companies to have contracted margins—and earnings.

Plus, why we think AI threats could increase demand in cybersecurity, and whether Marvell stock is a buy today.

Great products and network effects don’t always signal durable competitive advantages—just look at PayPal.

How key market risks could shape portfolio decisions for the quarter ahead.

Financial independence won’t mean quitting work for this physician and financial educator.

Todd Combs’ departure narrows the circle around Greg Abel and offers a read on how the company may operate in a post-Warren Buffett era.

What investors can learn from Oracle stock’s swings in fair value, and what a downgraded moat means for the tech giant.

In the face of oil price shocks and stock market volatility, here’s how investors should think about fixed income.

Plus, whether the stock is a buy today.

And which companies we think could rise to the top of the AI evolution.

Plus, why a retirement expert says Social Security is ‘about as close to a guarantee as anyone can count on.’

Why Morningstar’s stock valuations aren’t built to game short-term market movements.

Which previous software stock picks we think AI threatens the most, and why this company stands out from its peers.