PowerAdvice Wednesday, May 20, 2026

Section

Strategists

Strategists coverage curated by PowerAdvice.

Michael P. Lebowitz

AI Spending Boom Meets Market Reality: Alphabet Wins While Meta and Microsoft Get Repriced

Latest

AI Spending Boom Meets Market Reality: Alphabet Wins While Meta and Microsoft Get Repriced
Michael P. Lebowitz
AI Spending Boom Faces Doubts as OpenAI Misses Expectations
Steve Sosnick
Powell Stays, Fed Splits Deepen, Big Tech AI Bets Clash Across Markets
Steve Sosnick
AI Trade Gets Complicated Fast as Microsoft–OpenAI Terms Reset
Lance Roberts
Private Credit Chaos Is Crushing BDCs—Opportunity or Trap?
Michael P. Lebowitz
Fed Division Hits Record High as Policy Uncertainty Fuels Market Volatility
Lance Roberts