Personal Investor

1313 articles · All categories →

2026 SEC Priorities: What it means for your money.
Personal Investor

2026 SEC Priorities: What it means for your money.

Understanding the SEC's regulatory priorities can help you become a more informed investor. This educational infographic highlights the U.S. Securities and Exchange Commission's 2026 examination priorities—including fiduciary duty, fees and expenses, custody of client assets, cybersecurity, and the use of technology and AI—and explains what these areas of focus may mean for your relationship with your financial advisor. While these priorities guide SEC examinations of investment advisers, they also provide valuable insight into the questions investors should ask and the standards they should expect from their advisory firm.

1 min
AI Rally Reignites as Tech Leaders Stabilize Volatile Market
Personal Investor

AI Rally Reignites as Tech Leaders Stabilize Volatile Market

Stocks rebounded as large-cap technology names reignited optimism around the durability of the AI-driven bull market, helping markets recover from a recent semiconductor-led pullback.

3 min
Dow Hits Record as Soft Jobs Data Eases Rate Fears
Personal Investor

Dow Hits Record as Soft Jobs Data Eases Rate Fears

Markets rallied early before giving back some gains as a softer-than-expected June jobs report reshaped the macro narrative.

2 min
Breadth Improved but Chips Drove Indexes Lower
Personal Investor

Breadth Improved but Chips Drove Indexes Lower

U.S. equities finished mixed to slightly lower on Wednesday as evidence of steady economic activity and easing cost pressures helped most stocks, but a sharp selloff in chipmakers dragged on the major indexes.

3 min
Stocks Cap Off a Breakout Quarter as Growth and AI Optimism Lead
Personal Investor

Stocks Cap Off a Breakout Quarter as Growth and AI Optimism Lead

U.S. stocks finished the quarter on a strong note, extending a powerful rebound that has been driven by technology leadership, improving confidence in economic resilience, and renewed willingness among investors to buy market dips.

3 min
Rotation Broadens as AI Leaders Cool
Personal Investor

Rotation Broadens as AI Leaders Cool

U.S. stocks ended mixed after another sharp rotation out of semiconductor and other high-profile AI names and into a broader set of companies tied to steadier growth.

3 min
Tech Rotation Masks a Mixed Day on Wall Street
Personal Investor

Tech Rotation Masks a Mixed Day on Wall Street

Wall Street finished mixed as strength in semiconductors and parts of the broader market offset renewed weakness in the largest technology names.

3 min
AI Trade Stumbles as Tech Selloff Ripples Across Global Markets
Personal Investor

AI Trade Stumbles as Tech Selloff Ripples Across Global Markets

Stocks pulled back sharply Tuesday as investors reassessed whether the market’s AI-driven rally has run too far, too fast.

2 min
Tech Weakness Pulls Stocks Lower
Personal Investor

Tech Weakness Pulls Stocks Lower

Stocks finished mixed Monday as optimism around tentative U.S.-Iran progress and lower oil prices was outweighed by weakness in megacap technology and AI-linked names.

2 min
Risk Rally Returns as Iran Deal Cools Inflation Fears
Personal Investor

Risk Rally Returns as Iran Deal Cools Inflation Fears

Markets rebounded sharply on Thursday as investors welcomed an interim US-Iran peace deal that reopened the Strait of Hormuz and eased concerns about another energy-driven inflation shock.

3 min
Tech Pullback Interrupts Rally
Personal Investor

Tech Pullback Interrupts Rally

US equities were mixed on Tuesday as leadership rotated away from technology and into more cyclical areas. A sharp pullback in chipmakers weighed on the broader market and pushed the Nasdaq 100 down about 2%, while the Dow extended its run of record highs.

3 min
Iran Deal Hits Oil and Lifts Risk Assets
Personal Investor

Iran Deal Hits Oil and Lifts Risk Assets

Markets rallied sharply Monday as investors embraced a broad risk-on move after the U.S. and Iran reached an agreement, easing fears around energy disruption and inflation.

3 min