The Markets Daily delivers timely news and analysis on the stocks retail investors are watching most, helping you stay informed on what matters to your portfolio.
Sep 17, 2026
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3 min read
Alphabet’s AI ambitions, nuclear power deal, and institutional backing stand out against a surprisingly low valuation. With GOOGL trading near 17.5 times earnings, the market may be underestimating its long-term growth.
Sep 16, 2026
AI infrastructure spending is squeezing cash flow and forcing Alphabet, Meta and Microsoft to rethink buybacks. NVIDIA, however, is turning its AI windfall into record repurchases and a shrinking share count.
Sep 15, 2026
Higher rates won’t hurt every AI infrastructure play—some companies have the pricing power and backlogs to keep compounding. But for Oracle and Rocket Companies, rising borrowing costs could expose dangerously thin returns.
Sep 14, 2026
Sep 13, 2026
Sep 12, 2026