The artificial intelligence (AI) boom is becoming increasingly intertwined with the broader U.S. economy, fueling a surge in imports of semiconductors and servers while making data center construction an important source of business investment. That spending has...
November 06, 2026 | LPL Research LPL Research provides its Weekly Market Performance for the week of November 2, 2026. Stocks stumbled in the first week of November as concerns over AI financing and data center development sparked a broad Thursday sell-off. After a...
November 05, 2026 | Dr. Jeffrey Roach The artificial intelligence (AI) investment boom is beginning to leave a clear imprint on U.S. trade, computer inflation, and the labor market as highlighted in our recent Econ Market Minute. The trade deficit subtracted 3.3...
Beyond the Ballots: What Matters for Markets November 04, 2026 | Jeff Buchbinder Additional content provided by Adam Turnquist, Chief Cross-Asset Strategist. The Setup The votes have been cast. While control of the House and Senate has been decided, now we wait for...
What Investors May Overlook About Manager Risk November 03, 2026 | Carter France Ask most investors to define manager risk, and the most common answer revolves around “the risk that a strategy lags its benchmark or its peers.” That definition is not wrong; however, it...
