Weekly Wisdom
Explore market perspectives from Stephanie Link, paired with thoughtful wealth insights from Hightower Signature Wealth.
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Weekly Wisdom: Breakthrough Moonshot AI Model Broadens the AI Race
China’s New AI Challenger Narrows the Gap Artificial intelligence remains one of the fastest-moving technology themes in the market, and this week investors were introduced to another significant milestone. Alibaba-backed Moonshot AI unveiled Kimi K3, the world’s first open 3T-class model. While K3 still trails OpenAI’s GPT-5.6 Sol and Anthropic’s Claude Fable 5 in overall…
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Weekly Wisdom: Record Results Across America’s Largest Banks
America’s Largest Banks Deliver a Record Quarter The second quarter delivered one of the strongest earnings seasons the U.S. banking industry has experienced in years. America’s six largest banks significantly exceeded expectations as improving capital markets activity, record trading revenues, resurging investment banking, resilient lending businesses, and healthy credit quality combined to produce strong results….
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Weekly Wisdom: Mid-Year 2026 Market Recap and Outlook
While the first half of the year presented investors with no shortage of headlines, from geopolitical tensions and evolving monetary policy to the continued acceleration of artificial intelligence, the underlying fundamentals remain encouraging. Below, we’ve summarized the key themes we believe will continue to drive investment opportunities in the months and years ahead. Market Broadening…
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Weekly Wisdom: Investing in Women’s Health
Decades of Underinvestment Creating Gaps of Opportunity The healthcare sector has long been driven by breakthrough innovations, yet one of its largest opportunities has remained significantly overlooked and underinvested. While women account for half of the global population, women’s health receives only about 6% of total private healthcare funding despite representing a substantially larger share…
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Weekly Wisdom: Post-War Disinflation and Broadening Markets
Oil Retreats as Middle East Tensions Ease Following weeks of heightened volatility surrounding the conflict in Iran, energy markets have begun moving in the opposite direction. Oil prices have fallen sharply from their war-driven highs as ceasefire negotiations progress and fears of major supply disruptions continue to fade. WTI crude recently fell below $70 per…
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Weekly Wisdom: SpaceX IPO Takes Flight
SpaceX IPO Ignites Investor Demand The largest IPO in history has quickly become one of the market’s biggest success stories. Just weeks after filing to raise $75 billion at a valuation above $2 trillion, SpaceX has exceeded even the most optimistic expectations. Shares surged more than 40% during the company’s first two trading sessions and…
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Weekly Wisdom: Scaling of the Robotics Value Chain
From Artificial Intelligence to Physical Intelligence For the last several years, investors have focused on Artificial Intelligence through software, cloud infrastructure, semiconductors, and data centers. Increasingly, however, the conversation is shifting toward what many call “Physical AI” or “Embodied AI” as the ability for AI systems increasingly moves towards interacting with and manipulating the physical…
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Weekly Wisdom: SpaceX IPO and The Commercialization of Space
SpaceX Files for Historic IPO SpaceX officially filed its IPO prospectus with the SEC on May 20, targeting to raise up to $75 billion at a valuation above $2 trillion.1 If completed at those levels, it would become the largest IPO in history and one of the most significant public market events in decades. SpaceX…
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Weekly Wisdom: Retail Earnings Reflect a Stable but More Selective Consumer
Consumer Resilience Continues to Support the Economy For the past several years, consumer resilience has remained one of the most consistent themes supporting the U.S. economy, and recent data continues to reinforce that view. Commentary from large banks, improving credit trends, and stronger loan growth all point toward a consumer that remains in relatively healthy…
