US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding profit margins that may be hard to sustain. Equity investors should ask whether portfolios are exposed to businesses with durable demand and profitable reinvestment—or merely a favorable margin cycle.

Companies with dependable growth profiles might be just what equity portfolios need in turbulent times.

As the AI halo begins to fade, equity investors are seeking companies that can profit from—and not just pontificate about—artificial intelligence.

Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI.

For several years, the largest US technology and new media companies were widely seen a cluster of similar stocks.

From the advent of electricity to the adoption of the internet, technology has often been a catalyst for cost reduction.

After a series of disappointing initial public offerings (IPOs), private and public equity investors are becoming more discerning about earnings. And for good reason. Profitable companies outperform by a wide margin over time, even among high-growth companies, which often post losses early in their lifecycles.