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The end of the government shutdown is buoying markets while indications that some of the AI-related stocks are retrenching is a headwind for the overall market.

The AI story is clearly impacting the cutting of management jobs with the worst numbers in one month in more than two decades, according to outplacement firm Challenger, Gray & Christmas. The last time companies made more layoffs during that month was in 2003, when cell phones started to take off. American investors funded $104 billion of AI startups in the first half of 2025 alone.

The markets have been quiet, heading into earnings season, which begins next week with financial stocks and a couple of our stocks move to Buy recommendations today after recent pullbacks.

These are confusing times in the market. It looks like a soft landing for the economy is more likely. But that’s no guarantee. We could still have a recession next year. The bull market could rage on or pull back. Instead of betting on the economic cycle, it’s a time to focus on individual stocks.

Artificial Intelligence (AI) exploded onto the market scene in a huge way in May when semiconductor company Nvidia (NVDA) blew away earnings expectations citing much higher demand for AI chips than anyone expected. It added another leg to the bull market as AI-related stocks soared.

Investors weren’t surprised by the Federal Reserve’s decision to hold rates steady, but they also didn’t react by ramping up their stock purchases—too much uncertainty what with the election rhetoric heating up and the turmoil in Congress, after Kevin McCarthy was unceremoniously ousted as Speaker. And now, we have the war in Israel.

The market has handled itself well during the past couple of weeks, consolidating normally, with our intermediate-term indicators still positive, which is all to the good. Still, leadership remains somewhat lacking and, while coming close, our Cabot Trend Lines are still negative, so we’re content to take things step by step while waiting for more institutional-quality names to get going. Tonight, we are extending our line a bit more, but will hold onto a 36% cash position and want to see added upside confirmation before we put too much more money to work.

The markets saw mostly sideways action in the past month—the soothsayers are still debating when the Fed will begin reducing interest rates. Growth stocks held on to their leadership position, although value stocks are beginning to show life in 2024.

Five of the largest mega-cap stocks have a combined weight that accounts for nearly a quarter of the S&P 500. And right now, they’re saving the market.

A long-anticipated stock market collapse has arrived. Here’s why you should not only not fear it - you should embrace it.

Robots aren’t taking over the world the way some had feared, but robotics are a big industry. Play the trend with this Japanese robot stock.

When someone is asking, “what is growth investing,” they usually want to know what kinds of stocks are considered growth stocks.. but growth stocks change.

We’re enjoying better-than-expected results from reporting companies this week. Here’s my quick take on three Cabot Small-Cap Confidential positions that have recently reported.

NFLX stock is up more than 42% in the last six months, and improvements in its bottom-line growth have helped. Here’s exactly how much they’ve helped.

With this stock below its September lows, we’re back to square one. How did we get here?

Americans continue to abandon cable in favor of streaming video in droves. And last week, these five media stocks felt the brunt of that ongoing exodus.

A listing of positions currently available at Cabot Wealth Network, one of the largest and most-trusted independent investment advisory publishers in the country.