The Latest Breaking News from David J Kostin

The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia

The AI trade is entering a new phase. With mega-cap tech stocks facing valuation pressure and market volatility back in focus, Goldman Sachs says investors are beginning to shift their attention—from builders of AI infrastructure to companies quietly using AI to drive real productivity gains.

Benzinga · Nov 17, 2025

Corporate America Is Crushing All Estimates – But Magnificent Seven Still Run The Show

The second-quarter 2025 earnings season delivered one of the biggest beats in over a decade — excluding the COVID rebound — with corporate America surprising investors across the board.

Benzinga · Aug 18, 2025

S&P 500 Record Highs Hide A Fracture Unseen In Decades

The SP 500's July rally to fresh record highs hides a troubling divide at the index's core—one not seen since the early 2000s—and no, this time it has nothing to do with Trump's trade policies.

Benzinga · Jul 14, 2025