Of the four hyperscalers that reported this week, here’s what to buy

Analysts focused on hyperscalers’ AI spending and their predictions on the pace of investment returns.

What typically come next after the stock market sputters at the start of November November 12, 2025
The S&P 500 slumped 1.6% last week — but bad first weeks in November usually don’t hang over the stock market.
Steve Goldstein
It might not be Peak Oil after all. What the IEA’s new scenarios mean for oil prices. November 12, 2025
The key international agency forecasting energy demand now says the current path will have consumption of oil and gas growing through 2050, as electric-vehicle adoption misses its earlier estimates.
Steve Goldstein
I’m in my 50s and divorced with a $1.7 million home. I fell in love with an old school friend. Does it make financial sense to marry? November 12, 2025
“I have a $500,000 Roth IRA, a portfolio account of $500,000 and $300,000 in 529 plans.”
Quentin Fottrell
Where Goldman Sachs says the S&P 500 is headed next year and the next decade November 12, 2025
Goldman strategists expect the S&P 500 will see annualized gains of 6.5% in the next 10 years. But that’s not exactly shooting for the moon.
Barbara Kollmeyer
U.S. stocks and gold are rallying on hopes that the shutdown ends. What happens once the government reopens? November 12, 2025
The S&P 500 and gold are both rallying, with stocks nearing a return to record territory. Why the assets could diverge when the shutdown finally ends.
Myra P. Saefong
Citi strategists say a narrowing of index performance doesn’t mean the market won’t rise November 12, 2025
Citi predicts modest global-equity gains through mid-2026, despite the concentration of stock-market performance.
Jules Rimmer
Banks just sent this upbeat signal about the economy. Here’s why investors aren’t buying it. November 12, 2025
Banks stockpiled less money for troubled loans during the most recent quarter despite fears over bad-debt “cockroaches.”
Steve Gelsi
Sick of hearing about the AI trade? BofA offers 16 hot stock picks that go far beyond tech. November 12, 2025
Valuations for AI stocks could come down if monetization doesn’t play out as expected. But BofA sees plenty of opportunities elsewhere among stocks “overshadowed” by the tech buzz.
Emily Bary
IBM sees a big milestone ahead for quantum computing — and it hinges on these new chips November 12, 2025
IBM announced new processors that it said will help it build a “fault-tolerant quantum computer” by the end of the decade.
Britney Nguyen
Professional and wealthy investors still plan to boost crypto holdings even after sharp slide November 12, 2025
The recent drop in crypto prices isn’t denting enthusiasm from wealthy and professional investors to boost allocations.
Jules Rimmer