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Finance The Motley Fool ·

Bank of America Says the Tech Sell-Off Doesn't Make Any Sense. Here's Why I Agree.

The technology sector, particularly AI stocks, has experienced a significant sell-off in early 2026, losing hundreds of billions in market value due to concerns over rising infrastructure costs and the potential obsolescence of traditional software models. Analysts at Bank of America have expressed a contrary view, arguing that the negative sentiment surrounding the sector is unfounded.

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Finance Bloomberg ·

Stonepeak on Investing in Infrastructure

Mike Dorrell, Chairman, CEO, and Co-Founder of Stonepeak, shares his perspective on investing in data centers and energy infrastructure during an interview with Haidi Stroud-Watts at the Asia Pacific Financial & Innovation Symposium.

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Finance The Motley Fool ·

Should You Buy the Dip on Disney Stock?

Walt Disney's stock has declined approximately 15% since January 2026, facing challenges related to leadership uncertainty and the transition from linear TV to streaming. This situation may present an opportunity for new investors or those looking to increase their holdings.

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Finance Bloomberg ·

Cambiaso Risso’s Bjork on Iran War Impact on Shipping Insurance

Amanda Bjork, Head of Claims at Cambiaso Risso Asia, highlighted the increased risk level in the Strait of Hormuz as "very high," emphasizing the impact of the Iran war on shipping insurance during an interview at Asia-Pacific Maritime 2026. Cambiaso Risso is a global broker focused on marine and shipping risks.

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Finance The Motley Fool ·

Arm vs. Micron: Which AI Stock Is a Better Buy?

Arm Holdings and Micron Technology have both benefited from the growth of artificial intelligence in the semiconductor industry, as they are essential for powering data centers that support AI models. Investors must consider the trade-offs between the two stocks, with Micron currently experiencing significant growth.

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