L'IA est en passe de créer des milliers de milliards de dollars de valeur, les experts et les milliardaires comme Bill Gates la considérant comme transformatrice. L'accent de l'investissement se déplace vers les technologies de base essentielles.

Vontier Corporation beat earnings estimates and announced a dividend, yet analyst ratings remain mixed, with some advising caution despite moderate buy recommendations.
Investment firm GMO reported strong 2025 returns, highlighting its strategy's success while noting challenges faced by HubSpot despite its growth.
Main Street Capital (MAIN) is analyzed as a top BDC due to its efficient structure, strong returns, and monthly dividends, making it attractive for income investors.

El Tribunal Supremo de EE.UU. declara inconstitucionales los aranceles de Trump. La administración responde con un nuevo gravamen del 10% y la incertidumbre sobre reembolsos se dispara.