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Services activity in the US is holding up strongly according to recent PMI data, even as manufacturing shows more mixed signals. Companies tied to artificial intelligence and automation sit at the crossroads of this two speed backdrop. Investors are paying close attention to AI stocks that could help businesses manage costs and productivity. This article…

A Federal News Network survey of 7,463 federal employees found that 76% reported lower productivity after the Trump administration’s January 2025 executive order requiring them to return to the office (RTO) full-time — with more than 80% describing the overall experience as negative

Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities…