Jim Pearce

Editor’s note: If you weren’t on Jim’s Halftime Report last Wednesday, the replay is available through June 3. He walked through every comeback pick he called for 2026 — by name, with the actual returns — then named three new stocks for the second half. One Growth pick was given away free on the call. Watch the replay →

I'll explain my system for identifying "comeback stocks" and give you three examples of companies who appear to be on the verge of taking off.

This type of trade gives me more control over how much money I am putting at risk while using a security that could be more volatile than the entire sector.

Editor’s Note: Jim’s analysis today makes a specific case for protecting your portfolio from a second-half correction. For where he’s positioning the growth side of the Personal Finance portfolio in 2026 — and the disciplined framework behind 51 years of navigating moments like this one — see his AI Margin Rotation briefing. Read it here →

I am not a user of Kalshi, a “predictions market” website that allows users to bet on future outcomes of a wide variety of events. I’m not a gambler and I don’t pay enough attention to what is happening outside of the financial markets to feel confident risking my money on anything else.

AI technologies developed primarily in the United States are now being rolled out to foreign markets.

Editor’s Note: Jim’s article today recounts a 100% gain in two weeks by correctly anticipating a geopolitical move that passive index investors had no way to act on. That same forward-looking discipline is what sets

Editor’s Note: Jim draws a striking parallel today between the AI data center boom and the 1873 railroad crash — and raises serious questions about whether companies like Equinix have gotten too far ahead of themselves. For a contrarian take on where the real AI winners are — outside the data center builders — see Jim’s AI Margin Rotation briefing.

As my colleague Robert Rapier explained last week, “ The AI Boom is Entering Its ‘Show Me’ Phase.” Robert makes an astute observation: “The market is becoming much more selective about which companies deserve credit for [Artificial intelligence (AI) data center] demand and which ones are merely spending enormous sums in hopes of capturing it.”

The tech sector is on a roll. Since March 30, the NASDAQ Composite Index, which consists almost entirely of tech stocks, has gained 30 percent.