John F. Heerdink, Jr., Author at Vista Partners LLC

Comic-style illustration of Alphabet’s AI pivot, contrasting a Google stock selloff and red downward arrow with AI researchers, futuristic labs and green growth arrows.

Alphabet’s AI Reset: Why Google’s Selloff May Be Hiding a Bigger Growth Story -( $GOOG $GOOGL $NVDA )

by John F. Heerdink, Jr. 7 hours ago 80Views 0Likes

The Market Sees a Threat. Google Is Building Another Business. Alphabet (NASDAQ: GOOGL, GOOG) is confronting an expensive paradox: Artificial intelligence is bringing more activity to Google while making the economics of that activity harder to predict. Yet the latest results offer…

Vintage newspaper-style cartoon dated October 29, 2026, showing panicked Wall Street traders, a falling Nasdaq, AI spending fears and lower yields.

Stock Market Today, Thursday, October 29, 2026: Nasdaq Slides as AI Spending Concerns Offset Strong Economic Growth and Lower Yields -( $AMZN $CMG $EPRX $GOOGL $HSY $LLY $MODD $NOW $RIVN $SER )

by John F. Heerdink, Jr. 14 hours ago 234510Views 0Likes

NYSE trading floor with screens showing stocks sliding as rising U.S. Treasury yields and Walmart (WMT) earnings pressure risk assets on August 20, 2026.

Futuristic city at sunset with ADT and Crocs branding, a glowing AI optics display, and market tickers highlighting gains, recovery and drugmaker demand.

ADT’s $15.3 Billion Thrive Deal, Crocs’ Comeback and AI Optics Fuel the Bull Case as Drugmakers Show Demand Still Delivers -( $ADT $APO $BMY $CROX $LITE $LLY $MRK $MRVL )

by John F. Heerdink, Jr. 16 hours ago 127Views 0Likes

Takeover premiums, stronger earnings and resilient drug demand give Wall Street fresh reasons to look beyond the market’s familiar favorites. Wall Street’s most encouraging stories do not always arrive wearing the same uniform. On October 29, they came dressed as a home-security…

Illustration of an AI company’s stock market debut, with two executives celebrating above a crowded trading floor and a smartphone displaying a rising stock chart.

Anthropic’s IPO Gives Wall Street a New AI Growth Story, and Robinhood a Front-Row Seat -( $AMZN $ANT $AVGO $GOOG $HOOD $RVI )

by John F. Heerdink, Jr. 1 day ago 175Views 0Likes

Claude’s Explosive Expansion Points to an Enterprise Market Still Taking Shape Anthropic’s proposed initial public offering is giving Wall Street something more substantial than another artificial intelligence demonstration: a rapidly expanding business with billions in revenue, deepening corporate relationships and a balance…

Futuristic illustration of AI robots, investors and glowing upward arrows above the Dallas skyline, symbolizing growth in AI and technology investing.

Dallas-based VC Disruptive’s $10 Billion AI Fund Makes a Bullish Bet on Technology’s Next Heavyweights -( $ABNB $AMD $GOOGL $NVDA $PLTR $SPOT )

by John F. Heerdink, Jr. 1 day ago 221Views 0Likes

Alex Davis’s Dallas investment firm plans roughly 10 major investments, putting fresh financial muscle behind artificial intelligence, defense technology and the infrastructure that connects them. Disruptive is bringing a rather substantial checkbook to a very selective dinner party. The Dallas-based investment firm…

Illustrated NYSE trading floor with celebrating traders and rising green stock charts, depicting a market advance on October 28, 2026, as the Fed holds rates steady.

Stock Market Today, October 28, 2026: Stocks Rise as Fed Holds Rates, AI Earnings Take Center Stage -( $AMD $AMWL $DOCS $EPRX $HOOD $MODD $MSFT $NVDA $ORCL $RKLB $SER $SPCX $V $WEN )

by John F. Heerdink, Jr. 2 days ago 232581Views 0Likes

NYSE trading floor with screens showing stocks sliding as rising U.S. Treasury yields and Walmart (WMT) earnings pressure risk assets on August 20, 2026.

Analysts in a control room monitor energy charts beside a large display illustrating nuclear power supplying an AI data center and a city.

Nuclear Power’s $5 Billion AI Catalyst: Why Constellation, Uranium and the Companies Behind the Grid Deserve Investor Attention -( $AMZN $CEG $D $DUK $ETR $FCX $GEV $GOOGL $META $NEE $NVDA $OKLO $PEG $SO $TLN $UUUU $VST )

by John F. Heerdink, Jr. 2 days ago 147Views 0Likes

A conditional federal financing commitment puts existing reactors at the center of America’s AI infrastructure race, with implications for NVIDIA, nuclear utilities, uranium producers and critical-minerals suppliers. America’s artificial intelligence ambitions have encountered an old-fashioned requirement: electricity that arrives when requested. On…

Illustration of earnings-themed steam locomotives charging through the NYSE trading floor as traders cheer beneath a “Fed Holds Rates” sign and rising green arrows.

Fed Holds Rates Steady, Giving Wall Street’s Earnings Engines Room to Run -( $CME $DIA $MSFT $NVDA $SPY $QQQ )

by John F. Heerdink, Jr. 2 days ago 184Views 0Likes

The October decision leaves borrowing costs unchanged and the inflation fight unfinished. The opportunity may be in cash-rich businesses that can grow without waiting for cheaper money. The Federal Reserve held its benchmark interest-rate target at 3.75% to 4% on Wednesday, pausing…

Colorful illustration of a charging bull, Wendy’s buyout bid, AI memory chips and corporate turnarounds, with rising arrows symbolizing stock market optimism.

Stocks Find Fresh Fuel as Wendy’s Buyout Bid, AI Memory Demand and Turnarounds Lift the Bull Case -( $GS $MODD $MU $WEN $SKHY $STLA )

by John F. Heerdink, Jr. 2 days ago 228Views 0Likes

From SK hynix’s record results to Modular Medical’s European preparations, investors have more than one reason to look beyond interest-rate anxiety. October 28, 2026 Wall Street does not need every company to thrive at once. It needs enough businesses to demonstrate that…

Colorful illustration of cheering fans beneath balloons representing TKO, Dolphin Entertainment, Enthusiast Gaming, IZEA and Live Nation.

Beyond the Follow Button: Five Public Companies Turning Fandom Into Business ( $DLPN $EGLXF $IZEA $LYV $TKO )

by John F. Heerdink, Jr. 2 days ago 176Views 0Likes

From creator campaigns to premium experiences, IZEA, Dolphin Entertainment, Enthusiast Gaming, TKO and Live Nation offer distinct exposure to the business of audience loyalty. The most interesting asset in entertainment may not be the next blockbuster, championship or viral video. It may…

Author page: John F. Heerdink, Jr.

Alphabet’s AI Reset: Why Google’s Selloff May Be Hiding a Bigger Growth Story -( $GOOG $GOOGL $NVDA )

Stock Market Today, Thursday, October 29, 2026: Nasdaq Slides as AI Spending Concerns Offset Strong Economic Growth and Lower Yields -( $AMZN $CMG $EPRX $GOOGL $HSY $LLY $MODD $NOW $RIVN $SER )

ADT’s $15.3 Billion Thrive Deal, Crocs’ Comeback and AI Optics Fuel the Bull Case as Drugmakers Show Demand Still Delivers -( $ADT $APO $BMY $CROX $LITE $LLY $MRK $MRVL )

Anthropic’s IPO Gives Wall Street a New AI Growth Story, and Robinhood a Front-Row Seat -( $AMZN $ANT $AVGO $GOOG $HOOD $RVI )

Dallas-based VC Disruptive’s $10 Billion AI Fund Makes a Bullish Bet on Technology’s Next Heavyweights -( $ABNB $AMD $GOOGL $NVDA $PLTR $SPOT )

Stock Market Today, October 28, 2026: Stocks Rise as Fed Holds Rates, AI Earnings Take Center Stage -( $AMD $AMWL $DOCS $EPRX $HOOD $MODD $MSFT $NVDA $ORCL $RKLB $SER $SPCX $V $WEN )

Nuclear Power’s $5 Billion AI Catalyst: Why Constellation, Uranium and the Companies Behind the Grid Deserve Investor Attention -( $AMZN $CEG $D $DUK $ETR $FCX $GEV $GOOGL $META $NEE $NVDA $OKLO $PEG $SO $TLN $UUUU $VST )

Fed Holds Rates Steady, Giving Wall Street’s Earnings Engines Room to Run -( $CME $DIA $MSFT $NVDA $SPY $QQQ )

Stocks Find Fresh Fuel as Wendy’s Buyout Bid, AI Memory Demand and Turnarounds Lift the Bull Case -( $GS $MODD $MU $WEN $SKHY $STLA )

Beyond the Follow Button: Five Public Companies Turning Fandom Into Business ( $DLPN $EGLXF $IZEA $LYV $TKO )

Your Guide To Staying Informed In The Markets