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The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f

Commonwealth Bank of Australia on Monday appointed Mary-Anne Williams as ‌its chief AI scientist in what the ‌bank said would be the first such role at ​an Australian lender. Williams would join from the University of New South Wales, where she serves as the deputy director of the varsity's AI ‌Institute, among ⁠other roles. CBA did not say when Williams would join.

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that holds a single S&P 500 fund. The 401(k) is maxed. The mega backdoor Roth is maxed. The next tax dollar saved has to ... The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

The pieces are coming together for AWS’s AI strategy, thanks to $200 billion in spending, custom chips and savvy deals.

Billionaire investor Bill Ackman said on ‌Saturday that the sale ‌of Google parent Alphabet's shares was ​not a bet against the company. Ackman on Friday said his firm Pershing Square had built ‌a new ⁠position in tech giant Microsoft after its stock ⁠price dropped recently, and sold his long-owned investment in ​Alphabet to ​help ​pay for it.

Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took ‌opposite tacks this year when Bill Ackman bet on Microsoft and exited ‌Google parent Alphabet and Daniel Loeb did the opposite. Ackman said on X his firm Pershing Square ​began building a new position in software giant Microsoft in February after shares dropped, saying investors weren't giving it enough credit for its Microsoft 365 office suite and artificial intelligence investments.

Hedge fund Tiger Global Management ‌said it initiated ‌new positions in an ​array of stocks including Intel and Robinhood Markets ‌during the ⁠first quarter of 2026, according ⁠to its most recent 13-F ​filing ​with ​the U.S. ‌Securities and Exchange Commission on Friday. The hedge fund also said it liquidated ‌stakes in ​companies such ​as ​Circle Internet ‌Group and Workday, ​while ​reducing its holdings of Microsoft ​and ‌Apollo Global Management. (Suzanne ​McGee in Providence, ​Rhode Island)

Shares of Microsoft rose more than 3% Friday, bucking the trend on a down day for tech stocks. The move followed the announcement from investor Bill Ackman that his Pershing Square has taken a new stake in the software giant in a bet Microsoft's investments in AI aren't reflected in its stock price. Microsoft shares are down 12% this year and have lost about a quarter of their value since they peaked last fall.

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

Figma (NYSE: FIG) has had one of the wildest post-IPO rides in recent memory. After debuting at $33 in July 2025, the stock soared to nearly $143 before crashing to around $20. That’s an 88% collapse from peak levels, despite the business itself continuing to grow rapidly.

Bill Ackman announced on social media that his hedge fund Pershing Square will disclose a new position in Microsoft in a 13F filing with regulators today. Microsoft has been an outlier in the tech trade that has carried markets higher this year. "We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results," Ackman wrote in a post on X. "We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years."

The investor says the tech company is underpriced, and he will disclose the stake in regulatory filings later Friday.

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

A trial that may shape the future of OpenAI enters its final stages on Thursday, as lawyers for Elon Musk try to convince a jury to hold the ChatGPT maker's leaders responsible for transforming the ‌nonprofit into a vehicle to enrich themselves. Closing arguments are scheduled in the Oakland, California, federal court in Musk's lawsuit against OpenAI and its CEO, ‌Sam Altman. Musk is suing OpenAI and Altman for breach of charitable trust and unjust enrichment, accusing them of "stealing a charity" by straying from OpenAI's founding mission to build safe AI that would benefit ​humanity.

OpenAI and Microsoft Corp. have reportedly agreed to cap their total revenue-sharing payments at $38 billion. This cap could potentially strengthen OpenAI’s long-term appeal to investors as it gears up for a public offering, which might occur as early as...

Britain launched an antitrust investigation into Microsoft's dominance in business software that could ‌lead to targeted action if the U.S. company ‌is found to have "strategic market status" in the sector. It ‌would also look ⁠at how AI competitors were able to integrate with Microsoft's business software, it said. An SMS ⁠designation would also allow the CMA to intervene in the cloud market, where it has previously found Microsoft's use of ​software licensing ​could be reducing competition ​in cloud services.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

Microsoft is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI, five people familiar with the matter said. This spring, ‌Microsoft weighed acquiring code-generation startup Cursor, four people said. Microsoft is in discussions with Inception, a small startup built by a Stanford University team focused on a different method of developing large language models, three people familiar with the matter said.

Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

The stock market has produced some astonishing winners over the years, but what’s happening with Nvidia (NASDAQ:NVDA) feels different. Five years ago, Nvidia was still largely viewed as a high-end gaming graphics card maker with growing data center ambitions. Today, it sits at the center of the artificial intelligence economy — and increasingly, at the ... Nvidia Hits $5.5 Trillion — It’s Now Worth More Than the GDP of Every Country but the U.S. and China

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s