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IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.
Higher interest rates threaten to prolong private equity’s record $349 billion backlog of “zombie funds,” making exits harder, squeezing fee income and potentially forcing some firms to shrink. The Federal Reserve’s decision to raise interest rates on Wednesday will deepen problems in their portfolios from a generation of buyouts that are stuck. The bigger the logjam gets, the harder it will be to raise new funds, reducing the fee income private-equity firms rely on, a cycle that can spiral.
Federal agencies can sign contracts for Microsoft's new AI government tier starting October 1, but key features may not arrive until later. Whether that gap kills the deal before it starts reveals something uncomfortable about how Microsoft is betting on AI revenue.
The S&P 500 faces a critical test today as investors brace for what is shaping up to be the most consequential Federal Open Market Committee (FOMC) meeting of the year.
Microsoft Corp, the American Federation of Teachers (AFT) and the United Federation of Teachers (UFT) have agreed on a new “National AI Safety & Privacy Standard” for schools. The agreement, which was announced in a joint press release on Wednesday,...
Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.
Harworth Group (LON:HWG) reported continued progress across its industrial, logistics and powered-land pipeline in the first half of 2026, while residential-market weakness and construction-cost inflation contributed to a decline in net development value per share. The company said it was currently
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.
Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar
Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.
Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
TransAct Technologies (NASDAQ:TACT) reported second-quarter net sales of $13.9 million, up slightly from $13.8 million a year earlier, as growth in its food service technology business was partially offset by tariff-related customer refund adjustments and lower reported casino and gaming revenue. T
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