News

Microsoft faces fresh questions over how it books AI related revenue, with critics focusing on the risk of round trip funding between its cloud business and AI startups such as OpenAI. The Gates Foundation Trust has fully exited a long running Microsoft position for non business reasons, while Pershing Square has taken a large new stake citing confidence in AI driven growth. Reports indicate Microsoft is in advanced talks to supply its in house Maia AI chips to Anthropic to cut reliance on...

It’s pretty hard to know what to believe when it comes to this ongoing AI revolution. The AI bubble calls have been growing louder for well over a year now. And while some folks, including the great Michael Burry of The Big Short fame, might feel as though we’re in the lead-up to the peak ... The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7

Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue […]

INTU vs. MSFT: Which Stock Is the Better Value Option?

CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.

The host of Retire SMART Podcast opened Episode 416 with a number that should stop every income-focused retiree in their tracks. The S&P 500’s dividend yield has fallen to roughly 1.1%, an all-time low going back to the 1800s. His framing was blunt: “The dividend usually fluctuates between 2 and change, and sometimes up to ... S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know

The Vanguard Dividend Appreciation ETF (VIG) may be one of the more consistent dividend-growth funds. But it's not one of the biggest yielders.

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

It may keep offering you advice based on information that may be dated—or wasn’t even about you in the first place.

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

AI bubble fears grow as Big Tech allegedly recycles AI investments into cloud revenue, fueling dot-com style worries.

When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

The NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) paid out $0.6589 per share on May 22, 2026, the latest in a steady run of monthly checks that produce a headline distribution rate near 14%. That number dominates marketing decks and YouTube thumbnails. What QQQI investors mostly do not see is that a recent monthly payout was ... QQQI’s 14 Percent Yield Was 98 Percent Return of Capital in a Recent Distribution, And That’s the Real Story

Bubble brewing that rivals the roaring '20s, but bulls won't sell until these two things happen

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) is built for capital appreciation, with dividends an afterthought. With a 0.05% expense ratio and a portfolio engineered for capital appreciation, MGK pays a yield so thin it barely registers next to a money market fund. But MGK still distributes cash every quarter, and that cash comes from ... Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

NVIDIA (NasdaqGS:NVDA) has launched a quantum research center as part of its push into quantum computing. The company is partnering with and investing in quantum startups, including French firm Alice & Bob, which focuses on error resistant qubits. These steps come while other companies such as Microsoft and IonQ are also focusing on quantum computing progress. NVIDIA is widely known for AI chips and data center hardware, which sit at the core of many current AI and accelerated computing...

Despite a surge in revenue and a massive opportunity ahead of it, Microsoft's stock has slipped over the last year.

IAC (NASDAQ:IAC) is continuing its transformation from a holding company into People Incorporated, with executives describing the shift as a continuation of a strategy outlined earlier this year that includes asset sales, cost reductions and a sharper focus on People Inc. and MGM Resorts Internation

Microsoft has always been a standout stock for the foundation's portfolio.

One tech giant delivers record-setting sales surges, while the other posts unwavering growth. Recent earnings reveal how each strategy plays out over time.

This 32-year-old piano teacher's method won over kids. Now a tech maverick, a Shark Tank tycoon and a Hollywood composer are helping him go national.

One of these players is a tech giant, while the other is a small pure-play quantum company.

Jim Cramer’s blunt line to a young first-time homebuyer on the May 22 episode of Mad Money: “Expect corrections and don’t rely on hope as an investing strategy.” The caller, a younger investor, had just used a significant portion of his investment assets as a down payment on his first home and asked how to ... ‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.

Rashaad Bilal of Earn Your Leisure distilled the Musk-versus-Altman saga down to one sharp line: “He knows the flaws because he knows the man.” That framing reorients how investors should read every legal filing, every X post, and every interview Elon Musk aims at OpenAI. The litigation is a competitive weapon. xAI is the business ... ‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

The first cracks in the AI boom are starting to show, hitting select firms more than others, and this could only be the beginning.

The firm expects the company to reach profitability by 2028.

Palantir recently became one of the worst mega-cap performers YTD, but can the AI company ride out the storm?

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season