High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Elon Musk loses OpenAI lawsuit on May 18, 2026. U.S. jury finds claims time-barred. OpenAI and Sam Altman cleared as company eyes massive IPO. Full impact on crypto and AI markets.
NextEra Energy has agreed to acquire Dominion Energy in a $66.8 billion all-stock deal, creating the world's largest regulated electric utility with over $400 billion in enterprise value.
Investors watch whether AI chip demand can still outpace forecasts
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching her kids. The parents refuse the cash and, in her words, would likely spend any of it on toys and clothes for the ... I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?
Big tech stocks are falling--and taking the major market index down with them. Among the 11 S&P 500 sectors, information technology is getting hit the hardest, down 1.4%. The next biggest laggard is industrials, down 0.
President Trump’s trading activity surged in the first quarter, totaling more than 3,700 transactions, according to recent financial disclosures. The disclosures, published by the U.S. Office of Government Ethics late last week, include millions of dollars in transactions relating to companies such as Nvidia, Alphabet and Amazon.
KeyBanc just delivered one of the more eye-catching analyst calls in cybersecurity this month. The firm raised its price target on CrowdStrike (NASDAQ:CRWD) to $700 from $525 and reiterated an Overweight rating on the shares, citing improving demand signals tied to the company’s recent Mythos user conference. For prudent investors, the revision reframes CrowdStrike as ... KeyBanc Just Hiked CrowdStrike Price Target to $700. Is Mythos the Real Catalyst?
Okta (NASDAQ:OKTA) stock earned a stronger endorsement from KeyBanc. Analyst Eric Heath raised the firm’s price target on Okta to $103 from $95 and kept an Overweight rating on the shares, citing a sharper outlook for enterprise security spending in the back half of the year. The price target raise is part of a broader ... Okta Price Target Bumped to $103 at KeyBanc as Security Spending Catches Fire
Matrix Asset Advisors, an asset management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the stock market declined by -4.33% after three years of gains, initially lifted by strong earnings and expectations of interest rate cuts. However, following military actions in Iran […]
Microsoft and AppLovin have not participated in the recent Nasdaq rally.
MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.
In early May 2026, ServiceNow unveiled a wave of AI-focused product launches and partnerships, spanning Experian, AWS, Microsoft, NVIDIA, Accenture and others, while also completing multi-tranche fixed‑rate note offerings maturing between 2028 and 2056 to strengthen its long-term financing. Together, these moves deepen ServiceNow’s ambition to be an AI “control tower” for governed, autonomous enterprise workflows, while giving it additional capital flexibility to fund acquisitions, platform...
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
NVIDIA (NASDAQ:NVDA) is the stock everyone wants to talk about right now, riding a 65.53% one-year run and a $5.46 trillion market cap into another blockbuster earnings cycle. The setup underneath that run is more fragile than the headline numbers suggest. The NVDA Trade Is Crowded and Exposed Jensen Huang is calling this an “AI ... Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk
US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...
With big tech’s CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, investors, many of whom are starting to get just a little bit worried about a potential bubble forming in AI or AI chips, are going to want to see more in the ... 2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later
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
Microsoft became very cheap in the first quarter. It still is.
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.
Fidelity National Information Services Inc. (NYSE:FIS) is one of the best low priced technology stocks to buy according to hedge funds. On May 12, FIS announced that its Supply Chain Finance Platform, formerly known as Demica, was selected by Glencore PLC to power an inaugural $2.55 billion trade receivables securitization program for its oil and […]
No tech stock has sustained success as long as this powerhouse.
Microsoft's planned geothermal powered Azure data center project in Kenya has stalled after talks with the Kenyan government broke down over payment guarantees. The East Africa build out, tied to Microsoft's cloud partnership with G42, is now uncertain as the company reassesses its approach to expanding Azure in emerging markets. The project had been framed as a way to extend cloud access across East Africa using renewable energy and new regional infrastructure. For investors tracking...
SkyBridge Capital founder Anthony Scaramucci suggested on Wednesday that Bitcoin is tracing an adoption path akin to that of Amazon.com Inc. and Microsoft Corp.. Scaramucci Says Bitcoin Can’t Be ‘Devalued’ During an interview with RiskReversal Media, Scaramucci said that traditional...
Microsoft trades at a more attractive valuation relative to peers like Alphabet and Amazon.
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
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