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Hyperscaler Debt Flood Brings Derivatives Bonanza
Bloomberg79d agoneutral
Hyperscaler Debt Flood Brings Derivatives Bonanza

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

TransUnion (TRU) Valuation Check After New Google YouTube Attribution Partnership
Simply Wall St.79d agobullish
TransUnion (TRU) Valuation Check After New Google YouTube Attribution Partnership

TransUnion (TRU) has drawn fresh attention after announcing an industry first collaboration with Google that brings YouTube measurement into its Multi Touch Attribution solution, giving marketers a unified view of how video ads tie to business outcomes. See our latest analysis for TransUnion. Despite the YouTube measurement rollout and recent dividend affirmation, TransUnion’s share price return is down 15.2% year to date and the 1 year total shareholder return is down 14.65%, while the...

The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years
24/7 Wall St.80d agoneutral
The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

A 30-year-old software engineer at Meta (NASDAQ:META), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week: how do I shovel more into a Roth when I am already over the income limit for direct Roth IRA contributions and my 401(k) deferral is maxed? ... The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

Is Alphabet Inc. (GOOG) One of the Best Communication Stocks to Invest In?
Insider Monkey80d agoneutral
Is Alphabet Inc. (GOOG) One of the Best Communication Stocks to Invest In?

Alphabet Inc. (NASDAQ:GOOG) is one of the best communication stocks to invest in. Alphabet Inc. (NASDAQ:GOOG) announced on May 20 a partnership between Google Cloud and Thales, a global leader in high technologies, aimed at establishing a new sovereign cloud solution in Germany. Management stated that the agreement marks a notable step in meeting the German […]

Team Internet is now firmly in a scaling phase - ICYMI
Proactive80d agoneutral
Team Internet is now firmly in a scaling phase - ICYMI

Team Internet Group PLC (AIM:TIG, OTCQX:TIGXF, FRA:4CN) this week outlined continued progress across its search, AI and international expansion initiatives, while also updating investors on refinancing discussions and strategic interest in its DIS business. Speaking with Proactive from New...

Alphabet’s Missouri Data Center Push Recasts AI Growth And Risk Story
Simply Wall St.80d agobearish
Alphabet’s Missouri Data Center Push Recasts AI Growth And Risk Story

Alphabet, ticker NasdaqGS:GOOGL, is committing $15b to build a new Google data center complex in Missouri focused on AI and cloud computing infrastructure. The project emphasizes sustainable development, including advanced cooling systems aimed at reducing water use and programs tied to energy affordability. Google plans direct community investment and local workforce training as part of the buildout, positioning the site as a long term regional hub for digital services. For investors...

Investing.com80d agoneutral
Citi sees AI price effects as key issue for Warsh

Investing.com -- Strong U.S. macroeconomic performance continues to outpace other developed economies, powered by real GDP growth tracking at a 2% to 3% pace in recent quarters, according to institutional research released by Citi this week.

Bank of America resets Google stock forecast after key event
TheStreet80d agoneutral
Bank of America resets Google stock forecast after key event

Alphabet (GOOGL) has the most popular search engine, is a hyperscaler, and is one of the best-positioned companies in the artificial intelligence race. The stock is up about 22.85% year to date, at the time of writing, Friday morning, May 22, according to Yahoo Finance. Meanwhile, the SPDR S&P ...

Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes
Barrons.com80d agobearish
Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

Is Best Buy’s (BBY) Student Tech Perks Masking Deeper Supply Chain And Leadership Questions?
Simply Wall St.80d agobullish
Is Best Buy’s (BBY) Student Tech Perks Masking Deeper Supply Chain And Leadership Questions?

BMO Financial Group recently launched a collaboration with Best Buy Canada, offering eligible post-secondary students who open and fund a BMO Student Chequing Account a C$200 Tech Reward that can be used on a curated range of products from brands such as Sony, JBL, Nespresso, Dyson and Google Fitbit. At the same time, Best Buy is preparing for an upcoming earnings report while managing product shortages and a pending CEO transition, which together are shaping how investors think about its...

Is Snap (SNAP) Quietly Recasting Its Brand Strategy With Luke Wood’s Board Appointment?
Simply Wall St.80d agoneutral
Is Snap (SNAP) Quietly Recasting Its Brand Strategy With Luke Wood’s Board Appointment?

On May 20, 2026, Snap Inc. expanded its board of directors to thirteen members by appointing Luke Wood, former Beats by Dr. Dre President and Apple Vice President, who also leads Violet St Holdings and sits on Fender Musical Instruments’ board. By bringing in a director with deep consumer electronics, music, and brand-building experience, Snap is signaling a focus on strengthening leadership around product, partnerships, and monetization opportunities. We’ll now examine how Luke Wood’s...

Bloomberg80d agoneutral
Anthropic to Close Over $30 Billion Round as Soon as Next Week

(Bloomberg) -- Anthropic PBC is set to close its latest round of funding, which may top $30 billion at a valuation above $900 billion, as soon as next week, according to people familiar with the matter, vaulting ahead of rival OpenAI to become the world’s most valuable AI startup.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaUAE Joins Saudis, Qatar in Urging Trump Not to Restart WarIran in Talks Wi

SCHG’s Top Ten Holdings Now Drive 59 Percent of the Fund, Creating Hidden Single Stock Risk
24/7 Wall St.80d agoneutral
SCHG’s Top Ten Holdings Now Drive 59 Percent of the Fund, Creating Hidden Single Stock Risk

A young saver opens a Schwab account, picks the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) over a plain S&P 500 fund because they want a growth tilt at almost no cost, and assumes 197 holdings buys them diversification. The math says otherwise. SCHG’s top 10 names drive 59% of the portfolio, which means more than ... SCHG’s Top Ten Holdings Now Drive 59 Percent of the Fund, Creating Hidden Single Stock Risk