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
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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?
Alphabet's stock has been on fire since Q1 ended.
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
Exa Labs Inc. has raised $250 million in a Series C round led by Andreessen Horowitz, valuing the San Francisco-based artificial intelligence company at $2.2 billion. The startup said it will use the new capital to train its next generation...
Alphabet is going all-in on consumer-centric AI, looking to play to its strengths.
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
Google parent Alphabet has taken a $1 billion stake in a company that holds a virtual monopoly in a niche segment of the financial services market.
Shares in the leading AI company have skyrocketed 130% during the past 12 months.
3 Made-in-USA coins to watch show bullish setups as Trump's patient Iran strategy resets risk premium for three US AI tokens.
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
Long weighed down by smartphone market stagnation and the impending loss of Apple as a client, Qualcomm is staging a powerful comeback as it transitions to an aggressive offensive in AI data center inference and physical AI.
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 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
On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused on building a global bond crisis and a sovereign debt spiral. Gavin Baker is far more bullish, arguing that America’s energy independence and ... Debt Spirals vs. AI Factories: The Great Macro Divide of 2026
These AI stocks have reasonable valuations and appealing long-term growth prospects.
For decades, Berkshire Hathaway’s quarterly stock filings have been treated like a roadmap into Warren Buffett’s thinking. However, the latest one feels very special. Berkshire Hathaway (BRK.A) (BRK.B) unveiled a wide-ranging portfolio overhaul in its latest 13F filing, adding a big new stake in ...
Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...
DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...
Intel wants to capture higher margins amid surging AI PC demand and tightening supply of advanced nodes.
SpaceX founder Elon Musk has said that he wants to put data centers in space for efficiency. One expert told Yahoo Finance how it would actually work.
Boise Cascade supplies engineered wood products and building materials to construction markets across the U.S. and Canada.
CNBC semiconductor correspondent Kristina Partsinevelos argued mega-cap firms like Nvidia Corp are great for investors seeking growth rather than income, as the AI chipmaker’s new dividend payout still reflects lower yields. The chipmaker lifted its quarterly dividend to $0.25 from...
Ackman believes investors have missed one crucial detail about Microsoft.