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JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It
24/7 Wall St.77d agoneutral
JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

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

SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?
24/7 Wall St.77d agoneutral
SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

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?

Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953
24/7 Wall St.77d agoneutral
Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

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

Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year
24/7 Wall St.78d agoneutral
Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

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

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer
24/7 Wall St.78d agobullish
‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

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

‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI
24/7 Wall St.78d agoneutral
‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

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

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
24/7 Wall St.78d agoneutral
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

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

Debt Spirals vs. AI Factories: The Great Macro Divide of 2026
24/7 Wall St.78d agoneutral
Debt Spirals vs. AI Factories: The Great Macro Divide of 2026

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

Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet
Simply Wall St.78d agoneutral
Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet

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 Ties Data Center Growth To Renewables And Microgrid Plans
Simply Wall St.78d agoneutral
DTE Energy Ties Data Center Growth To Renewables And Microgrid Plans

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...