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Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg80d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

Why MP Materials (MP) Is Down 11.3% After Apple and Pentagon Rare Earth Magnet Deals
Simply Wall St.80d agoneutral
Why MP Materials (MP) Is Down 11.3% After Apple and Pentagon Rare Earth Magnet Deals

In the first quarter of 2026, MP Materials reported US$90.65 million in sales and a net loss of US$7.97 million, while announcing major multi-year partnerships with Apple and the U.S. Department of Defense to expand rare earth magnet production and recycling in the United States. At the same time, expectations of a potential US–China rare earth agreement and significant insider selling by MP Materials’ leadership have shifted attention toward geopolitical and governance risks, even as the...

Apple’s AI Overhaul and CEO Transition Could Be A Game Changer For Apple (AAPL)
Simply Wall St.80d agoneutral
Apple’s AI Overhaul and CEO Transition Could Be A Game Changer For Apple (AAPL)

In recent weeks, Apple has reported record quarterly results, previewed extensive Apple Intelligence and Siri upgrades, and reshaped its hardware organization as it prepares for a CEO handover to John Ternus later this year. These developments highlight how Apple is trying to pair a growing, high-margin services and AI ecosystem with leadership change and tighter silicon–device integration to reinforce its competitive position. We’ll now examine how Apple’s accelerated Apple Intelligence...

Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan
Insider Monkey80d agoneutral
Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard 500 Index Fund (NASDAQ:VFIAX) ranks 6th on this list. Vanguard 500 Index Fund (NASDAQ:VFIAX) is an index fund that Graham Stephan has advocated buying in the past few years. The Vanguard 500 Index Fund employs an indexing investment approach designed to track […]

Apple Inc. (AAPL): A Top Stock Pick by Graham Stephan?
Insider Monkey80d agoneutral
Apple Inc. (AAPL): A Top Stock Pick by Graham Stephan?

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Apple Inc. (NASDAQ:AAPL) ranks 1st on this list. Apple Inc. (NASDAQ:AAPL) appears on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. […]

After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research
24/7 Wall St.80d agoneutral
After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost
24/7 Wall St.80d agoneutral
JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding
24/7 Wall St.80d agoneutral
For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

150 Years of Market History Predicts Trump’s Bull Market Is Almost Over
24/7 Wall St.80d agoneutral
150 Years of Market History Predicts Trump’s Bull Market Is Almost Over

President Donald Trump’s second term has delivered a stock market rally few investors expected would survive the turbulence thrown at it. Tariff battles rattled global trade. The so-called “SaaS-pocalypse” crushed once-highflying software stocks. Treasury yields climbed above 5% more than once. Yet each pullback eventually gave way to another rebound, pushing the S&P 500 to ... 150 Years of Market History Predicts Trump’s Bull Market Is Almost Over

Intel Is Up 5% Today: Here’s Why
24/7 Wall St.81d agoneutral
Intel Is Up 5% Today: Here’s Why

Shares of Intel (NASDAQ:INTC) are up 5% in early trading Wednesday, changing hands near $116.20 after closing Tuesday at $110.80. The catalyst is a late Tuesday report that Intel is in talks to acquire AI chip startup Tenstorrent. The move extends what has already been one of the most powerful large-cap rallies of the year. ... Intel Is Up 5% Today: Here’s Why

Apple TV Series Launch Ties Services Growth To Valuation Questions
Simply Wall St.81d agoneutral
Apple TV Series Launch Ties Services Growth To Valuation Questions

Global rollout of multi Emmy Award winning lifestyle series Staycation International on Apple TV. Streaming on Apple TV is scheduled to begin on May 24, 2026. Expansion underscores Apple’s focus on premium lifestyle and travel programming within Apple TV. News is material for Apple’s media and services strategy alongside its hardware business. Apple, traded as NasdaqGS:AAPL, is adding Staycation International to Apple TV at a time when media and technology groups are competing for user...

The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning
24/7 Wall St.81d agoneutral
The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning

The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice
24/7 Wall St.81d agoneutral
XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Warren Buffett’s Berkshire Delivered a 39,000x Return Since 1965. He Still Tells Most Investors to Buy Index Funds Instead.
24/7 Wall St.81d agobullish
Warren Buffett’s Berkshire Delivered a 39,000x Return Since 1965. He Still Tells Most Investors to Buy Index Funds Instead.

Although Berkshire Hathaway (NYSE:BRK-B) has compiled the single best long-run track record in modern markets, the man who built it spends most of his shareholder letters telling you not to try this at home. On Wall Street, that contradiction has hardened into one of investing’s most durable patterns. From 1965 to 2025, Berkshire posted a ... Warren Buffett’s Berkshire Delivered a 39,000x Return Since 1965. He Still Tells Most Investors to Buy Index Funds Instead.