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This Billion-Dollar Deal Propelled Dell’s (DELL) 43% Growth This Week
Insider Monkey77d agoneutral
This Billion-Dollar Deal Propelled Dell’s (DELL) 43% Growth This Week

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks With Effortless 38-78% Gains. Dell Technologies climbed by 42.6 percent week-on-week, as investor optimism was fueled by its bagging of a new $10-billion contract with the US government, alongside a strong earnings performance in the first quarter of fiscal year 2027. In an announcement on […]

Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck
TipRanks77d agoneutral
Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

BofA doubles down on cautious S&P 500 view for rest of 2026
TheStreet77d agoneutral
BofA doubles down on cautious S&P 500 view for rest of 2026

There's a difference between owning the market and owning the companies inside it, and most savers never notice the gap until it costs them money. For more than a year, the gap hasn't mattered. The S&P 500 has climbed in a nearly straight line, printing record after record, and the laziest ...

Microsoft Tightens AI Tools As Investors Focus On Outcome Based Adoption
Simply Wall St.77d agoneutral
Microsoft Tightens AI Tools As Investors Focus On Outcome Based Adoption

Microsoft (NasdaqGS:MSFT) has reportedly tightened internal AI tool spending, canceling licenses for external AI coding assistants such as Claude Code. Engineers are being directed toward the company’s own Copilot CLI as part of a broader focus on internal AI products and cost control. Across the sector, AI evaluation is shifting toward outcome based metrics, highlighted by Amazon discontinuing its AI leaderboard in favor of impact focused measures. For you as an investor, this points to a...

Amazon joins Microsoft in sending shocking message to employees
TheStreet77d agoneutral
Amazon joins Microsoft in sending shocking message to employees

For the past two years, the message from Big Tech to its employees was simple: use more AI. The companies that used it most would win. The numbers would follow. The numbers have not followed. And now the message is changing. Amazon (AMZN) shut down an internal AI leaderboard called KiroRank on May ...

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg78d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.
24/7 Wall St.78d agoneutral
S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.

Microsoft (MSFT) Is Up 7.6% After Revealing US$37B AI Run Rate And New EY Alliance
Simply Wall St.78d agoneutral
Microsoft (MSFT) Is Up 7.6% After Revealing US$37B AI Run Rate And New EY Alliance

In recent weeks, Microsoft has expanded its AI footprint with new in-house models, deepened alliances such as the US$1.00 billion EY partnership, and seen multiple partners launch Azure- and Copilot-based solutions across governance, security, and industry workflows. Together with disclosures that its AI business is running at a US$37.00 billion annual revenue run rate, these moves underline how tightly Microsoft is knitting AI into core cloud, productivity, and enterprise systems, rather...

QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together
24/7 Wall St.78d agoneutral
QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together

The Invesco QQQ Trust (NASDAQ:QQQ) has ripped higher in the spring rally, climbing 10% in the past month and 19% year to date to trade near $727. That rebound from the early-April volatility spike, when the VIX briefly punched above 25, has been powered almost entirely by the same handful of AI infrastructure names that ... QQQ’s Hidden Risk: Why the Fund’s Top 5 Holdings Move Together

SCHX’s 750 stocks hide a 48% concentration risk most dividend investors overlook
24/7 Wall St.78d agoneutral
SCHX’s 750 stocks hide a 48% concentration risk most dividend investors overlook

The Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) charges 0.03% a year, holds 750 stocks, and just paid a quarterly distribution of $0.0732 per share on March 30, 2026. For roughly thirty cents a year on every $1,000 invested, SCHX investors get exposure to almost the entire U.S. large-cap market, with income that has arrived on schedule ... SCHX’s 750 stocks hide a 48% concentration risk most dividend investors overlook

Paramount Is Pulling Every Lever to Sell LBO Debt
Bloomberg78d agobearish
Paramount Is Pulling Every Lever to Sell LBO Debt

(Bloomberg) -- Paramount Skydance Corp. stretched, then stretched, then stretched again in its audacious $110 billion takeover bid for Warner Bros. Discovery Inc.Most Read from BloombergAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarSingapore Hands Byju's Founder His First Ever Jail TermNow the companies

Is Microsoft Corporation (MSFT) A Stock to Buy for the Long Term?
Insider Monkey78d agobullish
Is Microsoft Corporation (MSFT) A Stock to Buy for the Long Term?

Microsoft Corporation (NASDAQ:MSFT) is one of the top stocks to buy for the long-term. On May 20, Microsoft Corporation (NASDAQ:MSFT) affirmed its push for opportunities around enterprise AI applications and on-device AI processing. The company launched the Surface Pro for Business and Surface Laptop for Business. The refreshed Surface devices run on Intel’s Core Ultra-Series […]

The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months
24/7 Wall St.78d agoneutral
The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That rally has occurred against an uncomfortable backdrop: the 10-year Treasury yield just touched nearly 4.7%, the highest reading in the past year. For ... The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

Jim Cramer on Microsoft: “I Think My Nose Got This One Totally Wrong”
Insider Monkey79d agoneutral
Jim Cramer on Microsoft: “I Think My Nose Got This One Totally Wrong”

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted his disappointment with the stock, as he stated: How about, though, when I’m attracted to what looks like value? How about when I own Microsoft for the Charitable Trust, thinking, well, it’s gotta ignite, right? It’s cheap, it’s good, […]

‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg79d agobullish
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

Uber’s CFO Just Said the Quiet Part Out Loud: AI’s Impact on Jobs Will Be Worse Than You Thought
24/7 Wall St.79d agoneutral
Uber’s CFO Just Said the Quiet Part Out Loud: AI’s Impact on Jobs Will Be Worse Than You Thought

Artificial intelligence has become the biggest technology story since the internet. Companies are pouring hundreds of billions of dollars into AI infrastructure, software, and services, all chasing the same goal: higher productivity and bigger profits. But one lingering question has hung over the entire AI boom. Will the technology actually replace workers, or simply make ... Uber’s CFO Just Said the Quiet Part Out Loud: AI’s Impact on Jobs Will Be Worse Than You Thought