Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee…
Advanced Micro Devices (NASDAQ: AMD | AMD Price Prediction) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1…
UBS has released its “Global Wealth Report 2026.” Among the headline conclusions was that “Nearly one million new millionaires were created in 2025, with the United States accounting for almost half of this growth,…
The pitch for JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) has always been monthly cash flow and lower volatility than the S&P 500. For a retiree holding $200,000 of JEPI in a taxable brokerage account,…
The SECURE Act rewrote how inherited retirement accounts work, and the consequences are now landing on a generation of heirs. For most non-spouse beneficiaries who inherited a 401(k) on or after January 1, 2020,…
South Dakota has become increasingly attractive to retirees for one simple reason: it has no state income tax. Social Security benefits, pensions, IRA withdrawals, and investment income all escape state taxation. The question is…
Asia’s equity rally has become one of the biggest global stories of the year, and a Bloomberg The China Show panel this week zeroed in on where the next leg might run. Bloomberg Live…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down…
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy…
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next…
The pre-retiree forum question keeps appearing in different forms: a 54-year-old software engineer with $1.4 million in a 401(k) wants to stop working at 55 and bridge to Social Security at 67 without paying…
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital…
The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are…
At $139.63, Intel (NASDAQ:INTC | INTC Price Prediction) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s…
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking…