Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name, and the morning broadcast did not mention it.
A persistent premarket seller hammered Nvidia for hours after its blowout earnings, yet CEO Jensen Huang appeared on national TV to reveal the company plans to pour even more cash into buybacks. Here is what the overnight tape and Huang’s own words mean for the stock.
Growth names are carrying the session again: the Nasdaq's 1.34% midday gain is more than four times the Dow's move. Anyone underweight big tech is watching the afternoon rally happen without them.
Chamath is calling the June/July software washout the bottom, using Salesforce's raised FY27 guidance of $46.1B to $46.4B as proof the AI-agent fear trade overshot.
As I mentioned previously a month or so ago on @theallinpod, the bottom was in in SaaS in June/July. Their financial results keep delivering and now valuations will snap back in turn. Models and harnesses will need tight integration with systems of record to deliver the next https://t.co/EbEvLApG7q [Quoted @Benioff]: #1 Q2 in Salesforce history. $11.3B Revenue. +11% $33.5B cRPO growth. +14% $5.90 Non-GAAP EPS. +103% $15.2B TTM Free Cash Flow. $3.9B Agentforce + Data 360 ARR. 7.0B AWUs delivered all-time. Raising FY27 guidance to $46.1–$46.4B. 3.2B AWUs in Q2 (+97% q/q) 6x growth in MCP https://t.co/dpzVdedk6C
Three blue-chip dividend stocks, each on a different quarterly payment schedule, can fill every month of the year with income, but each one carries a distinct risk that could derail the whole ladder.
Europe split apart on the close: Paris shed 1.46% while Frankfurt finished higher, so a single "European equities" bet paid differently by market today. London landed in between, 0.44% lower.
Salesforce is up 7.97% after its Q2 FY2027 earnings beat, a rare burst of conviction in a stock that has spent the year fighting doubts about AI eating into seat-based software. Follow-through this week decides whether it is a re-rating or a one-day pop.
The SoFi savings app shows a clean 3.80% APY on a $25,000 balance, but the number it quietly implies for the year and the number the account will actually earn are not the same figure.
Most retirement budgets are built around the first few years of spending, which means two entire phases of retirement go unplanned for. The cost surprises hiding in your 70s and 80s follow a predictable pattern that most calculators quietly ignore.
Sun City budgets are built for two, but a surprising number of households eventually run on one income, one Social Security check, and a tax code that punishes single filers at the same income level. The costs that wait for a survivor are not what most couples see coming.
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.
