President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June…
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Fidelity sent a warning letter to S&P 500 fund holders, and a financial advisor on a major podcast confirmed what the fine print actually means for your retirement savings. If you think…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) offers a rare combination of irreplaceable enterprise software and contracted cloud and AI demand, because its dual engine of irreplaceable enterprise software and a contracted cloud…
Alex Sirois The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Microsoft (NASDAQ:MSFT)? Both are minting cash…
On June 1, CNBC reported that Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) invested an additional $10 billion in Alphabet (NASDAQ:GOOGL) through a private stock purchase, deepening its bet on artificial intelligence.…
The Schwab Fundamental International Equity ETF (NYSEARCA:FNDF) has ~900 holdings across Europe, Japan, the UK, and the rest of the developed world. Over the past year FNDF has returned 46%, with 22%…
Two of the world’s largest companies are walking on stage over the next two weeks, and they aren’t just showcasing new tech, they are quietly building execution docks for independent software applications.…
Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In…
Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) just had one of its most violent single-day reversals of the year, and the question on every shareholder’s mind is whether $228.99 can become $300 before…
At $460.52, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is a Hold over the next 12 months, with a reasonable target near $560 if AI monetization compounds. The stock is a fortress business…
Alex Sirois For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation often boiled down to…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is ripping higher in midday trading on Monday, June 1, jumping 18% to around $416 after NVIDIA‘s (NASDAQ:NVDA) RTX Spark Superchip launch validated the…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are up 5% in midday trading Monday, changing hands near $222 after the chipmaker unveiled its RTX Spark superchip at Computex 2026. The rally…
