Ten years ago, Oracle (NYSE: ORCL | ORCL Price Prediction) was the database company everyone respected but few investors loved. It had missed the first wave of cloud, ceded ground to Amazon…
The pitch for Vanguard Growth ETF (NYSEARCA:VUG) sits at the cheap end of a long-running debate about whether active stock pickers can beat an index dominated by mega-cap growth names. VUG charges…
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are…
Elon Musk used a JPMorgan-hosted investor event this week to pitch SpaceX as entering a new chapter, telling Jamie Dimon that the company is “embarking on a massive new growth phase, and…
On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company…
If you’re a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN | AMZN Price Prediction) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio…
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN | AMZN Price Prediction),…
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…
Omor Ibne Ehsan 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%…
