Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy…
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from…
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) was last seen trading near $373, while the average analyst price target sits at $587.31. That gap exceeds 57%, a dislocation that demands explanation. The…
Trey Thoelcke Monthly income checks from a portfolio of NVIDIA, Apple, Microsoft, and Alphabet sound appealing until you realize those same stocks have compounded at extraordinary rates for a decade. The investor’s dilemma is…
Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less than the index over time. Fidelity Fundamental Large Cap Growth ETF (NYSEARCA:FFLG) is…
Weekly income checks from a basket of the world’s most powerful tech companies sound appealing, but the mechanics behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) are more complicated than…
A 30.56% advertised yield sounds like a compelling income solution until you look at what happened to the principal behind it. Roundhill MSFT WeeklyPay ETF (CBOE:MSFW) launched in July 2025 promising weekly…
Apple (NASDAQ:AAPL | AAPL Price Prediction) and Microsoft (NASDAQ:MSFT) both reported fiscal second-quarter results within a day of each other in late January 2026, and the two quarters reveal two very different…
Vanguard S&P 500 Growth Index Fund ETF Shares (NYSEARCA:VOOG) offers a yield of just 0.46%, a byproduct of owning growth companies rather than a reason to own the fund, and investors evaluating…
My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research…
