Wall Street has been buying AI like a trade, but BlackRock's Jay Jacobs argues the real money moves across three distinct phases spanning a decade, and most investors are parked in the…
It looks like the Space Exploration Technologies (NASDAQ:SPCX | SPCX Price Prediction) enjoyed quite a successful lift-off on Friday’s session, with the broad markets both enjoying a big up day as the…
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a…
AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory…
SpaceX just rewrote the IPO record book. The company sold more than 555 million shares at $135 each, raising $75 billion and landing a valuation of nearly $1.8 trillion. According to CNBC’s…
David Tepper’s Appaloosa Management cut its Microsoft position by roughly 82% in the first quarter of 2026, while Bill Ackman’s Pershing Square went the other direction, initiating a brand-new stake of roughly…
Joel South The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding for tens of millions of investors. It tracks the S&P 500, charges 0.0945% in expenses, pays a 1.25% dividend yield, and has…
Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing…
I bought more Microsoft (NASDAQ:MSFT | MSFT Price Prediction) this morning, and I will probably buy more before the week ends. The stock is down 7.02% over the past week and 17.47%…
Alex Sirois Today is dividend day at Microsoft, and one shareholder is collecting a check that dwarfs almost every Powerball jackpot in U.S. history. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) paid its quarterly dividend…
Eric Bleeker Whenever the Nasdaq 100 slides more than 4% in a single day, as it did on Friday, it can feel like the stock market is crashing. Undoubtedly, it’s never fun when stocks…
Joey Frenette Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is trading at an unusually soft spot heading into the second half of 2026, and our model says the setup is attractive. Shares changed hands near…
Vandita Jadeja 
