At current prices, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have…
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in…
Chevron (NYSE:CVX | CVX Price Prediction) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain,…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest…
The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially…
The Trump bull market has held its ground despite the geopolitical shocks that sent investors scrambling just months ago. With the U.S.-Iran conflict moving toward a formal end and AI still driving…
Joey Frenette SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) track the same S&P 500 index. The real contest is structure, cost, and cash flow. With the VIX at…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion.…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April. Apple delivered a record March quarter powered by the iPhone 17…
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because…
Joel South The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
Microsoft spent $7.5 billion on GitHub back in 2018, and analysts are now calling it one of the savviest deals in tech history. The question is whether the developer flywheel it built…
Joel South The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate…
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May.…
