The University of Michigan recently became one of the most unlikely winners of the AI boom. The school’s endowment invested $20 million in OpenAI during a very early fundraising round, well before Microsoft‘s (NASDAQ:MSFT…
Thomas Richmond Apple is back at the top of every watchlist after the latest quarter showed iPhone revenue rebounding and CEO Tim Cook touting “extraordinary demand for iPhone 17 lineup”. The setup beneath the…
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
S&P Global rates only two U.S. public companies AAA, one notch above the federal government itself. S&P downgraded the United States to AA+ in 2011, and Fitch followed in 2023, leaving Uncle…
On a recent episode of My First Million, Sam Parr told his co-host Shaan Puri that he keeps 80% of his portfolio in the S&P 500, which would not be remarkable except…
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 
