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.…
Galloway’s Defense of Apple’s Cash Choice On the latest Prof G Markets, Scott Galloway defended Apple (NASDAQ: AAPL | AAPL Price Prediction) for authorizing a fresh $100 billion share repurchase while peers…
Invesco QQQ Trust (NASDAQ:QQQ) and Invesco NASDAQ 100 ETF (NASDAQ:QQQM) track the same Nasdaq-100 index, yet they serve different investor wallets. With QQQ closing at $694.94 and QQQM at $286.12 on May…
Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each…
Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company's AI infrastructure budget. Through mid-July 2026, more than 165,000 tech workers have been cut…
IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus,…
The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte…
State Street’s 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund…
Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can…
