4:00pm ET
ETF
Why JEPQ’s 10.7% Yield Looked Irresistible Until Nvidia Rallied
JEPQ's monthly paycheck looks generous until a single Nvidia session reveals exactly what income investors are trading away to collect it.
NVDA Coverage Page 25
12:20pm ET
Investing
A Judge Just Called This Pentagon AI Ban Illegal. Why Palantir Could Rally
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
12:10pm ET
ETF
$57 Billion Just Rushed Into SPYM | Is SPY’s Cheaper Twin Finally Taking Over?
SPY built its reputation tracking the S&P 500 for over three decades, but a lesser-known rival now holds a structural and cost advantage that quietly compounds against long-term SPY holders every single…
10:39am ET
Investing
The New Fed Chair Just Rejected the Idea That Your Raise Causes Inflation
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and…
10:00am ET
Investing
Jim Cramer Sold 1 AI Chipmaker Over $80 Billion in Debt. But He Defended NVIDIA
Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely…
9:53am ET
ETF
VUG vs. VOOG Is Not a Fee Fight | How the Cheaper Vanguard Growth ETF Is Losing
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
8:00am ET
Investing
The U.S. Took the Tech Lead From China. Trump’s New Chip Tariffs Could Hand It Back
Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Joel South 2:18pm ET
Investing
Wall Street Wanted 45% Growth From Nvidia. It Guided to 70%, and the Real Number Is Higher.
Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything…
Omor Ibne Ehsan 2:10pm ET
Investing
Jim Cramer Turns Mega Bullish on Nvidia: “The Era of Humongoud Profits Has Begun”
Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
1:57pm ET
Investing
Amazon Jumps 4% on Expanded AWS Chip Deal: Why Is NVIDIA Falling 4%?
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
12:25pm ET
Investing
Google vs NVDA: Which Is The Most Profitable Company in America?
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
10:47am ET
Investing
Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It.
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
10:31am ET
Investing
Over 100 Companies Say AI Cyberattacks Will Surge ‘In the Coming Months.’ Here’s What They’re Asking Governments to Do.
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions…
10:30am ET
Investing
Nvidia vs. Palantir: One Is the Clearer Buy After Earnings
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only…
10:01am ET
Investing
Trump Calls Micron One of the World’s “Hottest” Companies a Day After Nvidia Disclosed $279 Billion in Supplier Commitments
Trump praised Micron as one of the world's hottest companies the day after Nvidia revealed a staggering jump in memory purchase commitments, and the timing raises questions about who stands to benefit…