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    The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason
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    The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

    Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
    Just now

    Retirees Earn Income and Beat Inflation with this Schwab ETF Combo

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Live: Will Celestica Crush Q2 Earnings Tonight After the Market Closes?
The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason
Alex Sirois | Just now

The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the…

Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
Tony Dong | Just now

Retirees Earn Income and Beat Inflation with this Schwab ETF Combo

Inflation quietly erodes what retirees actually get to spend, and not every popular asset class has the track record to…

Between 65 and 73, Your 401(k) Tax Window Is Worth More Than Your Balance
Marc Guberti | 10 minutes ago

Between 65 and 73, Your 401(k) Tax Window Is Worth More Than Your Balance

Most retirees with a million-dollar 401(k) spend their first years of retirement managing their portfolio when they should be managing…

Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?
David Moadel | 43 minutes ago

Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it.…

Speed Kills and What That Means for Microsoft and Meta on July 29
Alex Sirois | 1 hour ago

Speed Kills and What That Means for Microsoft and Meta on July 29

Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that…

AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up
Alex Sirois | 1 hour ago

AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in…

Alphabet’s Enterprise Surprise is A Great Reason to Keep Buying
Alex Sirois | 1 hour ago

Alphabet’s Enterprise Surprise is A Great Reason to Keep Buying

Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than…

Billionaire David Tepper Is Betting Big on This Beaten-Down Name
Chris MacDonald | 1 hour ago

Billionaire David Tepper Is Betting Big on This Beaten-Down Name

Hedge fund billionaire David Tepper just sent a scathing letter to a company whose stock has collapsed more than 60%…

The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week?
Alex Sirois | 1 hour ago

The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week?

NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's…

Miss Medicare Enrollment at 65 and the Penalty Isn’t a Fine. It’s a Higher Premium for Life.
David Beren | 1 hour ago

Miss Medicare Enrollment at 65 and the Penalty Isn’t a Fine. It’s a Higher Premium for Life.

Most people treat Medicare enrollment at 65 as a formality they can circle back to later. The federal government treats…

He Enrolled in Medicare at 65. His 62-Year-Old Wife Lost Her Coverage the Same Week.
Gerelyn Terzo | 1 hour ago

He Enrolled in Medicare at 65. His 62-Year-Old Wife Lost Her Coverage the Same Week.

When a husband retires onto Medicare, his younger wife can lose her health coverage the same week, and the clock…

Salesforce Surges 7%, ServiceNow Jumps 8%, Workday Jumps 10% as Software Rebounds on AI Rotation
David Moadel | 1 hour ago

Salesforce Surges 7%, ServiceNow Jumps 8%, Workday Jumps 10% as Software Rebounds on AI Rotation

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to…

UPRO: The One Rule You Need to Know Before Buying This 3X S&P 500 ETF
Ryne Mauck | 1 hour ago

UPRO: The One Rule You Need to Know Before Buying This 3X S&P 500 ETF

UPRO has turned a $10,000 investment into something extraordinary since 2009, but a single mechanical quirk buried in its design…

Prediction: Is It Too Late to Buy Palantir Stock?
Vandita Jadeja | 1 hour ago

Prediction: Is It Too Late to Buy Palantir Stock?

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction…

3 Reasons Lam Research Is Worth a Closer Look Before July 29 Q4 Earnings
Thomas Richmond | 2 hours ago

3 Reasons Lam Research Is Worth a Closer Look Before July 29 Q4 Earnings

Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest…

Want $6,000 a Year on $100K in Bonds? Capital Group’s ETF Delivers What the Index Doesn’t
David Beren | 2 hours ago

Want $6,000 a Year on $100K in Bonds? Capital Group’s ETF Delivers What the Index Doesn’t

Index bond funds promise safety and simplicity, but a quiet corner of the active ETF market has been paying income-focused…

He Ran Cash Jobs as a Plumber for 30 Years to Dodge Taxes. At 66, His Social Security Check Is Paying for It.
Gerelyn Terzo | 2 hours ago

He Ran Cash Jobs as a Plumber for 30 Years to Dodge Taxes. At 66, His Social Security Check Is Paying for It.

A plumber spent three decades keeping cash off the books, telling himself the IRS was the only one keeping score.…

Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
Thomas Richmond | 2 hours ago

Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at…

Prediction: Up 100% in a Year. Will CAT’s Rally Continue?
Vandita Jadeja | 2 hours ago

Prediction: Up 100% in a Year. Will CAT’s Rally Continue?

Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs…

Why Paying Off $80K in Student Loans Could Cost You $500,000
Michael Williams | 2 hours ago

Why Paying Off $80K in Student Loans Could Cost You $500,000

A financial podcaster told a listener carrying $80,000 in student loans at 5.35% to stop aggressively paying them down, and…

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Latest from the AI Portfolio

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Austin Smith | Jul 3, 2026 at 12:33 PM EDT
AI Isn’t Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

AI Isn’t Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Drew Wood | Jun 30, 2026 at 5:15 PM EDT

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Live News & Earnings
Live: Will Celestica Crush Q2 Earnings Tonight After the Market Closes?
4:00PM • 7 Updates

Live: Will Celestica Crush Q2 Earnings Tonight After the Market Closes?

Live: Can Tonight’s Q2 Earnings Spark a Rebound for Navitas Semiconductor?
4:11PM • 8 Updates

Live: Can Tonight’s Q2 Earnings Spark a Rebound for Navitas Semiconductor?

Live: Can Applied Digital Rebound From Its 33% Selloff After Tonight’s Q4 Results?
4:17PM • 11 Updates

Live: Can Applied Digital Rebound From Its 33% Selloff After Tonight’s Q4 Results?

More Content
Between 65 and 73, Your 401(k) Tax Window Is Worth More Than Your Balance
Marc Guberti • Jul 27, 2026

Between 65 and 73, Your 401(k) Tax Window Is Worth More Than Your Balance

Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?
David Moadel • Jul 27, 2026

Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?

Speed Kills and What That Means for Microsoft and Meta on July 29
Alex Sirois • Jul 27, 2026

Speed Kills and What That Means for Microsoft and Meta on July 29

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