Jamie Dimon makes huge call on AI and U.S. economy
AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power…
Mark Zuckerberg Says He’s Betting Big on AI Compute Even as Meta’s Free Cash Flow Craters. Here’s What Investors Should Watch.
Shares of Meta Platforms (NASDAQ: META) are down about 16% year to date as investors focus on the…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
Oracle’s Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
Credit rating agencies have grown increasingly cautious on Oracle ORCL as the company’s aggressive artificial intelligence buildout strains…
Big Tech is paying for the AI boom, and chipmakers are cashing in: Chart of the Day
Wall Street knows Big Tech can spend on artificial intelligence. The harder question is how quickly that spending…
Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
2 Dirt Cheap Healthcare Stocks to Buy in July
Quick Read NVO trades at a forward P/E of 14 and PFE at just 8x, making both the…
This 7% Yielding Healthcare Powerhouse Belongs in Retirees’ Portfolios
Quick Read PFE’s 7.27% yield looks safe on a 53% adjusted payout ratio, but free cash flow fell…
Bristol Myers Squibb vs. Johnson & Johnson: Which Healthcare Stock Is a Better Buy in 2026?
Choosing between established healthcare giants often comes down to balancing income needs against growth potential. Both Bristol Myers…
64 Years Old With $1.1 Million in a Traditional IRA. Here’s Where I’m Allocating Capital
Quick Read KO and ABBV anchor the portfolio at 25% each, rated Very Safe with payout ratios under…
2 Reasons to Watch IONQ and 1 to Stay Cautious
Since December 2025, IonQ has been in a holding pattern, posting a small return of 4% while floating…
2 Healthcare Stocks with Exciting Potential and 1 Facing Challenges
Personal health and wellness is one of the many secular tailwinds for healthcare companies. But financial performance has…