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…
Alphabet Inc (GOOG) Q2 2026 Earnings Call Highlights: Record Revenue Growth and AI Innovations …
This article first appeared on GuruFocus. Revenue: $119.8 billion, up 24% year over year. Google Services Revenue: $94.5…
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…
Forget Hyperscalers: Here Are the AI Gold Rush Winners to Buy Now
Quick Read Nvidia, Micron, Broadcom, and Applied Materials are projected to generate $430 billion in combined free cash…
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,…
3 Dirt Cheap Healthcare Shares Under $30 to Buy Right Now
Quick Read Pfizer’s 7% yield and forward P/E of 8 complement Viatris’s three FDA PDUFA decisions arriving before…
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…
Michael Burry doubles down on AI chip bubble with Micron short
Michael Burry made his name betting against the housing market before the 2008 crash. Now, “The Big Short”…
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…
64 With $1.1 Million in a Traditional IRA. Yield Volatility Is Back. Here’s Where I’m Allocating Capital
Quick Read JNJ and PG anchor a three-stock Dividend King allocation targeting tax-deferred income inside a $1.1M IRA…