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Vanguard’s $223 Billion Growth ETF VUG Is Quietly Beating Most Large Cap Active Funds at One Tenth the Cost
24/7 Wall St.74d agobullish
Vanguard’s $223 Billion Growth ETF VUG Is Quietly Beating Most Large Cap Active Funds at One Tenth the Cost

The pitch for Vanguard Growth ETF (NYSEARCA:VUG) sits at the cheap end of a long-running debate about whether active stock pickers can beat an index dominated by mega-cap growth names. VUG charges 0.03% and currently holds about $234 billion in assets, tracking the CRSP US Large Cap Growth Index via full replication. For a 52-year-old ... Vanguard’s $223 Billion Growth ETF VUG Is Quietly Beating Most Large Cap Active Funds at One Tenth the Cost

Amazon, Microsoft employees demand urgent answers from big tech
TheStreet74d agoneutral
Amazon, Microsoft employees demand urgent answers from big tech

The four largest technology companies in the world are collectively making approximately $725 billion on capital expenditures in 2026, the overwhelming majority on AI infrastructure. In the same period, those same companies have laid off tens of thousands of workers. Meta's CEO told staff directly ...

Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
24/7 Wall St.74d agobullish
Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago

Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today’s mega-cap incumbents are being treated the way the market treated Warren Buffett’s empire, Berkshire Hathaway, at the peak of the dot-com bubble: as yesterday’s story while ... Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago

AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots
24/7 Wall St.74d agoneutral
AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots

On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company and called for a sweeping change to how the U.S. taxes automation. When he was asked whether companies are cutting entry-level hiring because ... AI CEO On CNBC: ‘We Are Replacing Junior Employees with AI.’ The Only Solution is a Tax on AI and Robots

Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?
24/7 Wall St.74d agobullish
Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

If you’re a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio right now? Both run the world’s two largest public clouds. Both are pouring tens of billions into AI infrastructure. But only one is built for the retirement ... Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?
24/7 Wall St.74d agobullish
Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?

Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL) or Amazon (NASDAQ: AMZN) on this dip? Both have slipped over the past month, both are spending heavily on AI infrastructure, and both just blew past Q1 estimates. Yet only one of them looks like a clean entry for a portfolio built ... Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?

Amazon Leans Into AI With Pinterest Deal And Anthropic IPO Upside
Simply Wall St.74d agoneutral
Amazon Leans Into AI With Pinterest Deal And Anthropic IPO Upside

Amazon.com (NasdaqGS:AMZN) signs a US$4b cloud services agreement with Pinterest to expand AI infrastructure on AWS. The Pinterest deal is described as the largest infrastructure commitment in Pinterest's history, focused on AI, cloud, and chip utilization. Anthropic files confidentially for an IPO at a valuation reported near US$1t, with Amazon holding an equity stake of about 21%. For investors watching Amazon.com (NasdaqGS:AMZN), these developments sit at the intersection of cloud...

Cerebras Systems Partnerships With Amazon And OpenAI Put Valuation In Focus
Simply Wall St.74d agobullish
Cerebras Systems Partnerships With Amazon And OpenAI Put Valuation In Focus

Cerebras Systems (NasdaqGS:CBRS) has expanded its AI infrastructure partnerships to include Amazon and OpenAI. CEO Andrew Feldman confirmed the company is working with a broad range of suppliers and is seeking new AI data center opportunities. Cerebras is pursuing additional collaborations with major tech providers, excluding Nvidia. Cerebras Systems focuses on wafer scale AI chips that target high performance training and inference workloads in data centers. The new agreements with Amazon...

3 Mega-Cap Stocks with Exciting Potential
StockStory75d agoneutral
3 Mega-Cap Stocks with Exciting Potential

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.