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Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year
24/7 Wall St.87d agoneutral
Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) is built for capital appreciation, with dividends an afterthought. With a 0.05% expense ratio and a portfolio engineered for capital appreciation, MGK pays a yield so thin it barely registers next to a money market fund. But MGK still distributes cash every quarter, and that cash comes from ... Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year

XRP News: PlayStation is NOT Integrating Ripple XRP
Coinspeaker87d agoneutral
XRP News: PlayStation is NOT Integrating Ripple XRP

PlayStation is not integrating XRP, and there is no partnership between Sony and Ripple in any corporate filing, press release, or regulatory disclosure reviewed for this article. The claim, which has circulated with renewed intensity across crypto social media, centers on the term ‘North Star,’ which Ripple CEO Brad Garlinghouse ...

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer
24/7 Wall St.87d agobullish
‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

Jim Cramer’s blunt line to a young first-time homebuyer on the May 22 episode of Mad Money: “Expect corrections and don’t rely on hope as an investing strategy.” The caller, a younger investor, had just used a significant portion of his investment assets as a down payment on his first home and asked how to ... ‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI
24/7 Wall St.87d agoneutral
‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

Rashaad Bilal of Earn Your Leisure distilled the Musk-versus-Altman saga down to one sharp line: “He knows the flaws because he knows the man.” That framing reorients how investors should read every legal filing, every X post, and every interview Elon Musk aims at OpenAI. The litigation is a competitive weapon. xAI is the business ... ‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
24/7 Wall St.88d agoneutral
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet
Simply Wall St.88d agoneutral
Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet

Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...

“This Is Crony Capitalism,” Bezos Tells CNBC, Defending His Tax Bill on Live TV
24/7 Wall St.88d agoneutral
“This Is Crony Capitalism,” Bezos Tells CNBC, Defending His Tax Bill on Live TV

Jeff Bezos sat down with CNBC’s Squawk Box on May 20, 2026, delivering one of the bluntest defenses of his own tax bill any U.S. billionaire has offered in years. The segment, titled "Jeff Bezos on U.S. tax code: This is crony capitalism,", framed the Amazon (NASDAQ:AMZN) founder’s argument as a structural critique of Washington ... “This Is Crony Capitalism,” Bezos Tells CNBC, Defending His Tax Bill on Live TV

Musk Dreams of Interplanetary Profit
The Wall Street Journal88d agoneutral
Musk Dreams of Interplanetary Profit

Plus, voice-powered writing in Google Docs, the coming “vibe slop” crisis, the rising AI backlash and Apple’s success with imperfect chips.

Amazon’s Trainium-Fueled AWS Growth And Anthropic Deal Shape Valuation
Simply Wall St.88d agoneutral
Amazon’s Trainium-Fueled AWS Growth And Anthropic Deal Shape Valuation

AWS reports its fastest AI driven growth in over three years, tied to strong demand for Amazon’s custom Trainium chips. Trainium capacity is described as nearly sold out as enterprises ramp up cloud based AI workloads on AWS. Amazon enters a multi year AI agreement with Anthropic, which plans to spend over $100b on AWS, while Amazon commits up to $25b in direct investment. For investors tracking NasdaqGS:AMZN, this AI update adds more context to a stock that has returned 32.5% over the past...

Investing.com88d agoneutral
AI productivity upside could be 10x the current estimates: BofA

Investing.com -- Artificial intelligence could increase global economic growth by as much as 1 percent annually over the next decade, lifting growth from about 3.5% to 4.5%, as the technology drives productivity gains across industries and tasks, according to a Bank of America analyst report.

Hyperscaler Debt Flood Brings Derivatives Bonanza
Bloomberg89d agoneutral
Hyperscaler Debt Flood Brings Derivatives Bonanza

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Paul Tudor Jones makes $8 billion bet on small-cap chaos
TheStreet89d agoneutral
Paul Tudor Jones makes $8 billion bet on small-cap chaos

Paul Tudor Jones doesn’t appear to be locked into one stock. That may be the real story. The billionaire investor’s Tudor Investment Corp. reported a massive first-quarter options book that includes big stakes connected to Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms ...

Airbnb CEO delivers eye-opening message on future of travel
TheStreet89d agoneutral
Airbnb CEO delivers eye-opening message on future of travel

Most people think of Airbnb the same way they thought of Amazon in 1999 — a useful but narrowly defined platform. Amazon sold books. Airbnb rents homes. Both descriptions were accurate. Both turned out to be wildly incomplete. Brian Chesky wants you to rethink what Airbnb is becoming. The CEO sat ...

Amazon, GE Vernova Lead 5 Stocks Near Buy Points In Strong Market
Investor's Business Daily89d agobullish
Amazon, GE Vernova Lead 5 Stocks Near Buy Points In Strong Market

AMZN is joined by a pair of AI stocks and S&P 500 members, Cadence Design Systems, whose software tools are used to design advanced semiconductors, and GE Vernova, whose gas turbines power data centers. AMZN was added to the SwingTrader portfolio on Thursday, while GEV is part of the IBD Leaderboard portfolio of elite stocks. Both Amazon and CDNS have an excellent IBD Composite Rating of 98 out of a possible 99, according to IBD Stock Checkup.