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Why Apple and Microsoft’s Capex Wars Will Make or Break Your MGK Income This Year
24/7 Wall St.95d 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

AOR’s 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help
24/7 Wall St.95d agoneutral
AOR’s 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help

The iShares Core Growth Allocation ETF (NYSEARCA:AOR) is the kind of fund a financial advisor recommends when they want to give a client one ticker and never think about it again. AOR holds roughly 60% equities and 40% bonds through a stack of underlying iShares funds, charges 0.15%, and manages around $3 billion in assets. ... AOR’s 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help

NVIDIA Extends AI Story With Quantum Center And Alice And Bob Bet
Simply Wall St.95d agoneutral
NVIDIA Extends AI Story With Quantum Center And Alice And Bob Bet

NVIDIA (NasdaqGS:NVDA) has launched a quantum research center as part of its push into quantum computing. The company is partnering with and investing in quantum startups, including French firm Alice & Bob, which focuses on error resistant qubits. These steps come while other companies such as Microsoft and IonQ are also focusing on quantum computing progress. NVIDIA is widely known for AI chips and data center hardware, which sit at the core of many current AI and accelerated computing...

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer
24/7 Wall St.96d 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

China Against Everybody: The New Geopolitics of Rare Earth Elements
24/7 Wall St.96d agoneutral
China Against Everybody: The New Geopolitics of Rare Earth Elements

The most quotable framing of America’s rare earth predicament this year came from outside the rare earth industry itself. Speaking with Bloomberg Businessweek on May 22, 2026, REalloys CEO Lipi Sternheim reduced geopolitics to a single line: “It used to be oil and OPEC. It’s now, OPEC includes many countries, so there are checks and ... China Against Everybody: The New Geopolitics of Rare Earth Elements

‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI
24/7 Wall St.96d 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