Emil Michael, Silicon Valley Leads AI War Policy Push
A Silicon Valley veteran-turned-policy architect leads a rapid, AI-first shift in U.S. defense strategy, intensifying...
Which Total Market Fund Performed Best In 2024
An overview of which total market fund performed best in 2024, with notes on expense, tracking error, and performance drivers.
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KORU, the 3X South Korea ETF, tumbles about 28% in a single week even as it posted massive prior gains. The selloff u...
When Good Money Goes: Investors Reassess AI Bets Now
OpenAI and SpaceX confront a profitability horizon that stretches into the 2030s. The classic Good Money framework as...
Billionaire Bill Ackman Says He Won’t Waste Money, Period
Billionaire investor Bill Ackman continues to chase value in everyday choices, even as his net worth sits among the u...
During D-Day Speech France, Immigration Debate Moves Markets
On the 82nd anniversary of D-Day, a French ceremony framed migration as a security issue, triggering mixed market sig...
Boston Omaha Looks Cheap, but Management Could Sink Value
Boston Omaha looks cheap on the surface, but a stock’s price can mislead. This article breaks down why governance and...
Oracle Plunges After Earnings as Cloud Stocks Slide
Oracle plunges after earnings, amplifying a sell-off in cloud software as the company unveils a $40 billion capital r...
Intel’s Completed First Year: Signals of Rebound and Risk
One year into Lip-Bu Tan’s tenure, Intel trimmed costs, pushed 18A production forward, and rebuilt the balance sheet—...
Investors: Watch Hyperscaler Capex Guidance in H2 2026
Tech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
Novavax (NVAX) 2025 Earnings Outlook and Analysis Trends
Investors are watching novavax (nvax) 2025 earnings closely as the company pivots its vaccine portfolio. This article...
Forget Hewlett Packard Enterprise: A Dividend Giant to Buy
Investors are turning away from Hewlett Packard Enterprise as a dividend-rich tech giant with a clearer AI roadmap ga...
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