Markets & Equities

Microsoft vs. Amazon stock: AI spending and cash flow

Microsoft and Amazon are both spending heavily on infrastructure, but their shareholders are funding very different cash-flow positions. Over the…

6 days ago

Nvidia vs. TSMC Stock: Which AI Investment Fits You?

Buying Nvidia and TSMC gives an investor two businesses, but it does not create two independent bets on artificial intelligence.…

6 days ago

AMD vs. Broadcom Stock: Which AI Investment Has the Edge?

Broadcom has the stronger cash-generation record in this AMD vs. Broadcom stock comparison. AMD offers a different proposition: more room…

6 days ago

XRP falls three times as hard as bitcoin after the Senate blocks the CLARITY Act

XRP has fallen 9.3% over 24 hours, more than three times bitcoin's 2.8% decline, in the hours since the Senate…

1 week ago

OpenAI is in talks at a $1.2 trillion valuation, days after calling for an AI slowdown

OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion,…

1 week ago

Coinbase and Circle fall 10% as CLARITY Act fails. Their stablecoin income runs on rates

Coinbase fell 10.1% to $172.11 and Circle Internet Group fell 11.5% to $86.25 on Tuesday after the Senate voted 49-50…

1 week ago

Social Security COLA 2027 forecast: September’s gas spike tilts it toward 3.6%

The 2027 Social Security cost-of-living adjustment is two-thirds decided, and the last third is being set at the gas pump.…

2 weeks ago

10-year Treasury yield hits 5%, a 19-year high, and AI’s borrowing bill goes up with it

The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil…

2 weeks ago

CrowdStrike, Zscaler jump 15% as cybersecurity becomes the AI-risk trade

Cybersecurity stocks are having their best day in years on the same call that is sinking the chipmakers. CrowdStrike rose…

2 weeks ago

Oracle falls 5%: $700 million more in layoff costs, and Ellison’s $7.5 billion sale is off

Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to…

2 weeks ago