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Zacks GenXers Tracey Ryniec and Mark Vickery look back on the late 1990s and compare it with 2026'6 AI Revolution.

The biggest financial story of the last decade is not what is happening on Wall Street. It is what is happening just outside of it. The most valuable companies of this generation, the ones running cloud infrastructure, satellite internet, rocket launches and a sizable chunk of artificial ...

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US's Latest Proposal Has 'Narrowed the Gaps'Modi's Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

The AI infrastructure designer signed another multibillion-dollar deal.

Marvell designs, develops, and sells custom integrated circuits for artificial intelligence and optical-networking products.

The company is able to return value to shareholders while also making major investments in other companies.

Five-year investment aims to help companies use AI across daily operations.

A deal would give Microsoft a win in the race to supply AI companies with custom silicon, where it trails Amazon and Google

Microsoft's AI Chip Bet Gets Fresh Buzz as Anthropic Talks Emerge

College and university graduation speeches often reflect the mood of society and the institutions themselves. It isn’t surprising, then, that business leaders speaking at commencements are bumping into some AI agita. Eric Schmidt, former CEO of Google, was booed at the University of Arizona for extolling artificial intelligence, as was a real estate executive at the University of Central Florida.

With a net income margin of 39.34% and upside potential of 32.20%, Microsoft Corporation (NASDAQ:MSFT) ranks among the best extremely profitable stocks to buy according to Wall Street analysts. The company reported net income of $101.83 billion for the recently completed fiscal year (FY25). That momentum remains intact in the current year, with Microsoft Corporation […]

Software giant becomes the index's biggest drag as Azure growth and $190 billion capex outlook weigh on sentiment.

Jury rejects Musk's claims as untimely, easing IPO overhang while Microsoft's $135 billion stake remains in focus.

The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is closer to choosing between two identical sedans than two different cars. IVV tracks the same 500 companies, charges the same headline ... Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

May 21 () - Japan's Kawasaki Heavy Industries will partner with ‌Nvidia to develop solutions integrating ‌robotics with physical artificial intelligence, and will ​set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will ‌initially focus ⁠on medical and mobility fields, with Nvidia's simulation technology ⁠to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal ​mobility robot ​under development, ​Nikkei added.

The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several large-cap growth peers for the first sustained stretch in years, and the three cleanest vehicles for capturing it are Vanguard S&P 500 Value ... Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer […]

Japan's Kawasaki Heavy Industries will partner with ‌Nvidia to develop solutions integrating ‌robotics with physical artificial intelligence, and will ​set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will ‌initially focus ⁠on medical and mobility fields, with Nvidia's simulation technology ⁠to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal ​mobility robot ​under development, ​Nikkei added. As part ‌of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California.

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Arista Networks (NYSE:ANET) ranks #10 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.7% Arista makes high-speed switches and routing systems used by major cloud players like Microsoft Azure, Meta […]

It'd be a mistake to overlook these stocks, despite their recent challenges.

All three major US stock indexes were down and oil prices were up after Iran's supreme leader issued

Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the AI data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock to levels not seen in a decade.

Among the long list of investments President Trump listed in a filing is Kura Sushi. The president invested $1 million-$5 million in the sushi chain.

Pershing Square made Microsoft a core holding as Ackman argued investors may be underestimating 365 and Azure.

Both tech giants posted eight straight quarters of revenue growth, but their profit margins and business strategies reveal notable contrasts.

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates