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Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.
This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.
VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.
Zoom stock rallies on a bullish Bank of America research note. Here’s why BofA recommends buying ZM shares at current levels.
Beijing is speeding up its shift away from Microsoft software.
In the second quarter of 2026, Allstate reported revenue of US$18,596 million and net income of US$3,271 million, with earnings per share rising sharply year over year. Alongside these stronger results, Allstate completed a buyback of 6,727,692 shares for about US$1.40 billion, signaling active capital returns to shareholders. We’ll now explore how these stronger earnings and the completed share repurchase program may influence Allstate’s broader investment narrative. The best AI stocks...
Azure's contracted demand gives Microsoft a stronger defense against AI-return anxiety.
Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...
Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers across the US. Microsoft is scrapping non-disclosure agreements and certain tax break arrangements tied to new facilities and is introducing a community-first AI infrastructure policy. The coordinated move opens a new front in how large tech groups engage with local stakeholders and regulators on the build out of AI compute...
Azure just crossed a milestone the bears called impossible, Copilot is scaling fast, and yet Microsoft shares are flat on the year. Something in that disconnect points toward a target most analysts haven't dared to model.
It seems the Nasdaq doesn’t need chips to rally, after all. After losing steam on a chip stock slide, the Nasdaq Composite was back up 0.4% on Wednesday. The S&P 500 was up 0.6%. The Dow Jones Industrial Average was up 333 points, or 0.
Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.
Zoom Communications (ZM) shows a durable path to growth recovery as the company increasingly transit
ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand accelerates.
SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.
AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story is only getting started. Here is what the bull case, the bear case, and a five-year price roadmap reveal about where shares go from here.
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
On August 17, Google, a unit of Alphabet Inc. (NASDAQ:GOOGL), agreed to buy internal business data from bankrupt Spirit Airlines for $10 million, outbidding a $7.5 million offer from AI data company Mercor. The haul includes employee emails, Microsoft Teams messages, spreadsheets, calendars, and marketing and operations records, all to be stripped of customer information […]
As gaming’s biggest publishers retreat into safer bets, a new generation of independents are building an alternative from the ground up
Companies are now fighting to push through their projects in the face of growing opposition.
The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.
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