4+ day, 11+ hour ago   (392+ words) AI hyperscalers are increasingly dedicating much of their record AI capital spending to EU- and UK-based infrastructure. Think of it as a different kind of data center freeze. A massive surge in AI and data center investments mirroring those in…...

5+ day, 11+ hour ago   (357+ words) Barclays analysts called the announcement a “positive” for High NA EUV machines, which are viewed as crucial to ASML’s revenue growth. The world’s two biggest chipmakers have seen the (ultraviolet) light. ASML, whose machines print microscopic circuit patterns on silicon…...

5+ day, 11+ hour ago   (268+ words) There are numerous electrification ETFs on the market — and they are about as predictable as the country’s aging power grid. The strains and weak points of the US power system hint at the potential for electrification as a theme: While…...

1+ week, 10+ hour ago   (451+ words) Oracle stock is down 18.5% this year and ratings agency S&P Global downgraded the company’s credit rating to one notch above junk status. Shares in Oracle have tumbled 18.5% this year and, in July, ratings agency S&P Global downgraded the…...

1+ week, 1+ day ago   (484+ words) We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing. Is it time to reduce your equity holdings? I suspect it is for the…...

1+ week, 5+ day ago   (404+ words) Providers are targeting AI-adjacent companies abroad in pursuit of returns, with some leaving US firms behind altogether. Emerging markets are booming, tech is ballooning … anybody up for a twofer? “There’s a saying, the best time to plant a tree is…...

1+ week, 5+ day ago   (366+ words) While issuers have been told by the SEC to hold their plans for new 3x, 4x and 5x funds, Defiance recently filed for a series of 2x funds that would reset hourly. Who remembers the psychological thriller Memento from the year 2000? “They’re trying to…...

1+ week, 5+ day ago   (363+ words) Dell boosted its full-year 2027 revenue outlook by $25 billion to $192 billion — nearly $18 billion more than the Wall Street consensus. Dell used to be known as the maker of the cobweb-covered, 15-year-old PCs in your company’s IT department that, as the occasional…...

1+ week, 6+ day ago   (296+ words) Some 72% of Americans feel guilty when spending on joy rather than financial goals. By helping them, advisors can build both trust and business. Do guilty pleasures really need to feel so … guilty? More findings from the survey: The fiscal consequences…...

2+ week, 11+ hour ago   (385+ words) Equal-weighted index funds are surging amid concerns of a tech bubble. Giving everyone their fair share just got more popular. “Right now, we’ve got the Mag Seven about 34% of the total S&P 500 index, which is at historic levels,” said…...