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| Title | Published |
|---|---|
Amazon CEO Andy Jassy Just Gave Investors 220 Billion Reasons to Buy Micron Stock Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion. | about 3 hours ago |
Michael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008 Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist. | about 6 hours ago |
July 2026 Mailbag: Year 12 Begins The podcast hands the microphone back to the people who have helped shape it from the very beginning: its listeners. | about 7 hours ago |
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)? How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)? | about 8 hours ago |
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)? In late July and early August 2026, United Parcel Service, Inc. rolled out new digital shipping tools for small and medium-sized businesses and confirmed a regular quarterly dividend of US$1.64 per share, payable on September 3, 2026, to shareowners of record on August 17, 2026. The enhanced pickup dashboard, streamlined label creation and upgraded mobile app underline UPS’s push to deepen ties with smaller business shippers while maintaining its shareholder income profile. Next, we’ll... | about 8 hours ago |
Where to Invest in AI in 2026: A Guide for Advisors Where to Invest in AI in 2026: A Guide for Advisors | about 9 hours ago |
Where to Invest in AI in 2026: A Guide for Advisors Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors. | about 9 hours ago |
Amazon CEO Andy Jassy Just Gave Investors 220 Billion Reasons to Buy Micron Stock
Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.
Michael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
July 2026 Mailbag: Year 12 Begins
The podcast hands the microphone back to the people who have helped shape it from the very beginning: its listeners.
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)?
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)?
How Do UPS’s New SMB Tools And Steady Dividend Shape Its Long‑Term Investment Story (UPS)?
In late July and early August 2026, United Parcel Service, Inc. rolled out new digital shipping tools for small and medium-sized businesses and confirmed a regular quarterly dividend of US$1.64 per share, payable on September 3, 2026, to shareowners of record on August 17, 2026. The enhanced pickup dashboard, streamlined label creation and upgraded mobile app underline UPS’s push to deepen ties with smaller business shippers while maintaining its shareholder income profile. Next, we’ll...
Where to Invest in AI in 2026: A Guide for Advisors
Where to Invest in AI in 2026: A Guide for Advisors
Where to Invest in AI in 2026: A Guide for Advisors
Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors.