The AI strategy for big tech companies has them investing in nuclear energy to power their ambitions while simultaneously securing a resource their competitors will struggle to access. In 2025, Google, Amazon, and Meta all signed a pledge with the World Nuclear Association to triple global nuclear capacity by 2050.
Apple declined over 10% since December 2025, driven by management shakeup and shifting AI strategy concerns rather than fundamental weakness. Recent sell-off stemmed from news of Tim Cook's potential 2026 exit and senior leadership departures, amplifying market sentiment and profit-taking at all-time highs. Market perception, not fundamentals, currently drives AAPL's price; institutional hedgin...
US stock futures were trading slightly lower as Wall Street heads into a pivotal week, with a Federal Reserve decision and earnings from four of the 'Magnificent Seven' tech giants. Dow Jones futures are flat, while those for the S&P 500 are down 0.08% and the Nasdaq is 0.2% weaker, with investors preparing for busy round of corporate earnings and Wednesday's Federal Reserve policy decision.
The Dividend Harvesting Portfolio has reached all-time highs, generating $2,749.09 in forward dividend income with a 7.96% yield and 34.87% return on invested capital. I remain bullish on equities and the Dividend Harvesting Portfolio, emphasizing continued capital allocation to undervalued positions ahead of a pivotal earnings week and FOMC meeting. Recent additions include DIVO and ADX, both ...
Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer.
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