The world’s four largest hyperscalers unveiled plans to spend more than $700B in capex, with large portions tied to inve

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Mag 7 Capex Explosion: AI Infrastructure Stocks Could Win Big 

The world’s four largest hyperscalers unveiled plans to spend more than $700B in capex, with large portions tied to investments in AI data centers and...

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AMD Has An Intel Problem 

While Intel's Xeon comeback validates the server CPU tailwind beneficial to EPYC, it also signals intensifying x86 competition against Advanced Micro ...

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Important Warning For Enbridge Investors: A Strong Quarter May Not Be Enough 

Enbridge is one of the world's best-run infrastructure businesses. I take a detailed look at how each of its business segments likely performed in Q1 ...

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SCHD: Go Back To Bed, Why You'll Sleep Well At Night 

Schwab U.S. Dividend Equity ETF remains a reliable, low-volatility core holding for steady income and moderate growth, not rapid capital appreciation....

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Amazon Has Broken Out After Q1 Earnings (Rating Upgrade)