Aug 3, 2026 by Daniel SparksTaiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.
Aug 3, 2026 by Anders BylundMicrosoft and Alphabet Can Absorb an AI Shock. Oracle Is the One to Watch.Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.
Aug 3, 2026 by Prosper Junior Bakiny678 Billion Reasons to Invest in Microsoft StockThe tech giant is getting its mojo back.
Aug 3, 2026 by James BrumleyS&P Global Grew Revenue 10% and Still Missed on Earnings. Except, Maybe It Didn't.The consensus bottom-line forecasts most investors were comparing its results to didn't appear to factor in changes stemming from a recent spinoff, or any one-time costs related to it.
Aug 3, 2026 by Ben GranAsian Stocks Are Down 10% From June Highs. That Could Be Bad News for This Semiconductor Index.The semiconductor-heavy MSCI Asia Pacific index has lost about 10% of its value since June 22. Is this a temporary dip or a long-term repricing for chip stocks?
Aug 3, 2026 by Daniel SparksTaiwan Semiconductor Just Reclaimed a $2 Trillion Market Cap. It Still Trades at About 20 Times Forward Earnings.The chip foundry giant is back at a milestone valuation with a market-average multiple attached. That combination deserves a closer look.
Aug 3, 2026 by Anders BylundMicrosoft and Alphabet Can Absorb an AI Shock. Oracle Is the One to Watch.Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.
Aug 3, 2026 by Prosper Junior Bakiny678 Billion Reasons to Invest in Microsoft StockThe tech giant is getting its mojo back.
Aug 3, 2026 by Jake LerchCompany Insider Sells $560,000 of Financial Stock in Tax-Driven Transaction, According to Latest SEC FilingRussell Hutchinson disposed of 12,614 shares following restricted stock unit vesting, retaining direct ownership of 241,253 shares worth $10.72 million.
Aug 3, 2026 by Neil PatelWhy Apple's AI Strategy Looks Different From Everyone Else'sThe consumer technology enterprise isn't taking part in the spending spree.
Aug 3, 2026 by James BrumleyChevron vs. ExxonMobil: Which Dividend Compounds Better Over the Next 10 Years?The two seemingly similar energy giants have a few discernible differences, but there's really only one difference that matters to income-growth-seeking investors.
Aug 3, 2026 by John BallardConstellation Energy vs. Vistra: Which Utilities Stock Is a Better Buy in 2026?One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.
Aug 3, 2026 by Anders BylundMicrosoft Pays Cash. Amazon Borrows. Here's How Big Tech Funds Its AI Boom.Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking others into covering some of the tab.
Aug 3, 2026 by Sara AppinoWhich Aerospace and Defense ETF Is the Better Buy: State Street's XAR or First Trust's MISL?XAR's lower expense ratio and broader mid-cap exposure contrast with MISL's concentrated holdings in industry giants.
Aug 3, 2026 by Anders BylundMicrosoft and Amazon Won the AI Spending Week. Alphabet, Meta, and Oracle Didn't. Now What?Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.
Aug 3, 2026 by James HalleySeagate Technology Is Soaring After Its Strong Earnings Report. Should You Buy Western Digital Before Its Earnings Report?Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?
Aug 3, 2026 by Lyle DalyPantera Capital Just Launched a New Index to Track the Crypto Market. Here's What Crypto Investors Need to Know.The crypto index takes a unique approach to selecting its holdings.
Aug 3, 2026 by Robert IzquierdoAmazon.com vs. CAVA: Which Consumer Stock Is a Better Buy in 2026, the Veteran E-Commerce Giant or Rising Restaurant Chain?Amazon's 10.8% net margin and $7.7 billion free cash flow (FCF) contrast sharply with CAVA's 5.4% margin and $26.1 million FCF, but valuation tells a different story.
Aug 3, 2026 by Anthony Di Pizio1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion ClubArtificial intelligence is carrying this tech giant into a new era.
Aug 3, 2026 by Sara AppinoWhich Is the Better International ETF: Vanguard's Low-Cost VEA or State Street's Climate-Focused NZAC?VEA offers broad developed-market exposure at 0.03% expense ratio, while NZAC targets climate-aligned companies with a 0.12% fee and concentrated tech holdings.
Aug 3, 2026 by Robert IzquierdoAmazon.com vs. Airbnb: Comparing Revenue Trends Between an E-Commerce Leader and a Travel GiantAmazon's revenue scales steadily while Airbnb swings wildly with travel season — a tale of two business models playing out in the numbers.
Aug 3, 2026 by Kailey Hagen, CFP®The Last Social Security Fix Failed 26 Years Earlier Than Expected. New Reforms Will Need This 1 Thing to Avoid the Same Mistake.If we don't want to face these tough choices again in another 50 years, we need to learn from the past.
Aug 3, 2026 by Daniel SparksCaterpillar's Order Backlog Hit a Record $63 Billion. Will Tuesday's Report Show AI Power Demand Still Filling It?The maker of bulldozers and mining trucks has become a power supplier to the AI build-out. Tuesday tests how long the orders can keep coming.