Key PointsBeyond the hyperscaler AI developers are the infrastructure companies that supply the components that make it work.Since these are mostly smaller companies with niche pro

Key PointsBill Bengen, the creator of the 4% rule, has updated his original calculations several times. If you want your portfolio to last for at least 30 years, the 4% rule says y

Key PointsKuwait has requested permission to buy a $2.5 billion integrated battle command system from Northrop Grumman, RXT, and Lockheed Martin.Northrop Grumman is likely to recei

Key PointsThe Vanguard Mega Cap Growth ETF (MGK) has underperformed the Invesco QQQ Trust ETF for the past 10 years.MGK is less diversified than QQQ.While the Vanguard fund charges

Key PointsSpaceX's valuation recently hit $1.5 trillion in private market trading.At the high end of its IPO range, SpaceX could be trading at well over 100x sales.SpaceX is a prov

Previous Week’s Market Review & AnalysisMacroeconomic Landscape:TradingKey - The macroeconomic landscape for the week of May 11-17, 2026, was dominated by inflation concerns, labor market data, and ge

Key PointsIonQ stock gained ground this week thanks to excitement surrounding the quantum computing industry. Quarterly results from another player in the quantum space helped lift

Key PointsQuantum Computing's Q1 report arrived with stronger-than-anticipated sales and smaller-than-expected loss. Quantum Computing's acquisition of Luminar Semiconductor has he

Key PointsA stock market crash doesn't appear imminent, but there's no harm in being prepared.Many investors will head for the hills in a market downturn, but Warren Buffett would

Key PointsSocial Security benefits could be subject to both state and federal income taxes.Most beneficiaries are already exempt from state taxes, but federal taxes are trickier to

Key PointsGreg Abel increased Berkshire's Alphabet position by 224% during his first quarter as CEO.Alphabet's first-quarter revenue grew 22% -- its fastest pace in more than two y

Key PointsMany 401(k) plans offer target date funds, which are commonly billed as the ultimate "set-it-and-forget it" investment.Falling back on target date funds could leave you w

Key PointsCerebras stock just soared in the double-digits after the biggest IPO of the year. Nvidia stock has been a surefire winner for investors, surging more than 1,500% in five

Key PointsDutch Bros has a huge expansion opportunity still in front of it.The company is seeing great same-store momentum, despite a tough consumer environment.10 stocks we like b

Key PointsSocial Security began under the leadership of President Franklin D. Roosevelt.Politicians are often accused of raiding the Social Security trust fund. Undocumented worker

Key PointsKevin Warsh wants to reduce the Fed's balance sheet and cut interest rates.Soaring inflation due to the Trump administration's policies will make that difficult.Growing d

Key PointsCreativeOne Wealth initiated a new stake by purchasing 1,708,547 shares of the iShares International Country Rotation Active ETF last quarter.The quarter-end position val

Key PointsAmericans have been leaving the U.S. in record numbers.Most appear to be fleeing the cost-of-living crisis and divisive politics.Nearly all of the EU states have reported

Key PointsLone Peak Global Investors sold 430,230 shares of Thermon; the estimated transaction value was $20.05 million based on average quarterly prices.Meanwhile, the net positio

Key PointsLone Peak Global Investors bought 584,372 shares of KBR; the estimated trade value was $24.00 million.The quarter-end position value increased by $21.54 million, reflecti

Key PointsAmid massive demand for AI-grade memory chips, Micron posted Q2 fiscal 2026 revenue of $23.9 billion, nearly tripling year over year.Nvidia owns the platform; Micron coll

Key PointsSold 1,568,859 shares of ServisFirst Bancshares; estimated trade value ~$124.23 million (based on quarterly average price)Quarter-end position value decreased by $112.63

Key PointsAcquired 634,223 shares in Artivion; estimated trade size $25.02 million based on quarterly average priceQuarter-end position value increased by $23.23 million, reflectin

Key PointsBoxer Capital acquired 1,100,000 shares of Corvus Pharmaceuticals in the first quarter; the estimated trade size was $17.55 million.The quarter-end stake is valued at $16

Key PointsNvidia and Tesla are two of the most expensive.Microsoft hasn't traded at this cheap a level in a long time.Meta Platforms is undervalued.10 stocks we like better than Me

Key PointsBoxer Capital added 225,000 shares of Kodiak Sciences; the estimated trade value was $5.81 million based on quarterly average prices.The quarter-end position value rose b

Key PointsBoxer Capital Management increased its Vir Biotechnology stake by 1,241,000 shares in the first quarter; the estimated trade size was $9.89 million.Meanwhile, the quarter

Key PointsInitiated new stake: 2,296,335 shares; estimated trade value $43.78 million (based on quarterly average price)Quarter-end position value at $41.54 million, representing a

Key PointsThe space economy is booming and is projected to grow strongly for decades. Nvidia dominates artificial intelligence (AI) chips and infrastructure on Earth – and it’s poi

Key PointsAdded 13,384,327 shares of Full Truck Alliance; estimated transaction value of $127.30 million based on quarterly average priceQuarter-end position value fell by $75.09 m