Amazon has become the largest U.S. company by revenue, surpassing Walmart on the Fortune 500 list, with FY 2026 revenues projected to exceed $828 billion, growing 15.5% year-over-year. Despite this growth, its stock trades at a modest 22x FY 2027 earnings, partly due to concerns over its massive $280 billion capital expenditures. However, Amazon's forecasted EBITDA also exceeds $280 billion, indicating strong capacity to support these investments. With the stock range-bound since July earnings, a 'jade lizard' options strategy is suggested for investors expecting limited price movement until the next earnings report.
On July 29, 2026, Vanguard changed the benchmark index for its Growth ETF (VUG) from the CRSP US Large Cap Growth Index to the Morningstar US Large Cap Growth Index following Morningstar's acquisition of CRSP. The fund's investment strategy and holdi...
Meta released Glimmer, an open-weight AI model available for anyone to run on their hardware, contrasting with its more restricted Muse Spark model. This launch coincides with Mark Zuckerberg's call for AI to be accessible to all, not just controlled...
Bill Ackman, through Pershing Square, has re-entered Netflix with a new position of about 3 million shares, representing roughly 4.9% of his portfolio. This move marks a reversal from his 2022 exit when he sold at a loss after subscriber numbers disa...
Tech leaders like Elon Musk's SpaceX and Jeff Bezos' Blue Origin are pushing to build data centers in orbit, aiming to reduce costs and leverage solar power. This emerging market could be worth hundreds of billions but poses unique risks including la...
The Investment Company of America (AIVSX), a large-cap U.S. stock fund launched in the 1930s, continues to perform well with $165.9 billion in assets as of March 2026. It returned nearly 273% over the past decade, showing resilience through major mar...
