The NEOS Nasdaq-100 High Income ETF (QQQI) provides a monthly income that appears nearly tax-free to retirees, as much of the distribution is classified as return of capital (ROC). This ROC lowers the investor's cost basis rather than being taxed immediately, deferring the tax bill until the shares are sold. While QQQI offers attractive monthly payouts funded by call option premiums on Nasdaq-100 stocks, it caps upside potential during strong market rallies. Investors should be aware that the light tax bills now may lead to a larger tax event in the future and compare QQQI with other Nasdaq-100 ETFs that have different tax treatments and risk profiles.
The VistaShares Artificial Intelligence Supercycle ETF (AIS) has outperformed the Invesco QQQ Trust (QQQ) significantly, gaining 85.23% year-to-date compared to QQQ's 17.39%. Unlike QQQ, which heavily weights Nvidia, AIS holds Nvidia at just 2.5% and...
Lambda, an AI cloud company, secured $1 billion in private short-term debt to purchase Nvidia AI chips, which it will lease to Microsoft. This move is part of Lambda's strategy to quickly deploy chips and generate revenue to repay the debt. The compa...
The social media platform X revealed a probe uncovering a bot farm of around 200,000 suspected Chinese accounts, with 200 actively posting to sway debates on US artificial intelligence and energy policies. These accounts spread claims that AI data ce...
Meta agreed to an $18 billion settlement with 29 states over lawsuits related to minors' access to its social networks. Following the settlement, Meta called on TikTok and YouTube to adopt industry-wide standards for teen users, such as daily time li...
Broadcom is expected to face significant downside risk in the near term before its Q3 earnings report because Nvidia's recent strong results have set very high expectations. Even if Broadcom beats earnings estimates, it might still disappoint investo...
