The NEOS Nasdaq-100 High Income ETF (QQQI) offers a headline yield near 14% through monthly payouts, but 98% of a recent distribution was classified as return of capital (ROC). This means investors are largely receiving back their own money, not just income, which lowers their cost basis and defers taxes rather than eliminating them. While QQQI provides Nasdaq exposure with income via a call-writing strategy, it underperforms the benchmark QQQ and carries risks like capped upside and sustainability of distributions in market downturns. It suits retirees seeking monthly cash and Nasdaq exposure but is less ideal as a growth or pure income investment compared to alternatives like JPMorgan's JEPQ or the QQQ itself.
In Q1 FY27, NVIDIA CEO Jensen Huang emphasized that the company's AI platform, not just its chips, is the key asset driving growth. NVIDIA reported $81.61 billion in revenue, an 85% increase year-over-year, with significant growth in Data Center Netw...
AI infrastructure stocks NVIDIA, Broadcom, and Microsoft have all pulled back significantly from their 52-week highs despite strong revenue growth driven by AI demand. NVIDIA's Q1 FY2027 revenue rose 85% year-over-year, Broadcom reported record Q2 re...
SpaceX recently launched its IPO, raising $75 billion and reaching a market cap over $2.1 trillion. This major event could trigger a wave of tech IPOs from companies like Anthropic, OpenAI, Anduril, Databricks, and Stripe. Anthropic and OpenAI have f...
AI's evolving token economics are driving down per-token costs but increasing enterprise AI spending, especially on agentic workloads. Companies like Salesforce and Adobe are shifting to consumption-based or hybrid billing models to counteract rising...
In June 2026, major semiconductor stocks NVIDIA, AMD, and Broadcom saw significant price declines after Broadcom's Q3 AI revenue guidance of $16 billion fell short of analyst expectations near $17.2 billion. This caused the PHLX chip index to drop 10...
