Microsoft went ex-dividend on August 20, 2026, paying $0.91 per share, the largest dividend payout among 26 companies that day, totaling over $6.7 billion. Despite a 6.46% decline in free cash flow year-over-year, Microsoft’s capital expenditures surged to $115.9 billion in fiscal 2026, funded by $182.9 billion in operating cash flow. The company expects increased capex in fiscal 2027 but remains confident in maintaining positive free cash flow and continuing its dividend payments, with a potential announcement in mid-September. Microsoft’s strong revenue growth from Azure and other services supports this spending and dividend strategy, contrasting with peers like Amazon and Alphabet who spend heavily but differ in dividend policies.
In June 2026, President Donald Trump executed more than 1,000 stock trades, including purchases in SpaceX shortly after its IPO and multiple transactions in tech and defense companies like Palantir. The largest trade was a sale of Vanguard ETF shares...
The surge in AI demand is causing a sharp rise in memory prices, with DRAM and high-bandwidth memory costs soaring up to 90% in early 2026. Nvidia plans to increase server prices by over 15% due to rising memory costs, a trend also seen in consumer t...
JPMorgan's JEPI ETF, known for monthly income via covered calls on large caps, faces competition from BlackRock's BALI ETF. Both charge 0.35% and pay monthly, but BALI offers a higher trailing yield of 7.56% versus JEPI's similar payout and has outpe...
Microsoft reported $331 billion in annual revenue with Azure surpassing $100 billion, growing 41%. Its $678 billion contracted commercial backlog supports recurring revenue from AI and cloud services, fueling a 22% upside price target of $590.43. Des...
Hyperscale cloud companies like Amazon, Alphabet, Microsoft, and Meta are projected to spend $4.1 trillion on AI-related infrastructure from 2026 to 2028, more than triple the previous six years. UBS estimates these firms will reinvest nearly 100% of...
