OpenAI and Anthropic increased their federal lobbying spending to a record $3.17 million in Q2 2026, up 23% from Q1, as they prepare for upcoming IPOs and the midterm elections. Anthropic spent $1.97 million, surpassing Nvidia, while OpenAI spent $1.2 million. Their lobbying focused on cybersecurity, copyright, cloud computing, and defense procurement. Meanwhile, major tech firms' lobbying remained steady, and defense contractors slightly reduced spending in the same period.
The S&P 500 has reached 25 all-time highs in 2026, continuing a streak of record-setting years fueled by robust earnings growth and rising investor optimism. Key contributors include Nvidia, Apple, and especially Micron Technology, whose 208% return ...
Nvidia reported a strong Q1 FY27 with $81.6 billion in revenue, up 85%, and a 140% increase in non-GAAP EPS, signaling robust growth beyond Big Tech reliance. The company now earns $37 billion from AI, industrial, and enterprise sectors, diversifying...
Equity markets surged last week, led by the Nasdaq and major tech stocks like Nvidia, which rose 11.6%. The rally was driven by a weaker-than-expected employment report, which investors saw as reducing the risk of aggressive Federal Reserve interest ...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by about 20 percentage points due to its more balanced stock weighting. SMH focuses heavily on a few mega-cap chip companies, making it vulnerable when ...
Ray Dalio favors NVIDIA as the top AI chip stock due to its strong cash flow, reasonable valuation, and durable growth in AI infrastructure. NVIDIA reported $81.6 billion revenue last quarter, with a forward P/E of 23 and $48.55 billion free cash flo...
