In Q1 2026, Bill Ackman sold 95% of his Alphabet shares, missing out on $641 million in gains as the stock surged. He shifted his investment to Microsoft, which gained $271.8 million since the end of the quarter, partially offsetting the losses. Ackman values Microsoft's assets like its 27% stake in OpenAI and its strong enterprise franchises, betting on its long-term growth. Investors will watch if Microsoft can outperform Alphabet moving forward.
Income investors are shifting from traditional dividend stocks to NASDAQ-focused options-income ETFs that generate cash flow by selling call options rather than relying on dividends. The NEOS Nasdaq-100 High Income ETF (QQQI), Amplify CWP Growth & In...
OpenAI announced new measures to help identify AI-generated images by adopting the C2PA open standard for metadata and partnering with Google to embed an invisible watermark called SynthID. These tools mark images created by OpenAI products to signal...
Microsoft's stock has fallen 12.22% year to date even as its AI business surged 123% to over $37 billion annualized revenue. The company reported strong Q3 earnings with $4.27 EPS beating expectations and revenue up 18.3% year over year. Azure growth...
Since January 2025, the S&P 500 has risen over 22%, largely fueled by a surge in semiconductor stocks tied to AI spending. Five companies—Nvidia, Micron, Broadcom, AMD, and Intel—account for 51.6% of the index's gains, highlighting a narrow market ra...
The US economy is showing robust growth with the S&P 500 earnings up 27.7% in Q1, driven by tech sector gains like 50% earnings growth in IT and nearly 49% in communication services. This strength dispels recession fears and bubble concerns, as valua...
