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Oracle’s stock has surged on AI hype. Now it has to deliver the earnings to match.5:04 Oracle’s fourth-quarter earnings call will deliver critical updates about the progress of its data-center build-out and the financial impact of its AI pivot. This proposed federal budget cut could eliminate job training for 42,000 vulnerable seniors3:58 A job-training program for low-income older adults is set to lose funding under President Donald Trump’s proposed budget for 2027 — just as more stringent work requirements for food aid and healthcare coverage go into effect. This stock-market strategy has cheap exposure to AI and points to an advantage for closed-end funds1:20 The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure. Apple’s AI could usher in a historic upgrade cycle that investors are overlooking0:16 Apple’s new AI features are on track to be monetized faster than expected, thanks to increased hardware requirements and new “killer apps.” Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector0:16 Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says. GM follows Ford by making a big energy bet — this time with an unconventional approach23:44 GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a similar move a few weeks ago. Tech stocks dive as Friday’s incoming SpaceX IPO creates ‘bad psychology’22:41 Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX IPO later this week and retreat from hot parts of the AI playbook. A powerful inflation storm is brewing — and your portfolio isn’t ready22:41 Looming El Niño shock threatens to drive up global commodity prices. These investments can help protect your purchasing power. AST SpaceMobile’s stock experiences rocky trading as SpaceX plans to launch its satellites into orbit22:09 The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink. |