Morgan Stanley says semiconductors now make up about 18% of the S&P 500 and urges investors to broaden
Morgan Stanley Wealth Management’s July Global Investment Committee note argues the S&P 500 has grown lopsided: the 10 largest stocks...
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Visa’s Fiscal Q3 Print Lands July 28 With Cross-Border Volume in Focus
Visa reports fiscal Q3 2026 results on July 28, with street models clustered around $11.383 billion in revenue and EPS...
Alphabet burns $5.9 billion in cash as AI spending hits $490 million a day
Alphabet spent $44.9 billion on AI infrastructure between April and June, about $490 million a day, while the business generated...
Microsoft says UK grid connections can take up to ten years, threatening its $3.2 billion data center plan
Microsoft says a grid connection for a new UK data center can take up to ten years, with some timelines...
Nvidia’s ten-year return reaches approximately 15,333%, but 2026 gains trail the market
Nvidia posted approximately 15,333% in total returns over the past ten years, the top figure in every S&P 500 performance...
