Dividend ETFs come in all shapes and sizes, with estimated yields ranging from 0.68% to 6.68%, expense ratios from 0.05% to 1.24%, and weighted market caps from $1.7M to $1.7T. You can find dividend ETFs with forward P/E's as low as 9.47x, well-established ones that have paid dividendsThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the ...

iren just secured $9.7b from microsoft for gpu hosting. trades at 3x ev/ebitda. equinix does the same thing at 18x. cipher mining rallied 15% on the news because the market finally realized bitcoin miners own 200mw power infrastructure that ai companies need yesterday. 5x repricing incoming. ...

If you’re a Windows 10 user and Microsoft has told you your support is finished, don't panic just yet. https://t.co/Mw1hHFz9n2 ...

U.S. equity markets are experiencing a midday retreat on Tuesday, November 4, 2025, with major indexes pulling back as investors digest a mix of corporate earnings, upcoming economic data, and a cautious sentiment surrounding the technology sector. The initial optimism seen at the start of the week has waned, with profit-taking evident in several high-flying tech stocks.Midday Market Momentum and Index PerformanceAs midday trading progresses, Wall Street is broadly lower, primarily driven by declines in the ...

苹果计划明年上半年推出首款低成本Mac笔记本电脑，售价将低于1000美元，从而与微软竞争。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Microsoft Corp. has committed more than $60 billion to neocloud data center companies, evidence of the company’s race to find enough computing capacity for its AI needs. https://t.co/e1NX60ktJ5 ...

Core Insights - Microsoft has invested over $60 billion in various "neocloud" data center companies to secure sufficient computing power for its AI needs [1] - The agreement with Nscale will allow Microsoft to utilize approximately 200,000 of NVIDIA's latest GB300 chips across multiple locations [1] - Since early October, Microsoft's spending commitments to "neocloud" companies have roughly doubled, with two new commitments totaling over $10 billion announced recently [1]

(Bloomberg) — Microsoft Corp. (MSFT) has committed more than $60 billion to neocloud data center companies, evidence of the company’s race to find enough computing capacity for its AI needs. The largest chunk of that spending — about $23 billion — is going to British startup Nscale, according to people familiar with the situation, who requested anonymity to discuss the previously undisclosed sum. The arrangement with Nscale will give Microsoft access to about 200,000 of Nvidia Corp.’s latest GB300 chips a ...

Core Insights - The market capitalization of the seven major U.S. tech giants has surpassed $22.2 trillion, highlighting a significant shift in global economic power dynamics [1][2] - Nvidia's market value has exceeded $5 trillion, surpassing Japan's GDP, symbolizing a new economic paradigm [5][8] - The combined market capitalization of these tech giants exceeds China's GDP by approximately 15% [3][8] Group 1: Economic Disparities - The market values of China, Japan, and European economies lag behind those of tech companies, revealing a disconnect between national growth logic and technological innovation returns [8][12] - Japan's economic stagnation is characterized by an aging population and a lack of global network effects, leading to a situation where corporate valuations surpass GDP [9] - China possesses a wealth of tech talent but lacks platform-level enterprises, exacerbated by Huawei's restrictions and a deficiency in AI computing ecosystems [10][11] Group 2: The Rise of Digital Sovereignty - The "tech seven" have established a new form of power based on global data control, computational dominance, and capital accumulation, which transcends traditional national boundaries [3][4] - The competition is shifting from "nation against nation" to a coalition of "nations plus tech giants" [4] Group 3: Nvidia's Dominance - Nvidia's rise is attributed to three core factors: the critical importance of computational power in the AI era, the establishment of software barriers that create a global moat, and the capital frenzy surrounding AI investments [6][7] - Nvidia is positioned not merely as a chip manufacturer but as a new global infrastructure entity, controlling the "world's cognitive engine" [7] Group 4: Systemic Risks and Inequality - The misalignment between tech giants and national economic power introduces both unprecedented innovation and potential dangers, such as financialization risks and the concentration of wealth among super enterprises [13][14] - The increasing capital returns compared to labor income may exacerbate social inequality, leading to heightened risks of societal fragmentation [14] - The future of global competition and fairness is at stake, as the dominance of tech giants raises questions about governance and economic security [14]