Core Insights - The Schwab U.S. Dividend Equity ETF has shown significant growth, with a 45% increase over the past five years and over 130% in the last ten years, driven by the quality of its holdings and stock buyback programs [1][3][6] - The ETF is based on the Dow Jones U.S. Dividend 100 Index, which emphasizes reliable dividend payments, cash flow, and return on equity, distinguishing it from traditional cap-weighted funds [2][4] - The Vanguard Dividend Appreciation ETF has approximately $100 billion in assets and focuses on reliable dividend growers, with notable holdings including Broadcom, Microsoft, and JPMorgan, and has seen its quarterly payments nearly double over the past decade [7][8] - The Vanguard Dividend Appreciation ETF has produced a 186% price increase over the last ten years, benefiting from the rise of technology stocks [9] - The Vanguard High Dividend Yield ETF currently has a modest yield of 2.5%, which is below expectations, and has been affected by the performance of its largest holdings [13][15][17] ETF Performance and Characteristics - The Schwab U.S. Dividend Equity ETF offers a trailing yield of just under 3.8%, appealing to income-focused investors, although higher yields can be found elsewhere [3][6] - The Vanguard Dividend Appreciation ETF's yield is relatively low at just over 1.6%, primarily due to its selection criteria that exclude high-yield stocks [10][11][12] - The Vanguard High Dividend Yield ETF's yield has decreased significantly since late 2023, as its largest holdings have outperformed in the broader market [15][16][17] Investment Considerations - Dividend stocks and ETFs provide a simpler solution for investors seeking reliable income that grows over time, with ETFs being less hassle than individual stock purchases [5] - The Schwab U.S. Dividend Equity ETF is recommended for income investors seeking relative safety, despite trailing the S&P 500 in performance when dividends are not reinvested [6] - The Vanguard High Dividend Yield ETF may not be a suitable investment currently due to its underwhelming yield and market conditions affecting its performance [13][17]

Core Insights - Broadcom Inc. has granted CEO Hock E. Tan a long-term equity award linked to the company's success in artificial intelligence, emphasizing the board's commitment to his leadership through the end of the decade [1][5] Compensation Structure - The award, approved on September 3, 2025, includes performance stock units that vest only if Broadcom meets specific AI revenue goals between fiscal 2028 and fiscal 2030, contingent on Tan remaining in his role [2] - At target, the grant covers 610,521 shares, with payouts ranging from zero if revenue does not exceed $60 billion to as much as 300% of target if revenue surpasses $120 billion in any four consecutive quarters [2] Strategic Positioning - The board believes that to compete successfully in a rapidly changing technology industry driven by AI, Broadcom must develop advanced technologies and execute new strategies to meet customer demand [3] - The "Tan PSU Award" comes as Broadcom positions itself at the center of the AI and cloud computing boom, expanding into custom AI accelerators, XPUs, ASICs, networking switches, and data center infrastructure products [4] Industry Dynamics - Broadcom's strategy highlights the importance of Tan's leadership during an unprecedented transformation in the semiconductor industry driven by AI [5] - The award also indicates Broadcom's intention to position its custom silicon as a competitive alternative to Nvidia's dominant AI processors [5] Market Developments - Tan confirmed that Broadcom secured a major AI chip customer, identified as OpenAI, with expectations that 2026 custom chip sales could exceed prior forecasts [6] - Analysts estimate that AI chip revenue could reach $20 billion in 2025, reflecting the growing demand in the market [6] Competitive Landscape - Following Broadcom's $10 billion custom chip deal with OpenAI, Citi analyst Atif Malik cut Nvidia's price forecast, warning of a potential 4% decline in Nvidia's 2026 GPU sales due to intensified competition [7]

CNBC’s Jim Cramer is attributing Oracle Corp.‘s ORCL monumental $455 billion backlog to the ‘Stargate’ AI infrastructure project, questioning the 359% surge in the pipeline on a social media post.Check out ORCL’s stock price here.Cramer Weighs On Oracle TradeIn a series of posts on X, Cramer expressed astonishment at the market’s reaction and Oracle’s business pipeline. “Trying to figure out how much of that backlog for Oracle is Stargate because I don't know who else would be placing those orders,” he wrot ...

Group 1 - Sichuan Shengtong Yunzhi Technology Co., Ltd. has been established with a registered capital of 29 million RMB [1] - The legal representative of the company is Wang Guobin [1] - The business scope includes artificial intelligence basic software development, cloud computing equipment technology services, and big data services [1] Group 2 - The company is jointly held by Shengtong Technology and other stakeholders [1]

或由于苹果发布会正式举行，今日（9月10日）A股苹果产业链涨势如虹！一键覆盖半导体+苹果产业链 的电子ETF（515260）场内价格盘中猛拉3．4%，现涨3．23%，午后溢价交易，买盘资金更为强势。 成份股方面，东山精密、工业富联涨停。胜宏科技涨超13%股价再创新高，年内累涨591%。沪电股 份、海光信息、澜起科技等个股大幅跟涨。 资金面上，超200亿主力资金爆买电子板块！电子ETF（515260）成份股工业富联、胜宏科技分别获主 力资金净流入52亿元、28亿元，霸居A股吸金榜前二。 | 全部股票 | Wind概念板块 | Wind主题行业 | 申万一级行业 | 申万二级行业 | | --- | --- | --- | --- | --- | | 代码 | 名称 | | 主力净流入额 ▼ | 涨跌幅 | | 801080 | 电子(申万) | | 204.66亿 | 2.15% | | 801770 | 通信(申万) | | 105.48亿 | 3.97% | | 801890 | 机械设备(申万) | | 59.59亿 | 0.44% | | 801760 | 传媒(申万) | | 50.78亿 | 1.9 ...

Cloud Computing Challenges - Cloud usage involves navigating consoles, setting IAM policies, writing YAML configs, and monitoring billing spikes [1] - Running Python workflows on the cloud can be complex [1] Coiled Solution - Coiled simplifies cloud usage for Python users [1] - Coiled enables running any workflow [1] Call to Action - The author encourages readers to reshare the content [1] - The author shares tutorials and insights on DS, ML, LLMs, and RAGs daily [1]

Core Offering - Coiled enables running Python workloads on the cloud with minimal code [1] - Coiled automates environment synchronization, hardware provisioning, and shutdown in the user's cloud account [2] - Coiled offers 500 free CPU hours per month for most users [2] Key Features - Supports running jobs hourly, concurrently (1000s), and with specialized hardware (GPUs, fast disks) [3] - Enables running jobs in different regions and with diverse language/package/binary requirements [3] Pain Points Addressed - Simplifies cloud usage by eliminating the need for console navigation, IAM policy configuration, and YAML configuration [1][2] - Reduces concerns about billing spikes [1] Usage - Involves importing the Coiled library and decorating Python functions [2]

It took Oracle (ORCL) 17 years to get back to the all-time highs it booked in the 2000 Dot-com Bubble. But in a single evening, it's minting the entirety of the fortune it took over a decade to earn back. The cloud giant reported earnings Tuesday evening, narrowly missing on both the top and bottom line. Revenue grew 12% year-over-year to $14.9 billion, led higher by rapid growth in cloud infrastructure revenue (+55% YoY to $3.3 billion) and cloud revenue (+28% YoY to $7.2 billion). Non-GAAP earnings per ...

Core Insights - Microsoft reported that clients using its Azure cloud platform may face increased latency due to multiple undersea cables being cut in the Red Sea [1] - The affected traffic primarily involves routes through the Middle East or those ending in Asia or Europe [1] Company Response - Microsoft stated that undersea fiber cuts can take time to repair and that they will continuously monitor, rebalance, and optimize routing to minimize customer impact during this period [2] - By Saturday evening, Microsoft indicated that it was no longer detecting any issues with Azure services [2]

Core Insights - The artificial intelligence (AI) sector is experiencing significant growth, with major tech companies projected to spend over $300 billion on AI infrastructure this year [2] - Microsoft has a substantial backlog of $368 billion in contracted revenue, indicating strong demand for its services [4][7] - Microsoft Azure is growing rapidly, with a reported 39% year-over-year revenue growth and expectations for continued growth [10] Company Summaries - Microsoft is leading in AI infrastructure spending, committing $30 billion in capital expenditures for the current quarter, and is expected to continue investing heavily to meet demand [12] - Microsoft’s backlog includes long-term commitments, with only 35% expected to be recognized as revenue in the next 12 months, while the amount recognized beyond 12 months grew by 49% [9] - Azure is now a $75 billion business, significantly larger than Google Cloud, and is expected to maintain a growth rate of 37% in the next quarter [10] Industry Trends - Demand for cloud computing services, particularly AI services, is outpacing supply across the industry, with similar sentiments expressed by Amazon and Alphabet [11] - The growth in long-term commitments for cloud services is a trend seen across major players, with Google Cloud's backlog at $108 billion and Amazon Web Services at $195 billion [7] - The integration of AI into enterprise software, such as Microsoft 365, is enhancing productivity and driving higher commitments from commercial customers [13]