Cisco Systems reached a record stock price after reporting quarterly revenue of $15.8 billion, driven by surging demand for AI-ready data center infrastructure.
Cisco stock surges to record high on $9 billion AI order pipeline Read More »
For most of this market run, big technology stocks have managed to do something unusual: act like growth stocks and defensive stocks at the same time. That has been the magic of the trade. Investors
Why Larry McDonald Thinks Tech’s “Safe Trade” Status May Be a Problem Read More »
Amazon’s AI spending creates new demand for data centers Amazon has announced plans to spend more than $100 billion on AI infrastructure over the coming years. That investment is not going exclusively to silicon. Most
Data center REITs gain momentum as Amazon doubles AI infrastructure spending Read More »
Apple raised its quarterly dividend by 3.8 percent in its latest capital-return update, marking another year of modest payout growth alongside a newly authorized $100 billion share repurchase program. The increase is smaller than recent
Apple raises dividend 3.8% and authorizes $100 billion in buybacks Read More »
Utility companies signed a massive power supply deal in mid-May 2026 to support data center electricity demand driven by artificial intelligence. The announcement sent utility stocks sharply higher and forced income investors to reconsider whether
AI power demand reshapes utility stocks for income investors Read More »
TSMC raises its quarterly dividend by 17.18% to $1.1136 on surging AI chip demand. Payout ratio remains under 25%, signaling room for continued growth.
Taiwan Semiconductor raises dividend 17% as chip demand drives cash flow surge Read More »
CrowdStrike Holdings rose 4.2% on May 8, 2026, reaching new highs as cybersecurity demand continues to expand across enterprise and government markets. The stock has drawn increasing attention from income-focused investors who value its recurring
CrowdStrike Hits New Highs as Cybersecurity Demand Surges: What Retirees Should Know Read More »
Eli Lilly (NYSE: LLY) reported Q1 2026 earnings that beat analyst estimates and raised its full-year guidance, sending the stock up 3.07% on April 30. Revenue is now projected between $82 billion and $85 billion.
Eli Lilly (LLY) raises 2026 guidance after Q1 beat: what income investors should know Read More »
Apple shares climbed 8% in extended trading Thursday after the company reported fiscal second-quarter results that topped analyst expectations on both revenue and earnings. The stock closed at $198.45, reaching its highest level since January.
Apple Stock Rises 8% Post-Earnings As Services Revenue Hits Record $26.8B Read More »
This week brings one of the most concentrated earnings calendars of the year. Meta Platforms, Microsoft, Amazon, and Apple all report quarterly results within a forty-eight-hour window. Together, the four stocks account for roughly 22
Big Tech Earnings Week: 4 Stocks That Could Move Markets Read More »
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