Author: arthursheikin@gmail.com

[ad_1] There’s a fear in investing when a sector swells rapidly. Booming stock prices and aggressive spending feel great, until things inevitably cool off. Then comes the reckoning: Who overdid it in irreversible ways?Big Tech is in an AI arms race, each company trying to outspend the others on data centers, GPUs, networking gear, and talent. Engineers can be let go. But the infrastructure? That’s permanent. If the AGI dream fades, you’re stuck with massive, costly assets.So when Google announced it would hike capex by $10 billion to $85 billion in 2025 eyebrows went up. Most of it is for…

[ad_1] (Check out Carter’s worthcharting.com for actionable recommendations and live nightly videos.) Utilities, as all will know, generally lag the market over time. See first chart below. On a total return basis, however (with dividends reinvested) utilities – with their higher yields – have matched the performance of the market the past 25 years. See second chart below. And here and now, utilities as a group are just now breaking out to new 52-week highs and all-time highs. We think it is right to be overweight utilities at this juncture. Since the Dotcom Bubble peak in March of 2000 to present,…

[ad_1] Looking at history, several stocks scheduled to soon report earnings could beat estimates and outperform the market the day after. Second-quarter earnings have impressed analysts so far, with the majority of S & P 500 companies having posted positive earnings per share and revenue surprises. Several leading stocks are on deck to post results next week, including Microsoft , Mastercard , Lam Research , Spotify and UnitedHealth Group . Strong earnings have helped power the broad market to new all-time highs this month, with the S & P 500 on Thursday scoring its 12th all-time-high close of the year.…

[ad_1] Want to do business in the United States?Pay up. More specifically: Pay Donald Trump.That’s a reasonable lesson to draw from the Paramount-Skydance deal, which received formal government approval Thursday and should finally close in the coming weeks — about 1.5 years after it first kicked off.We don’t know how Skydance’s David Ellison, who is buying Paramount with the backing of his father, Larry Ellison, will run the company. Maybe he’ll be able to turn the company around, and years from now we’ll note how he made a savvy purchase of a distressed asset at a fire-sale price. Maybe it…

[ad_1] ChatGPT users may want to think twice before turning to their AI app for therapy or other kinds of emotional support. According to OpenAI CEO Sam Altman, the AI industry hasn’t yet figured out how to protect user privacy when it comes to these more sensitive conversations, because there’s no doctor-patient confidentiality when your doc is an AI. The exec made these comments on a recent episode of Theo Von’s podcast, This Past Weekend w/ Theo Von. In response to a question about how AI works with today’s legal system, Altman said one of the problems of not yet…

[ad_1] It’s been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan to CEO — who wasted no time getting to work trying to revitalize the legacy company — to Joe Biden proposing sweeping new AI chip export rules on his way out of office that never came to fruition. Here’s a look at what’s happened so far in 2025. July Intel continues to look for efficiency…

[ad_1] 2025-07-25T16:48:12Z Share Facebook Email X LinkedIn Reddit Bluesky WhatsApp Copy link lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. Home prices continue to climb, but some markets still might offer a good deal. For younger homebuyers, some areas of the Southeast and Midwest might be more affordable. These are the 10 most millennial-friendly housing markets. Adulting could get a little easier, at least in these 10 cities.As…

[ad_1] President Donald Trump’s war on woke has entered the AI chat.The White House on Wednesday issued an executive order requiring any AI model used by the federal government to be ideologically neutral, nonpartisan, and “truth-seeking.”The order, part of the White House’s new AI Action Plan, said AI should not be “woke” or “manipulate responses in favor of ideological dogmas” like diversity, equity, and inclusion. The White House said it would issue guidance within 120 days that will outline exactly how AI makers can show they are unbiased.As Business Insider’s past reporting shows, making AI completely free from bias is…

[ad_1] Of course, the furniture you choose for your home, especially pieces like couches and beds, should be comfortable, but Rehman said it’s just as important to prioritize its appearance.”When people are going to buy furniture, they focus so heavily on the comfort and they don’t focus on the style,” he said. “They end up buying this big, bubbly couch that has lots of padding, and it has a built-in cupholder and USB chargers. That’s great for maybe a movie room, but in your main living room, where you’re entertaining, you want to feel sexy, and you want to have…

[ad_1] Investor Dan Niles highlighted two stocks from the “Magnificent Seven” tech cohort as his favorite picks for the rest of the second-quarter earnings season. This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday’s closing bell. Shares have surged about 22% this year. According to Niles, part of the reason the stock looks attractive is because “they had such a rough time last year.” Azure, Microsoft’s cloud computing platform, was “a disappointment” for the company three quarters in a row, he said. Microsoft finished 2024 with a 12% gain, while the…