3 days ago
Generating $2,200 monthly in dividends requires between $264,000 at a 10% yield and $754,000 at a 3.5% yield, with higher yields carrying greater principal erosion risk.
A blended portfolio of SCHD (35%), DGRO (25%), VYM (20%), and JEPI (20%) hits a 3.9% weighted yield requiring about $670,000 to reach the $2,200 target.
A 3.5% yield growing 8% annually doubles income in roughly nine years, while a flat 10% yield stays stagnant or declines if distributions are cut.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Turning zero into $2,200 a month in dividend income requires only two things: a target yield and the capital to support it. The annualized goal is $26,400, which lands somewhere between covering a mortgage payment and replacing a part-time salary. The capital needed depends entirely on the yield you choose, and the yield you choose determines how durable that income actually is.
#yield #choose #dgro
A blended portfolio of SCHD (35%), DGRO (25%), VYM (20%), and JEPI (20%) hits a 3.9% weighted yield requiring about $670,000 to reach the $2,200 target.
A 3.5% yield growing 8% annually doubles income in roughly nine years, while a flat 10% yield stays stagnant or declines if distributions are cut.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Turning zero into $2,200 a month in dividend income requires only two things: a target yield and the capital to support it. The annualized goal is $26,400, which lands somewhere between covering a mortgage payment and replacing a part-time salary. The capital needed depends entirely on the yield you choose, and the yield you choose determines how durable that income actually is.
#yield #choose #dgro
8 days ago
Harold Bernstein, President of Research and Development and Chief Medical Officer at Maze Therapeutics, Inc. (NASDAQ:MAZE), sold 9,705 shares of common stock on September 4, 2026, according to an SEC Form 4 filing.
Metric
Value
Transaction value
~$255,000
#value #president #Research #medical
Metric
Value
Transaction value
~$255,000
#value #president #Research #medical
16 days ago
Billionaire telecom and cable media ****** an John C. Malone, the Director Emeritus of Liberty Latin America Ltd. (NASDAQ:LILA), purchased ~121,000 shares in an indirect transaction on August 28, 2026 and September 1, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
~$1.0 million
#transaction #emeritus #America
Metric
Value
Transaction value
~$1.0 million
#transaction #emeritus #America
18 days ago
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Looking to grow your savings without locking your money away for years? A 6-month certificate of deposit (CD) can be the sweet spot between safety, flexibility, and a better yield on your savings than a typical savings account can offer.
Our team evaluated dozens of accounts to determine the 10 best 6-month CDs available today. Find out where you can earn the most on your savings with minimal fees, low deposit requirements, and excellent customer service. (See our full methodology here.)
The following is a snapshot of our picks for the best 6-month CDs available today. Keep reading for more details about these accounts.
APY: 3.5%
#month #deposit #looking
Looking to grow your savings without locking your money away for years? A 6-month certificate of deposit (CD) can be the sweet spot between safety, flexibility, and a better yield on your savings than a typical savings account can offer.
Our team evaluated dozens of accounts to determine the 10 best 6-month CDs available today. Find out where you can earn the most on your savings with minimal fees, low deposit requirements, and excellent customer service. (See our full methodology here.)
The following is a snapshot of our picks for the best 6-month CDs available today. Keep reading for more details about these accounts.
APY: 3.5%
#month #deposit #looking
19 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
David Booth, founder and chairman of $1.1 trillion Dimensional Fund Advisors, says investors do not need artificial intelligence to identify the next great stock because the market already processes the information for them.
"Can you beat it? Can you pick stocks? Do you need to? No," Booth told CNBC's Squawk Box on Tuesday. "It's a waste of time."
That skepticism about picking winners extends to the AI boom. Booth argues that AI can transform the economy without today's biggest beneficiaries staying dominant. He did not name Nvidia Corp. (NASDAQ:NVDA), but the $5 trillion-plus chipmaker sits squarely at the center of that debate.
Booth pointed to the market's long-term returns, saying an investor earning 9% annually would double their money roughly every eight years.
#david #advisors
David Booth, founder and chairman of $1.1 trillion Dimensional Fund Advisors, says investors do not need artificial intelligence to identify the next great stock because the market already processes the information for them.
"Can you beat it? Can you pick stocks? Do you need to? No," Booth told CNBC's Squawk Box on Tuesday. "It's a waste of time."
That skepticism about picking winners extends to the AI boom. Booth argues that AI can transform the economy without today's biggest beneficiaries staying dominant. He did not name Nvidia Corp. (NASDAQ:NVDA), but the $5 trillion-plus chipmaker sits squarely at the center of that debate.
Booth pointed to the market's long-term returns, saying an investor earning 9% annually would double their money roughly every eight years.
#david #advisors
21 days ago
In a recent interview on CNBC's Halftime Report, Josh Brown, CEO of Ritholtz Wealth Management, highlighted Incyte (NASDAQ: INCY) and Biogen (NASDAQ: BIIB) as two of his "Best Stocks in the Market." Brown said he wanted to focus on stocks that had "nothing to do" with the AI and data-center spending theme.
"We wanted to do something that had nothing to do with data centers and GPUs and just take a break from that whole AI capex world that we've been living in for so long," Brown said. "We wanted to talk about stocks that are working away from that."
Brown likes Biogen because of strong fundamentals and the company's strong earnings performance.
But in this article, we will focus on Incyte, which is up 22% so far this year.
Brown's bullish case for Incyte centers on its strong earnings momentum and expanding drug pipeline. Brown said the company has a pipeline of roughly nine or 10 drugs at various stages of development, creating multiple potential catalysts for future growth.
#focus #data
"We wanted to do something that had nothing to do with data centers and GPUs and just take a break from that whole AI capex world that we've been living in for so long," Brown said. "We wanted to talk about stocks that are working away from that."
Brown likes Biogen because of strong fundamentals and the company's strong earnings performance.
But in this article, we will focus on Incyte, which is up 22% so far this year.
Brown's bullish case for Incyte centers on its strong earnings momentum and expanding drug pipeline. Brown said the company has a pipeline of roughly nine or 10 drugs at various stages of development, creating multiple potential catalysts for future growth.
#focus #data
23 days ago
Bank of Montreal (NYSE:BMO) reported third-quarter net income of C$1.75 billion, down 25% from a year earlier, while company-defined non-GAAP adjusted net income increased 19% to C$2.86 billion. Reported diluted EPS fell 24% to C$2.38, but company-defined non-GAAP adjusted diluted EPS rose 22% to C$3.96.
The divergence primarily reflected Bank of Montreal's (NYSE:BMO) announced sale of its Transportation Finance and Vendor Finance businesses to Stonepeak. The transaction produced a C$1.09 billion pretax charge, or C$962 million after tax, primarily related to a reduction in goodwill.
Including costs **** ociated with the separate sale of 138 U.S. branches, Bank of Montreal (NYSE:BMO) reported aggregate after-tax divestiture adjustments of C$973 million. The rounded components—C$962 million and C$10 million—do not sum exactly to the reported total.
The finance-business transaction includes related loan portfolios in Canada and the United States. Bank of Montreal (NYSE:BMO) plans to retain a 19.9% equity interest, while the sale is expected to close in the fourth quarter of fiscal 2026, subject to regulatory approvals.
The adjusted results show that Bank of Montreal's (NYSE:BMO) operating businesses strengthened during the quarter. The bank said every business segment generated record pre-provision, pre-tax earnings, a company-defined performance measure.
#million #finance #quarter
The divergence primarily reflected Bank of Montreal's (NYSE:BMO) announced sale of its Transportation Finance and Vendor Finance businesses to Stonepeak. The transaction produced a C$1.09 billion pretax charge, or C$962 million after tax, primarily related to a reduction in goodwill.
Including costs **** ociated with the separate sale of 138 U.S. branches, Bank of Montreal (NYSE:BMO) reported aggregate after-tax divestiture adjustments of C$973 million. The rounded components—C$962 million and C$10 million—do not sum exactly to the reported total.
The finance-business transaction includes related loan portfolios in Canada and the United States. Bank of Montreal (NYSE:BMO) plans to retain a 19.9% equity interest, while the sale is expected to close in the fourth quarter of fiscal 2026, subject to regulatory approvals.
The adjusted results show that Bank of Montreal's (NYSE:BMO) operating businesses strengthened during the quarter. The bank said every business segment generated record pre-provision, pre-tax earnings, a company-defined performance measure.
#million #finance #quarter
25 days ago
Zerostack's (NASDAQ: $ZSTK) cryptocurrency holdings have reached $1.06 billion U.S.
Zerostack is a pharmaceutical distribution business that has pivoted to become an **** et manager and cryptocurrency acquirer.
The company's crypto holdings consist of 925.9 million MemeCore (CRYPTO: $M) tokens valued at $1.03 billion U.S., and 223.8 million 0G (CRYPTO: $0G) tokens valued at $36 million U.S.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#million #billion #tokens #NASDAQ
Zerostack is a pharmaceutical distribution business that has pivoted to become an **** et manager and cryptocurrency acquirer.
The company's crypto holdings consist of 925.9 million MemeCore (CRYPTO: $M) tokens valued at $1.03 billion U.S., and 223.8 million 0G (CRYPTO: $0G) tokens valued at $36 million U.S.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#million #billion #tokens #NASDAQ
26 days ago
U.S. stock futures pointed to a broadly flat start on Monday, suggesting Wall Street could struggle for direction as investors look ahead to Nvidia's (NASDAQ:NVDA) quarterly results and the Jackson Hole economic symposium later this week.
The muted outlook follows Friday's rebound, when the major indices recovered some ground after Thursday's sharp sell-off. Despite those gains, all three benchmarks still recorded sizeable losses for the week.
Futures had initially indicated a weaker open before recovering following a CNBC report about the Treasury Department's recently announced plans to increase buybacks of longer-dated government debt.
Citing two senior Treasury officials, CNBC reported that the department could draw on its nearly $1 trillion General Account to help finance plans to double the scale of its debt repurchases.
Treasury yields moved lower following the report, with the 10-year yield retreating after climbing substantially during the previous two sessions amid renewed concerns over U.S. government debt.
#cnbc #week #plans #government
The muted outlook follows Friday's rebound, when the major indices recovered some ground after Thursday's sharp sell-off. Despite those gains, all three benchmarks still recorded sizeable losses for the week.
Futures had initially indicated a weaker open before recovering following a CNBC report about the Treasury Department's recently announced plans to increase buybacks of longer-dated government debt.
Citing two senior Treasury officials, CNBC reported that the department could draw on its nearly $1 trillion General Account to help finance plans to double the scale of its debt repurchases.
Treasury yields moved lower following the report, with the 10-year yield retreating after climbing substantially during the previous two sessions amid renewed concerns over U.S. government debt.
#cnbc #week #plans #government
27 days ago
Investors looking for rock-solid dividend stocks can hardly do better than turning to Dividend Kings. This refers to a group of corporations that have raised their payouts for at least 50 consecutive years, an impressive accomplishment. However, not all Dividend Kings are created equal. Take Abbott Laboratories (NYSE: ABT) and Johnson & Johnson (NYSE: JNJ). Both healthcare giants belong to that group, and they have moved in opposite directions this year: Johnson & Johnson has beaten broader equities, while Abbott Laboratories has been a market laggard. Which of them is a better buy today?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Abbott has faced several challenges over the past couple of years. First, revenue and earnings growth haven't been strong, particularly in its diagnostics and nutrition segments. Second, the medical device specialist has faced some legal and regulatory headwinds. For instance, it has dealt with lawsuits claiming that its baby formula caused health issues in premature babies.
These have somewhat tarnished the company's public image. However, the healthcare leader is looking to turn things around. It can still count on its core medical device segment, particularly its diabetes care unit, which remains one of its main growth drivers. Abbott's FreeStyle Libre, a line of continuous glucose monitoring (CGM) systems that help patients with diabetes track their blood sugar levels, continues to perform well.
Also important, the company acquired Exact Sciences earlier this year in a cash transaction valued at $21 billion. This deal brings Cologuard, a leading non-invasive diagnostic test for colorectal cancer, under Abbott's umbrella. It will help the company tap into the large and growing cancer diagnostic market and boost sales within its diagnostic division. So, Abbott could bounce back, and in the meantime, its dividend program remains intact. It has increased its payouts for 54 consecutive years.
#johnson #Dividend
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Abbott has faced several challenges over the past couple of years. First, revenue and earnings growth haven't been strong, particularly in its diagnostics and nutrition segments. Second, the medical device specialist has faced some legal and regulatory headwinds. For instance, it has dealt with lawsuits claiming that its baby formula caused health issues in premature babies.
These have somewhat tarnished the company's public image. However, the healthcare leader is looking to turn things around. It can still count on its core medical device segment, particularly its diabetes care unit, which remains one of its main growth drivers. Abbott's FreeStyle Libre, a line of continuous glucose monitoring (CGM) systems that help patients with diabetes track their blood sugar levels, continues to perform well.
Also important, the company acquired Exact Sciences earlier this year in a cash transaction valued at $21 billion. This deal brings Cologuard, a leading non-invasive diagnostic test for colorectal cancer, under Abbott's umbrella. It will help the company tap into the large and growing cancer diagnostic market and boost sales within its diagnostic division. So, Abbott could bounce back, and in the meantime, its dividend program remains intact. It has increased its payouts for 54 consecutive years.
#johnson #Dividend
27 days ago
When Nvidia (NVDA) reports its must-read earnings on Wednesday evening, it will confront this frustrating reality.
Strong earnings reports haven't been too kind to Nvidia's stock of late.
Nvidia stock has fallen in response to earnings in six of the past eight quarters, including the last four, per Yahoo Finance AlphaSpace ****** ysis.
The reality is that the market is positioned for the company to post something great and for CEO Jensen Huang to sound super bullish on the earnings call.
The market also knows there is minimal downside risk to Nvidia's growing investment portfolio, given the rising valuations (see Anthropic (ANTH.PVT), for example) being afforded to most privately held names in artificial intelligence.
#finance
Strong earnings reports haven't been too kind to Nvidia's stock of late.
Nvidia stock has fallen in response to earnings in six of the past eight quarters, including the last four, per Yahoo Finance AlphaSpace ****** ysis.
The reality is that the market is positioned for the company to post something great and for CEO Jensen Huang to sound super bullish on the earnings call.
The market also knows there is minimal downside risk to Nvidia's growing investment portfolio, given the rising valuations (see Anthropic (ANTH.PVT), for example) being afforded to most privately held names in artificial intelligence.
#finance
1 month ago
Schwab International Equity ETF (NYSEMKT:SCHF) and State Street SPDR Portfolio Developed World ex-US ETF (NYSEMKT:SPDW) provide nearly identical low-cost exposure to non-U.S. developed markets, differing primarily in index provider and portfolio depth.
These exchange-traded funds serve as core international building blocks for investors seeking geographic diversification. By excluding U.S. stocks, they allow for precise control over domestic versus international allocations. While their portfolios overlap significantly, their underlying benchmarks and total number of securities provide slight variations in market coverage that may appeal to different types of investors.
Metric
SPDW
SCHF
#nysemkt
These exchange-traded funds serve as core international building blocks for investors seeking geographic diversification. By excluding U.S. stocks, they allow for precise control over domestic versus international allocations. While their portfolios overlap significantly, their underlying benchmarks and total number of securities provide slight variations in market coverage that may appeal to different types of investors.
Metric
SPDW
SCHF
#nysemkt
1 month ago
The Goldman Sachs Group (GS) is seeing an intriguing new way to play the artificial intelligence (AI) boom, shifting attention from the chipmakers and infrastructure providers that have dominated the trade toward companies that can use AI to cut labor costs while lifting productivity.
Following Q2 earnings, Goldman refreshed its AI Productivity Beneficiaries basket after screening Russell 1000 companies for two traits that could make AI especially valuable. They were high labor costs relative to sales and significant exposure of their wage bills to AI automation.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Berkshire Is Chasing GOOG Stock Big Time, But It Might Not Help Reverse Warren Buffett's Historical Mistake
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?
#labor #costs #following
Following Q2 earnings, Goldman refreshed its AI Productivity Beneficiaries basket after screening Russell 1000 companies for two traits that could make AI especially valuable. They were high labor costs relative to sales and significant exposure of their wage bills to AI automation.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Berkshire Is Chasing GOOG Stock Big Time, But It Might Not Help Reverse Warren Buffett's Historical Mistake
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?
#labor #costs #following
1 month ago
By Laila Kearney
NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday.
Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections.
Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing power infrastructure and proximity to major population centers on the East Coast -- has become one of the country's most sought-after locations for new data centers. Last year, Amazon announced $20 billion in planned investment in the state.
Alpha Compute expects the northern Pennsylvania site, which would include gas-fired power generation, to begin operating in the third quarter of 2027, Kaiser said. The facility could eventually be expanded to generate one gigawatt of power, Kaiser added.
#power #alpha #center
NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday.
Surging demand for artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their own energy sources rather than wait for grid connections.
Pennsylvania -- with its abundance of natural gas from the Marcellus shale basin, existing power infrastructure and proximity to major population centers on the East Coast -- has become one of the country's most sought-after locations for new data centers. Last year, Amazon announced $20 billion in planned investment in the state.
Alpha Compute expects the northern Pennsylvania site, which would include gas-fired power generation, to begin operating in the third quarter of 2027, Kaiser said. The facility could eventually be expanded to generate one gigawatt of power, Kaiser added.
#power #alpha #center
1 month ago
Over the past few decades, the majority of media and entertainment companies were characterized by the strength and ability of their content libraries and growth in subscribers. This framework is now evolving as streaming continues to mature and advertising becomes more data-backed. As a result, investors are now focusing on companies capable of turning customer relationships into high margins. Simply put, a key shift is underway, i.e., from owning greater IP (Intellectual Property) to owning distribution, data, and consumer engagement, which can provide support in making IP more valuable.
Moving forward, the broader market will reward companies capable of bringing advertising, streaming, theme parks, merchandise, and live experiences in the single customer ecosystem. This transition has been supporting The Walt Disney Company (NYSE:DIS), with Wall Street ***** ysts becoming optimistic despite increased competition.
The company is not being valued as a movie studio or an operator of theme parks. Rather, it is being seen as a consumer ecosystem company that can bring customers throughout parks, sports, streaming, and merchandise. This thesis is further strengthened by the recent quarterly results. Its revenues saw an increase of 7% YoY to reach $25.2 billion, while total segment operating income rose 21% YoY to $5.6 billion. Furthermore, its adjusted EPS grew from $1.61 to $2.06, with management reiterating full-year outlook despite a challenging economic environment.
Apart from the numbers, the breadth of the company's consumer engagement grabbed the attention of investors and ***** ysts. Robust spending and attendance through Experiences, success in the consumer products ***** ociated with franchises like Toy Story, along with ESPN viewership gains, highlight a business model capable of monetizing the same customer throughout multiple platforms. This is exactly what the market wants. The company wants to show that the strongest ***** et is not a single movie or a streaming service, but it is the network of relationships connecting them.
An ***** yst at Needham, Laura Martin, kept a "Buy" rating on The Walt Disney Company (NYSE:DIS)'s stock with a price objective of $125. The ***** yst's reasoning is over and above the quarterly earnings. The thesis centers on the company's first-party data ecosystems, which are among the most valuable in the broader entertainment industry. It collects customer information throughout Disney+, ESPN, Hulu, cruises, theme parks, and consumer products. The management remains focused on integrating such datasets into the unified platform.
#Streaming #parks #Companies #capable
Moving forward, the broader market will reward companies capable of bringing advertising, streaming, theme parks, merchandise, and live experiences in the single customer ecosystem. This transition has been supporting The Walt Disney Company (NYSE:DIS), with Wall Street ***** ysts becoming optimistic despite increased competition.
The company is not being valued as a movie studio or an operator of theme parks. Rather, it is being seen as a consumer ecosystem company that can bring customers throughout parks, sports, streaming, and merchandise. This thesis is further strengthened by the recent quarterly results. Its revenues saw an increase of 7% YoY to reach $25.2 billion, while total segment operating income rose 21% YoY to $5.6 billion. Furthermore, its adjusted EPS grew from $1.61 to $2.06, with management reiterating full-year outlook despite a challenging economic environment.
Apart from the numbers, the breadth of the company's consumer engagement grabbed the attention of investors and ***** ysts. Robust spending and attendance through Experiences, success in the consumer products ***** ociated with franchises like Toy Story, along with ESPN viewership gains, highlight a business model capable of monetizing the same customer throughout multiple platforms. This is exactly what the market wants. The company wants to show that the strongest ***** et is not a single movie or a streaming service, but it is the network of relationships connecting them.
An ***** yst at Needham, Laura Martin, kept a "Buy" rating on The Walt Disney Company (NYSE:DIS)'s stock with a price objective of $125. The ***** yst's reasoning is over and above the quarterly earnings. The thesis centers on the company's first-party data ecosystems, which are among the most valuable in the broader entertainment industry. It collects customer information throughout Disney+, ESPN, Hulu, cruises, theme parks, and consumer products. The management remains focused on integrating such datasets into the unified platform.
#Streaming #parks #Companies #capable
1 month ago
Federal tax law gives laid-off workers with 401(k) loans until their tax return due date to roll over the offset amount, and that deadline could be as late as October.
Workers must fund the rollover with outside money like severance or savings, since the original loan proceeds were spent years earlier.
The extended deadline only applies to offsets from job separation, not missed-payment 'deemed distributions,' which are taxable and cannot be rolled over.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A worker in her late 50s gets the layoff call and remembers the outstanding 401(k) loan she took two years ago. Somewhere in her memory sits a warning: repay it within 60 days or the IRS treats the balance as a taxable distribution, plus a possible 10% penalty. She is 58, so the penalty exposure feels real. The panic is understandable. It is also largely based on an outdated version of the rule.
#deadline #loan #taxable #penalty
Workers must fund the rollover with outside money like severance or savings, since the original loan proceeds were spent years earlier.
The extended deadline only applies to offsets from job separation, not missed-payment 'deemed distributions,' which are taxable and cannot be rolled over.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A worker in her late 50s gets the layoff call and remembers the outstanding 401(k) loan she took two years ago. Somewhere in her memory sits a warning: repay it within 60 days or the IRS treats the balance as a taxable distribution, plus a possible 10% penalty. She is 58, so the penalty exposure feels real. The panic is understandable. It is also largely based on an outdated version of the rule.
#deadline #loan #taxable #penalty
2 months ago
AMD's Meta partnership anchors its MI450 GPU ramp toward $700, while Micron's 5x forward P/E makes a $1,600 price target surprisingly defensible.
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
2 months ago
During the July 21 episode of CNBC's Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, Cramer noted:
I certainly don't rebel at owning tech. Hey, my Charitable Trust's largest positions are Apple and NVIDIA, for heaven's sake. Sure, these haven't kept up with Sandisk or Western Digital lately, but they are unique, excellent companies that are making fortunes.
For investors looking for direct, targeted exposure to individual hardware components within the artificial intelligence infrastructure buildout, Cramer outlined a clear breakdown of his preferred market leaders across each category:
So here's my advice: If you want to go own a memory chip maker, I like Micron. If you want GPUs, to me, that's AMD or NVIDIA. If you want CPUs, that's Intel. Racks, call Dell. Optics, make it Corning.
Cramer's framework breaks down the artificial intelligence infrastructure stack into distinct, specialized categories rather than treating the semiconductor sector as a single, uniform trade. At the memory layer, Micron Technology, Inc. (NASDAQ:MU) serves as his primary pick for high-speed DRAM and High Bandwidth Memory modules that feed real-time data into complex AI processors. Storage-focused peers like Western Digital Corporation (NASDAQ:WDC), Sandisk Corporation (NASDAQ:SNDK), and Seagate Technology Holdings plc (NASDAQ:STX) complement the ecosystem by providing the flash storage and mass-capacity hard drives required for secondary data retention, but they operate outside the high-margin primary compute memory layer where Micron Technology, Inc. (NASDAQ:MU) maintains a core competitive advantage.
#cramer #technology #micron
I certainly don't rebel at owning tech. Hey, my Charitable Trust's largest positions are Apple and NVIDIA, for heaven's sake. Sure, these haven't kept up with Sandisk or Western Digital lately, but they are unique, excellent companies that are making fortunes.
For investors looking for direct, targeted exposure to individual hardware components within the artificial intelligence infrastructure buildout, Cramer outlined a clear breakdown of his preferred market leaders across each category:
So here's my advice: If you want to go own a memory chip maker, I like Micron. If you want GPUs, to me, that's AMD or NVIDIA. If you want CPUs, that's Intel. Racks, call Dell. Optics, make it Corning.
Cramer's framework breaks down the artificial intelligence infrastructure stack into distinct, specialized categories rather than treating the semiconductor sector as a single, uniform trade. At the memory layer, Micron Technology, Inc. (NASDAQ:MU) serves as his primary pick for high-speed DRAM and High Bandwidth Memory modules that feed real-time data into complex AI processors. Storage-focused peers like Western Digital Corporation (NASDAQ:WDC), Sandisk Corporation (NASDAQ:SNDK), and Seagate Technology Holdings plc (NASDAQ:STX) complement the ecosystem by providing the flash storage and mass-capacity hard drives required for secondary data retention, but they operate outside the high-margin primary compute memory layer where Micron Technology, Inc. (NASDAQ:MU) maintains a core competitive advantage.
#cramer #technology #micron