The choice between Vanguard High Dividend Yield ETF (NYSEMKT:VYM) and Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) centers on whether an investor prioritizes current yield or long-term dividend growth potential. Both funds serve as core pillars for income-focused portfolios, yet they filter the domestic market through distinct lenses. VYM targets companies that are forecasted to have above-ave...
The choice between Vanguard High Dividend Yield ETF (NYSEMKT:VYM) and Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) centers on whether an investor prioritizes current yield or long-term dividend growth potential. Both funds serve as core pillars for income-focused portfolios, yet they filter the domestic market through distinct lenses. VYM targets companies that are forecasted to have above-average yields, whereas VIG selects businesses that have consistently increased their distributions for a decade or longer. This comparison explores how these differing mandates impact risk, cost, and long-term total returns. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Microsoft used its Build 2026 conference this week to push a clear message: agents are rapidly moving into production throughout enterprise systems, and the winning platform will be the one that gives them reliable context, governance, identity, memory — and secure access to enterprise data. The company announced Microsoft IQ as a context layer across GitHub Copilot, Microsoft Foundry and Copilot ...
Microsoft used its Build 2026 conference this week to push a clear message: agents are rapidly moving into production throughout enterprise systems, and the winning platform will be the one that gives them reliable context, governance, identity, memory — and secure access to enterprise data. The company announced Microsoft IQ as a context layer across GitHub Copilot, Microsoft Foundry and Copilot Studio; Work IQ APIs coming June 16; Fabric IQ for structured business data; Foundry IQ for retrieval across enterprise knowledge and the live web; and Web IQ as a new agent-facing web search stack. Microsoft also introduced Scout , a personal work agent, and a whopping seven new in-house AI models in its growing MAI family across modalities and use cases, including MAI-Thinking-1. Those announcements sit directly in Marco Casalaina ’s lane. Casalaina is Microsoft’s VP Products, Core AI and AI Futurist . He leads Microsoft’s AI Futures team and previously led teams across Azure AI, including Azure OpenAI, Vision, Speech, Decision, Language, Responsible AI and AI Studio. Before Microsoft , he led Salesforce’s Einstein AI team and earned a computer science degree from Cornell University. CRN reported that he joined Microsoft in early 2022 as vice president of products for Azure Cognitive Services, meaning he has now been at the company for more than four years. VentureBeat spoke with Casalaina ahead of Build about Microsoft’s agent strategy, the company’s model-choice philosophy, how Microsoft IQ fits with MCP, and why he believes enterprises need far more than just access to powerful models. The interview below has been edited for clarity and condensed from the transcript. VentureBeat (VB): To start, can you explain your role at Microsoft and what “AI Futurist” means in practice? Marco Casalaina (MC): I am VP Products of what we call Core AI. Core AI is our set of tools for AI developers, and that includes Foundry, Visual Studio, VS Code, GitHub and GitHub Copilot. That’s ou...
Coinbase (NASDAQ:COIN) sits at the center of every fight worth having in crypto right now. The Everything Exchange strategy is live, prediction markets are running at a $100M+ annualized run rate, and stablecoin revenue hit $305 million last quarter. Yet shares are down 23.06% YTD and trading at $173.99. CEO Brian Armstrong told investors “crypto ... Prediction: Coinbase Stock Will Trade at This P...
Coinbase (NASDAQ:COIN) sits at the center of every fight worth having in crypto right now. The Everything Exchange strategy is live, prediction markets are running at a $100M+ annualized run rate, and stablecoin revenue hit $305 million last quarter. Yet shares are down 23.06% YTD and trading at $173.99. CEO Brian Armstrong told investors “crypto ... Prediction: Coinbase Stock Will Trade at This Price at The End of The Year
Natalia Kniazhevich, Bloomberg News Equities Reporter and John Flood, Goldman Sachs Partner and Head of Americas Equities Execution Services join Bloomberg Businessweek Daily to discuss the markets and investors should be thinking about on days when the markets are volatile. Wall Street’s historic weekly run came to a halt, with stocks hit by a tech selloff and higher bond yields as a solid jobs r...
Natalia Kniazhevich, Bloomberg News Equities Reporter and John Flood, Goldman Sachs Partner and Head of Americas Equities Execution Services join Bloomberg Businessweek Daily to discuss the markets and investors should be thinking about on days when the markets are volatile. Wall Street’s historic weekly run came to a halt, with stocks hit by a tech selloff and higher bond yields as a solid jobs report added to bets the Federal Reserve’s next rate move will be a hike. (Source: Bloomberg)
Cotton futures are trading with contracts 70 to 86 points in most front months on Friday. The US dollar index is up $0.618 at $100.00. Crude oil losses of $3.01 continue to add pressure. USDA’s Export Sales data has 11.33 million RB of cotton export business, down just 1% from...
Cotton futures are trading with contracts 70 to 86 points in most front months on Friday. The US dollar index is up $0.618 at $100.00. Crude oil losses of $3.01 continue to add pressure. USDA’s Export Sales data has 11.33 million RB of cotton export business, down just 1% from...
Walter Cicchetti Google ( GOOG )( GOOGL ) has agreed to pay SpaceX ( SPCX ) as much as $30B for cloud compute capacity in a three-year deal inked one week ahead of the Elon Musk-led company's IPO, according to a filing with the U.S. Securities and Exchange Commission. The compute capacity includes access to 110,000 Nvidia ( NVDA ) GPUs, CPUs, memory and other related components. "Pursuant to the a...
Walter Cicchetti Google ( GOOG )( GOOGL ) has agreed to pay SpaceX ( SPCX ) as much as $30B for cloud compute capacity in a three-year deal inked one week ahead of the Elon Musk-led company's IPO, according to a filing with the U.S. Securities and Exchange Commission. The compute capacity includes access to 110,000 Nvidia ( NVDA ) GPUs, CPUs, memory and other related components. "Pursuant to the agreement, the customer has agreed to pay us $920M per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee," the filing reads. "If we fail to deliver access to the committed amount of GPUs by September 30, 2026, then following a one-month grace period, Google may immediately terminate the agreement or accept the number of GPUs provided, with a corresponding pro rata reduction in monthly fees." After December 31, 2026, either company has the right to terminate the agreement with a 90-day notice. If the deal runs the entire 33 months of the agreement, it would generate more than $30B in revenue for SpaceX, which recently merged with xAI. Throughout the agreement, Google will retain ownership of its intellectual property rights, content, AI models and related data. This follows a similar move made in late May, when SpaceX CEO Musk said he had agreed to lease its Colossus data center clusters to Anthropic (ANTHRO ) for six months but noted that it was possible the arrangement could extend for years. "SpaceX has not committed to leasing Colossus for years, although it's possible that may be what happens," said Musk in a post on X. "This is a 180 day lease with 90 day notice mutual cancellation thereafter. The short term was our request, not Anthropic's." SpaceX is slated to start trading on the Nasdaq on June 12. The company is seeking to raise approximately $75B through the sale of 555.6M Class A shares priced at $135 each. At the proposed offering price, SpaceX would have a market value of roughly $1.77T. More on SpaceX and A...
US President Donald Trump said Friday he wants his incoming acting spy chief to start firing employees, deepening the controversy over the appointment of a man with no previous intelligence experience. Bill Pulte, a Trump loyalist who heads the Federal Housing Finance Agency, was named by the Republican president on Tuesday as acting Director of National Intelligence. “If he cut, I wouldn’t mind t...
US President Donald Trump said Friday he wants his incoming acting spy chief to start firing employees, deepening the controversy over the appointment of a man with no previous intelligence experience. Bill Pulte, a Trump loyalist who heads the Federal Housing Finance Agency, was named by the Republican president on Tuesday as acting Director of National Intelligence. “If he cut, I wouldn’t mind that,” Trump told reporters aboard Air Force One, adding that the number of employees in Pulte’s...
Alexey Koza/iStock via Getty Images Praxis Precision Medicines, Inc. ( PRAX ) is a bit of a "unicorn" in the clinical-stage biotechnology space. It is simultaneously preparing to launch two different drugs in two different indications, which hasn’t happened a lot in my 10 years of experience in covering this sector. Praxis’ most prized asset is ulixacaltamide. The company is seeking approval in es...
Alexey Koza/iStock via Getty Images Praxis Precision Medicines, Inc. ( PRAX ) is a bit of a "unicorn" in the clinical-stage biotechnology space. It is simultaneously preparing to launch two different drugs in two different indications, which hasn’t happened a lot in my 10 years of experience in covering this sector. Praxis’ most prized asset is ulixacaltamide. The company is seeking approval in essential tremor, or ET. Peak sales estimates vary greatly. Some (management included) will put it near $10 billion, and others closer to $1 billion. In my last analysis , I sided with caution because ulixacaltamide would undoubtedly face competition from dirt-cheap off label generics, and real-world persistence could materially alter peak sale assumptions. And, critically, Praxis sported a market cap north of $7.5 billion at this time, which appeared to already bake in blockbuster expectations for ulixacaltamide. Outside of ET, Praxis was also exploring epilepsies. But, as I noted, relutrigine’s potential in SCN2A- and SCN8A- Developmental and Epileptic Encephalopathies, or DEEs, was limited due to a very low target population. Meanwhile, vormatrigine faces an uphill battle in more common epileptic conditions, like focal onset seizures and generalized epilepsy. Both of which already feature over a dozen entrenched antiepileptics. So, in my mind, Praxis was an “ulixacaltamide in ET” story, with some upside optionality in epilepsy. I ended with a “Hold” going into 2026 due to a frothy valuation, and its stock has since returned -11% vs. S&P 500 ( SPY ) gains of 9%. The company has since submitted NDAs for both ulixacaltamide and relutrigine, raised over $600 million via a public offering, and reported Phase 2/3 POWER1 trial data (vormatrigine). Below, I take a closer look at recent developments, as well as value Praxis’ pipeline. I end up siding with caution again despite the company’s regulatory progress. Recent Developments After raising over $600 million in a public offerin...
Just over a year ago, the Trump Administration issued an executive order meant to accelerate the development of nuclear power in the US. While an entire startup ecosystem has developed around the use of different—and typically smaller—reactor designs, only one of them has been fully licensed so far, and there are no plans to actually build any instances of that design. The executive order directed...
Just over a year ago, the Trump Administration issued an executive order meant to accelerate the development of nuclear power in the US. While an entire startup ecosystem has developed around the use of different—and typically smaller—reactor designs, only one of them has been fully licensed so far, and there are no plans to actually build any instances of that design. The executive order directed the Department of Energy to have three different reactor designs reach criticality in a bit over a year. On Thursday, a startup called Antares announced that a test reactor it had placed at the Idaho National Laboratory had reached criticality, making it the first new design to cross this threshold. Criticality means that the nuclear reactions inside the hardware had become self sustaining; it does not mean the reactor had started to generate power. Antares is one of a number of companies that is basing its design on a new fuel system called TRISO that takes some of the complexity and safety out of the reactor design and places them in the fuel design. The fuel design is based on tiny pellets with a uranium oxide core. The pellets are surrounded by several layers of carbon that can moderate the energy of both the neutrons and lighter nuclei that are released by fission reactions. All of that is encased in a hard ceramic shell that's designed to withstand the highest temperatures that can be produced by the encased uranium. Read full article Comments