Key Points Andrea Mitchell sold 30,000 shares for a total transaction value of approximately ~$6.39 million, based on a weighted average price of $213.03 per share across 26 open-market trades on March 5 and March 6, 2026. This sale represented 82.17% of Mitchell's direct holdings, reducing her direct ownership from 36,509 to 6,509 shares. All shares traded were held directly; there was no partici...
Key Points Andrea Mitchell sold 30,000 shares for a total transaction value of approximately ~$6.39 million, based on a weighted average price of $213.03 per share across 26 open-market trades on March 5 and March 6, 2026. This sale represented 82.17% of Mitchell's direct holdings, reducing her direct ownership from 36,509 to 6,509 shares. All shares traded were held directly; there was no participation from indirect entities such as trusts or LLCs, and no derivative (option) activity was involved in this filing. 10 stocks we like better than Dave › Andrea Mitchell, a member of the Board of Directors at Dave Inc. (NASDAQ:DAVE), reported the sale of 30,000 shares of Common Stock in multiple open-market transactions on March 5 and March 6, 2026, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 30,000 Transaction value $6.4 million Post-transaction shares (direct) 6,509 Post-transaction value (direct ownership) ~$1.41 million Transaction value based on SEC Form 4 weighted average purchase price ($213.03). Key questions How does this transaction compare to Andrea Mitchell's historical selling activity? This is Mitchell's largest single sale to date, involving 30,000 shares versus a previous sell median of 16,180 shares, with the two sell transactions since June of last year averaging 44.12% of available holdings per sale. This is Mitchell's largest single sale to date, involving 30,000 shares versus a previous sell median of 16,180 shares, with the two sell transactions since June of last year averaging 44.12% of available holdings per sale. What is the impact on Mitchell's ownership in Dave Inc? Direct ownership declined from 36,509 shares to 6,509 shares post-transaction, representing an 82.17% reduction of her direct Common Stock position. Direct ownership declined from 36,509 shares to 6,509 shares post-transaction, representing an 82.17% reduction of her direct Common Stock position. Did the transaction involve any indirect ...
The ProShares - Ultra S&P 500 ETF (SSO 1.16%) and the Direxion Daily S&P 500 Bull 3X ETF (SPXL 1.78%) are both designed for investors seeking magnified daily moves of the S&P 500, using derivatives to achieve 2x and 3x daily returns, respectively. This comparison highlights how the two funds stack up in terms of cost, risk, performance, and portfolio makeup for anyone considering leveraged S&P 500...
The ProShares - Ultra S&P 500 ETF (SSO 1.16%) and the Direxion Daily S&P 500 Bull 3X ETF (SPXL 1.78%) are both designed for investors seeking magnified daily moves of the S&P 500, using derivatives to achieve 2x and 3x daily returns, respectively. This comparison highlights how the two funds stack up in terms of cost, risk, performance, and portfolio makeup for anyone considering leveraged S&P 500 exposure. Snapshot (cost & size) Metric SSO SPXL Issuer ProShares Direxion Expense ratio 0.87% 0.84% 1-yr return (as of March 14, 2026) 33.75% 45.08% Dividend yield 0.68% 0.69% Beta (5Y monthly) 2.03 3.09 AUM $6.8 billion $5.6 billion SPXL has the advantage on fees and income, with a marginally lower expense ratio and higher dividend yield. While these are factors to consider with any investment, they may be less important considerations for short-term trades like leveraged ETFs. Performance & risk comparison Metric SSO SPXL Max drawdown (5 y) -46.73% -63.80% Growth of $1,000 over 5 years $2,140 $2,367 What's inside SPXL is built for aggressive traders, aiming for three times the daily movement of the S&P 500. Its top holdings are in line with the S&P 500, with Nvidia, Apple, and Microsoft rounding out the top three. Like SSO, SPXL resets its leverage daily, which can cause its performance to diverge from the index over longer periods. SSO, meanwhile, uses a similar leveraged strategy but targets 2x daily returns on the S&P 500. Both funds are designed for tactical trading — not long-term buy-and-hold investing — due to the compounding effects of daily leverage resets. For more guidance on ETF investing, check out the full guide at this link. What this means for investors Both SSO and SPXL offer leveraged exposure to the S&P 500, increasing earning potential compared to a standard S&P 500 ETF that delivers returns in line with the index. However, they differ significantly in terms of their risk and reward profiles. SPXL aims for triple the daily returns of the S&P 500, whi...
AppLovin Corporation (NASDAQ:APP) is one of the Best Young Stocks To Buy and Hold For 20 Years. On March 11, William Blair reiterated an Outperform rating on AppLovin Corporation (NASDAQ:APP) without disclosing any price targets. The firm reiterated bullish sentiment on the stock after AppLovin’s investor meeting. CEO Adam Foroughi, CFO Matt Stumpf, and head of investor relations David Hsiao cate...
AppLovin Corporation (NASDAQ:APP) is one of the Best Young Stocks To Buy and Hold For 20 Years. On March 11, William Blair reiterated an Outperform rating on AppLovin Corporation (NASDAQ:APP) without disclosing any price targets. The firm reiterated bullish sentiment on the stock after AppLovin’s investor meeting. CEO Adam Foroughi, CFO Matt Stumpf, and head of investor relations David Hsiao catered to investor questions regarding the AI opportunities and threats, non-gaming advertising growth, and the company’s growth outlook. Management highlighted that the recent market concerns regarding competitive threats from Meta are not indicative of the reality. CEO Foroughi expressed confidence in the current business trends and expects them to stay strong. He also highlighted that share buybacks remain an attractive opportunity for cash deployment. Moreover, while addressing questions regarding threats from AI, Foroughi noted that AI remains a long-term tailwind rather than a threat. AppLovin Corporation (NASDAQ:APP) develops and operates a mobile marketing platform, offering AppDiscovery, MAX, Adjust, and SparkLabs. The company’s software-based platform caters to mobile application developers for improvements in marketing and monetization of applications. While we acknowledge the potential of APP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.
With spending on artificial intelligence (AI) infrastructure set to reach new heights this year, it's not wrong to question if we are heading into bubble territory. After all, the five largest hyperscalers (owners of massive data centers) are set to spend more than $700 billion in capital expenditures (capex) on AI data centers alone in 2026. That's a massive amount of money that is more than the ...
With spending on artificial intelligence (AI) infrastructure set to reach new heights this year, it's not wrong to question if we are heading into bubble territory. After all, the five largest hyperscalers (owners of massive data centers) are set to spend more than $700 billion in capital expenditures (capex) on AI data centers alone in 2026. That's a massive amount of money that is more than the gross domestic product (GDP) of all but about 24 countries. If the AI infrastructure build-out slows, it is going to impact a lot of large companies, including the world's largest, Nvidia (NASDAQ: NVDA) , which makes up over 7% of the S&P 500 index . Large cloud computing companies have already started to issue debt to support their spending plans, and with these investments now set to start pushing up or exceeding these companies' operating cash flow , this spending will eventually peak. If you lived through the dot-com bubble, that is not something you want to experience again. Image source: Getty Images. Continue reading
Three more members of the Iranian women’s football squad have left Australia, leaving behind teammates who sought asylum after playing in the Women’s Asian Cup. The home affairs minister, Tony Burke, said on Sunday the three team members had decided to join the rest of the squad and make the journey back to Iran. The decision means just three of the seven squad members will remain in Australia on ...
Three more members of the Iranian women’s football squad have left Australia, leaving behind teammates who sought asylum after playing in the Women’s Asian Cup. The home affairs minister, Tony Burke, said on Sunday the three team members had decided to join the rest of the squad and make the journey back to Iran. The decision means just three of the seven squad members will remain in Australia on specially granted protection visas. “After telling Australian officials they had made this decision the players were given repeated chances to talk about their options,” Burke said in a statement. “While the Australian government can ensure that opportunities are provided and communicated, we cannot remove the context in which the players are making these incredibly difficult decisions.” Burke said the Australian government had done everything possible to make sure the women were provided with the chance for a safe future in Australia. “Australians should be proud that it was in our country that these women experienced a nation presenting them with genuine choices and interacted with authorities seeking to help them,” he said. At the same time as facilitating asylum requests for the players, the government rushed through new laws to stop some temporary visa holders coming to Australia and seeking to stay permanently because of the Middle East war. The new laws can be used to prevent Iranian tourists from travelling to Australia if their visa was issued before the US and Israel attacked Tehran, and where there is a concern they might overstay their visa or apply for protection while in Australia.
With six minutes to go in this recurring Scottish nightmare, Ireland led by 15 points, a fair reflection of the brutality they visited upon the visitors, a reward for their relentless physical pressure on both sides of the ball. The visitors banged a penalty into touch. Their hopes of chasing Irish demons from their door had gone, but with a five-metre lineout to come there was a chance of a crumb...
With six minutes to go in this recurring Scottish nightmare, Ireland led by 15 points, a fair reflection of the brutality they visited upon the visitors, a reward for their relentless physical pressure on both sides of the ball. The visitors banged a penalty into touch. Their hopes of chasing Irish demons from their door had gone, but with a five-metre lineout to come there was a chance of a crumb. A shot at a four-try bonus point still existed. A consolation on a savagely hard game, but something. They horsed through the phases, giving everything but getting nothing. Half a dozen players and more had a blast. Repelled at every turn. You felt them - and you suspected this bout of pressure was going to end in a way that so many have ended over the years. Tadhg Beirne went for the kill. A split-second opportunity and he turned it over. Him again. The Aviva saluted him as Scotland would have cursed him. Scotland got off the floor and they were burst. Utterly spent. In reaching into the ruck it was like Beirne had also reached into their soul, and in that act came a moment of clarity. How can Scotland beat Ireland when Ireland have such a stubborn insistence on being so damned good in this game? Beirne's retirement would help. All of Scotland would chip in for a present. He's been a total colossus in this fixture in the past and he was again on Saturday. He's 34, but the bad news for Scotland is he shows no sign of slowing down. Beirne wasn't player of the match - that was Caelan Doris - but it could have been him or Stu McCloskey or any number of others - but he was massively influential, a symbol of what Ireland have in abundance and what Scotland don't have enough off - power, aggression, ruthlessness at every turn. Grant Gilchrist and Max Williamson put in big shifts but you did wonder what might have happened had Scott Cummings and Gregor Brown been out there. Maybe nothing. Maybe something. Who knows? They'd have had extra dog, for sure. But enough dog to silence ...
Key Points Taiwan Semiconductor is the main chip manufacturer for Nvidia, Apple, AMD, and others. It controls 72% of the global pure-foundry chip industry. The company has been growing fast and is projecting further rapid growth through 2029. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's code was bei...
Key Points Taiwan Semiconductor is the main chip manufacturer for Nvidia, Apple, AMD, and others. It controls 72% of the global pure-foundry chip industry. The company has been growing fast and is projecting further rapid growth through 2029. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's code was being written by artificial intelligence (AI). I can only imagine that number is higher now. Humans are still definitely needed to maintain quality, a fact proved by Microsoft appointing Charlie Bell, former head of the company's security business, to now focus exclusively on maintaining the quality of the company's products. He reports directly to Nadella. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Microsoft clearly doesn't plan on cutting the amount of its code written by AI. Nadella himself said it was steadily increasing, and CTO Kevin Scott predicted that by 2030, 95% of the company's code might be written by AI. With that in mind, what is the best way to play AI becoming a permanent part of the IT industry? By my math, one of the best single-ticker ways to play it is Taiwan Semiconductor Manufacturing (NYSE: TSM). Small island, big footprint Taiwan is where a full 60% of all the world's semiconductor chips are produced. But the country's footprint is even bigger than that implies because 90% of the world's advanced semiconductor chips, those 7 nanometers (nm) or smaller, are produced in Taiwan. And those are the chips you need to run the high-end AI programs Microsoft and others are using to write their code. Microsoft uses a lot of Nvidia hardware to run its AI. So does pretty much everyone else. IOT Analytics reports that Nvidia controls 92% of the data center GPU market. Its nearest competitor ...
Key Points Berkshire Hathaway received Moody's stock when it was spun off from Dun & Bradstreet in 2000. The ratings agency's stock may have a low yield today, but over time the dividend keeps growing. 10 stocks we like better than Moody's › Warren Buffett loves dividend stocks, and even though he's no longer at the helm of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), these investments remain a co...
Key Points Berkshire Hathaway received Moody's stock when it was spun off from Dun & Bradstreet in 2000. The ratings agency's stock may have a low yield today, but over time the dividend keeps growing. 10 stocks we like better than Moody's › Warren Buffett loves dividend stocks, and even though he's no longer at the helm of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), these investments remain a core group of its equity positions. Many investors are familiar with Buffett's admiration for his trio of favorite stocks: Coca-Cola, American Express, and Apple, but less so with some of his smaller positions, like Moody's (NYSE: MCO). Moody's stock makes up 3.6% of Berkshire's whole portfolio, and it fits the Buffett schema for its dominant position in an industry that can withstand economic turbulence, as well as its dividend. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » At the current stock price, Moody's dividend yields only 0.85%, but investors should look at the bigger picture when considering dividend stocks. Features like reliability and growth are important for dividends, and you don't have to look further than how much money Berkshire Hathaway makes from Moody's dividends to see why. Berkshire Hathaway received shares of Moody's stock in 2000 when it was spun off from Dun & Bradstreet. Although it originally had 48 million shares, it has sold off shares at different times and currently owns almost 25 million, worth about $11 billion. The cost basis for the position was $248 million, which means the investment itself has increased 4,400%. But Berkshire Hathaway has gained much more than that in annual dividends. Moody's annual dividend right now is $4.12, and the cost basis per share is $10, making the yield on cost basis 41.2%. Berkshire Hathaway made $93 million in dividends from Moody's stoc...
Andrea Mitchell, a member of the Board of Directors at Dave Inc. (DAVE 0.37%), reported the sale of 30,000 shares of Common Stock in multiple open-market transactions on March 5 and March 6, 2026, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 30,000 Transaction value $6.4 million Post-transaction shares (direct) 6,509 Post-transaction value (direct owner...
Andrea Mitchell, a member of the Board of Directors at Dave Inc. (DAVE 0.37%), reported the sale of 30,000 shares of Common Stock in multiple open-market transactions on March 5 and March 6, 2026, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 30,000 Transaction value $6.4 million Post-transaction shares (direct) 6,509 Post-transaction value (direct ownership) ~$1.41 million Transaction value based on SEC Form 4 weighted average purchase price ($213.03). Key questions How does this transaction compare to Andrea Mitchell's historical selling activity? This is Mitchell's largest single sale to date, involving 30,000 shares versus a previous sell median of 16,180 shares, with the two sell transactions since June of last year averaging 44.12% of available holdings per sale. This is Mitchell's largest single sale to date, involving 30,000 shares versus a previous sell median of 16,180 shares, with the two sell transactions since June of last year averaging 44.12% of available holdings per sale. What is the impact on Mitchell's ownership in Dave Inc? Direct ownership declined from 36,509 shares to 6,509 shares post-transaction, representing an 82.17% reduction of her direct Common Stock position. Direct ownership declined from 36,509 shares to 6,509 shares post-transaction, representing an 82.17% reduction of her direct Common Stock position. Did the transaction involve any indirect holdings or derivative securities? No, all shares disposed were held directly by Mitchell, with no involvement of trusts, LLCs, or option exercises; there are also no immediately exercisable options remaining post-sale. No, all shares disposed were held directly by Mitchell, with no involvement of trusts, LLCs, or option exercises; there are also no immediately exercisable options remaining post-sale. Given the large proportion of holdings sold, what explains the transaction size? The elevated proportion reflects Mitchell's available share capacity, a...
Key Points Micron is one of only three companies producing the high-bandwidth memory (HBM) needed to advance AI. Revenue growth continues to accelerate. The valuation does not appear to reflect its growth rate. 10 stocks we like better than Micron Technology › Artificial intelligence (AI) investing seems to have centered around Nvidia more than any other individual stock. This is understandable, a...
Key Points Micron is one of only three companies producing the high-bandwidth memory (HBM) needed to advance AI. Revenue growth continues to accelerate. The valuation does not appear to reflect its growth rate. 10 stocks we like better than Micron Technology › Artificial intelligence (AI) investing seems to have centered around Nvidia more than any other individual stock. This is understandable, as the company's AI accelerators have redefined an industry, and no competitor has yet caught up technically. Still, investors have to remember that Nvidia is not the only stock driving outsized returns from AI. Increasingly, the focus has turned to another chip stock, and investors may want to look into this name before more investors start paying attention. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A Micron corporate building. Image source: Micron. The next great AI stock Increasingly, memory chip giant Micron Technology (NASDAQ: MU) is emerging as an AI stock set for outsized growth. When it comes to Micron, several tailwinds are coming together to take this stock higher. Micron has become a leader in high-bandwidth memory (HBM). HBM delivers massive data throughput while reducing latency and power consumption. This is critical for running the most advanced AI applications. Moreover, only three companies produce this type of memory. South Korea-based Samsung and SK Hynix are its competitors. However, from an investor standpoint, Micron is the only American company of the three and the only one trading on U.S. markets, making it the only feasible choice for most investors. Furthermore, the high demand for HBM has helped address a critical problem with Micron stock. The semiconductor industry is highly cyclical, and unfortunately, down cycles have wiped out all the gains Micron earned in the up cycl...
Iran Mulls Allowing Tankers Through Strait Of Hormuz If Trade Conducted In Yuan Via The Cradle Iran is considering allowing a "limited number" of oil tankers to pass through the Strait of Hormuz on the condition that the oil cargo is traded in Chinese yuan , CNN has reported . A senior Iranian official told the US news outlet that Tehran is working on a new plan to manage tanker traffic through th...
Iran Mulls Allowing Tankers Through Strait Of Hormuz If Trade Conducted In Yuan Via The Cradle Iran is considering allowing a "limited number" of oil tankers to pass through the Strait of Hormuz on the condition that the oil cargo is traded in Chinese yuan , CNN has reported . A senior Iranian official told the US news outlet that Tehran is working on a new plan to manage tanker traffic through the strategic waterway on Iran’s southern coast. via Associated Press Iran has effectively sealed off the strait, allowing only its own and Chinese ships to pass. Before the start of the US-Israeli war on Iran on February 28, at least 20 percent of the world’s oil flowed through it. Iran’s Islamic Revolutionary Guard Corps (IRGC) says it will attack vessels linked to “aggressor nations,” such as the Gulf states that allow the US and Israel to use their territory for attacks on the Islamic Republic. The IRGC announced that the world should prepare for oil prices "reaching $200." For decades, most international oil has been traded in US dollars. The earnings from oil sales by Gulf countries, known as "petrodollars," were mostly reinvested into the US economy through the purchase of sovereign bonds issued by the US Treasury. Since Washington imposed economic sanctions on Moscow in 2022 following the start of the war in Ukraine, sanctioned Russian oil has increasingly been sold in rubles. For years, China has used a covert, barter-style financial system to help pay Iran for oil, circumventing US sanctions. The system allows Iran to ship crude oil to China, while Chinese state-owned firms carry out infrastructure projects in Iran as payment. Two tankers carrying liquefied petroleum gas (LPG) passed through the Strait of Hormuz early Saturday morning and are heading towards India , according to an Indian foreign ministry official speaking with CNN. Iran’s ambassador to India, Mohammad Fathali, told India Today that Iran allowed Indian vessels to travel through the strait, without p...
陳茂波：全速編制本港首份五年規劃 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】財政司司長陳茂波說政府會以創新、積極務實態度，全速編制本港首份五年規劃。 陳茂波在網誌說《十五五規劃綱要》通過，為國家未來五年的經濟...
陳茂波：全速編制本港首份五年規劃 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】財政司司長陳茂波說政府會以創新、積極務實態度，全速編制本港首份五年規劃。 陳茂波在網誌說《十五五規劃綱要》通過，為國家未來五年的經濟發展制訂宏偉藍圖和行動綱領，為未來產業、服務發展精準點出方向。各政策局早前成立的預備小組已轉為「香港五年規劃編制小組」，各部門正快馬加鞭，全力推動和配置資源，以突破傳統思維、積極務實的態度，全速編制本港首份五年規劃。
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. DigitalOcean Holdings (NYSE:DOCN) is working with Workato AI Research Lab to deploy inference focused infrastructure on its cloud platform. The collaboration uses NVIDIA Hopper GPUs to support production scale AI agent development for enterprise use cases. The joint effort produc...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. DigitalOcean Holdings (NYSE:DOCN) is working with Workato AI Research Lab to deploy inference focused infrastructure on its cloud platform. The collaboration uses NVIDIA Hopper GPUs to support production scale AI agent development for enterprise use cases. The joint effort produced measurable gains in performance and efficiency for real world AI workloads running on DigitalOcean. DigitalOcean, best known for serving developers and small to midsize businesses with cloud infrastructure, is pushing further into the enterprise AI workload arena through this Workato partnership. By tying its cloud platform to NVIDIA Hopper GPUs, the company is positioning its offering for customers that want to train and run AI agents at scale without building their own hardware stack. For you as an investor, this development relates to how NYSE:DOCN is seeking to participate in long term demand for AI capable infrastructure. The results reported so far concern performance and efficiency gains for customers, which you can track over time through customer use cases, workload mix, and any disclosures around AI related products or services. Stay updated on the most important news stories for DigitalOcean Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on DigitalOcean Holdings. NYSE:DOCN Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 4 risks and 2 things going right for DigitalOcean Holdings that every investor should see. Quick Assessment ⚖️ Price vs Analyst Target : At US$68.63 vs a consensus target of US$75.00, the price sits about 8.5% below analysts' view. ❌ Simply Wall St Valuation : Shares are trading around 20.7% above the estimated fair value, which screens as overvalued. ✅ Recent Momentum: The stock has returned about 10% over the last 30 days, showing positive short term mome...
Artificial intelligence has been a persistent sticking point for Meta Platforms but its problems compared with the other Magnificent Seven stocks have been greatly exaggerated. Meta stock tumbled 3.8% on Friday on a report that the Facebook and Instagram parent was delaying the release of its upcoming AI model after it failed to perform as well as rivals. Meta may even consider temporarily licensi...
Artificial intelligence has been a persistent sticking point for Meta Platforms but its problems compared with the other Magnificent Seven stocks have been greatly exaggerated. Meta stock tumbled 3.8% on Friday on a report that the Facebook and Instagram parent was delaying the release of its upcoming AI model after it failed to perform as well as rivals. Meta may even consider temporarily licensing Google’s Gemini for use in its products, the New York Times reported, citing unnamed sources.
Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's code was being written by artificial intelligence (AI). I can only imagine that number is higher now. Humans are still definitely needed to maintain quality, a fact proved by Microsoft appointing Charlie Bell, former head of the company's security business, to now focus exclusively on maintaining the quality of the compa...
Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's code was being written by artificial intelligence (AI). I can only imagine that number is higher now. Humans are still definitely needed to maintain quality, a fact proved by Microsoft appointing Charlie Bell, former head of the company's security business, to now focus exclusively on maintaining the quality of the company's products. He reports directly to Nadella. Microsoft clearly doesn't plan on cutting the amount of its code written by AI. Nadella himself said it was steadily increasing, and CTO Kevin Scott predicted that by 2030, 95% of the company's code might be written by AI. With that in mind, what is the best way to play AI becoming a permanent part of the IT industry? By my math, one of the best single-ticker ways to play it is Taiwan Semiconductor Manufacturing (TSM +0.42%). Small island, big footprint Taiwan is where a full 60% of all the world's semiconductor chips are produced. But the country's footprint is even bigger than that implies because 90% of the world's advanced semiconductor chips, those 7 nanometers (nm) or smaller, are produced in Taiwan. And those are the chips you need to run the high-end AI programs Microsoft and others are using to write their code. Microsoft uses a lot of Nvidia hardware to run its AI. So does pretty much everyone else. IOT Analytics reports that Nvidia controls 92% of the data center GPU market. Its nearest competitor is Advanced Micro Devices at 4%. But those Nvidia graphics processor units (GPUs) are manufactured by Taiwan Semiconductor. So are its competitor AMD's, along with Apple, Broadcom, Qualcomm and others, either in whole or in part. In fact, Nvidia's top-of-the-line Blackwell chip is produced at a Taiwan Semiconductor factory in Arizona. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( 0.42 %) $ 1.40 Current Price $ 338.11 Key Data Points Market Cap $1.8T Day's Range $ 336.23 - $ 344.47 52wk Range $ 134.25...
Warren Buffett loves dividend stocks, and even though he's no longer at the helm of Berkshire Hathaway (BRKA 0.24%)(BRKB 0.38%), these investments remain a core group of its equity positions. Many investors are familiar with Buffett's admiration for his trio of favorite stocks: Coca-Cola, American Express, and Apple, but less so with some of his smaller positions, like Moody's (MCO +0.83%). Moody'...
Warren Buffett loves dividend stocks, and even though he's no longer at the helm of Berkshire Hathaway (BRKA 0.24%)(BRKB 0.38%), these investments remain a core group of its equity positions. Many investors are familiar with Buffett's admiration for his trio of favorite stocks: Coca-Cola, American Express, and Apple, but less so with some of his smaller positions, like Moody's (MCO +0.83%). Moody's stock makes up 3.6% of Berkshire's whole portfolio, and it fits the Buffett schema for its dominant position in an industry that can withstand economic turbulence, as well as its dividend. At the current stock price, Moody's dividend yields only 0.85%, but investors should look at the bigger picture when considering dividend stocks. Features like reliability and growth are important for dividends, and you don't have to look further than how much money Berkshire Hathaway makes from Moody's dividends to see why. Berkshire Hathaway received shares of Moody's stock in 2000 when it was spun off from Dun & Bradstreet. Although it originally had 48 million shares, it has sold off shares at different times and currently owns almost 25 million, worth about $11 billion. The cost basis for the position was $248 million, which means the investment itself has increased 4,400%. But Berkshire Hathaway has gained much more than that in annual dividends. Expand NYSE : MCO Moody's Today's Change ( 0.83 %) $ 3.54 Current Price $ 430.01 Key Data Points Market Cap $76B Day's Range $ 427.05 - $ 432.82 52wk Range $ 378.71 - $ 546.88 Volume 1.3M Avg Vol 1.3M Gross Margin 68.14 % Dividend Yield 0.90 % Moody's annual dividend right now is $4.12, and the cost basis per share is $10, making the yield on cost basis 41.2%. Berkshire Hathaway made $93 million in dividends from Moody's stock in 2025, which means it makes back its entire investment in dividends every few years. As management continues to raise the dividend, the yield on the cost basis will increase, too.
Key Points Micron is one of only three companies producing the high-bandwidth memory (HBM) needed to advance AI. Revenue growth continues to accelerate. The valuation does not appear to reflect its growth rate. 10 stocks we like better than Micron Technology › Artificial intelligence (AI) investing seems to have centered around Nvidia more than any other individual stock. This is understandable, a...
Key Points Micron is one of only three companies producing the high-bandwidth memory (HBM) needed to advance AI. Revenue growth continues to accelerate. The valuation does not appear to reflect its growth rate. 10 stocks we like better than Micron Technology › Artificial intelligence (AI) investing seems to have centered around Nvidia more than any other individual stock. This is understandable, as the company's AI accelerators have redefined an industry, and no competitor has yet caught up technically. Still, investors have to remember that Nvidia is not the only stock driving outsized returns from AI. Increasingly, the focus has turned to another chip stock, and investors may want to look into this name before more investors start paying attention. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The next great AI stock Increasingly, memory chip giant Micron Technology (NASDAQ: MU) is emerging as an AI stock set for outsized growth. When it comes to Micron, several tailwinds are coming together to take this stock higher. Micron has become a leader in high-bandwidth memory (HBM). HBM delivers massive data throughput while reducing latency and power consumption. This is critical for running the most advanced AI applications. Moreover, only three companies produce this type of memory. South Korea-based Samsung and SK Hynix are its competitors. However, from an investor standpoint, Micron is the only American company of the three and the only one trading on U.S. markets, making it the only feasible choice for most investors. Furthermore, the high demand for HBM has helped address a critical problem with Micron stock. The semiconductor industry is highly cyclical, and unfortunately, down cycles have wiped out all the gains Micron earned in the up cycle in past years. Investors should not assume that t...
A woman has been arrested on suspicion of murder after an 18-day-old baby girl fell from a property in central London. The Metropolitan police said officers attended Horseferry Road in Westminster after reports on Saturday morning that a baby had fallen from a residential property. The newborn was taken to hospital and was pronounced dead. A 43-year-old woman was arrested at the scene on suspicion...
A woman has been arrested on suspicion of murder after an 18-day-old baby girl fell from a property in central London. The Metropolitan police said officers attended Horseferry Road in Westminster after reports on Saturday morning that a baby had fallen from a residential property. The newborn was taken to hospital and was pronounced dead. A 43-year-old woman was arrested at the scene on suspicion of murder and taken into police custody, the force added. View image in fullscreen A forensic investigator at the scene Photograph: Lucy North/PA Met DCI Alison Foxwell said: “Our thoughts today are with the baby’s family. “The death of an infant is always an extremely tragic occurrence, and officers are making urgent inquiries around the circumstances. “At this stage, we believe the incident occurred within a domestic context, but we are appealing for anybody with information to come forward.” A spokesperson for the London ambulance service said the baby was treated at the scene before being taken to a major trauma centre. A police cordon covered most of Great Peter Street on Saturday evening and two forensics officers could be seen working in a third floor flat in the Peabody Estate.