James Altucher: "Nobody's Ready for What Happens After June 8"

Venture capitalist James Altucher warns that a significant knowledge gap exists between Wall Street insiders and the general public regarding SpaceX's upcoming Starlink IPO, expected to be valued between $1.75-2 trillion. He claims the IPO could be 55-177 times larger than major tech IPOs and emphasizes the importance of understanding Starlink's satellite network infrastructure and global adoption before mainstream media coverage intensifies.

05/30/2026, 7:20 AM • GlobeNewswire

Could Agentic AI Be Apple's Next Big Tailwind?

Apple is positioned to capitalize on the shift toward agentic AI, with Bank of America analysts projecting $15-30 billion in AI-related revenue by fiscal 2030. The company's 2 billion-device installed base, ecosystem strength, and history of successfully reinventing existing technologies give it significant advantages. iPhone 17's AI features are already driving strong growth, and Apple's services segment expansion could further boost profitability.

05/30/2026, 3:30 AM • The Motley Fool

Stock Market Today, May 29: Microsoft Rises as $37 Billion AI Run Rate Highlights Cloud Growth

Microsoft stock surged 5.45% to $450.24 after announcing its AI business reached a $37 billion annual revenue run rate, demonstrating strong cloud and software monetization. The company is also developing in-house AI models to control costs while maintaining its partnership with OpenAI. Meanwhile, peers Apple and Alphabet underperformed, with the broader S&P 500 and Nasdaq gaining modestly.

05/29/2026, 7:28 PM • The Motley Fool

The S&P Hit A Record While 8 Of 11 Sectors Fell

The S&P 500 reached a record high of 7,581 in May despite 8 of 11 sectors finishing lower, driven by narrow leadership in AI-related technology stocks. Dell surged 30% on $16.1B in quarterly AI server sales, while oil prices fell 19% on a 60-day Iran ceasefire. The market rally is concentrated in mega-cap tech and semiconductors, raising concerns about breadth and sustainability.

05/29/2026, 5:40 PM • Benzinga

2 Tech ETFs for Nearly Every Corner of the Digital Economy: From Semiconductors to Robotics

The article recommends two tech-focused ETFs for investors seeking exposure to the digital economy. VGT (Vanguard Information Technology ETF) provides broad coverage of the technology sector with 316 holdings and a low 0.09% expense ratio, while ROBO (Exchange Traded Concepts Trust - Robo Global Robotics and Automation Index ETF) focuses on automation and robotics companies globally with 78 holdings. Both ETFs offer diversified ways to invest in emerging and established tech companies without concentrating risk.

05/29/2026, 4:32 PM • The Motley Fool

Dow Jones Tops 51,000, Dell Jumps 28% On Blowout AI Sales: Stock Market Today

U.S. stocks reached record highs on Friday as the Dow Jones surged to 51,047, driven by Dell Technologies' blowout earnings report showing 88% revenue growth and $24.4 billion in AI-related orders. The company raised its fiscal 2027 revenue outlook to $165-169 billion and AI server revenue target to $60 billion, sparking broad gains across AI infrastructure and semiconductor stocks. Easing Middle East tensions pressured energy markets, while the S&P 500 advanced 0.2% and is on pace for its ninth consecutive weekly gain.

05/29/2026, 12:39 PM • Benzinga

Marvell’s Pullback May Be the Setup Bulls Were Waiting For

Marvell Technology experienced a pullback after strong fiscal Q1 2027 results, but analysts remain bullish on the stock. With support levels at $180 and $160, the company's strong AI ecosystem position, record margins, and robust guidance suggest a recovery to new highs by year-end. Analyst consensus price targets increased 65% overnight, with the high-end at $300, representing 50% upside potential.

05/29/2026, 11:04 AM • Investing

Dell Is Up 80% Since Trump Told You To Buy It — Here's The Trade

Dell Technologies stock surged 80% since President Trump's May 8th endorsement, following a $9.69 billion Pentagon contract and a dramatic earnings beat with 88% revenue growth and 214% EPS growth. The stock gained $120 billion in market cap in under three weeks. This follows a similar pattern with Intel, which rose 500% over 12 months after the Trump administration converted a CHIPS Act grant into a $8.9 billion equity stake.

05/29/2026, 11:00 AM • Benzinga

Meta Platforms Could Open Up a Massive New Revenue Stream

Meta CEO Mark Zuckerberg indicated that launching a cloud computing business is 'definitely on the table' for the company. While Meta's primary focus remains using its massive compute capacity for AI infrastructure and achieving superintelligence, the company has received multiple inquiries from outside companies for cloud services. Launching a cloud business could diversify Meta's advertising-dependent revenue model and capitalize on strong demand in the cloud computing market, where competitors like Amazon, Microsoft, and Alphabet generate significant high-margin revenue.

05/29/2026, 10:17 AM • The Motley Fool

OpenAI Gives Japan's Biggest Banks A Cybersecurity Weapon

OpenAI is deploying its GPT-5.5-Cyber model to Japan's three largest banks (MUFG, Sumitomo Mitsui, and Mizuho) through its 'Trusted Access for Cyber' program to defend against zero-day vulnerabilities. This move is part of OpenAI's broader 'OpenAI for Countries' initiative expanding across Asia, including a S$300 million commitment to establish an applied AI lab in Singapore. Meanwhile, Anthropic is focusing on deepening enterprise relationships in the U.S. private sector despite facing government headwinds.

05/29/2026, 10:16 AM • Benzinga

This Global ETF Beat the Nasdaq-100 for Most of the Past Year. Should You Buy It?

The Vanguard International High Dividend Yield ETF (VYMI) outperformed the Nasdaq-100 tracking Invesco QQQ Trust (QQQ) over an 11-month period, delivering 21% annualized returns over three years with a low 0.07% expense ratio and 3.47% dividend yield. While tech stocks have historically outperformed, some investors concerned about high tech valuations and potential AI bubble may consider VYMI for portfolio diversification and steady dividend income.

05/29/2026, 10:15 AM • The Motley Fool

Digital Twin Market Expected to Reach US$ 140 Billion by 2031

The global digital twin market, valued at $13.74 billion in 2024, is expected to grow at a 40.1% CAGR to reach $140.94 billion by 2031. Growth is driven by increasing IoT adoption, Industry 4.0 implementation, and enterprise focus on predictive maintenance. North America leads with 35% market share, while Asia Pacific is the fastest-growing region. Large enterprises and healthcare sectors show the strongest adoption rates.

05/29/2026, 9:00 AM • GlobeNewswire

Is Nvidia a Top Dividend Stock?

Nvidia recently increased its dividend by 2,400% to $0.25 per share, raising its forward yield to approximately 0.5%. However, the company prioritizes R&D investment and growth over dividend payouts, making it unsuitable for income-seeking investors. Despite increased competition from rivals like Cerebras Systems and AMD, Nvidia remains an attractive long-term growth stock due to its GPU market leadership, CUDA ecosystem, and expansion into the $200 billion CPU market.

05/29/2026, 6:30 AM • The Motley Fool

71.6% of Nvidia's Portfolio Is Invested in These 2 Top Artificial Intelligence (AI) Stocks

Nvidia has concentrated 71.6% of its investment portfolio in Intel and CoreWeave as of March 31. Intel is positioned to benefit from agentic AI demand but has surged 500% in 12 months and trades at expensive valuations (151.5x forward earnings). CoreWeave operates AI data centers with strong revenue growth (111.6% YoY) but faces profitability challenges, heavy customer concentration with Microsoft (67% of revenue), and significant execution risks despite a strong $99.4 billion backlog.

05/29/2026, 3:30 AM • The Motley Fool

EC-Council Launches ADG AI Framework and Self-Assessment Tool to Help Organizations Secure and Govern AI at Scale

EC-Council has launched the Adopt. Defend. Govern. (ADG) AI Framework and a free AI Readiness Self-Assessment Tool to help enterprises securely adopt and govern AI systems. Developed with input from major organizations including Citi, JPMorgan Chase, Microsoft, KPMG, Deloitte, and Salesforce, the framework provides a unified operating model with three pillars, 12 minimum controls, and nine governance surfaces aligned with EU AI Act, ISO/IEC 42001, and NIST AI RMF standards. The initiative addresses a critical gap where only 1% of leaders believe their AI governance is mature while 78% of executives lack confidence in passing an AI governance audit.

05/29/2026, 1:15 AM • GlobeNewswire