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Trump administration in talks to fund US drone companies, WSJ reports
May 27 (Reuters) - The Trump administration is in talks to provide funding to some drone companies, including Unusual Machines and Sequoia Capital-backed Neros, the Wall Street Journal reported on Wednesday, citing people familiar with the matter. Drone dominance was described as a "presidential priority" in President Trump's $1.5 trillion …
Investing Opinions for Recent Grad with little student debt
Hey All. I recently graduated and acquired a full-time position and want to start really investing my paychecks. I have an account with like $10K that I’ve kinda done mainly individual stocks and tried to time the market and AI and all of that stuff and I’ve ultimately decided to …
A low risk short-term play: MSGS
Knicks are on a historic 11 game winning streak in playoffs and they are 4 games away from a championship. Sure, they won’t be favorites against Spurs or Thunder but those two are locked in a death match. The added revenue from home games and value-add of the franchise making …
Stock sales and ACH speed
I sold some FORD yesterday a few hours before the bell. All went smooth. I got trade confirmation overnight, and funds were available to transfer this morning. That was unprecedented for me, but I gleefully moved it via ACH to my Credit Union this morning expecting to see It available …
Snowflake Expands AWS Collaboration with $6B Commitment to Accelerate Enterprise Agentic AI Adoption
*The collaboration brings generative and agentic AI capabilities directly to enterprise data to help joint customers build and deploy AI-powered applications faster and more securely* *Multi-year strategic agreement expands joint investments in customer success, workload migrations, and go-to-market, as Snowflake surpasses $7 billion in lifetime AWS Marketplace sales* *Snowflake commits …
Broadcom $AVGO will topple $NVDA if it doesn't change it's strategy.
Look, there'll be a consolidation in the top AI models (maybe Anthropic, ChatGPT, Gemini). The LLM manufacturers want to minimize unit economics and don't really care about product releases given that we are plateauing using silicon CMOS based chips. AVGO will likely build all the custom chips for theses hyperscalers …
$MU SK Hynix could easily double from current levels - $DRAM is the play.
1. HBM remains the critical bottleneck for high-speed inferencing. 2. LLM architectures have not changed significantly since the DeepSeek release. 3. Storing user memory and incorporating it using RAG requires a ton of SSD/NAND 4. These points appear to hold for the next year. 5. DRAM is a solid play …
GE Aerospace + GE Vernova: Advice?
I have a brokerage with various stocks gifted to me from a grandparent. One of these was GE, which I guess split into GE Aerospace + GE Vernova (GEV) at some point because I have both. I only have 8 shares of GE Aerospace and 4 shares of GEV. I …
Best time to enter and exist a position during the day.
My perhaps naive thought is to sell during the first 30 minutes because of the euphoria. That said, it can go the other way and could be a good buy opportunity but my experience is that it's too noisy. On entering a new position, I feel the last hour is …
Mortgage refinance demand drops 18% as rates hit highest level since August
https://www.cnbc.com/2026/05/27/mortgage-refinance-demand-drops.html **KEY POINTS** **The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, increased to 6.65% from 6.56%.** **Applications for a mortgage to purchase a home fell 0.4% for the week and were just 5% higher than the same week one year ago.** **Refinance …