MSFT Jun 2026 370.000 call
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Nvidia: Should investors avoid the tech giant?
One of the dominant forces on the S&P 500 (^GSPC) is Nvidia (NVDA). The tech giant has seen a record-breaking rally, but should investors continue to buy at its height? Theory Ventures General Partner Tomasz Tunguz joins for the latest edition of Good Buy or Goodbye to give insight into how investors should play the tech sector. Tunguz calls Microsoft (MSFT) a "good buy," citing a multi-billion dollar run rate business in AI, its leadership in enterprise AI, and ample room for growth given AI's limited penetration in Microsoft's customer base. However, Tunguz highlights Microsoft's fraying relationship with OpenAI as a key concern. Tunguz says "goodbye" to Nvidia, citing the rise of competition in the space. He warns that the company may need to diversify into software, which will be an uphill battle for the company moving forward. This post was written by Nicholas Jacobino
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Nvidia’s surge reveals a pitfall of passive investing: Morning Brief
A quirk with one of the most popular tech ETFs has seen the product lag this year because it couldn't own enough Nvidia. On Friday, that looks set to change.
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How a doctor at Amazon's AWS is using AI to improve healthcare
As AI and machine learning roll out across virtually every sector of the economy, bringing both cost savings and efficiencies, the biggest tech companies are racing to conquer what they see as the next frontier: healthcare. Dr. Angela Shippy, medical doctor-turned-physician executive at Amazon Web Services, is leading the charge at the world's biggest cloud provider. Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOG, GOOGL) and Meta (META) added $16 billion to their 2024 capex on AI spending this earnings season, a 31% increase from last year. Part of that capital is spent on healthcare, in an effort to target what many see as a broken system that has suffered from long-standing problems that were further exacerbated during the Covid-19 pandemic. “If we can take away those tiny administrative burdensome tasks and allow them to do what they truly love,” Dr. Shippy said, “then we know we're making it a better experience for them, and we're making it a better experience for the patient as well because they're in control.”Dr. Shippy is leveraging her background as a practicing clinician to inform her work as the Clinical Innovation Lead for healthcare at AWS. In her role, she connects with 700 healthcare providers across the country as they integrate AWS-powered tech solutions into their practices. While 56% of hospitals’ total operating revenue goes toward labor, the field is also challenged with managing labor shortages and increased patient volumes. Dr. Shippy aims to address these issues by deploying devices like Amazon Alexa to empower patients to make requests like turning a light on and off while reducing pressure on staff. Yahoo Finance gets a closer look at how Dr. Shippy is driving AWS’s next cloud revolution in healthcare and her plan for how AI will create a more equitable healthcare system overall.
