The Oxford Club

The Oxford Club The Oxford Club is a private, international network of trustworthy and knowledgeable investors and en

The Oxford Club is a private, international network of trustworthy and knowledgeable investors and entrepreneurs. Our mission is simple – to help our Members grow and protect their wealth. For well over two decades, the Club’s unique, multifaceted investment philosophy and ability to share timely ideas through our investment-focused publications have sustained our success through all market conditions. We research hundreds of investment opportunities and select only those with the greatest potential gains and the lowest risk to share with our Members. Our easy-to-use investment strategy has been proven to aid our Members in beating the market without unacceptable risk. We shun run-of-the-mill advice that leads to nothing but mediocrity. Instead, we guide our Members in creating tax-smart portfolios that take advantage of a wide array of proven investment strategies and multiple time horizons. While we’re selective, we are not, per se, a secret organization. In fact, we have over 90,000 Members worldwide, spread across some 131 countries.

Nvidia stands in a league of its own among the world’s largest semiconductor companies…With a market cap of roughly $5.5...
09/14/2026

Nvidia stands in a league of its own among the world’s largest semiconductor companies…

With a market cap of roughly $5.55 trillion, Nvidia is now worth more than TSMC, Broadcom and Samsung Electronics combined.

Here’s how the semiconductor giants stack up:

1. Nvidia: $5.55T
2. TSMC: $1.97T
3. Broadcom: $1.70T
4. Samsung Electronics: $1.19T
5. Micron: $1.15T
6. SK Hynix: $880B
7. AMD: $780B
8. ASML: $652B
9. Intel: $545B
10. Arm: $503B

The AI boom has completely reshaped the semiconductor industry…

Tech is absolutely printing cash…Apple and NVIDIA alone generated more than $260 BILLION in free cash flow over the trai...
09/11/2026

Tech is absolutely printing cash…

Apple and NVIDIA alone generated more than $260 BILLION in free cash flow over the trailing 12 months.

The biggest tech cash machines:

1. Apple $AAPL — $136.7B
2. NVIDIA $NVDA — $127.0B
3. Microsoft $MSFT — $67.0B
4. Alphabet $GOOGL — $53.3B
5. Meta $META — $41.0B

Together, the top five generated roughly $425 BILLION in free cash flow.

The scale of cash generation across the world’s largest tech companies is incredible.

Oil continues to be one of the biggest pressure points in the global economy…From inflation and interest rates to geopol...
09/10/2026

Oil continues to be one of the biggest pressure points in the global economy…

From inflation and interest rates to geopolitics, transportation costs, and energy security, moves in crude prices can ripple through almost every part of the market.

And sitting at the center of that industry are some absolutely massive U.S. companies:

1. ExxonMobil $XOM — $656B
2. Chevron $CVX — $412B
3. ConocoPhillips $COP — $161B
4. Marathon Petroleum $MPC — $109B
5. Valero Energy $VLO — $107B
6. Phillips 66 $PSX — $102B
7. Williams $WMB — $91B
8. Enterprise Products $EPD — $84B
9. EOG Resources $EOG — $76B
10. Energy Transfer $ET — $74B
11. Kinder Morgan $KMI — $70B
12. MPLX $MPLX — $61B
13. Cheniere Energy $LNG — $60B

ExxonMobil alone is worth more than Chevron and ConocoPhillips combined, while Exxon and Chevron together are valued at more than $1 trillion.

Tesla is now worth more than the rest of the world’s biggest automakers combined 🤯The largest automobile companies by ma...
09/09/2026

Tesla is now worth more than the rest of the world’s biggest automakers combined 🤯

The largest automobile companies by market cap:

1. Tesla: $1.41T
2. Toyota: $235B
3. BYD: $119B
4. Xiaomi: $93B
5. GM: $77B
6. Hyundai: $74B
7. Ferrari: $73B
8. Ford: $56B
9. Mercedes-Benz: $51B
10. Porsche: $46B

Tesla alone is worth roughly $566 billion more than the other nine companies on this list combined.

These are some of the highest dividend-yielding stocks in the S&P 500 based on trailing 12-month yield…• VICI Properties...
09/08/2026

These are some of the highest dividend-yielding stocks in the S&P 500 based on trailing 12-month yield…

• VICI Properties: 7.02%
• Alexandria Real Estate: 6.60%
• UPS: 6.34%
• Kraft Heinz: 6.29%
• General Mills: 6.21%
• Progressive: 6.21%
• Edison International: 6.15%
• Altria: 6.10%
• Pfizer: 5.97%
• Healthpeak Properties: 5.80%

High yields can offer meaningful income, but they can also reflect falling share prices or expectations for slower growth. Yield alone doesn’t tell the full story.

Chip companies are among the most important businesses powering the global economy, but their profitability can vary sig...
09/04/2026

Chip companies are among the most important businesses powering the global economy, but their profitability can vary significantly…

NVIDIA leads this group of S&P 500 semiconductor companies with a massive 74.7% trailing 12-month gross margin, meaning nearly $0.75 of every dollar in revenue remains after the direct costs of producing its products.

Here’s how the group stacks up:

• NVIDIA: 74.7%
• Micron Technology: 72.6%
• Sandisk: 71.5%
• Broadcom: 65.7%
• Analog Devices: 60.4%
• Texas Instruments: 58.3%
• Monolithic Power Systems: 55.2%
• NXP Semiconductors: 55.1%
• Qualcomm: 54.2%
• Marvell Technology: 51.4%

Higher gross margins can give companies more room to invest in R&D, expand operations, and generate profits, but they can also reflect major differences in business models and where each company sits in the semiconductor supply chain.

The gap between the top and bottom of this list is more than 23 percentage points.

The Magnificent 7 are pouring billions into the race for the future…Annual R&D spending:• Amazon: $108.5B (+22.6% YoY)• ...
09/03/2026

The Magnificent 7 are pouring billions into the race for the future…

Annual R&D spending:
• Amazon: $108.5B (+22.6% YoY)
• Alphabet: $61.1B (+23.8%)
• Meta: $57.4B (+30.8%)
• Apple: $34.6B (+10.1%)
• Microsoft: $32.5B (+10.1%)
• Nvidia: $18.5B (+43.2%)
• Tesla: $6.4B (+41.2%)

Amazon leads by a massive margin in total spending, but Nvidia and Tesla are growing their R&D investments the fastest.

With AI, chips, robotics, cloud infrastructure and autonomous technology becoming increasingly competitive, the Magnificent 7 are spending heavily to build what comes next.

Some of the biggest names in tech are generating millions of dollars in revenue for every employee on their payroll…Reve...
09/02/2026

Some of the biggest names in tech are generating millions of dollars in revenue for every employee on their payroll…

Revenue per employee:

• AppLovin: $6.1M
• NVIDIA: $5.1M
• Netflix: $2.8M
• Meta: $2.6M
• Apple: $2.5M
• Alphabet: $2.1M
• Broadcom: $1.9M
• Sandisk: $1.8M
• Arista Networks: $1.8M
• Microsoft: $1.5M

But the employee counts behind these numbers matter just as much.

AppLovin operates with a workforce of only around 1,000 people, while NVIDIA has tens of thousands of employees. Apple, Alphabet and Microsoft each employ well over 100,000 people.

That means this isn’t simply a ranking of who is “most efficient.” Business model, workforce size, margins and how much labor is required to generate revenue all play a major role.

Still, as AI and automation make it possible for companies to grow revenue without growing headcount at the same pace, revenue per employee is becoming a very interesting metric to watch.

John Ternus is officially taking the top job at Apple…The longtime engineer joined Apple’s Product Design team in 2001 a...
09/01/2026

John Ternus is officially taking the top job at Apple…

The longtime engineer joined Apple’s Product Design team in 2001 and spent the next 25 years rising through the company’s hardware ranks.

From iPhone and Mac to iPad and AirPods, Ternus has helped oversee some of Apple’s most important product lines.

Now, he becomes CEO of one of the most valuable companies in the world — marking the beginning of a new era for Apple.

The world’s largest asset managers control an almost unimaginable amount of capital…BlackRock leads the pack with $15.3 ...
08/31/2026

The world’s largest asset managers control an almost unimaginable amount of capital…

BlackRock leads the pack with $15.3 trillion in assets under management, followed by Vanguard at $12 trillion and Fidelity at $7.1 trillion.

To put that scale into perspective, BlackRock alone manages more money than the annual GDP of nearly every country on Earth.

Together, these 10 firms oversee roughly $50.8 trillion in assets, showing just how concentrated the global asset management industry has become.

Address

105 W Monument Street
Baltimore, MD
21201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when The Oxford Club posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Oxford Club:

Shortcuts

Share