Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
By Stephen Culp NEW YORK, July 8 (Reuters) - The S&P 500 and the Dow followed their global counterparts lower on Wednesday, and crude prices surged as U.S.
China is planning to let top AI companies buy a limited amount of Nvidia's H200 chips, the Information reported on Wednesday. Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy some H200 chips, the report said, citing two people.
Shares of Alibaba (NYSE:BABA) are up 9% to $106 and change in early Wednesday trading, leading a broad rally in Chinese internet and e-commerce names. Alibaba stock closed at $98.14 on Tuesday, and even after this morning’s pop the shares remain down 28% year to date. The move extends well beyond Alibaba. Baidu (NASDAQ:BIDU) shares ... Alibaba Surges 9% Ahead of Earnings, Baidu Gains 5% as Chinese E-Commerce and Tech Stocks Rally
The streaming leader keeps growing, yet the stock keeps sliding. Its next report could break the standoff.
Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.
Analysts and early enterprise adoption updates reinforced AMD's position in AI compute
Analog Century's long/short fund gained 9.4% in June as AI infrastructure bets drove record first-half returns.
Possible Fed rate increases in 2026 could make short-term bonds a good choice.
With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
Taiwan's Foxconn, the world's largest contract electronics maker, reported a 39.8% year-on-year rise in second-quarter revenue that beat market forecasts on strong demand for AI products, though it cautioned about "volatile" global politics. Revenue for Nvidia's biggest server maker and Apple's top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday. Strong AI demand led to robust revenue growth for its cloud and networking products division, while smart consumer electronics, which includes iPhones, posted "significant" growth, the company said.
Strong productivity gains from AI -- and lower inflation -- could be good news for these Vanguard ETFs.
Consider the potential risk and reward of SpaceX stock heading into earnings season.
Investors who chase these two hot AI stocks today are taking on some massive risks.
This AI chipmaker and cloud services provider has a bright future.
My Coca-Cola (NYSE:KO) call is straightforward. After a 21.97% year-to-date run that has pushed shares to their 52-week high of $84.14, momentum, fundamentals, and defensive positioning all point higher. Our 24/7 Wall St. price target for Coca-Cola is $91.13, implying 8.31% upside over the next 12 months. The recommendation is buy with high confidence at ... Price Prediction: Coca-Cola’s Fourth Consecutive Earnings Beat Sets Up a Run Toward a New High
Arguably, the highest-profile forward split of the year is taking place before the opening bell today (July 2).
The footwear giant surprised investors with a 5% pop on Wednesday.
The packaged goods giant is slashing costs as it battles inflation.
For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...
Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock rose 2% on Wednesday morning.
It's a good time to invest in bank stocks.
Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.
Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
AbbVie knows how to plan ahead.
It did crush analyst estimates with triple-digit growth in key fundamentals, after all.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
