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Buy, Sell or Hold Netflix at $90?
24/7 Wall St.83d agoneutral
Buy, Sell or Hold Netflix at $90?

At $90, Netflix (NASDAQ:NFLX) is finally cheap by its own standards. It trades below its 50-day moving average and well under its 200-day. The stock treaded water year-to-date while the broader market rallied, and the question for the next twelve months is whether that gap closes by Netflix catching up or by Netflix admitting something ... Buy, Sell or Hold Netflix at $90?

Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett
24/7 Wall St.83d agobullish
Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

Buy, Sell or Hold Credo Technology After the Selloff to $150?
24/7 Wall St.83d agoneutral
Buy, Sell or Hold Credo Technology After the Selloff to $150?

Credo (NASDAQ:CRDO) slid from $210.97 on May 11 to below $160 in five trading days, and the only question that matters at this price is whether hyperscaler capex still justifies n 87x trailing earnings multiple. The argument for and against this stock is unusually balanced. Credo designs high-speed plumbing inside AI data centers. Active electrical ... Buy, Sell or Hold Credo Technology After the Selloff to $150?

X-Energy Is in a Post-IPO Slump. Why Analysts Say the Nuclear Stock Can Surge.
Barrons.com83d agoneutral
X-Energy Is in a Post-IPO Slump. Why Analysts Say the Nuclear Stock Can Surge.

Nuclear reactor developer X-Energy’s stock has been in a lull since the company’s highly successful initial public offering last month, but investors should focus on the long-term potential rather than day-to-day trading, analysts say. A host of investment banks initiated coverage of X-Energy on Tuesday as the quiet period on firms involved in its IPO lifted. As is often the case with IPO underwriters, most opinions were positive.

Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?
24/7 Wall St.83d agoneutral
Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

For years, Nvidia (NASDAQ:NVDA) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics stepped in. First under the Biden administration, and later under President Trump, Washington tightened restrictions on exporting advanced AI chips to China. The goal was ... Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

Buy, Sell or Hold Synopsis Below $500?
24/7 Wall St.83d agoneutral
Buy, Sell or Hold Synopsis Below $500?

Synopsys (NASDAQ:SNPS) below $500 looks priced for an AI story the business does not fully support. The AI multiple attached to this stock fits worse than the valuation implies, and cleaner AI exposure exists elsewhere in the semi stack. Synopsys is the larger of the two electronic design automation giants. It sells the software chip ... Buy, Sell or Hold Synopsis Below $500?

Trump’s Economy Is Worse Than It Looks — Key Economic Indicator Sinks to Pandemic-Era Levels
24/7 Wall St.83d agoneutral
Trump’s Economy Is Worse Than It Looks — Key Economic Indicator Sinks to Pandemic-Era Levels

The stock market has spent much of 2026 acting like the economy is bulletproof. The S&P 500 has climbed more than 23% since President Donald Trump returned to office in January 2025, powered by artificial intelligence spending, strong corporate earnings, and investor enthusiasm over tax and deregulation policies. Yet underneath the headline gains, the labor ... Trump’s Economy Is Worse Than It Looks — Key Economic Indicator Sinks to Pandemic-Era Levels

Nvidia's outlook will be a test of its strategy to maintain AI dominance
Reuters83d agoneutral
Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

24/7 Wall St.83d agoneutral
The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident
24/7 Wall St.83d agoneutral
RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story. RTH is up 5.79% in 2026 while XRT is down 6.25%. Same sector label, two very different bets, and the difference comes down to one decision: who ... RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident