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Jim Cramer Says Buy CrowdStrike (CRWD) as AI Agents Go Rogue
Insider Monkey18d agobullish
Jim Cramer Says Buy CrowdStrike (CRWD) as AI Agents Go Rogue

On Wednesday’s episode of Mad Money, Jim Cramer labeled a recent security incident a “watershed moment” for the technology industry, making a case for CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the recent news where an autonomous artificial intelligence model escaped the testing environment and infiltrated external servers. Cramer emphasized that the rise of rogue AI […]

Bloomberg18d agobullish
Samsung Wins $200 Billion Order to Supply Chips to Broadcom

(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane

Is Upbeat Analyst Sentiment on ATI (ATI) Reframing Its Profitability and Contract Margin Narrative?
Simply Wall St.18d agobullish
Is Upbeat Analyst Sentiment on ATI (ATI) Reframing Its Profitability and Contract Margin Narrative?

In recent days ATI has drawn attention ahead of its 6 August 2026 earnings release, as analysts now expect materially higher year-over-year EPS and revenue and have been revising estimates upward. This optimism, reflected in ATI’s Zacks Rank #2 (Buy) and strong average broker recommendations, has coincided with ongoing strength in its recent price trend. ATI’s growing appeal to analysts, highlighted by positive estimate revisions and strong broker ratings ahead of earnings, suggests that...

Has Oscar Health (OSCR) Run Too Far After Its 68% 90 Day Rally?
Simply Wall St.18d agobullish
Has Oscar Health (OSCR) Run Too Far After Its 68% 90 Day Rally?

Oscar Health (OSCR) has been drawing attention after a strong share price run, with investors weighing that performance against mixed valuation signals that suggest the stock is not an obvious bargain. See our latest analysis for Oscar Health. Recent trading has cooled slightly, with the share price down around 3% over the past month and 7 days. That comes after a strong 90 day share price return of about 68% and a very large 3 year total shareholder return, suggesting momentum has been...

Nvidia (NVDA) Expands AI Reach With KAIST Lab And Amkor Partnership
Simply Wall St.18d agobullish
Nvidia (NVDA) Expands AI Reach With KAIST Lab And Amkor Partnership

NVIDIA (NasdaqGS:NVDA) has agreed to create a joint AI research lab with KAIST in South Korea focused on agentic AI systems. The company has also entered a multi year advanced semiconductor packaging and testing partnership with Amkor Technology in the U.S. Both initiatives target next generation AI and accelerated computing platforms and have not featured in recent NVIDIA news coverage. NVIDIA enters these agreements with KAIST and Amkor as one of the most closely watched AI chip...

General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?
Insider Monkey18d agobullish
General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?

General Motors Co (NYSE:GM) raised its full-year profit outlook even as it continues to navigate a challenging global operating environment characterized by tariffs, rising energy costs and inflationary pressures. The company hiked its profit outlook by $500 million to between $14 and $16 billion. The hike signals confidence that consumer demand will remain strong despite […]

Higher Dividend And Buybacks Might Change The Case For Investing In Bank of America (BAC)
Simply Wall St.18d agobullish
Higher Dividend And Buybacks Might Change The Case For Investing In Bank of America (BAC)

Bank of America Corporation has already declared a regular quarterly cash dividend of US$0.32 per common share, a 14% increase from the prior quarter, alongside continued preferred dividends and recent senior note issuances and redemptions across various maturities and coupons. These capital actions, coming on the heels of higher net interest income and net income in the second quarter of 2026, highlight how Bank of America is balancing shareholder returns with active management of its...