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Samsung expects 1,800% operating profit leap on AI boom
AFP43d agobullish
Samsung expects 1,800% operating profit leap on AI boom

South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.Frenzied global demand for advanced memory chips used in data centres for artificial intelligence has already helped South Korean semiconductor giants post record profits this year.

Palantir (PLTR) Stock Could Be Undervalued On Cash Flow But Overvalued On Earnings
Simply Wall St.43d agoneutral
Palantir (PLTR) Stock Could Be Undervalued On Cash Flow But Overvalued On Earnings

Palantir Technologies has generated very large gains of about 7x over the past three years, yet its valuation checks now send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some upside while earnings based multiples lean expensive. That tension sits against a backdrop of intense interest in Palantir’s role in secure AI infrastructure and a share price that has also seen periods of recent weakness. Over the past three years, Palantir’s share price has...

This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year
24/7 Wall St.43d agoneutral
This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year

Anthropic’s A$22 Billion Australian AI Cloud Tender Might Change The Case For Investing In IREN (IREN)
Simply Wall St.43d agoneutral
Anthropic’s A$22 Billion Australian AI Cloud Tender Might Change The Case For Investing In IREN (IREN)

In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt Australian AI cloud capacity tender, leveraging its Bundey campus and secured grid connections. This potential Anthropic contract, alongside IREN’s existing Microsoft and Nvidia agreements, highlights how its large powered land bank could underpin its AI cloud ambitions. We’ll now examine how Anthropic’s interest in IREN’s Australian footprint could reshape the...

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
24/7 Wall St.43d agoneutral
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel