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The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap
24/7 Wall St.44d agoneutral
The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Is Nvidia Undervalued or AMD Overvalued — or Both?
24/7 Wall St.44d agoneutral
Is Nvidia Undervalued or AMD Overvalued — or Both?

Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday’s winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?

This Is the One AI Stock I Can’t Stop Buying
24/7 Wall St.45d agobullish
This Is the One AI Stock I Can’t Stop Buying

I keep buying Alphabet (NASDAQ:GOOG) because every quarter it hands me a new reason to. This is the one AI position where the receipts arrive on schedule, the moat is visible in the numbers, and the price still lets me add without holding my nose. I am compounding into a business that is now printing ... This Is the One AI Stock I Can’t Stop Buying

SoFi Price Prediction: The Stock Set for 13% Upside
24/7 Wall St.45d agoneutral
SoFi Price Prediction: The Stock Set for 13% Upside

Our SoFi Technologies (NASDAQ:SOFI) price target sits above where the stock trades today, and I think the setup into the July 29 earnings report is more constructive than the recent selloff suggests. SoFi has slid 30.33% year to date even as the underlying business posted its 18th consecutive quarter of the Rule of 40. That ... SoFi Price Prediction: The Stock Set for 13% Upside

5 Safe Monthly Pay Dividend Stocks Boomers Love in July
24/7 Wall St.45d agoneutral
5 Safe Monthly Pay Dividend Stocks Boomers Love in July

Income investors heading into July face a friendlier setup than they did just six weeks ago. The 10-year Treasury yield sits at 4%, down from a May peak of 5%, while the 2026 Social Security COLA came in at just 3%. That combination, lower risk-free rates plus a modest cost-of-living bump, pushes retirees back toward ... 5 Safe Monthly Pay Dividend Stocks Boomers Love in July

How Palantir Technologies Inc. (PLTR) Is Expanding AI Deployment Channels Across Government and Enterprise
Insider Monkey45d agoneutral
How Palantir Technologies Inc. (PLTR) Is Expanding AI Deployment Channels Across Government and Enterprise

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks with rising earnings estimates and fresh catalysts. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 25 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue […]

3 Energy Stocks to Buy in July
24/7 Wall St.45d agobullish
3 Energy Stocks to Buy in July

Energy stocks just gave investors a buying window. After WTI crude spiked to $114.58 per barrel on April 7, on the Strait of Hormuz disruption, prices have cooled to $78.94 per barrel as of June 22, dragging the three integrated majors down with them. Exxon Mobil is off 6% over the past month, Chevron is ... 3 Energy Stocks to Buy in July

Is Ripple’s RLUSD Replacing XRP?
24/7 Wall St.45d agoneutral
Is Ripple’s RLUSD Replacing XRP?

Ripple keeps winning huge deals with banks and payment giants, but there’s a catch that bothers a lot of XRP holders. Deal after deal settles in Ripple’s dollar stablecoin, RLUSD, while XRP (CRYPTO:XRP) barely gets a mention. And it’s a fair thing to wonder about. If the company built around XRP keeps reaching for a ... Is Ripple’s RLUSD Replacing XRP?