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The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started
24/7 Wall St.48d agoneutral
The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation
24/7 Wall St.48d agobullish
Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

Mastercard (NYSE:MA) and American Express (NYSE:AXP) both closed the books on Q1 2026 with headline beats, but the businesses underneath tell very different stories. One collects a toll on global commerce. The other funds the plastic in wealthy wallets. With credit card delinquencies sitting at 2.92% and still normalizing, the contrast in risk exposure matters. ... Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
24/7 Wall St.48d agoneutral
CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?

CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?

Tesla Drops 7% Despite Blowout Q2 Delivery Beat, Nio Slips After Its Own Delivery Update
24/7 Wall St.48d agobearish
Tesla Drops 7% Despite Blowout Q2 Delivery Beat, Nio Slips After Its Own Delivery Update

Shares of Tesla (NASDAQ:TSLA) are down 7% in morning trading to $395.86, even after the electric vehicle (EV) maker posted a blowout Q2 2026 delivery report that easily cleared Wall Street expectations. It’s a textbook sell-the-news reaction after a hot pre-report run. Nio (NYSE:NIO) stock is slipping alongside it, down 2% to $4.87 after Nio’s ... Tesla Drops 7% Despite Blowout Q2 Delivery Beat, Nio Slips After Its Own Delivery Update

Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
24/7 Wall St.48d agobullish
Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

Cisco Systems (NASDAQ:CSCO) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour. The company just posted record quarterly revenue of $15.8 billion, raised full-year guidance, and told investors it now expects to book $9 billion in AI infrastructure orders from hyperscalers in FY26. ... Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

$500 a Month in These Stocks Will Generate $6,700 in Passive Annual Income
24/7 Wall St.48d agoneutral
$500 a Month in These Stocks Will Generate $6,700 in Passive Annual Income

Passive income is the paycheck that arrives whether you show up or not. Wages depend on a functioning employer, a healthy economy, and the continued willingness of both to keep the seat warm. Dividend income depends on a company writing a check every 90 days, and for a handful of blue chips, that check has ... $500 a Month in These Stocks Will Generate $6,700 in Passive Annual Income

GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy
24/7 Wall St.48d agobullish
GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

General Motors (NYSE: GM) and Ford (NYSE: F) both reported Q1 2026 results in late April, and the earnings reports revealed two very different Detroit strategies. GM leaned on unified Ultium battery scale, a richer sales mix, and heavy share retirement. Ford leaned on hybrids, F-Series demand, and a fast-growing Ford Pro software business while ... GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
24/7 Wall St.48d agobearish
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff

Our NVIDIA (NASDAQ:NVDA) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard in the recent AI-compute selloff, but the fundamentals under the hood have not cracked. Our recommendation is buy, with a high confidence level of 90%. Metric Value ... Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff

Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
24/7 Wall St.48d agoneutral
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?

The AI infrastructure race has entered a new phase. Until now, Nvidia‘s (NASDAQ:NVDA) growth has depended largely on selling ever-more expensive GPUs to hyperscalers and AI cloud providers willing to spend billions of dollars building data centers. But as AI shifts from training large language models to serving billions of inference requests every day, the ... Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails
24/7 Wall St.48d agoneutral
A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for the Mag 7 excluding Tesla, roughly 30% earnings growth in Q1, and multiples that have already been marked down. “Everybody, when they think ... A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
24/7 Wall St.48d agobearish
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere
24/7 Wall St.48d agoneutral
Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

A Bloomberg TV segment on July 1, 2026 with anchor Romaine Bostick surfaced a striking data point from President Trump’s latest financial disclosure filed with the Office of Government Ethics: the president reported more than $1.4 billion in crypto earnings in 2025. As Bloomberg’s reporter noted on air, “More than 1.2 billion in crypto earnings, ... Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

Gold Is Soaring. So Why Has Barrick Fallen Since Its Rebrand?
24/7 Wall St.48d agoneutral
Gold Is Soaring. So Why Has Barrick Fallen Since Its Rebrand?

Gold keeps printing record highs, yet Barrick Mining has shed a quarter of its value from its January peak and is still falling. A tangle of leadership changes, geopolitical friction, and strategic overhauls explains why one of the world's biggest gold producers is moving opposite to the metal it mines.

Cramer to a 23-Year-Old: Buy It, but It Might Take a ‘Lifetime’ to Make Money
24/7 Wall St.48d agobullish
Cramer to a 23-Year-Old: Buy It, but It Might Take a ‘Lifetime’ to Make Money

On the June 30 episode of Mad Money, a 23-year-old caller named Jackson from Iowa asked Jim Cramer about Voyager Therapeutics (NASDAQ:VYGR), a clinical-stage gene therapy company he wanted to hold for the long haul. Cramer’s response was a shrug wrapped around a birthday card. “Only because you told me that can I encourage you ... Cramer to a 23-Year-Old: Buy It, but It Might Take a ‘Lifetime’ to Make Money

Rallying Near Highs: Is TSM a Buy, Sell, or Hold?
24/7 Wall St.48d agobullish
Rallying Near Highs: Is TSM a Buy, Sell, or Hold?

At $455.10, Taiwan Semiconductor Manufacturing (NYSE:TSM) looks compelling. The stock sits within striking distance of its $476.79 52-week high after a blistering run, and the question is whether the AI foundry trade still has room or the easy money is gone. TSM is the world’s largest pure-play semiconductor foundry, manufacturing leading-edge logic chips that power ... Rallying Near Highs: Is TSM a Buy, Sell, or Hold?

Dan Ives' Final Major Call At Wedbush: SpaceX
Investor's Business Daily48d agoneutral
Dan Ives' Final Major Call At Wedbush: SpaceX

After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 price target.

Corning Just Dropped 13% in a Day. Is the AI Fiber Boom Cracking, or Is This Just Profit-Taking?
24/7 Wall St.48d agobearish
Corning Just Dropped 13% in a Day. Is the AI Fiber Boom Cracking, or Is This Just Profit-Taking?

Corning’s (NYSE:GLW) 13.6% single-day drop is being looked at as a crack in the AI fiber thesis by many. The stock had gone parabolic, up 192.71% year-to-date heading into this session, so a shakeout was overdue. Corning makes the optical fiber, cable, and connectivity that stitch AI data centers together, which is why the stock ... Corning Just Dropped 13% in a Day. Is the AI Fiber Boom Cracking, or Is This Just Profit-Taking?

Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching
24/7 Wall St.48d agoneutral
Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the S&P 500 through the first half of the year, despite carrying a fraction of the tech weight. The tortoise is running even with ... Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

Realty Income Yields 5% Because the Market Agreed Retail REITs Are Toxic. It Was Wrong
24/7 Wall St.48d agoneutral
Realty Income Yields 5% Because the Market Agreed Retail REITs Are Toxic. It Was Wrong

Realty Income (NYSE:O) just paid investors again. The monthly check dividend landed on schedule, the streak extended and the market continued treating shares like a melting ice cube. That disconnect is the opportunity. Realty Income declared its latest monthly dividend of 27 cents per share with an ex-dividend date of June 30 and a payment ... Realty Income Yields 5% Because the Market Agreed Retail REITs Are Toxic. It Was Wrong