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Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness
24/7 Wall St.50d agoneutral
Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about 55% above current levels. Renick reported that options flow leaned bullish in each stock, with roughly twice as many calls bought as puts, ... Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”
24/7 Wall St.50d agoneutral
Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC’s Squawk on the Street about the AI data center buildout. According to Cummins, historically only about 10% of large-scale industrial construction projects deliver on time, and he expects the AI infrastructure space to see “pretty significant delays through 2026 and 2027,” driven primarily ... Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:
24/7 Wall St.50d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every index trade higher. The small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here Are Tuesday’s Best Wall Street Analyst Research Calls:

The Margin Squeeze Threatening Intel Stock
Trefis51d agoneutral
The Margin Squeeze Threatening Intel Stock

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat
24/7 Wall St.51d agoneutral
Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

I keep hitting the buy button on Nike (NYSE:NKE), and every fresh leg down only makes the case stronger to me. The stock is down 33.33% year to date and down 30.03% over the past year, sitting at $41.82 while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Invesco QQQ Trust (NASDAQ:QQQ) keep printing fresh ... Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
24/7 Wall St.51d agobearish
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

The Real Price Of Intel Stock Is Three Years Away
Trefis51d agoneutral
The Real Price Of Intel Stock Is Three Years Away

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?
24/7 Wall St.51d agoneutral
Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

Cathie Wood’s ARK funds kept buying Palantir (NASDAQ:PLTR) into the teeth of its 2026 drawdown, picking up roughly 81,254 shares for about $9.7 million on June 23 and another 41,601 shares for roughly $4.5 million on June 26 across multiple tech names. That extends a months-long pattern of averaging down on weakness, and it sets up the ... Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
24/7 Wall St.51d agoneutral
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF
24/7 Wall St.51d agoneutral
Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

The ARK Innovation ETF (NYSEARCA:ARKK) has barely moved this year, gaining about 2% year to date through late June and sitting at roughly $78 per share. That stasis hides a violent tug of war inside the portfolio: AMD has more than doubled, up 144% YTD, while Coinbase has shed 34% and Tesla (NASDAQ:TSLA), ARKK’s largest ... Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF