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Palantir Just Secured the U.S. Army’s Biggest Data Overhaul
24/7 Wall St.51d agoneutral
Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

The headline number gets attention. Palantir (NASDAQ:PLTR) secured a $10 billion, 10-year Enterprise Agreement with the U.S. Army last summer. The contract was awarded July 31, 2025, and the question worth asking now, nearly a year in, is whether Wall Street has properly priced what that vehicle does to the company’s competitive position. The stock ... Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

Bitcoin ETFs see worst month of outflows as investors pile into AI trade
Yahoo Finance Video51d agoneutralVIDEO
Bitcoin ETFs see worst month of outflows as investors pile into AI trade

Scott Melker examines the rise in bitcoin (BTC-USD) ETF outflows while investors pile back into the AI trade. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Rivian Posts Worst Scores On Quality Study (Maybe)
24/7 Wall St.51d agoneutral
Rivian Posts Worst Scores On Quality Study (Maybe)

The JD Power 2026 U.S. Initial Quality Study was just released. Deeply troubled, Rivian (NASDAQ: RIVN) ranks last among all brands, a place usually occupied by Chrysler and Dodge. The rankings are based on overall new-vehicle quality, as measured by the total number of problems per 100 vehicles. The study covers answers about the first ... Rivian Posts Worst Scores On Quality Study (Maybe)

Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bulletproof Yield
24/7 Wall St.51d agobearish
Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bulletproof Yield

The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace rate adjustments and squeeze payouts. American States Water (NYSE:AWR), a CPUC-regulated California water monopoly that also runs 50-year contract service agreements on military bases, has quietly defied that thesis. Shares are up 15.46% YTD versus ... Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bu

Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
24/7 Wall St.51d agoneutral
Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back

The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return. That is the uncomfortable framing from a recent segment of The AI Daily Brief, which called the gap between AI investment and provable business outcomes the defining challenge of enterprise AI adoption. For retail investors ... Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back

Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors
24/7 Wall St.51d agoneutral
Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors

NextEra Energy (NYSE: NEE) and Enbridge (NYSE: ENB) both just reported, and the contrast matters. Big Tech wants uninterrupted power for AI training, and these two answer that demand from opposite ends of the energy system. NextEra builds the plants. Enbridge moves the fuel. The quarter shows why investors leaning on a pure renewables story ... Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors

Saylor's Strategy changes playbook and can now sell its bitcoin
Yahoo Finance Video51d agobearishVIDEO
Saylor's Strategy changes playbook and can now sell its bitcoin

Scott Melker dives into Strategy's new playbook and selling bitcoin, AI, the world's central bank saying stablecoins aren't money, and other big crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.51d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Investing.com51d agobullish
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal

Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways
24/7 Wall St.51d agoneutral
Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways

A CNBC segment reported that Comcast (NASDAQ:CMCSA) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as CEO of the cable business. The hosts framed the announcement against Comcast’s multi-year stock slide and questioned whether earlier moves, including the Sky acquisition, justified ... Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways

Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk
24/7 Wall St.51d agoneutral
Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk

Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk

Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI
24/7 Wall St.51d agoneutral
Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI

Former House Speaker Kevin McCarthy, now chairman of the Alpha Institute, told CNBC on June 29, 2026 that artificial intelligence is on track to become the rare issue both parties run against in the next presidential cycle. That is a strange thing to predict about a technology currently powering the most expensive capital-expenditure boom in ... Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI

66 With $1.3 Million. Here Are 3 Hidden Gems to Target
24/7 Wall St.51d agoneutral
66 With $1.3 Million. Here Are 3 Hidden Gems to Target

At 66 with $1.3 million, the math is straightforward. A 5% blended yield throws off roughly $65,000 a year before Social Security. The cash flow underneath these three blue chips is what matters most for a retiree. I dug into each dividend to see which ones a 66-year-old can actually rely on. Bristol Myers Squibb: ... 66 With $1.3 Million. Here Are 3 Hidden Gems to Target