AMD's stock has run up because of valuation, not business results.
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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
Palantir and Nvidia Unveil Government AI Platform. Investors Cheer
All three companies are enjoying tailwinds that are built to last.
The Nemotron initiative gives agencies sovereign control over model training and deployment in classified environments
Bit Origin Is Buying Nvidia Blackwell Servers. Investors Aren't Cheering Yet

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.
The company is also working with Surf Air to commercialize aviation software.
Albemarle's shares have been flat so far this year on falling lithium prices, but now the metal's price is rising, thanks to growing demand for battery storage for data centers.
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)
The restaurant stock cut its payout a year ago.
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
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
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

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.
The company hopes to obtain approval for its air taxi soon, and that would certainly be a game changer for the stock.
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
A blockbuster deal positions the company to compete more directly with SpaceX.
Chevron reached the market before ExxonMobil.
The two companies will combine Nvidia's Nemotron open models with Palantir's software to let agencies train and deploy AI in secure, air-gapped environments
Cerebras Systems stock has pulled back significantly since its stock market debut, but it could deliver big gains over the long run.
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
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

Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details.
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
Insights into the Fund's Strategic Moves in Q2 2026
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
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