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Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees
24/7 Wall St.51d agoneutral
Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees

IBM (NYSE:IBM) has quietly become a cash-generating utility for corporate AI orchestration, sitting on a $255.3 billion market cap with a $12.5 billion generative AI book of business. For income investors who dismiss enterprise tech as too volatile for a retirement portfolio, the question is simple. Is the dividend safe? Dividend Snapshot Metric Value Annual ... Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees

Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
24/7 Wall St.51d agoneutral
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock

I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. The narrative writes itself: smaller baskets, dead consumer, end of e-commerce dominance. Then I look at the actual receipt. Total digital spending across the four-day event rose 9.3% to ... Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock

Why AI is the core of the 'Back to the Future' trade
Yahoo Finance Video51d agoneutralVIDEO
Why AI is the core of the 'Back to the Future' trade

US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.

The next investing opportunity may be outside Big Tech
Yahoo Finance Video51d agoneutralVIDEO
The next investing opportunity may be outside Big Tech

Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.51d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
24/7 Wall St.51d agoneutral
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts

Our Qualcomm (NASDAQ:QCOM) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote. Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next ... Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts

Walmart vs Costco: This Is The Better Stock To Buy
24/7 Wall St.51d agobullish
Walmart vs Costco: This Is The Better Stock To Buy

Walmart (NYSE: WMT) and Costco (NASDAQ: COST) just delivered earnings that show two very different retail playbooks working at once. Walmart leaned on advertising, marketplace, and faster delivery to expand its empire. Costco kept doing what it does best: opening clubs, renewing members, and pushing Kirkland deeper into the cart. Both reports beat the Street, ... Walmart vs Costco: This Is The Better Stock To Buy

As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees
24/7 Wall St.51d agoneutral
As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees

Market volatility has rattled income investors as the interest rate path stays murky, and casual money has fled residential REITs over fears that higher-for-longer rates will crush floating-debt portfolios. I think the bears are missing the point on UDR (NYSE:UDR). Shelter is non-discretionary, mortgage rates are pricing buyers out of single-family homes, and UDR’s Q1 ... As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees

Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics, Terawulf, and More
24/7 Wall St.51d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics, Terawulf, and More

Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,

NVIDIA’s (NVDA) Banned AI Chips Have Doubled in Price on China’s Black Market
Insider Monkey51d agoneutral
NVIDIA’s (NVDA) Banned AI Chips Have Doubled in Price on China’s Black Market

NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 24, the Financial Times reported that NVIDIA Corporation’s (NASDAQ:NVDA) AI chips that are banned from export to China under US controls have more than doubled in price on China’s black market over the past six months. […]

What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure
24/7 Wall St.51d agobearish
What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 months, beating the Russell 2000 by roughly two points and outpacing the passive small-cap value benchmark by a wider ... What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

Latest News In AI Chips - WNSTN Joins Google Marketplace Elevating Financial AI Compliance
Simply Wall St.51d agoneutral
Latest News In AI Chips - WNSTN Joins Google Marketplace Elevating Financial AI Compliance

WNSTN.ai has expanded its presence in the AI chips sector by joining Google Cloud Marketplace with an enterprise API designed to enhance compliance while accelerating AI adoption in financial institutions. This integration allows brokerages and regulated firms to efficiently deploy AI-driven personalization and insights within their platforms, facilitating rapid and compliant innovation. The new API supports interoperability and scalability, enabling secure orchestration of AI experiences...