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25,031 signal articles · 238 in last 24h · 119,373 total before filter · latest 1h ago
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Qualcomm Wants to Bring AI Data Center Power to Your Smartphone
24/7 Wall St.53d agoneutral
Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles. ... Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time
24/7 Wall St.53d agobullish
Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

PepsiCo (NASDAQ:PEP) just hiked its dividend for the 54th straight year and beat Q1 estimates, putting it squarely back in dividend-investor chatter as consumer staples wobble through another bout of volatility. The Hot Ticker Isn’t Telling You the Whole Story PepsiCo’s Q1 FY26 headline beat masks a business that posted organic revenue growth of just ... Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
24/7 Wall St.53d agobullish
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About

The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure. That shortage has helped lift Micron Technology (NASDAQ:MU), Samsung Electronics, and SK hynix to record profitability as ... Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About

Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers
24/7 Wall St.53d agoneutral
Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

1 Cash-Rich Utility Retirees Can Count On to Protect Their Future Financial Plans
24/7 Wall St.53d agoneutral
1 Cash-Rich Utility Retirees Can Count On to Protect Their Future Financial Plans

Few stocks earn their place in a retiree’s portfolio the way Consolidated Edison (NYSE:ED) has. The New York utility delivers electricity, gas, and steam to roughly 3.7 million electric customers across the country’s busiest commercial district and just notched its 52nd consecutive year of dividend increases. Is that streak built to last another decade? Dividend ... 1 Cash-Rich Utility Retirees Can Count On to Protect Their Future Financial Plans

SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy
24/7 Wall St.53d agobullish
SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy

The biggest IPO in history is about to reach another milestone, but smart investors shouldn’t confuse forced buying with lasting value. On July 7, SpaceX (NASDAQ:SPCX) will officially join the Nasdaq-100 after the Nasdaq exchange rewrote its eligibility rules to allow newly public mega-cap companies into the index without waiting through the traditional seasoning period. ... SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy

64 With $1.1 Million in a Traditional IRA. Yield Volatility Is Back. Here’s Where I’m Allocating Capital
24/7 Wall St.53d agoneutral
64 With $1.1 Million in a Traditional IRA. Yield Volatility Is Back. Here’s Where I’m Allocating Capital

At 64 with $1.1 million in a Traditional IRA, I want reliable income that compounds tax-deferred until required minimum distributions begin. The 10-year Treasury sits at 4.46%, after swinging between 3.97% and 4.67% over the past year. With the yield curve flattening to 0.27%, I want equity income that does not blink. I am allocating ... 64 With $1.1 Million in a Traditional IRA. Yield Volatility Is Back. Here’s Where I’m Allocating Capital

The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today
24/7 Wall St.53d agobullish
The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences
Insider Monkey53d agoneutral
NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences

NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth stocks to buy right now. On June 23, NVIDIA introduced the BioNeMo Agent Toolkit, a new software suite providing domain-specific tools designed to enable AI agents to accelerate scientific discovery in life sciences. By integrating over a decade of NVIDIA’s libraries and models, the toolkit allows […]