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VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
24/7 Wall St.54d agoneutral
VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its headline 2026 predictions. The interesting part is what investors think they own when they buy VOO versus what is actually sitting inside the ... VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?
24/7 Wall St.54d agobullish
Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?

Space stocks are catching a bid in Friday midday trading. Virgin Galactic (NYSE:SPCE) stock is up 13% to $2.83, AST SpaceMobile (NASDAQ:ASTS) stock is up 9% to $71.72, and Rocket Lab (NASDAQ:RKLB) stock is up 5% to $84.40. The synchronized move has reignited a familiar debate on trading desks and financial social media. The question ... Virgin Galactic Rises 13%, AST SpaceMobile Jumps 9%, Rocket Lab Climbs 5%: Is This a Re-Rotation Out of SpaceX?

25% Yield!? Why Robinhood Traders Are Piling Into This FANG Income ETF Like There’s No Tomorrow
24/7 Wall St.54d agoneutral
25% Yield!? Why Robinhood Traders Are Piling Into This FANG Income ETF Like There’s No Tomorrow

The pitch on the REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is pure Robinhood catnip. Mega-cap tech names you already love, monthly checks, and a distribution yield that has hovered in the 25% range since launch. FEPI sells covered calls on a FANG+ style basket and hands the option premium back as income, ... 25% Yield!? Why Robinhood Traders Are Piling Into This FANG Income ETF Like There’s No Tomorrow

IT Consulting Is Not Having a Good Time
Motley Fool54d agoneutral
IT Consulting Is Not Having a Good Time

Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Plus, a dive into Accenture’s earnings and the challenges facing the IT consulting industry.

Wendy’s Gains 6% Amid “Save Wendy’s” Meme Campaign: Low P/E and Huge Yield Could Make WEN Worth Saving
24/7 Wall St.54d agoneutral
Wendy’s Gains 6% Amid “Save Wendy’s” Meme Campaign: Low P/E and Huge Yield Could Make WEN Worth Saving

Wendy’s (NASDAQ:WEN) stock is up 6% to $7.74 in Friday midday trading, extending a remarkable rebound for the burger chain. The move puts the stock on track for what would be a third straight weekly gain after shares touched a roughly 12-year low on Monday. The catalyst remains the viral “Save Wendy’s” campaign that swept ... Wendy’s Gains 6% Amid “Save Wendy’s” Meme Campaign: Low P/E and Huge Yield Could Make WEN Worth Saving

OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
24/7 Wall St.54d agoneutral
OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence
24/7 Wall St.54d agobearish
FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment. The FuelCell Energy catalyst is concrete: a marquee data center power ... FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Retail REIT CEO Says Consumer Traffic and Demand Have Strengthened Since the Start of 2026
24/7 Wall St.54d agoneutral
Retail REIT CEO Says Consumer Traffic and Demand Have Strengthened Since the Start of 2026

Stephen Yalof, CEO of Tanger (NYSE:SKT), a retail REIT that owns and operates outlet shopping centers across the U.S., delivered an on-the-ground read of the U.S. shopper on a recent CNBC appearance, telling viewers that consumers have kept coming back to Tanger’s shopping centers since the beginning of the year. CEO Yalof says that despite ... Retail REIT CEO Says Consumer Traffic and Demand Have Strengthened Since the Start of 2026

The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom
24/7 Wall St.54d agoneutral
The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom

Marvell Technology (NASDAQ: MRVL) and Broadcom (NASDAQ: AVGO) both just delivered AI-fueled earnings beats, yet the businesses look nothing alike under the hood. Marvell posted 231.37% YTD gains chasing custom XPU wins. Broadcom quietly compounded with elite margins and a software stack. The contrast deserves a closer look before anyone pays up. Custom Silicon Lifts ... The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom

Apple’s Massive 20% Hardware Price Hikes Just Handed Amazon a Golden AI Ticket
24/7 Wall St.54d agoneutral
Apple’s Massive 20% Hardware Price Hikes Just Handed Amazon a Golden AI Ticket

Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) both posted record quarters, then collided with opposing forces: AI memory demand. Apple confirmed sweeping hardware price increases tied to a 20% “chipflation” tax, while Amazon collects rent on the data center buildout causing it. Apple Sells the Device. Amazon Rents the Cloud. Apple’s March quarter was its ... Apple’s Massive 20% Hardware Price Hikes Just Handed Amazon a Golden AI Ticket

The Bitcoin Mining ETF That Returned 52% in One Week, And Most Income Investors Have Never Heard of It
24/7 Wall St.54d agoneutral
The Bitcoin Mining ETF That Returned 52% in One Week, And Most Income Investors Have Never Heard of It

It’s no secret in the cryptocurrency world that Bitcoin has plummeted from a high of roughly $122,000 to $59,000 of late. However, the digital infrastructure costs of Bitcoin mining are transferable to other technology sectors – such as A.I. At the time of this writing, CoinShares Valkyrie Bitcoin Miners ETF (NASDAQ: WGMI) is up ... The Bitcoin Mining ETF That Returned 52% in One Week, And Most Income Investors Have Never Heard of It

HIVE Digital Technologies (TSX:HIVE) Completes Columbia AI Project That Puts Paraguay GPUs In Focus
Simply Wall St.54d agoneutral
HIVE Digital Technologies (TSX:HIVE) Completes Columbia AI Project That Puts Paraguay GPUs In Focus

HIVE Digital Technologies completed an AI research collaboration with Columbia University using its A40 GPUs in Paraguay. The project showed that, with software optimization, HIVE's A40 GPUs can match the performance of Nvidia's H100 GPUs for specific AI training tasks. The work provides a proof of concept for distributed, intercontinental AI training using HIVE's infrastructure. The results support HIVE's expansion into sovereign AI infrastructure in Paraguay, where construction of a...

Moderna Is Up 14% Today: Is It Outperforming Other Vaccine Stocks Like Merck and Pfizer?
24/7 Wall St.54d agobullish
Moderna Is Up 14% Today: Is It Outperforming Other Vaccine Stocks Like Merck and Pfizer?

Shares of Moderna (NASDAQ:MRNA) are up 14% to $68 and change in afternoon trading Friday, extending a remarkable run for the mRNA pioneer. Intraday, MRNA stock hit a new 52-week high of $69.29. The rally easily outpaces peer vaccine makers. Merck (NYSE:MRK) stock is up 2% to $128, while Pfizer (NYSE:PFE) stock trades up 2% ... Moderna Is Up 14% Today: Is It Outperforming Other Vaccine Stocks Like Merck and Pfizer?

Is the Hut 8 Rally Sustainable?
Motley Fool54d agobullish
Is the Hut 8 Rally Sustainable?

Hut 8 has a multigigawatt pipeline of data center projects in the works, and lucrative hyperscaler deals that have fueled a meaningful rally.

What turning AI compute into a financial asset would look like
Yahoo Finance Video54d agoneutralVIDEO
What turning AI compute into a financial asset would look like

What exactly does it mean when investors want to "financialize" AI computing, a.k.a, turning it into a liquid financial asset or market? The Economist's Wall Street editor Mike Bird speaks with Julie Hyman and helps explain all the moving parts to this potential scenario, including the factors that may dictate pricing for renting compute chips around the world.