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The long-term thesis remains largely unchanged.

President Trump wants to win the quantum arms race with IBM and Google's help.

It wouldn't be wrong to at least consider the possibility that recent weakness from the market's leading artificial intelligence stocks could mark the beginning of something more serious.

Shares of Arm Holdings (NASDAQ:ARM) stock are down 10% today, trading near $367 in Tuesday afternoon action. The slide pulls Arm shares well below their June 17 all-time intraday high of $444.8 and lands inside a broad, Korean-led chip and AI selloff rather than any Arm-specific stumble. Even after today’s drop, Arm stock remains up ... Arm Stock Is Up 235% in 2026: Is Today’s 10% Drawdown a Take-Profits Signal?

Data centers have created significant demand for Sterling Infrastructure's services that should last for multiple years.

Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn, and my cost basis keeps falling while my conviction keeps rising. That combination is rare. I am going to use it. Here is ... Why I Can’t Stop Buying This $553 Billion AI Infrastructure Gatekeeper

Microsoft (NASDAQ:MSFT) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from $551.05 in 2025 to today’s level, the math has reset. Our model says the setup now favors patient buyers. Microsoft trades at $367.34. Our 24/7 Wall St. ... Microsoft’s $37 Billion AI Run Rate Points to 33% Upside Potential

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Lockheed Martin stock has been hamstrung by the war in Iran, but there may be value here for long-term investors.

Events in South Korea created jitters in the U.S. technology markets.

With odds of a 2026 rate hike getting shorter, the Fidelity Dividend ETF For Rising Rates is a fund to consider.

Everyone is still arguing about Novo Nordisk (NYSE:NVO), the Danish obesity juggernaut whose GLP-1 franchise turned Wegovy and Ozempic into household names and dragged the entire pharma sector into a multi-year hype cycle. But here’s what you should actually be watching. The reality check has already started, and the numbers are uglier than the headlines ... Forget Novo Nordisk. Pfizer’s Obesity Pipeline Is Coming, and It Pays You 6.8% While You Wait

Rafael Oliveira is the brewer’s first outsider CEO, and investors are betting he can bring sharper execution to a company still trying to get volume growth back on tap.

Despite increased uncertainty, Coca-Cola and Walmart keep offering reliability.

Moby summary of Carnival Corporation & plc's Q2 2026 earnings call

Carnival (NYSE:CCL) stock is under pressure today, falling 6% to $28.41 as investors react to its latest quarterly earnings report. The move stands out against a relatively stable backdrop for peers, with Royal Caribbean (NYSE:RCL) stock down 1% to $306 and Norwegian Cruise Line (NYSE:NCLH) stock up half a percentage point to $20.14. The mixed ... Carnival Plunges 6% While Royal Caribbean and Norwegian Tread Water: Here’s Why

The market is undervaluing these three AI stocks.

The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water. As AI factories grow ... Nvidia’s Latest AI Breakthrough May Not Be a Chip — And It Could Fuel the Next Data Center Boom

Shorting SpaceX right now could be a really bad idea.

Its share price has plunged about 21% since second-quarter earnings were released on June 3.

There's no ambiguity that the Fed has put inflation control as its top priority.

Advanced Micro Devices has transformed into a data center powerhouse, but with the stock trading at the top of its range, investors must weigh a large growth opportunity against an equally large valuation.

SpaceX Corp (NASDAQ:SPCX) shares rose 2.5% on Tuesday, offering a partial reprieve after a brutal two-day selloff that wiped more than $600 billion from the rocket and satellite company's market value and marked one of the most dramatic reversals ever seen in a newly listed mega-cap...

Netflix (NASDAQ:NFLX) is the streaming business everyone thought had matured, yet management is still raising the ceiling. Co-CEO Greg Peters told investors Netflix accounts for only 5% of TV view share globally, with “tons of room for growth still ahead of us.” Advertising is doubling to $3 billion in 2026. Free cash flow guidance was ... Netflix Will Trade at This Price in 2028

Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before the first share has cleared a public auditor. But here’s what you should actually be watching. The SPCX trade is a single-narrative bet wrapped around one personality, ... Forget SpaceX: 1 Unstoppable AI Cash Machine to Buy Hand Over Fist

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) on Tuesday announced BioNeMo Agent Toolkit, a suite of software tools designed to help AI agents perform scientific tasks across biology, chemistry, genomics and drug discovery. The toolkit combines Nvidia's life sciences libraries, models and computing...

Oracle's financial position and doubts about its largest AI client have weighed on the stock.

It's hard to keep a good space stock down.

At $194.90, Adobe (NASDAQ:ADBE) trades at a valuation that screens as compelling. The panic selling that erased roughly half the stock’s value over the past year has handed long-term investors a rare entry point in a software franchise that still prints cash. With shares trading at a forward P/E of 8, the market is pricing ... Buy, Hold, or Sell: Adobe Stock Just Cratered 50% From Its 52-Week High. Is It an Automatic Buy at $195?

The headline number for this article is $180, and I want to address it head on before anyone scrolls further. Our proprietary 24/7 Wall St. price target for PepsiCo (NASDAQ:PEP) is $170.18 over the next 12 months, with a clear path to $180 in the bull case as the World Cup activation, productivity savings, and ... Prediction: Pepsi Will Hit $180 on This Date