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Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein’s Stacy Rasgon
24/7 Wall St.58d agobullish
Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein’s Stacy Rasgon

Intel (NASDAQ:INTC) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside the United States. Intel closed up 10.64% at $133.99, with INTC stock now above $140. Bernstein’s Stacy Rasgon, on CNBC, framed the move bluntly. “Intel at these ... Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein’s Stacy Rasgon

Buy, Hold, or Sell: Netflix Slipped Under $78. Is This Premium Streamer an Automatic Buy?
24/7 Wall St.58d agoneutral
Buy, Hold, or Sell: Netflix Slipped Under $78. Is This Premium Streamer an Automatic Buy?

At $77.38, Netflix (NASDAQ:NFLX) screens as attractively valued. The streamer slipped under $78 on company-specific disappointment, with the S&P 500 actually +9.51% year to date even as NFLX trades at four-year-low multiples. Netflix runs the world’s largest paid streaming service with 325 million+ paid memberships, a rapidly scaling ad tier, and operating margins targeted to ... Buy, Hold, or Sell: Netflix Slipped Under $78. Is This Premium Streamer an Automatic Buy?

Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
24/7 Wall St.58d agoneutral
Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

If Japan’s Interest Rates Hit 6%, 100% of Tax Revenue Goes to Debt Interest. America Could Be Next.
24/7 Wall St.58d agoneutral
If Japan’s Interest Rates Hit 6%, 100% of Tax Revenue Goes to Debt Interest. America Could Be Next.

On a recent episode of The Peter Schiff Show Podcast, longtime gold bull and dollar bear Peter Schiff laid out a sovereign debt scenario for Japan that he believes is a dress rehearsal for the United States. He argues that a modest move higher in Japanese government bond yields would, by his math, vaporize the ... If Japan’s Interest Rates Hit 6%, 100% of Tax Revenue Goes to Debt Interest. America Could Be Next.

Synopsys Eyes 23% Upside Despite Recent Pullback
24/7 Wall St.58d agoneutral
Synopsys Eyes 23% Upside Despite Recent Pullback

Synopsys (NASDAQ:SNPS) is one of the most strategically positioned software franchises in the AI-era semiconductor stack, and the recent pullback has reset the setup for investors evaluating the name. The 24/7 Wall St. price target for Synopsys is $561.40, implying 23.25% upside from $455.51. Our model classifies SNPS as a high-conviction setup, with 90% confidence ... Synopsys Eyes 23% Upside Despite Recent Pullback

Your Next iPhone Is About to Cost More. Tim Cook Just Told You Why
24/7 Wall St.58d agoneutral
Your Next iPhone Is About to Cost More. Tim Cook Just Told You Why

Tim Cook spent the back half of Apple’s recent earnings call telling analysts, in carefully chosen accountant language, that the things inside your next iPhone are about to get more expensive. “For the June quarter,” he said, “we expect significantly higher memory costs… beyond the June quarter, we believe memory costs will drive an increasing ... Your Next iPhone Is About to Cost More. Tim Cook Just Told You Why

The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
24/7 Wall St.58d agobullish
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks

Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu

Nvidia Still Down From Its High. History Says This Is the Buy Window Investors Beg For
24/7 Wall St.58d agobullish
Nvidia Still Down From Its High. History Says This Is the Buy Window Investors Beg For

NVIDIA (NASDAQ:NVDA) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every other megacap competing for capital. The stock sits roughly 11% below its 52-week high of $236.26, a drawdown that historically arrives with a thesis-breaking event. This time, ... Nvidia Still Down From Its High. History Says This Is the Buy Window Investors Beg For

Mag 7 Stocks Are Down. Long-Term Investors Should Buy the Dip.
Barrons.com58d agobullish
Mag 7 Stocks Are Down. Long-Term Investors Should Buy the Dip.

Each of these stocks— Nvidia Tesla Apple Meta Platforms Alphabet Amazon.com and Microsoft —is down, but many indicators show that dip-buyers should come in soon. Nvidia has underperformed the rest of the chip universe since mid May, partly because other chip makers are selling general purpose artificial intelligence chips for companies’ data centers, threatening Nvidia’s market share. Apple is trying to prove it can maintain respectable sales growth (maybe its new AI strategy can help).

Price Prediction: ServiceNow Stock Will Be Worth This Much In 2027
24/7 Wall St.58d agoneutral
Price Prediction: ServiceNow Stock Will Be Worth This Much In 2027

ServiceNow (NYSE:NOW) grew revenue 20.88% for the full year with CEO Bill McDermott promising to build “the AI control tower for business reinvention.” Yet shares sit at $95.04, down 37.96% YTD despite Q4 cRPO growth of 25% YoY and Now Assist ACV more than doubled. McDermott calls it “the AI-defining enterprise software company in the ... Price Prediction: ServiceNow Stock Will Be Worth This Much In 2027

Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline
24/7 Wall St.58d agoneutral
Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL), a position valued at approximately $2.65 billion. The disclosure landed alongside full exits from Amazon (NASDAQ:AMZN), UnitedHealth (NYSE:UNH), and Domino’s Pizza (NASDAQ:DPZ), which makes the airline buy the loudest signal of a ... Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen
24/7 Wall St.58d agoneutral
Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen