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BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push
Simply Wall St.7d agoneutral
BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push

BlackRock stock has delivered a strong 74.9% return over the past 3 years. However, the current checks suggest the share price is no obvious bargain, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over the last 3 years BlackRock has returned 74.9%, which puts more focus on whether today’s price still leaves enough room for future gains. Recent moves to finance large scale AI and digital...

Intel's huge rally is helping pay for its AI comeback
Yahoo Finance Video7d agobullishVIDEO
Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.

Bloomberg7d agoneutral
Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M

Krispy Kreme’s Turnaround Sees Many Wins
QSR7d agobullish
Krispy Kreme’s Turnaround Sees Many Wins

Krispy Kreme is beginning to show what its business is capable of. The doughnut chain spent much of 2025 unwinding costly expansion, closing thousands of underperforming fresh-delivery points, and ending its nationwide McDonald’s partnership. Now, CEO Josh Charlesworth sees evidence that the work is producing a healthier growth engine. Krispy Kreme’s second-quarter net revenue fell […]

Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.
Barrons.com7d agobullish
Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

This Is Where Nvidia Beats Broadcom
24/7 Wall St.7d agobullish
This Is Where Nvidia Beats Broadcom

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.

Riot Platforms $9.1B AI deal fuels speculation around Anthropic IPO
Proactive7d agoneutral
Riot Platforms $9.1B AI deal fuels speculation around Anthropic IPO

Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified by Riot, but the deal has...

Broadcom Can Eat Nvidia’s Lunch Just Like This
24/7 Wall St.7d agoneutral
Broadcom Can Eat Nvidia’s Lunch Just Like This

NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.