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Is Digital Turbine’s (APPS) AI Partnership Blitz Quietly Rewriting Its Mobile Advertising Thesis?
Simply Wall St.38d agobullish
Is Digital Turbine’s (APPS) AI Partnership Blitz Quietly Rewriting Its Mobile Advertising Thesis?

In recent months, Digital Turbine has expanded its AI-focused mobile growth platform through new partnerships with Databricks, Google Cloud, and European carrier Orange, while its Chief Accounting Officer completed a routine tax-withholding share disposition that did not issue new stock. These developments highlight how deeper AI integration and international carrier agreements are reshaping Digital Turbine’s role in global app distribution and mobile advertising. Next, we’ll examine how the...

AAPLGOOGGOOGL
Beaten-down stock lets you buy SpaceX below market price
TheStreet38d agobullish
Beaten-down stock lets you buy SpaceX below market price

SpaceX (SPCX) is the most crowded new trade on Wall Street. It was priced at $135 in June, spiked above $225, then settled near $150. The banks that took SpaceX public were barred from publishing research on it until July 7. The moment that ban lifted, six of them initiated coverage, all with ...

SPCX
Overlooked chip ETF is beating biggest AI names
TheStreet38d agobullish
Overlooked chip ETF is beating biggest AI names

Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...

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Wix.com (WIX) Could Be 37% Undervalued On Elavon Partnership News
Simply Wall St.38d agobullish
Wix.com (WIX) Could Be 37% Undervalued On Elavon Partnership News

Wix.com (WIX) stock is back in focus after the company announced a partnership with Elavon to power unified commerce solutions that link payments, online stores, and in person sales for small businesses. See our latest analysis for Wix.com. Despite the Elavon and Microsoft 365 Copilot partnerships putting Wix.com back on investors’ radar, the 90 day share price return is down 24.4% and the year to date share price return is down 51.23%, while the 1 year total shareholder return is down...

MSFTWIX
What Royal Caribbean Cruises (RCL)'s Index Additions and Ship Upgrades Mean For Shareholders
Simply Wall St.38d agobullish
What Royal Caribbean Cruises (RCL)'s Index Additions and Ship Upgrades Mean For Shareholders

Royal Caribbean Cruises has recently been added to several Russell value indexes and announced the upcoming modernization of its Celebrity Reflection ship alongside a new UK charity partnership tied to the Legend of the Seas’ European debut. Together, these index inclusions and guest-experience investments highlight how Royal Caribbean is being framed simultaneously as a value holding and a cruise operator focused on enhancing onboard offerings and brand appeal. We’ll now explore how the...

RCL
Bloomberg38d agobullish
JPMorgan Builds AI Agents That Beat 60/40 Portfolio in Backtests

(Bloomberg) -- As investors increasingly turn to artificial intelligence for help with everything from stock picking to risk management, JPMorgan Chase & Co. has been testing whether a model can do something more ambitious: allocate money itself.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Zuckerberg Pledges ‘Aggressive’ Pric

JPM
US stocks end higher; chip surge offsets Iran worries
Reuters Videos38d agobullishVIDEO
US stocks end higher; chip surge offsets Iran worries

<body><p>STORY: U.S. stocks closed higher on Thursday, with the Dow adding more than a quarter of a percent, the S&P 500 climbing more than eight-tenths of a percent and the tech-heavy Nasdaq gaining 1.3%</p><p>:: Micron Technology</p><p>Chip stocks rallied, sparked by a 4.5% jump in shares of Micron Technology. The memory chip maker laid out plans to invest more than $250 billion in domestic chip manufacturing through 2035 to boost supply amid the AI boom.</p><p>Micron's peers also joined the rally, with Applied Materials climbing more than 3% and SanDisk surging over 7.5%.</p><p>AI-related stocks have been volatile lately as investors worried about the sustainability of a rally that has helped Wall Street reach record levels in 2026.</p><p>Gina Martin Adams is chief market strategist at HB Wealth.</p><p>"Tech has obviously been in the limelight of equity markets for a while, but that worked against stocks in the month of June. We'll see if the month of July brings something different. Obviously, the sector is dealing with a lot of issues, including the upcoming earnings season, where expectations are pretty high, as well as a tremendous amount of new shares coming to the market. First with SpaceX and now with SK Hynix out of South Korea."</p><p>Shares of Meta Platforms rose more than 4.5% after Reuters reported that the company plans to manufacture AI chips starting in September.</p><p>:: PepsiCo</p><p>Elsewhere in the market, shares of PepsiCo fell more than 3% despite the company beating second-quarter revenue estimates. PepsiCo warned of higher commodity costs in the second half of the year at a time when the snack and beverage giant is increasing investments and lowering prices to attract value-conscious consumers.</p><p>And shares of Costco sank more than 4% to a six-month low after the retailer reported decelerating comparable sales for June.</p></body>

AMATMUSNDK^DJI^GSPC^IXIC
How Coke Finally Beat Pepsi
Barrons.com39d agobullish
How Coke Finally Beat Pepsi

The epic cola wars between Coke and Pepsi ended decades ago, but lately Coke has become the clear winner with stock buyers, too. The stock price of the company behind Pepsi-Cola, Gatorade, Lay’s, Doritos, and Cheetos has fallen nearly 30% since its 2023 highs just shy of $200. “It’s becoming more obvious to the investor base that Coke has a superior business model,” Nik Modi, RBC Capital Markets co-head of global consumer research, told Barron’s.

KOPEP