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Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?
24/7 Wall St.60d agobearish
Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?

The biggest story in AI this week is a personnel move. Noam Shazeer, Google DeepMind’s VP of Engineering and a Gemini co-lead, is leaving for OpenAI in what the hosts of the TBPN podcast called “the most significant AI talent move of the year.” The day after, policy expert Dean Ball followed him to OpenAI. ... Google Losing Top AI Executive Is ‘The Most Significant AI Talent Move of the Year.’ Is It Time to Sell Alphabet Stock?

Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy AeroVironment, Ondas, and Red Cat?
24/7 Wall St.60d agobullish
Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy AeroVironment, Ondas, and Red Cat?

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely catalyst for next-generation battery technology. “Defense historically has been a sector that has a high willingness to pay for performance,” Lubershein argued lithium-ion ... Expert Predicts Drones Are the ‘Unlikely Catalyst’ for Battery Breakthroughs. Time to Buy AeroVironment, Onda

This Space Stock Will Beat SpaceX to the Nasdaq-100 — And It’s the One to Buy
24/7 Wall St.60d agobullish
This Space Stock Will Beat SpaceX to the Nasdaq-100 — And It’s the One to Buy

Space investing is entering a new phase. SpaceX‘s (NASDAQ:SPCX) blockbuster IPO quickly became the largest and one of the most anticipated public listings in market history, prompting the Nasdaq exchange to revise its inclusion rules to speed the company’s path into its major indexes. Those rule changes will likely accomplish their goal. SpaceX appears on ... This Space Stock Will Beat SpaceX to the Nasdaq-100 — And It’s the One to Buy

Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
24/7 Wall St.60d agoneutral
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

Our Highest Conviction Call on Disney Points to $110 on Earnings Growth
24/7 Wall St.61d agoneutral
Our Highest Conviction Call on Disney Points to $110 on Earnings Growth

Disney (NYSE:DIS) has spent 2026 grinding sideways while the underlying business quietly accelerates. Shares are down 10.98% year to date, yet streaming margins just crossed double digits and FY26 EPS growth is guided at roughly 16%. That disconnect is the entire setup for our call. Our 24/7 Wall St. price target for Disney is $110.07, ... Our Highest Conviction Call on Disney Points to $110 on Earnings Growth

Why Jim Cramer says Ford's real story isn't trucks or EVs
TheStreet61d agoneutral
Why Jim Cramer says Ford's real story isn't trucks or EVs

Ford Motor Company (F) has spent years attempting to convince Wall Street that it merits a valuation higher than that of a traditional auto stock. That was difficult. Even after a strong first quarter, Ford is still judged by the same familiar pressures: price, consumer credit, labor, commodity ...

Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.
24/7 Wall St.61d agobullish
Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.

Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed. On CNBC’s Closing Bell Overtime, Fairlead Strategies founder Katie Stockton argued that financials, industrials, and biotech look ready to take over leadership as semiconductor and memory names show their ... Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.

Jim Cramer Highlights Goldman Sachs as Investment Banking Activity Explodes
Insider Monkey61d agoneutral
Jim Cramer Highlights Goldman Sachs as Investment Banking Activity Explodes

The Goldman Sachs Group, Inc. (NYSE:GS) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted the events that positively impact the bank, as he stated: Right now, the bond and stock issuance, it’s just […]

Meta’s CEO Just Promised Superintelligence. He Thinks Everyone Will Have It
24/7 Wall St.61d agoneutral
Meta’s CEO Just Promised Superintelligence. He Thinks Everyone Will Have It

Mark Zuckerberg opened Meta Platforms (NASDAQ:META)‘s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver personal superintelligence to billions of people.” It was the thesis. The claim landed alongside numbers that, for once, support the swagger. Meta posted Q1 revenue of $56.31 ... Meta’s CEO Just Promised Superintelligence. He Thinks Everyone Will Have It

XRP ETFs vs. HYPE ETFs: Which Is the Better Buy Right Now?
24/7 Wall St.61d agobullish
XRP ETFs vs. HYPE ETFs: Which Is the Better Buy Right Now?

A year ago, you couldn’t buy either of these cryptocurrencies in a normal brokerage account. Now, both XRP (CRYPTO:XRP) and Hyperliquid have spot ETFs trading on U.S. exchanges, both coins rank among the top 10, and if you want regulated exposure to one of them, you have to pick a side. However, deciding the best ... XRP ETFs vs. HYPE ETFs: Which Is the Better Buy Right Now?

Elon Musk Just Told Investors to Be (Really) Patient With Optimus and Robotaxi
24/7 Wall St.61d agoneutral
Elon Musk Just Told Investors to Be (Really) Patient With Optimus and Robotaxi

Elon Musk spent much of Tesla’s Q1 2026 earnings call doing something he rarely does: lowering expectations. The CEO of Tesla (NASDAQ:TSLA) repeatedly invoked manufacturing physics rather than moonshot timelines, and the centerpiece of his framing was a single line. “Whenever you have an all-new product with an all-new supply chain, and everything is new, ... Elon Musk Just Told Investors to Be (Really) Patient With Optimus and Robotaxi

A Hidden Gas Price Spike Is Coming — and It Has Nothing to Do With Iran
24/7 Wall St.61d agoneutral
A Hidden Gas Price Spike Is Coming — and It Has Nothing to Do With Iran

Many investors and drivers breathed a sigh of relief after the 2024 election. President Trump campaigned hard on bringing down energy costs, and the first year of his second term saw gas prices fall sharply from the year before. Then the outbreak of the Iran conflict briefly sent oil above $100 a barrel and pushed ... A Hidden Gas Price Spike Is Coming — and It Has Nothing to Do With Iran

JPMorgan Posted Record Profits, but CEO Jamie Dimon Says the Next Crisis Will Be Worse Than Anyone Expects
24/7 Wall St.61d agoneutral
JPMorgan Posted Record Profits, but CEO Jamie Dimon Says the Next Crisis Will Be Worse Than Anyone Expects

JPMorgan Chase (NYSE:JPM) reported Q1 2026 net income of $16.5 billion, with EPS of $5.94, up 17% from a year earlier. Revenue hit $49.836 billion. Markets revenue set a record at $11.6 billion, up 20% year over year. Investment banking fees jumped 28%, with advisory fees up 82%. The stock has climbed 26% over the ... JPMorgan Posted Record Profits, but CEO Jamie Dimon Says the Next Crisis Will Be Worse Than Anyone Expects

Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash
24/7 Wall St.61d agoneutral
Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash

Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,” with a warning aimed squarely at his own industry. The line that matters: “If all the value is accrued by only a few ... Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash

3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again
24/7 Wall St.61d agoneutral
3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again

June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade compounding, and whether the moats that drove those returns are still intact today. Past performance does not guarantee future returns; however, durable competitive ... 3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again