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GE, RTX and GD are aerospace-defense stocks to watch as defense spending, aviation demand and strategic initiatives help offset supply-chain challenges.

Investing.com - U.S. stock index futures were mixed on Thursday as investors weighed escalating tensions between the United States and Iran against a continued rebound in semiconductor shares.

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

Recently, Zacks.com users have been paying close attention to Twilio (TWLO). This makes it worthwhile to examine what the stock has in store.

NRG (NRG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

SpaceX is building an ecosystem that no other company can copy.

Analyst hikes valuation of SpaceX's rocket business by $246 billion after Blue Origin raises funds. Cathie Wood buys $23 million of SPCX stock.

New platform features target enterprise software development needs

According to ETF Database, the REX Drone ETF (DRNZ) fund attracted approximately $11.28 million in inflows during the first week of the month. An additional $4.6 million arrived on July 7, bringing its five-day net inflows to $15.88 million. Key Takeaways The REX Drone ETF (DRNZ) secured $11.28 million in net inflows during the opening [...]

Institutional investors heavily oversubscribed the ADR offering despite recent volatility in the Korean chipmaker's shares.

Investing.com -- A major AI team-up wasn’t enough to cushion the blow for Rackspace Technology (NASDAQ:RXT). Shares plummeted over 10% Thursday after the cloud operator severely dialed back its fiscal 2026 revenue projections, completely overshadowing a high-profile strategic partnership with Palantir Technologies (NASDAQ:PLTR) announced earlier in the day. The San Antonio-based enterprise AI infrastructure provider aggressively trimmed its fiscal 2026 revenue guidance to a range of $2.45 billio

Judge approves deal despite sharp public misgivings

Norwegian Cruise Line (NCLH) and Viking (VIK) are expected to post modest Q2 earnings before interes

JPMorgan initiated coverage of the stock with a ‘Buy’ rating, adding that Ceco’s acquisition of Thermon could nearly double its adjusted earnings before interest, tax, depreciation and amortization.

Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think

ASYS is seeing AI packaging demand surge as equipment sales, new orders and backlog gains fuel its growth outlook.

Tesla stock isn’t a buy right now, for one analyst, despite “immense” potential for AI to transform the company. Citizens analyst Andrew Boone launched coverage of Tesla stock with a Hold rating and no price target, according to ratings aggregators.

Cerebras Stock Gains as AI Chip Firm Targets 200MW Europe Expansion

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s latest acquisition plans, as he said: In early May, we had two different specialty chemical companies on the show: Solstice Advanced Materials, which had recently spun off by Honeywell, […]

Booking Holdings Inc. (NASDAQ:BKNG) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Noting that it went through a stock split, a caller asked for Cramer’s thoughts on the stock. He replied: Okay, now remember, this stock’s last quarter, Glenn Fogel’s a terrific CEO, this stock’s last […]

PepsiCo, Inc. (NASDAQ:PEP) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the stock’s decline as a buying opportunity, as he said: Or how about PepsiCo? Okay, last quarter, PepsiCo reported a fantastic set of numbers that sent the stock soaring. Now, in part because […]

CRGY climbs 18% in six months, but can strong cash flow, Permian synergies and low valuation outweigh elevated leverage, lower ROE and oil price risks?

IYW delivered 40.70% one-year returns but carries a 0.38% expense ratio, while FTEC charges just 0.08% annually with broader holdings across 288 securities.

Not every compelling growth stock is overbought and overvalued at this time.

KRO gains on healthy long-term TiO2 demand, higher sales volumes, and cost and pricing actions that could strengthen margins and support future growth.

The GLP-1 trade has matured from a single-stock story into a tiered opportunity set. Demand for obesity therapeutics keeps expanding as lower-cost, easier-to-administer oral pill versions of the current injectable GLP-1s are introduced to the market in 2026, and the field now spans an entrenched leader, a deep-value incumbent, and a clinical-stage challenger with multiple ... 3 High Growth GLP-1 Biotech Winners to Buy in July

CPAY, JKHY, V, VIRT and JPM are five financial transaction stocks highlighted for growth drivers, AI initiatives, and improving earnings estimates.

Nike Inc. (NYSE:NKE) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 3, Joseph Civello, an analyst at Truist Financial, reiterated a Buy rating on Nike Inc. (NYSE:NKE) and set a price target of $47. The analyst update follows the company’s quarterly earnings report announced on June 30. The […]

Defense spending could surge by 50% in 2027, and these two companies are well positioned to benefit.

In recent days, Datadog reported past first-quarter 2026 results with revenue reaching over US$1.00 billion, accelerating growth, record new logo bookings, and a flurry of AI-focused product launches and an acquisition to deepen its observability and AI agent capabilities. At the same time, opinions on Datadog diverged sharply, with some investors highlighting AI-driven momentum and rising earnings estimates while others questioned sustainability beyond AI workloads amid tougher upcoming...