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Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
24/7 Wall St.65d agoneutral
Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

SHLD vs. PPA: Which Defense ETF Wins the Global Rearmament Trade?
24/7 Wall St.65d agobullish
SHLD vs. PPA: Which Defense ETF Wins the Global Rearmament Trade?

Defense ETFs have multiplied as the global rearmament cycle has matured, and two of the most-followed products take very different routes to the same theme. The Global X Defense Tech ETF (NASDAQ:SHLD) and the Invesco Aerospace & Defense ETF (NYSEARCA:PPA) both promise exposure to rising military budgets, but they define the trade in incompatible ways. ... SHLD vs. PPA: Which Defense ETF Wins the Global Rearmament Trade?

Nvidia Is Back Above $5 Trillion. Here’s What Comes Next
24/7 Wall St.65d agoneutral
Nvidia Is Back Above $5 Trillion. Here’s What Comes Next

NVIDIA (NASDAQ:NVDA) is back through the $5 trillion mark. CEO Jensen Huang called “the buildout of AI factories, the largest infrastructure expansion in human history” on the most recent earnings call, and the numbers back him up. Data Center revenue hit $75.246 billion in Q1 FY27, up 92% year over year, with Networking alone growing ... Nvidia Is Back Above $5 Trillion. Here’s What Comes Next

Price Prediction: How Much Upside Is Left in Tesla?
24/7 Wall St.65d agoneutral
Price Prediction: How Much Upside Is Left in Tesla?

I’m going to put the verdict at the top. Our Tesla (NASDAQ:TSLA) work points to a stock trading right at fair value heading into the back half of 2026. The 24/7 Wall St. price target for Tesla is $417.62, against a current price of $420.55. That implies -0.7% downside over the next 12 months. Our ... Price Prediction: How Much Upside Is Left in Tesla?

SpaceX Just Passed TSM. Can It Overtake Amazon This Week?
24/7 Wall St.65d agoneutral
SpaceX Just Passed TSM. Can It Overtake Amazon This Week?

SpaceX (NASDAQ:SPCX) spent more than two decades transforming itself from an ambitious rocket startup into one of the world’s most important technology companies. Today, it dominates commercial space launches, operates the largest satellite internet network through Starlink, and has expanded into markets that span telecommunications, defense, aerospace, and space exploration. Led by Elon Musk, the ... SpaceX Just Passed TSM. Can It Overtake Amazon This Week?

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Associated Press65d agoneutral
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas

Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.

SpaceX Just Passed the Value of Amazon and Microsoft. At What Share Price Does it Become the World’s Most Valuable Company?
24/7 Wall St.65d agoneutral
SpaceX Just Passed the Value of Amazon and Microsoft. At What Share Price Does it Become the World’s Most Valuable Company?

SpaceX’s after-hours high last night at $229.85 briefly pushed its market value above $3 trillion, leapfrogging two of the largest companies in the world. Amazon (NASDAQ:AMZN) carries a market cap of $2.57 trillion, and Microsoft (NASDAQ:MSFT) sits at $2.90 trillion. Shares of SpaceX aren’t trading at quite such lofty heights this morning; they’re currently trading for ... SpaceX Just Passed the Value of Amazon and Microsoft. At What Share Price Does it Become the World’s Most Valuable Company?

$10,000 in This Dividend Stock Pays You More Than You’d Expect
24/7 Wall St.65d agoneutral
$10,000 in This Dividend Stock Pays You More Than You’d Expect

Earned income is fragile. A layoff notice, a medical issue, or a sudden change in management can sever it overnight. Passive income from dividend stocks does not care about any of that. The check clears whether you show up to work, whether the market is green or red, and whether the talking heads on television ... $10,000 in This Dividend Stock Pays You More Than You’d Expect

Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else
24/7 Wall St.65d agoneutral
Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

Everyone is watching NVIDIA (NASDAQ:NVDA) because it remains the default proxy for every AI headline that hits the wire. But here’s what you should actually be watching. The chip story is the most crowded trade on Earth. Every retirement portfolio, every momentum fund, every cab driver with a Robinhood account already owns it. I’ve held ... Forget the Chips. Half of Every AI Datacenter Dollar Goes Somewhere Else

Bloomberg65d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It

Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis
24/7 Wall St.65d agoneutral
Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent Prof G Markets appearance, Oaktree Capital co-founder Marks laid out a spectrum running from “analytical investing in prosaic, understandable companies” to “speculative investing ... Howard Marks: Investing in AI Stocks Is ‘Closer to Speculating’ Than Analysis

NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?
24/7 Wall St.65d agoneutral
NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?

The T-Rex 2X Long NVIDIA Daily Target ETF (NASDAQ:NVDX) and the GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) sell the same product on the label: 2x the daily move in NVIDIA. The choice between them looks cosmetic until the holding period stretches past a day, at which point fees, liquidity, and tracking precision pull the ... NVDX vs. NVDL: Which 2x Nvidia ETF Is the Better Way to Press the Bet?

SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It
24/7 Wall St.65d agoneutral
SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It

Most Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) owners assume they are buying broad market diversification. The latest Schwab fact sheet tells a different story. SCHD’s top 10 holdings now account for 41% of the fund’s $71.6 billion in net assets, well above the roughly 30% top-10 weight typical of large-cap dividend peers. SCHD still earns ... SCHD Now Concentrates 42 Percent of Your Money in Just 10 Stocks. Here Is Who Should Still Own It