Wayfair (W) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Spire (SPIR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Amgen (AMGN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ford Motor (F) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
The president promoted Dell during a White House ceremony marking the launch of Trump Accounts, tax-advantaged investment vehicles for U.S. children
Quantum computing stocks are speculative, pre-profit bets, well outside core-portfolio territory, on a technology that even NVIDIA (NASDAQ:NVDA) CEO Jensen Huang once suggested is likely at least 15 years away from large-scale commercialization. All three names below routinely swing in double-digit percentages on no news and trade at extreme price-to-sales multiples that have been reported ... 3 Quantum Computing Stocks to Buy in July
Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?
Amid supply-chain woes, Computer - Integrated Systems players like MU, STX, HPE and AGYS benefit from the demand for integrated solutions and multi-cloud model adoption.
AT&T's fiber expansion, wireless growth and 2026 outlook support its strategy, but high debt, competition and heavy spending raise caution for investors.
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]
Johnson & Johnson stock is Monday's IBD Stock Of The Day. The medical bellwether will report its June-quarter earnings next week.
With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July
While J.P. Morgan says to buy the recent dip in chip stocks, Goldman Sachs is still wary. Goldman analysts warn that has created a difficult setup for the subsection of the AI trade. The PHLX Semiconductor Index has gained more than 83% since the start of the year, compared with a roughly 9.2% gain in the S&P 500 and a 11.6% rise in the tech-heavy Nasdaq.
Shareholders of Fiserv would probably like to forget the past six months even happened. The stock has dropped 23.9% and now trades at a new 52-week low of $52.34. This may have investors wondering how to approach the situation.
Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated that Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is well positioned for robust growth amid strong demand for advanced logic wafer supply. According to Barclay’s analyst Simon Coles, the market is […]
CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.
Dow hits a record high as investors rotate to defensive plays, spotlighting utility funds BULIX, FKUTX and FIUIX after strong recent performance.
Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud services for mission-critical operations across the US and allied nations. Separately, Oracle became a major client in Crusoe's new AI computing partnership and supply agreement, adding another pillar to its AI infrastructure efforts. Oracle, trading under NYSE:ORCL, is pushing further into defense and AI infrastructure at a time when its stock has come under pressure...
Qualcomm is reportedly in advanced talks to acquire AI infrastructure software company Modular Inc. in a transaction valued at about $4b. The potential deal would expand Qualcomm's capabilities in artificial intelligence software and infrastructure. The transaction, if completed, would mark a major move by Qualcomm to deepen its role in AI beyond its existing hardware footprint. QUALCOMM (NasdaqGS:QCOM) is drawing fresh attention as it considers a roughly $4b acquisition of Modular Inc., a...
Dell stock jumped after Trump urged Americans to buy a Dell, but rich valuation and thin margins could stall the rally.
UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.
Delta Air Lines (DAL), United Airlines (UAL), and other airline stocks are set for a "happy ending"
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]
TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.
Analysts with Bank of America Securities upped their price target for shares of the blue-chip tech stock.
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades