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Investing.com43d agobullish
TeraWulf stock soars 20% on Anthropic lease, asset sale

Investing.com -- TeraWulf Inc. (NASDAQ:WULF) shares rose 20% Monday following the announcement of a 20-year lease agreement with Anthropic at its Justified Data campus and the sale of its majority stake in the Abernathy Joint Venture to Fluidstack.

Honeywell spinoff Solstice to buy Element Solutions for $14.5 billion
Reuters43d agobullish
Honeywell spinoff Solstice to buy Element Solutions for $14.5 billion

Honeywell spinoff Solstice Advanced Materials said on Monday it will buy Element Solutions at ‌about $14.5 billion, including debt, in a cash-and-stock deal. The ‌deal comes less than a year after Solstice completed its spin-off from ​industrial conglomerate Honeywell International. The combination would create a larger supplier of materials used in semiconductor manufacturing, electronics and industrial applications.

Bloomberg43d agobullish
Lockheed to Buy Ultra Maritime for $3.45 Billion in Naval Push

(Bloomberg) -- Lockheed Martin Corp. agreed to buy a naval defense business owned by private equity firm Advent for $3.45 billion as demand for sea-based weapons system surges. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking Upro

Comcast's Soon-To-Be-Spun-Off Sky Buying U.K.'s ITV Operations
MediaPost43d agobullish
Comcast's Soon-To-Be-Spun-Off Sky Buying U.K.'s ITV Operations

Less than a week after announcing plans to spin off NBCUniversal and Sky plc as a separate publicly traded company, Sky this morning announced a deal to acquire the media and entertainment operations of the U.K.'s ITV public broadcasting network.

Micron Stock Selloff Is a Buying Opportunity, Analyst Says
Barrons.com43d agobullish
Micron Stock Selloff Is a Buying Opportunity, Analyst Says

Micron Technology and its memory-chip peers have suffered a small dent in the past week, after racking up huge gains in recent months. Micron shares have fallen 14% in the past five trading sessions, although the stock was up 3.3% to $1,007.26 in Monday’s premarket, along with the the and the There was no clear reason for the selloff beyond nervousness around the wider technology sector.

Citi keeps AstraZeneca on 'buy' ahead of second-quarter results
Proactive43d agobullish
Citi keeps AstraZeneca on 'buy' ahead of second-quarter results

AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has been kept on a 'buy' rating by Citi, which pointed to a run of late-stage drug trial results in the second half of the year as the key driver for the shares. The Wall Street bank was previewing second-quarter results from the Anglo-Swedish...

This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges
Simply Wall St.43d agobullish
This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges

Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASIC development by cloud service providers. According to TrendForce, the book-to-bill ratios for leading Japanese and Korean MLCC suppliers have reached their highest levels since the pandemic, suggesting potential supply shortages. The AI-driven demand has caused a shift in production priorities...

Investing.com43d agobullish
Memory stocks rebound as analysts flag a buying opportunity

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.

Investing.com43d agobullish
Buy the pullback in chip stocks, JPM’s Matejka says

Investing.com -- JPMorgan strategist Mislav Matejka said the recent weakness in semiconductor stocks should be used as a buying opportunity, while flagging that broader market participation is set to widen in the second half of 2026 as stagflation fears unwind.

Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade
Insider Monkey43d agobullish
Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]

Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?
Insider Monkey43d agobullish
Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?

Cloudflare, Inc. (NYSE:NET) is one of the 8 High Growth Cybersecurity Stocks to Buy Now. On July 1, 2026, Cloudflare, Inc. (NYSE:NET) announced new classifications, enhanced analytics, and commercial partnerships connecting site owners with transparent AI companies. The tools and integrations are meant to help site owners and AI companies manage discoverability, efficiency, and monetization […]