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Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.72d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates
24/7 Wall St.72d agobullish
May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Inflation is back in the headlines, and at first glance, the latest numbers appear to deliver a clear message: higher prices mean higher interest rates. Markets have spent the last several years obsessing over every inflation report because the Federal Reserve’s next move depends heavily on whether price pressures are accelerating or easing. According to ... May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot
24/7 Wall St.72d agoneutral
Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot

Headlines this week are obsessed with Intel Corporation (NASDAQ:INTC), which has ridden the agentic AI narrative and a parade of marquee partners to a 426.95% one-year run that has the chat rooms convinced the turnaround is in the bag. But here’s what you should actually be watching. The Intel Trade Has Already Happened Intel is ... Forget Intel Corporation: As June Volatility Rocks Chip Stocks, This Tech Monopoly Is The Smart Money Pivot

Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
24/7 Wall St.72d agobullish
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom

Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to $174, while Lumentum (NASDAQ:LITE) shares are up 5% to $859 and Coherent (NYSE:COHR) stock is trading 2% higher near $363. The ... Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom

Can iQIYI Stock Double in 2027? The AI Turnaround Case
24/7 Wall St.72d agoneutral
Can iQIYI Stock Double in 2027? The AI Turnaround Case

iQIYI (NASDAQ:IQ) sits in an unusual spot. The Chinese streaming giant is leaning hard into AI content production while its core membership business shrinks. Shares trade at $1.17, near 52-week lows. CEO Yu Gong is doubling down on overseas growth and Nadou Pro, the company’s AI creator platform that signed 10,000 active creators in its ... Can iQIYI Stock Double in 2027? The AI Turnaround Case

CPI Just Spelled Bad News for Social Security COLA — Even Though it May Not Seem That Way
24/7 Wall St.72d agoneutral
CPI Just Spelled Bad News for Social Security COLA — Even Though it May Not Seem That Way

Anyone who’s been paying attention at the pump or supermarket knows that the cost of goods has increased substantially this year, particularly over the past few months. We can largely thank the Iran conflict for that. Since the conflict broke out earlier in the year, oil prices have soared, leading to a rise in ... CPI Just Spelled Bad News for Social Security COLA — Even Though it May Not Seem That Way

Could Hot Jobs and Kevin Warsh Equate to Panic Fuel for the Market?
24/7 Wall St.72d agoneutral
Could Hot Jobs and Kevin Warsh Equate to Panic Fuel for the Market?

The hot jobs number really upset the markets in a shocker of a session last Friday. And as investors look to the SpaceX IPO landing this coming Friday, questions linger as to how investors will start feeling going into next week. If it’s not a hotter jobs number and the potential to set the stage ... Could Hot Jobs and Kevin Warsh Equate to Panic Fuel for the Market?

Wall Street Is Missing the Bigger Picture: Why This Historically Cheap Advertising Juggernaut Is a No-Brainer Buy Right Now
24/7 Wall St.72d agoneutral
Wall Street Is Missing the Bigger Picture: Why This Historically Cheap Advertising Juggernaut Is a No-Brainer Buy Right Now

Meta Platforms (NASDAQ:META) is a stock worth owning for decades because its grip on global advertising attention, fortress balance sheet, and cash generation machine make it one of the few mega caps built to compound through every market cycle. The starting point for the forever case is scale that cannot be replicated. Across Facebook, Instagram, ... Wall Street Is Missing the Bigger Picture: Why This Historically Cheap Advertising Juggernaut Is a No-Brainer Buy Right Now

Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
24/7 Wall St.72d agoneutral
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It

The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion ... Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It

Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video72d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

Forget Tesla: This Magnificent 7 Stock This Wins Every Time
24/7 Wall St.72d agobullish
Forget Tesla: This Magnificent 7 Stock This Wins Every Time

Tesla (NASDAQ:TSLA) is dominating every feed again after a wild week of robotaxi chatter, SpaceX merger speculation, and a sharp 10.28% one-week slide that bulls are framing as a buying opportunity. But here is what you should actually be watching. The Tesla Trade Is Pricing Perfection Into a Decelerating Business Tesla trades at a P/E ... Forget Tesla: This Magnificent 7 Stock This Wins Every Time

Rivian vs Lucid: This EV Stock Is The Better Buy
24/7 Wall St.72d agobullish
Rivian vs Lucid: This EV Stock Is The Better Buy

Rivian (NASDAQ:RIVN) and Lucid (NASDAQ:LCID) just gave us two very different EV stories. Rivian’s Q1 FY26 showed a real business taking shape, with software pulling weight while the R2 launch begins. Lucid’s Q4 FY25 revealed an unfinished luxury bet still burning cash faster than it can sell cars. Software Saves Rivian. Luxury Still Costs Lucid ... Rivian vs Lucid: This EV Stock Is The Better Buy