News

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

I keep hitting the buy button on Apple (NASDAQ:AAPL), and I stopped apologizing for it a long time ago. Every time a fresh paycheck lands, or a dividend clears, or the stock takes a breather, I add. This is the position in my brokerage account that I plan to hand down for the long term. ... One Tech Stock to Buy and Hold For The Next Decade

Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Tempus AI stock has jumped 18.6% over the past week, yet the valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while the broader checks suggest the shares are not a clear bargain. The 18.6% gain in the past week signals that expectations around Tempus AI have been reset quickly. This can leave new buyers with less room for error if sentiment cools. Strong revenue growth and expanding data and AI partnerships can support long...

V's 12.4% rally in a month reflects strong payment growth, expanding blockchain initiatives and rising earnings estimates. Can the momentum continue?

Mastercard (NYSE:MA) and American Express (NYSE:AXP) both closed the books on Q1 2026 with headline beats, but the businesses underneath tell very different stories. One collects a toll on global commerce. The other funds the plastic in wealthy wallets. With credit card delinquencies sitting at 2.92% and still normalizing, the contrast in risk exposure matters. ... Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

Cisco Systems (NASDAQ:CSCO) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour. The company just posted record quarterly revenue of $15.8 billion, raised full-year guidance, and told investors it now expects to book $9 billion in AI infrastructure orders from hyperscalers in FY26. ... Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

General Motors (NYSE: GM) and Ford (NYSE: F) both reported Q1 2026 results in late April, and the earnings reports revealed two very different Detroit strategies. GM leaned on unified Ultium battery scale, a richer sales mix, and heavy share retirement. Ford leaned on hybrids, F-Series demand, and a fast-growing Ford Pro software business while ... GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

FBI Director Kash Patel failed to disclose a significant purchase of stock in Bitcoin treasury firm Strategy from last November.

Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing partner, according to The Information, a development that sharpens competitive pressure on NVIDIA Corporation (NASDAQ:NVDA), which currently holds an estimated 74% share of the AI chip market.

PSX and PARR have rallied sharply over the past year, and softer crude prices may offer further support to their refining operations.

Asian equities traded in the US as American depositary receipts were surging higher Thursday morning

IBM lags its industry amid Anthropic's COBOL modernization threat, but hybrid cloud, AI demand and rising estimates may support growth.

Citi Research maintains a Buy rating on Strategy stock while slashing its price target to $136 from $260.

AFRM expands its BNPL reach through a Bed Bath & Beyond partnership, adding payment flexibility that could drive merchant growth and higher transaction volumes.

NTSK's raised revenue outlook and improving margins support growth, but weak cash flow and second-half execution needs keep the stock in watchlist territory.

Darden combines earnings growth, cash returns and a lower valuation multiple, but estimate cuts and inflation keep investors weighing the stock's outlook.

An increased installed base of gas turbines means higher-margin services revenue over the long term.

Robinhood‘s (NASDAQ:HOOD) shares are up 6% to $115 and change in early trading Thursday, leading a broad bounce across cryptocurrency-linked equities. The rally follows a wave of bullish analyst initiations, reportedly including a new Buy rating from BTIG. Peers are joining the move. Coinbase (NASDAQ:COIN) shares are up 5% to approximately $167.50, while Strategy (NASDAQ:MSTR) ... Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce

Rivian delivered 12,194 electric vehicles in the second quarter, besting its guidance in what’s been a bruising year for EVs in the U.S., and sending its stock surging. The company had predicted deliveries of 9,000 to 11,000 for the quarter.

nVent Electric's strong 2026 rally is backed by higher guidance and record backlog, but premium valuation and cost pressures warrant a cautious approach.

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]

NEE's long-term PPAs, renewable backlog and partnerships with Google Cloud and Meta strengthen earnings visibility as clean power demand rises.

Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...

ROK, AMAT, and BBCP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2026.

The electric automaker sells just three new-car models now, with CEO Elon Musk putting the focus on autonomous vehicles and robotics.

Palantir stock extended gains on Thursay after an upgrade at DA Davidson.

Marketplacer has expanded its collaboration with Snowflake's AI Data Cloud to bring AI-driven marketplace automation and analytics to global enterprise commerce. The deepened integration targets retailers, telecommunications companies, and other sectors across North America, EMEA, APAC, and the UK. The partnership uses large language models to automate marketplace tasks and centralize data for joint customers. Snowflake (NYSE:SNOW) is in focus as it pushes further into real-world AI...

Bloom Energy (BE) is trying to make power part of the artificial intelligence trade. The company is getting a larger role in AI infrastructure after Brookfield expanded its financing framework for AI power projects from $5 billion to $25 billion. The fivefold increase gives Bloom a bigger opening ...

Palantir stock continues to rise after bottoming at $107.27 last week. DA Davidson upgrades the stock to a Buy and sees 39% upside.