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New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon
24/7 Wall St.73d agoneutral
New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon

Kevin Warsh was sworn in as the new Federal Reserve chairman on May 22, 2026, after months of tension between departing Fed chair Jerome Powell and President Donald Trump. Trump has long advocated for a reduction in interest rates to promote economic growth and provide relief to would-be homebuyers facing a difficult housing market and ... New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon

Hedge Fund Investor Says Today’s AI Boom Is ‘Nothing’ Compared to 1999 Dot-Com Bubble
24/7 Wall St.73d agoneutral
Hedge Fund Investor Says Today’s AI Boom Is ‘Nothing’ Compared to 1999 Dot-Com Bubble

As concerns grow that today’s AI rally is starting to resemble the dot-com bubble, hedge fund investor Gavin Baker pushed back on that comparison during a recent appearance on the All-In Podcast. Baker argued that today’s AI boom is “a roller coaster that’s kind of a gentle sine wave” compared to 1999. Co-host David Friedberg ... Hedge Fund Investor Says Today’s AI Boom Is ‘Nothing’ Compared to 1999 Dot-Com Bubble

This Historically Cheap Cash Cow Is the Best Value and Growth Stock on Wall Street
24/7 Wall St.73d agoneutral
This Historically Cheap Cash Cow Is the Best Value and Growth Stock on Wall Street

Alphabet (NASDAQ:GOOGL) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation that, on an earnings yield basis, still trades cheaper than most of its mega-cap peers. At $363.31, the stock carries a P/E of 16 and an earnings ... This Historically Cheap Cash Cow Is the Best Value and Growth Stock on Wall Street

Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289
24/7 Wall St.73d agoneutral
Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289

Marvell Technology (NASDAQ:MRVL) at $289 is a Hold. Shares are up 240.31% year-to-date, a rally so violent that adding or trimming requires real scrutiny. Marvell designs custom AI silicon, electro-optics, and switching chips for hyperscale data centers. Q1 FY2027 data center revenue hit $1.83 billion, or 76% of total revenue, with CEO Matt Murphy citing ... Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289

Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950
24/7 Wall St.73d agoneutral
Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950

Micron Technology (NASDAQ:MU) at $949.28 is a Hold, with fresh capital better deployed on a pullback toward $760. The stock has rallied on AI memory demand, but the June 24 earnings print will test whether the run has front-loaded years of upside. Micron is the only U.S.-based memory manufacturer, supplying DRAM, NAND, and high-bandwidth memory ... Up 174% Year-to-Date: 1 Major Reason to Hold Off on Micron Technology Stock at $950

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.73d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Ripple (XRP) Is Down 38% in 2026. Will It Break Below $1 This Year?
24/7 Wall St.73d agoneutral
Ripple (XRP) Is Down 38% in 2026. Will It Break Below $1 This Year?

Ripple (CRYPTO:XRP) is down 3% over the past 24 hours to $1.14, deepening its losses for 2026 so far. The token is now down 38% year-to-date, putting the psychologically important $1 level uncomfortably close to the current price. The slide fits a broader crypto drawdown rather than a Ripple-specific catalyst. Bitcoin (CRYPTO:BTC) is down 30% ... Ripple (XRP) Is Down 38% in 2026. Will It Break Below $1 This Year?

Palantir vs. Apple: Which Stock Offers More Upside in 2026?
24/7 Wall St.73d agoneutral
Palantir vs. Apple: Which Stock Offers More Upside in 2026?

Apple (NASDAQ: AAPL) and Palantir (NASDAQ: PLTR) both posted their eighth straight EPS beat this spring, but the businesses behind the numbers could not look more different. Apple is selling more iPhone 17 units to a 2.5 billion device installed base. Palantir is signing AI deployment contracts at a pace that doubled its U.S. business. ... Palantir vs. Apple: Which Stock Offers More Upside in 2026?

Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes
24/7 Wall St.73d agoneutral
Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes

From DVD Disruptor to Streaming Incumbent A decade ago, Netflix (NASDAQ: NFLX) was still proving streaming could scale globally. Since then, the company has launched hit originals in dozens of languages, weathered a brutal 50.64% drawdown in 2022 after losing subscribers, then re-accelerated through a password-sharing crackdown, an ad-supported tier, and live events like NFL ... Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes