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Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?
Insider Monkey14d agoneutral
Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

SpaceX stock declines post-earnings. Are investors worried about AI spending?
Yahoo Finance Video14d agoneutralVIDEO
SpaceX stock declines post-earnings. Are investors worried about AI spending?

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?
Insider Monkey14d agoneutral
Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Price Prediction: Credo Will Trade at This Price in 2030
24/7 Wall St.14d agoneutral
Price Prediction: Credo Will Trade at This Price in 2030

Credo Technology tripled revenue and crushed earnings, yet the stock sits 10% below its highs while analysts debate whether a specific price target by 2030 is ambition or fantasy. Three things have to break exactly right for shareholders to see the biggest payoff.

Can Lockheed Martin (LMT) Capitalize on Surging Defense Demand Despite Rising Risks?
Insider Monkey14d agoneutral
Can Lockheed Martin (LMT) Capitalize on Surging Defense Demand Despite Rising Risks?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Is Spotify turning your playlist into AI?
Reuters Videos14d agoneutralVIDEO
Is Spotify turning your playlist into AI?

<body><p>STORY: Would you listen to music made by AI? Because Spotify wants it in your playlist.</p><p>:: Spotify turns to AI</p><p>:: Peter Devlin, Reuters</p><p>:: August 5, 2026 / London, England</p><p>Imagine taking your favorite&nbsp;song, remixing it or creating entirely new versions with AI - turning one track into thousands.</p><p>That’s the new tool Spotify is building with Universal Music and independent-label group Merlin.</p><p>:: Spotify goes all-in</p><p>Spotify is going all-in on AI to attract users.</p><p>::25%</p><p>It says 25% of listeners are already using its features.</p><p>:: Has there been pushback about AI use?</p><p>But not everyone is ready to hit play. Subscribers have complained they’re being served AI-generated music without knowing it.</p><p>Spotify says it’ll only intervene when AI is used to impersonate artists without permission. And that’s not just a theory.</p><p>A man in North Carolina is accused of using AI to flood Spotify with fake songs, then deploying bots to stream them billions of times.</p><p>Meanwhile, every music revolution comes with a price tag.</p><p>:: 300 million</p><p>:: Will it cost Spotify to spend on AI?</p><p>The company says higher AI spending will hit profits this quarter, even as it passes 300 million paying subscribers.</p><p>And as Spotify turns its dominance into profit, price hikes have become part of the strategy.</p><p>Or as Spotify’s management puts it - ‘If you want to live in the future, you can. You just pay more.’</p></body>

Intercontinental Exchange’s (ICE) Moat Is Built to Outlast Market Jitters
Insider Monkey14d agoneutral
Intercontinental Exchange’s (ICE) Moat Is Built to Outlast Market Jitters

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Bloomberg14d agoneutral
SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares

(Bloomberg) -- Investors hanging onto SpaceX shares after a plunge below their IPO price are bracing for the next potential hit, when $101 billion worth of stock becomes available for trading on Thursday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €7

Bloomberg14d agoneutral
Some 64% of Young Men Day Trading Stocks Feel Like Failures

(Bloomberg) -- Surging retail trading isn’t just transforming markets; it’s also highly correlated with demoralization in young men, according to a new study.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevOne-quarter of men