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A new technology is learning how to move money
TheStreet51d agoneutral
A new technology is learning how to move money

For the past two years, the story of AI on Wall Street has mostly been about speed. Faster research, faster summaries, faster answers to questions an analyst would otherwise spend an afternoon on. That story is now changing shape. The systems now being built are not just answering questions about ...

Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking
24/7 Wall St.51d agobearish
Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?
24/7 Wall St.51d agoneutral
Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?

At $7.35, SoundHound AI (NASDAQ:SOUN) screens as a wait-and-watch setup, with research framing suggesting a more attractive entry near $6.50 on macro-driven weakness. The voice AI specialist absorbed a brutal June sell-off despite announcing a $100 million acquisition of LivePerson. SoundHound builds an independent voice and agentic AI platform spanning automotive, restaurants, financial services, and ... Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisiti

Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
24/7 Wall St.51d agoneutral
Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Associated Press51d agoneutral
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas

Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.

Bloomberg51d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It

SpaceX set to surpass Amazon's market cap as post-IPO rally continues
Reuters51d agobullish
SpaceX set to surpass Amazon's market cap as post-IPO rally continues

Shares of Elon Musk's SpaceX rose ‌more than 10% ‌in premarket trading on Tuesday, putting ​the company on course to overtake Amazon.com in market value to become the ‌world's fifth‑largest ⁠company, as it extended a post-IPO rally. The ⁠stock, which surged more than 19% on Monday, ​was last ​up ​10.1% at $211.8, giving ‌the company a market capitalization of nearly $2.8 trillion if gains hold. Amazon was last valued at $2.66 trillion.

Intel gets a $170 billion AI reason to matter again
TheStreet52d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

Investing.com52d agoneutral
This analyst sees Intel reaching a $5 trillion valuation

Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.

Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
24/7 Wall St.52d agoneutral
Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?
24/7 Wall St.52d agoneutral
Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?

At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a

A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
24/7 Wall St.52d agoneutral
A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation
24/7 Wall St.52d agoneutral
Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

A CNBC segment that ran last week opened with a sentence you do not normally hear from a buyer. “It’s stupid. It’s unreasonable… The valuation is really, really aggressive, in my opinion,” said Marvin Jung, a regional director of operations in veterinary care. Then he told CNBC he had requested roughly 1,000 shares of SpaceX ... Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

Adobe Stock Set for 46% Gain After Earnings Beat
24/7 Wall St.52d agobullish
Adobe Stock Set for 46% Gain After Earnings Beat

Adobe (NASDAQ:ADBE) just delivered a record quarter, raised its full-year outlook, and watched its stock fall anyway. That gap between fundamentals and price action frames our thesis. The stock trades at $218.80 after a 15.33% one-week drop and a 37.48% year-to-date decline. Our 24/7 Wall St. price target for Adobe is $320.46, implying 46.46% upside ... Adobe Stock Set for 46% Gain After Earnings Beat