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24/7 Wall St.93d agobullish
AST SpaceMobile Rockets 20%, Planet Labs Soars 15%, Rocket Lab Climbs 6% as SpaceX IPO Lifts the Whole Sector

Shares of AST SpaceMobile (NASDAQ:ASTS) are climbing 20% in midday trading on Tuesday. Planet Labs (NYSE:PL) is up 15%, Rocket Lab (NASDAQ:RKLB) is gaining 6%. The rally is being driven by renewed investor focus on SpaceX’s pending public listing. SpaceX filed its S-1 last week. The document frames a roughly $1.75 trillion targeted valuation against ... AST SpaceMobile Rockets 20%, Planet Labs Soars 15%, Rocket Lab Climbs 6% as SpaceX IPO Lifts the Whole Sector

Nvidia sends blunt message on China AI chip demand
TheStreet93d agoneutral
Nvidia sends blunt message on China AI chip demand

Nvidia (NVDA) is suffering from a China problem. However, it has a China opportunity as well. CEO Jensen Huangsaid the company’s prediction of a $200 billion central processing unit market includes China, showing that Nvidia still anticipates strong long-term demand in one of the world’s most ...

The Retiree Recession Begins: Surprising Report Reveals 7% of Retirees Return to Work Amid High Costs
24/7 Wall St.93d agoneutral
The Retiree Recession Begins: Surprising Report Reveals 7% of Retirees Return to Work Amid High Costs

The stock market may be hovering near record highs, but millions of Americans are discovering that retirement and financial security are not the same thing. Grocery bills remain elevated. Housing costs continue climbing. Healthcare premiums keep eating into fixed incomes. And now a surprising new survey suggests many retirees are realizing their nest eggs were ... The Retiree Recession Begins: Surprising Report Reveals 7% of Retirees Return to Work Amid High Costs

Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%
24/7 Wall St.93d agoneutral
Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%

Shares of Micron Technology (NASDAQ:MU) are leading the memory complex sharply higher in midday trading, rallying 16% on the session after UBS analyst Timothy Arcuri delivered one of the most aggressive sell-side revisions of the AI cycle. The move has rippled across the sector as investors reprice every name tied to memory and storage. SanDisk ... Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%

The Stock Market Just Saw One of Its Best 8-Week Stretches Ever. What Normally Happens Next Will Surprise You.
24/7 Wall St.93d agoneutral
The Stock Market Just Saw One of Its Best 8-Week Stretches Ever. What Normally Happens Next Will Surprise You.

Although the S&P 500 has gained 17% over the past 8 weeks, the instinctive reaction across Wall Street has been familiar: brace for a pullback. Yet, the historical record, as compiled by research firm Creative Planning, points in a direction most market watchers would not guess. According to a Creative Planning analysis posted by Daily ... The Stock Market Just Saw One of Its Best 8-Week Stretches Ever. What Normally Happens Next Will Surprise You.

Trump’s 2026 Bull Market is Really Just an Nvidia Rally
24/7 Wall St.93d agobullish
Trump’s 2026 Bull Market is Really Just an Nvidia Rally

The stock market keeps climbing in 2026, and if you only glanced at the headlines, you’d think the U.S. economy was firing on all cylinders. S&P 500 futures pushed above 7,540 for the first time ever over the Memorial Day weekend, while the index itself is up roughly 9% year to date. President Donald Trump ... Trump’s 2026 Bull Market is Really Just an Nvidia Rally

Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
24/7 Wall St.93d agoneutral
Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield
24/7 Wall St.93d agoneutral
IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield

If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged. The fund owns dividend-paying international ADRs and writes covered calls on a slice of them. Every euro, yen, or pound coming back to ... IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield

Bloomberg93d agoneutral
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

Broadcom's Hidden Risk:  VMware Under Pressure?
Trefis93d agoneutral
Broadcom's Hidden Risk: VMware Under Pressure?

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

Micron joins $1 trillion club as AI race powers memory chip boom
Reuters93d agoneutral
Micron joins $1 trillion club as AI race powers memory chip boom

Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker ‌as one of the standout winners of the AI boom. Micron's shares were last up 18% ‌at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, ​which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers ‌of graphics processors.

DRAM: Is the fastest-growing ETF ever just another momentum trade?
Yahoo Finance Video93d agoneutralVIDEO
DRAM: Is the fastest-growing ETF ever just another momentum trade?

Yahoo Finance Executive Editor welcomes Great Hill Capital Chairman and Managing Member Thomas Hayes, Yahoo Finance Senior Reporter Brooke DiPalma, and Senior Business Reporter Ines Ferre to discuss Opening Bid's stock of the day, DRAM (DRAM), the memory-focused ETF that has rapidly become the fastest-growing ETF in history amid soaring demand for AI infrastructure and memory chips.

AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
24/7 Wall St.93d agobullish
AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA (NASDAQ:NVDA) is essentially flat. The move follows a price target bombshell from UBS on Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron target to $1,625 from ... AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

4 Mega-Cap Stocks Positioned for a Potential Split
24/7 Wall St.93d agoneutral
4 Mega-Cap Stocks Positioned for a Potential Split

The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in the four-digit club resetting their share prices in the same year, investors are combing through the rest of the high-priced list looking for ... 4 Mega-Cap Stocks Positioned for a Potential Split

Microsoft Should Be Thrown Out Of Magnificent 7
24/7 Wall St.93d agoneutral
Microsoft Should Be Thrown Out Of Magnificent 7

The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7

Down Over 10% This Year: 1 Free-Cash-Flow Machine Under $30 to Buy and Hold Forever
24/7 Wall St.93d agobullish
Down Over 10% This Year: 1 Free-Cash-Flow Machine Under $30 to Buy and Hold Forever

When a hawkish central bank pushes risk-free yields higher, standard stock multiples compress in lockstep. With the 10-year Treasury yield sitting at 4.57%, paying premium multiples for unproven media models is an absolute fool’s errand. Value-conscious portfolios need massive consumer anchors that treat their cash flow like a utility, and one global connectivity titan trading ... Down Over 10% This Year: 1 Free-Cash-Flow Machine Under $30 to Buy and Hold Forever

Amazon Stock’s Simple Path To 20% Upside
Trefis93d agoneutral
Amazon Stock’s Simple Path To 20% Upside

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.