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Jim Cramer: “Cheap Can Still Get Cheaper.” Why He’s Still Avoiding Salesforce
24/7 Wall St.38d agoneutral
Jim Cramer: “Cheap Can Still Get Cheaper.” Why He’s Still Avoiding Salesforce

Jim Cramer used his July 9, 2026, CNBC Mad Dash segment to explain why Salesforce (NYSE:CRM) has been one of the most painful stocks to hold in enterprise software. The stock is down 36.79% year-to-date and 38.6% over the past year, and Cramer’s view is that cheap can still get cheaper when the growth engine ... Jim Cramer: “Cheap Can Still Get Cheaper.” Why He’s Still Avoiding Salesforce

Micron (MU), Ford (F) Announce Strategic Automotive Supply Agreement
Insider Monkey38d agoneutral
Micron (MU), Ford (F) Announce Strategic Automotive Supply Agreement

Micron Technology Inc. (NASDAQ:MU) is one of the best QQQ Stocks to invest in. On July 6, Micron and Ford Motor Company (NYSE:F) announced a long-term strategic customer agreement to support the supply of memory and storage solutions for Ford’s next-generation vehicles. The partnership aims to ensure supply continuity for high-performance automotive systems while supporting […]

Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
24/7 Wall St.38d agoneutral
Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever
24/7 Wall St.38d agoneutral
Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever

One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever

SK Hynix is the talk of the town. Is IPO day the right time to buy?
Yahoo Finance Video38d agobullishVIDEO
SK Hynix is the talk of the town. Is IPO day the right time to buy?

SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.

Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
24/7 Wall St.38d agobullish
Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Micron shares rise on $3B US semiconductor supply chain investment
Proactive38d agoneutral
Micron shares rise on $3B US semiconductor supply chain investment

Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain and support future manufacturing capacity. The investment includes $500 million in strategic financing support for...

SK hynix Goes Public Tomorrow. Should You Buy at $149?
24/7 Wall St.38d agobullish
SK hynix Goes Public Tomorrow. Should You Buy at $149?

Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has quietly become just as essential because advanced AI chips can’t deliver peak performance without it. Until now, U.S. investors looking to capitalize on that trend ... SK hynix Goes Public Tomorrow. Should You Buy at $149?

From $124 to $938 in a Year, Is Another Rally Coming For Micron?
24/7 Wall St.38d agobullish
From $124 to $938 in a Year, Is Another Rally Coming For Micron?

Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?

AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
24/7 Wall St.38d agobullish
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity