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Shifting Fed Policy and Rising Bond Yields Could Finally Crack the Stock Market
Barrons.com29d agoneutral
Shifting Fed Policy and Rising Bond Yields Could Finally Crack the Stock Market

The Federal Reserve’s first policy meeting under Chairman Kevin Warsh highlighted a big focus on artificial intelligence spending. Bond markets are listening. Minutes of the Fed’s June meeting, where interest rates were kept unchanged at between 3.5% and 3.75% but communication was sharply pared back under Warsh’s new leadership, suggested a hawkish stance among Fed governors, many of whom remained focused on inflation pressures in the world’s biggest economy.

Alphabet (GOOGL) Just Launched Two New Models. Is It Catching Up In The AI Race?
Insider Monkey29d agoneutral
Alphabet (GOOGL) Just Launched Two New Models. Is It Catching Up In The AI Race?

Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Best Dow Stocks to Invest In Right Now. On June 30, Alphabet Inc. (NASDAQ:GOOGL) introduced two new artificial intelligence models, Nano Banana 2 Lite and Gemini Omni Flash AI. The new models are designed to expand GOOGL’s AI image and video capabilities. According to the company, Nano […]

3 Market-Beating Stocks for Long-Term Investors
StockStory29d agobullish
3 Market-Beating Stocks for Long-Term Investors

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

This Earnings Season Is the Stock Market’s Biggest Test
Barrons.com29d agoneutral
This Earnings Season Is the Stock Market’s Biggest Test

Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.

Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors
Barrons.com30d agoneutral
Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.30d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?
24/7 Wall St.30d agobullish
Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?

Intel (NASDAQ:INTC) has done the unthinkable. Shares are up 443.35% over the past year, transforming a left-for-dead turnaround story into one of the market’s most talked-about rallies. The question is whether the run has more room or whether the price has outrun the fundamentals. Our 24/7 Wall St. price target for Intel is $103.26 over ... Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?

'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.
Investor's Business Daily30d agoneutral
'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.