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What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure
24/7 Wall St.86d agobearish
What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 months, beating the Russell 2000 by roughly two points and outpacing the passive small-cap value benchmark by a wider ... What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

Michael Burry just made a rare bullish bet on Big Tech
TheStreet86d agoneutral
Michael Burry just made a rare bullish bet on Big Tech

Contrarian investors make their reputations by being right when everyone else is wrong. The harder trick is knowing when their own bearishness has run its course. The best of them can flip without flinching. Few investors carry a heavier bearish reputation than Michael Burry. The Scion Asset ...

FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts
24/7 Wall St.87d agoneutral
FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts

The Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF) pays a semi-annual distribution sourced from dividends of developed-market companies outside the United States. The question for income-focused holders is whether that stream remains durable as energy, banking, and pharma cash flows shift under tariff pressure and Middle East disruption. FNDF tracks the Russell RAFI Developed ... FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payou

Australia's Firmus Technologies strikes AI access deal with Nvidia
Reuters87d agoneutral
Australia's Firmus Technologies strikes AI access deal with Nvidia

Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership ‌with Nvidia Corp to help provide emerging AI firms with more ‌cost-effective access to computing power. • Firmus said the deal would see it buy Nvidia infrastructure ​and sell Nvidia‑powered cloud services to "AI Native" customers, among others, in an agreement that would earn the U.S.-listed chip giant product revenue and a share of cloud revenue. • Firmus said it expected to earn up to $30 ⁠billion in revenue during the first six years of the deal, based on customer commitments.

Amazon quietly raises price tag on the AI boom
TheStreet88d agoneutral
Amazon quietly raises price tag on the AI boom

Amazon (AMZN) is telling investors that the artificial intelligence boom comes with a very real price tag. And Wall Street needs to take note. Amazon Web Services quietly posted an update to the pricing for Amazon EC2 Capacity Blocks for ML, a reservation product that allows customers to lock in ...

Bloomberg88d agoneutral
Tech Equity Sales Renew AI Debt-Binge Worries

(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee

Wedbush spots clear investor opportunities in tech stocks
TheStreet88d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Wall Street veteran warns of epic stock market crash
TheStreet89d agobearish
Wall Street veteran warns of epic stock market crash

On the latest episode of Steven Bartlett’s podcast, The Diary of a CEO, legendary investor Jeremy Grantham said the AI stock boom has entered the same danger zone as the great market bubbles that investors typically study only after they burst. Over the past couple of years, AI stocks have done the ...

Micron just dethroned Nvidia in one key way
TheStreet89d agoneutral
Micron just dethroned Nvidia in one key way

Every boom eventually forces the same question, and it is rarely the one investors ask first. Not who is growing fastest, or who has the biggest name, but who actually keeps the money. For three years, the answer in artificial intelligence (AI) has been obvious. Nvidia (NVDA) designed the chips, ...