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Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July
24/7 Wall St.35d agobullish
Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins under a microscope. SpaceX is fresh off its historic June IPO, riding institutional rotation into launch, Starlink, and its newly folded-in xAI compute segment. Tesla ... Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run
24/7 Wall St.35d agoneutral
Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run

Markets just logged their best quarter since 2020. When I read that headline initially, my brain almost exploded. You know, given the souring sentiment we’re seeing prevailing in many headlines of late. That said, certain pockets of tech have taken over growth leadership, and the market has found a way to continue to hover around ... Markets Delivered Their Strongest Quarter Since 2020 — These 3 Stocks Still Have Massive Room to Run

The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks
24/7 Wall St.35d agoneutral
The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks

June’s jobs report was weak. That’s perhaps understating it. In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month. And on top of those numbers, revisions to prior month estimates hit investors in the face, suggesting that the consumer could be slowing ... The Economy Is Losing Steam After Adding Just 57,000 Jobs in June — But I’m Still Bullish On These 3 Unstoppable AI Stocks

Tesla rolls out robotaxi service in Miami
Reuters35d agoneutral
Tesla rolls out robotaxi service in Miami

Tesla said on Friday its robotaxi was available in Miami, ‌as the electric vehicle maker looks ‌to expand its autonomous ride-hailing operations. The expansion highlights ​Tesla's efforts to increase adoption of its self-driving software, a version of which it uses in the robotaxis and a key ‌part of CEO ⁠Elon Musk's shift from EVs to AI and robotics. Tesla's move comes ​as the ​robotaxi sector gains ​momentum, with competitors ‌such as Alphabet's Waymo and Amazon's Zoox accelerating their expansion efforts.

Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong
24/7 Wall St.35d agoneutral
Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Cloud AI Today - AI Orchestration Platforms Set For Massive Market Expansion
Simply Wall St.35d agoneutral
Cloud AI Today - AI Orchestration Platforms Set For Massive Market Expansion

Recent research indicates significant growth in the global AI Orchestration Platform Market, fueled by the increasing adoption of artificial intelligence across various industries. These platforms, vital in coordinating and optimizing AI operations, are set to expand from a market value of approximately USD 9.81 billion in 2025 to about USD 72.45 billion by 2035, exhibiting a substantial compound annual growth rate of 22.13%. The demand for AI orchestration is driven by the necessity to...

The Contracted Revenue Backlog Microsoft Stock Bears Keep Missing
Trefis35d agobearish
The Contracted Revenue Backlog Microsoft Stock Bears Keep Missing

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

Tokenmaxxing is out, but companies are still spending on AI. What's changed?
Yahoo Finance Video35d agoneutralVIDEO
Tokenmaxxing is out, but companies are still spending on AI. What's changed?

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.

This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends
Simply Wall St.35d agoneutral
This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends

Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...

Jim Cramer on Apple: “We Need to See the Quarter and Hear What They Say”
Insider Monkey35d agoneutral
Jim Cramer on Apple: “We Need to See the Quarter and Hear What They Say”

Apple Inc. (NASDAQ:AAPL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the effect of rising cost of components on the company’s stock, as he remarked: Fourth, Apple was down over 7% in June thanks to the skyrocketing cost […]

AI Is Straining Big Tech’s Climate Goals
Barrons.com36d agoneutral
AI Is Straining Big Tech’s Climate Goals

The AI data center buildout is causing carbon emissions to spike, according to the latest environmental reports from tech giants Google and Amazon Both companies have ambitious climate goals, but are now facing higher hurdles to achieve them as they put up data centers around the country. Many new data centers are powered by carbon-emitting sources like natural gas, at least in part. Data centers’ environmental impact is one of the biggest knocks against them.

Bloomberg36d agobearish
AMP Says Bonds No Longer a Hedge, Cuts From Some Pension Funds

(Bloomberg) -- AMP Ltd., one of Australia’s top asset managers, has ditched bonds from some of its retirement funds with sovereign debt no longer offering the diversification investors have relied on for decades as a ballast against stock volatility.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates Ukraine Fired Long-Range

Alphabet’s dividend history, yield & future prospects explained
TheStreet36d agoneutral
Alphabet’s dividend history, yield & future prospects explained

Alphabet, the parent company of Google and YouTube, is the world’s second-largest company by market capitalization, worth more than $4.3 trillion as of mid 2026. The company has generated more than $100 billion in annual profit in recent years, and it's returned some of this cash to shareholders as ...

Google Ventures makes surprise $30 million SpaceX-era bet
TheStreet36d agoneutral
Google Ventures makes surprise $30 million SpaceX-era bet

The next major space company might not be building rockets It may not be launching satellites into space, flying tourists to the edge of the atmosphere, or competing with Elon Musk’s SpaceX for the next big thing in orbit. Instead, it might accomplish something a little less glamorous: helping ...