Motley Fool15d agoneutral
Novo Nordisk Shares Plunge After a Key Trial Fails. Should Investors Buy the Dip?With the stock near a 5-year low, is it worth a look?
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Motley Fool15d agoneutral
Coinbase Just Took a Record 10.3% of Global Crypto Trading. It Still Posted Its Third Straight Quarterly Loss.The crypto exchange is taking share of a shrinking market -- and the loss is getting smaller each quarter.
Motley Fool15d agobearish
Why Perimeter Solutions Stock Is Crashing TodayJuly doesn't seem likely to end on a happy note for this specialty chemicals stock.
Moby15d agoneutral
WisdomTree, Inc. Q2 2026 Earnings Call SummaryMoby summary of WisdomTree, Inc.'s Q2 2026 earnings call
Moby15d agoneutral
Oxford Square Capital Corp. Q2 2026 Earnings Call SummaryMoby summary of Oxford Square Capital Corp.'s Q2 2026 earnings call
Reuters Videos15d agobullishVIDEO
Market Talk: Apple sinks, Amazon soars in split verdict on AI winners<body><p>STORY: :: Recorded on July 31</p><p>:: Lisa Bernhard, Reuters</p><p>:: Dean Smith, Portfolio Manager, FolioBeyond</p><p>Shares of Apple tumbled as much as 10% on Friday after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains.</p><p>The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after reclaiming it.</p><p>Meanwhile, shares of Amazon soared as much as 15% after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets.</p><p>"There's two really different trends going on," said Smith. "One is the hardware constraint, the [other is] cloud compute capacity, and those are going to continue to drive what we see in the AI investment thesis."</p><p>Next week, the focus will remain on AI when SpaceX delivers its first quarterly earnings results since going public.</p><p>"There's no mystery about how many rockets they're firing off, we can see them," said Dean with a laugh. "So what I'm looking for in SpaceX is to see what is their plan for the AI side of the business."</p></body>
Moby15d agoneutral
Balchem Corporation Q2 2026 Earnings Call SummaryMoby summary of Balchem Corporation's Q2 2026 earnings call
Motley Fool15d agoneutral
A Supreme Court Ruling Against Trump's Tariffs Could Trigger Up to $175 Billion in Refunds, a Potential Tailwind for Import-Heavy RetailersRetailers could receive an unexpected financial windfall.
Moby15d agoneutral
Chevron Corporation Q2 2026 Earnings Call SummaryMoby summary of Chevron Corporation's Q2 2026 earnings call
GuruFocus.com15d agoneutral
NVIDIA Stock Rises as Amazon Lifts AI SpendingAmazon raised planned capital expenditure to $220 billion and reaffirmed NVIDIA's importance despite developing its own Trainium processors.
InvestorsHub15d agoneutral
Alibaba shares rise on Moonshot’s 20,000-chip AI dealKey takeawaysMoonshot AI reportedly accesses roughly 20,000 Nvidia chips through a computing agreement with Alibaba Group. The Hopper-generation cluster provides a significant portion of the computing capacity behind Moonshot’s Kimi models.
GuruFocus.com15d agoneutral
Alibaba's AI Bet Is Powering a RivalMoonshot reportedly gained access to computing capacity equal to about 20,000 Nvidia chips.
Motley Fool15d agoneutral
Why Wall Street Keeps Underestimating MicronMicron is crushing the market now, but Wall Street wonders how long it will last.
GuruFocus.com15d agobullish
Samsung Stock Soars 27% as Korea's AI-Chip Rally Breaks RecordsSamsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.
Motley Fool15d agobullish
Forget SpaceX's Upcoming Q2 Results. History Says You Should Wait at Least This Long Before Buying SpaceX Stock.Pull up a chair; it could be a long wait before SpaceX stock looks like a good buy.
Motley Fool15d agoneutral
Pfizer Yields 6.8%, Trades at 8.5X Earnings, and Has a Promising Late-Stage Weight Loss Drug. Why Are So Many Investors Still Ignoring the Stock?There is more to this stock than meets the eye.
Motley Fool15d agobullish
Nano Nuclear Energy Surges: What's Driving the Rally Today?Nano Nuclear Energy is riding a wave of good news.
GuruFocus.com15d agoneutral
NVIDIA Stock Rises 1.8% as Morningstar Sees $280 ValueMorningstar described NVIDIA as undervalued after its pullback, while retaining a very-high uncertainty assessment.
Motley Fool15d agoneutral
AWS Achieves Fastest Growth in 18 Quarters. And That May Not Even Be the Best Part of Amazon’s Latest Earnings Report.Amazon delivered blockbuster results across the board.
Motley Fool15d agobullish
Should You Buy Lyft Stock Before Aug. 6?Is the ride-hailing underdog still a reliable investment?
24/7 Wall St.15d agoneutral
How Alphabet and Amazon Each Built The ‘Best’ Nvidia Chip AlternativesGoogle and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?
Motley Fool15d agoneutral
This Historic 6-Gigawatt SMR Program Could Be a Game Changer for NuScale StockThe landmark deal between NuScale, ENTRA1, and TVA could be NuScale's first big deal, but read the fine print.
24/7 Wall St.15d agoneutral
SanDisk Is Down 45% in a Month. Should Memory Investors Switch to Micron or SK Hynix Now?Memory stocks have been brutal lately, but not all of them are hurting equally, and the gap between the winners and losers may tell investors exactly where to put their money next.
Motley Fool15d agobullish
Shopify Stock Fell 16% After Its Last Earnings Beat. Should You Buy Before Aug. 5?The e-commerce service provider has a lot to prove.
24/7 Wall St.15d agoneutral
SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?SpaceX (NASDAQ:SPCX) stock is down 36% over the past month, leaving investors who bought near the post-IPO peak with steep losses. The selloff has sparked a natural question: would switching into other space names like Rocket Lab (NASDAQ:RKLB) or AST SpaceMobile (NASDAQ:ASTS) offer a safer path forward? The short answer is not necessarily. Rocket Lab ... SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?
24/7 Wall St.15d agobullish
1 AI Stock I’d Buy Before It Hits Another All-Time HighTaiwan Semiconductor just posted one of the strongest earnings reports in chip-stock history, yet the stock sits 15% below its all-time high. Three specific catalysts could send it to a price Wall Street has not fully priced in yet.
The Wall Street Journal15d agoneutral
Move Fast and Regulate Later: The Paradox of China’s Economic DynamismIn the U.S., regulation can protect incumbents while discouraging entrepreneurs. China gives fast-moving startups room to grow before exerting state control.
Motley Fool15d agobearish
Eli Lilly Stock Has Skyrocketed. Novo Nordisk Has Crashed. 1 Number Explains Why They're Not Even Close Anymore.The global market for obesity drugs is soaring, yet Lilly has a dominant market share.
