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Why the Dow Is Lagging the Nasdaq Again
Barrons.com54d agoneutral
Why the Dow Is Lagging the Nasdaq Again

The Dow may be on track for a fresh closing high, but it’s still lagging behind the Nasdaq today. The blue-chip index was up 607 points, or 1.2%. The Nasdaq rose 3%. The S&P 500 rose 1.8%. The Nasdaq was on track for its second-best day of the year after the U.

How SpaceX’s First Day Compares With Mag-7 Debuts
The Wall Street Journal54d agoneutral
How SpaceX’s First Day Compares With Mag-7 Debuts

Space-X pulled off a Goldilocks IPO on Friday, and for good measure today is adding another gain to its initial 19% rise. Here's how other high-profile IPOs did on their first day of trading, according to Dow Jones Market Data: ‘Magnificent Seven’ growth stocks Nvidia, up 64%.

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow
24/7 Wall St.54d agoneutral
If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
24/7 Wall St.54d agoneutral
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock

Nvidia (NASDAQ:NVDA) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since ... Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock

We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases
24/7 Wall St.54d agoneutral
We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

I’ll cut to the chase. Oklo (NYSE:OKLO) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our 24/7 Wall St. price target for Oklo is $95.63 over the next 12 months, implying 66.35% upside. The recommendation is buy, with moderate confidence reflecting the pre-revenue ... We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

Investing.com54d agoneutral
Wolfe Research sees substantial upside to AMD estimates

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.

SpaceX stock gains: What its IPO signals about its future success
Yahoo Finance Video54d agoneutralVIDEO
SpaceX stock gains: What its IPO signals about its future success

SpaceX stock (SPCX) continues rising in Monday's pre-market trading (maintaining gains at the session open at the time of this video's posting) ahead of the space company's first full day of trading since its historic IPO last Friday. Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine SpaceX's performance thus far and what it may signal about the success of the company in its future lifetime.

Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?
24/7 Wall St.54d agoneutral
Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD) now sits at $834 billion, which puts the question right in front of every long-term holder. Shares are up 129% year to date and 304% over the past year, ... Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

Meta Platforms (META) Is An AI Stock In Bill Ackman’s Portfolio
Insider Monkey54d agoneutral
Meta Platforms (META) Is An AI Stock In Bill Ackman’s Portfolio

Meta Platforms, Inc. (NASDAQ:META) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 18.8% over the past year and by 13% year-to-date. The firm started June out on a busy note as it introduced a new tier of its popular […]

SpaceX Extends Post-IPO Rally as Valuation Tops $2.1 Trillion
InvestorsHub54d agobullish
SpaceX Extends Post-IPO Rally as Valuation Tops $2.1 Trillion

SpaceX (NASDAQ:SPCX) continued its strong momentum in premarket trading on Monday after soaring 19% during its Nasdaq debut on Friday. The aerospace and satellite operator completed the largest initial public offering in history, ending its first trading session with a market value of approximately $2.

Citi Calls AMD a Rising Force in the GPU Market, Upgrades Shares to Buy
Insider Monkey54d agobullish
Citi Calls AMD a Rising Force in the GPU Market, Upgrades Shares to Buy

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]

Meta Completes Operational Split from Manus amid Unwinding of $2 Billion Deal, Bloomberg Reports
Insider Monkey54d agoneutral
Meta Completes Operational Split from Manus amid Unwinding of $2 Billion Deal, Bloomberg Reports

Meta Platforms, Inc. (NASDAQ:META) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 11, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) had completed an operational split from Manus and stopped data sharing between the two companies. The move marks a significant step toward unwinding a $2 billion acquisition that Beijing has opposed. […]

Bloomberg54d agoneutral
Anthropic Block Marks US Reversal, Warning to Silicon Valley

(Bloomberg) -- The extraordinary move by the US to bar foreign access to Anthropic PBC’s best AI models underscores the Trump administration’s newfound willingness to exert control over a pivotal industry. It also reminds Silicon Valley that it’s working with an imperfectly understood technology with uncertain impact.Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Rest

Trump Hosts Brutal UFC Fights at White House for 80th Birthday
Bloomberg54d agoneutral
Trump Hosts Brutal UFC Fights at White House for 80th Birthday

(Bloomberg) -- Donald Trump will head to France for what will likely be contentious discussions with world leaders this week, but first he celebrated his 80th birthday by watching a sport that’s more brutal and bloody than politics. Most Read from BloombergIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOUS and Iran Agree to Deal Halting War That Shook Middle EastTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewin

How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story
Simply Wall St.55d agoneutral
How Constellation’s US$3.09 Billion Equity Raise And AI Power Deals At Constellation Energy (CEG) Has Changed Its Investment Story

Earlier this month, Constellation Energy Corporation completed a US$3.09 billion follow-on equity offering of 11,000,000 common shares at about US$281 each, following an earlier filing to issue 9,000,000 shares. This capital raise comes alongside stronger-than-expected quarterly earnings, new clean energy projects coming online, and growing long-term power contracts with major AI and data center customers like Microsoft and Meta. We’ll now examine how this large equity raise, paired with...