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Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear
24/7 Wall St.44d agobullish
Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash
Barrons.com44d agobearish
Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash

Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders
24/7 Wall St.44d agoneutral
Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was ... Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
24/7 Wall St.44d agobearish
5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
24/7 Wall St.44d agobullish
Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026
Exec Edge44d agoneutral
Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Craig Foster, Chief Financial Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the small and medium businesses technology market has grown larger than […] The post Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash
Barrons.com44d agobearish
Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash

Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.

Why the Dow Is Soaring But the Nasdaq Is Falling
Barrons.com44d agoneutral
Why the Dow Is Soaring But the Nasdaq Is Falling

The stock market is leaving Big Tech stocks in the dust. The Dow surged 733 points, or 1.4%, while the S&P 500 gained 0.3%. The Nasdaq, which was up nearly 1% at the open, was down 0.6%. More than four-in-five S&P 500 stocks were set to close higher, but the Roundhill Magnificent Seven ETF dropped 2%.

Is SpaceX's $25B debt sale raising bubble concerns on Wall Street?
Yahoo Finance Video44d agoneutralVIDEO
Is SpaceX's $25B debt sale raising bubble concerns on Wall Street?

SpaceX (SPCX) stock continues to struggle to gain back some ground after shedding nearly all of its post-IPO gains. The Elon Musk-led company's $25 billion bond sale is now raising concerns on Wall Street about a possible market bubble, according to the Financial Times. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to weigh in on all of this.

Microsoft’s Stock Is Crippled
24/7 Wall St.44d agoneutral
Microsoft’s Stock Is Crippled

AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT) is the leading exception. So far this year, the stock is down 24%. The market is 7% higher, and the market’s long-term trade is just bad or worse. Over the last five years, the stock has risen 38% ... Microsoft’s Stock Is Crippled

Bloomberg44d agoneutral
Nike Joins Alphabet, Walmart in Hiring a CFO From the Outside

(Bloomberg) -- Moving from Pfizer Inc. to Nike Inc. may seem like an unusual career shift for a finance chief. For David Denton, it marks a return to the consumer sector after four years in pharmaceuticals.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale by Owner Ryman HospitalityMicron Shares Soar After AI-Fueled Forecast Shatters ProjectionsStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapStocks Erase Gains a