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Why Investors Are Finally Separating Quantum Computing Winners From Losers
24/7 Wall St.45d agoneutral
Why Investors Are Finally Separating Quantum Computing Winners From Losers

For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued trapped-ion systems, superconducting qubits, quantum annealing, or photonic architectures mattered less than the fact that it was associated with quantum computing. Capital flowed broadly into the sector as investors searched for the next transformative technology ... Why Investors Are Finally Separating Quantum Computing Winners From Losers

What Verizon Communications (VZ)'s Dow Exit and Simpler Plans Strategy Means For Shareholders
Simply Wall St.45d agoneutral
What Verizon Communications (VZ)'s Dow Exit and Simpler Plans Strategy Means For Shareholders

In June 2026, Verizon Communications completed cash tender and exchange offers covering about US$1.86 billion of subsidiary notes while also being removed from the Dow Jones Industrial Average, where Alphabet will take its place. Together with launching simplified Simplicity and Verizon One plans to address subscriber losses, these moves signal a focus on cleaner financing and more customer-centric wireless and broadband offerings. We’ll now examine how Verizon’s Dow exit and push into...

Micron Q3 earnings: How much higher can this chip stock run?
Yahoo Finance Video45d agoneutralVIDEO
Micron Q3 earnings: How much higher can this chip stock run?

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Cloudflare (NET) Launches Browser Push To Sort Human And AI Traffic
Simply Wall St.45d agoneutral
Cloudflare (NET) Launches Browser Push To Sort Human And AI Traffic

Cloudflare announced a new initiative with Mozilla, Google, and Microsoft to standardize privacy-preserving protocols for distinguishing human and AI-generated traffic. The collaboration centers on a proposed Private Access Control Tokens (PACT) standard that aims to verify traffic without exposing personal data. The effort is positioned as an industry-wide response to rising AI-driven and automated bot activity across the internet. Cloudflare, traded as NYSE:NET, is tying this new protocol...

How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?
Trefis45d agoneutral
How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble
The Wall Street Journal45d agobearish
Mag Seven to Lag Seven: When ‘One Decision’ Stocks Stumble

​📈 Follow our live markets data and coverage. Wharton School finance professor Jeremy Siegel, a cheerleader for staying invested as the 1990s bull market bubbled higher, made a surprising argument at the time. The boom-and-bust Nifty Fifty stocks of the early 1970s, long trotted out as a cautionary tale of falling in love with one group, weren’t so bad.

SpaceX Stock, Tesla Woes Cost Elon Musk His Trillionaire Status
Barrons.com45d agobearish
SpaceX Stock, Tesla Woes Cost Elon Musk His Trillionaire Status

The stock market selloff this week has been painful for investors but spare a thought for Elon Musk. The SpaceX and Tesla CEO has already lost his trillionaire status following a sharp drop in the share price of both companies. Tesla’s 5.8% drop Tuesday took Musk’s net worth to $957 billion, according to the Bloomberg Billionaires Index.

Nvidia pours cold water on AI fears
TheStreet45d agoneutral
Nvidia pours cold water on AI fears

Every technology boom eventually gets a villain the public can picture. For the railroads, it was land grabs. For artificial intelligence (AI), it became a data center quietly drinking a town's water while a chatbot wrote someone's emails. That picture is not imaginary. Massive computing warehouses ...