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It wouldn't be wrong to at least consider the possibility that recent weakness from the market's leading artificial intelligence stocks could mark the beginning of something more serious.
Scott Melker explains what's going on with Robinhood's (HOOD) convertible debt play. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Google continues to lead search with roughly 90% market share.
Scott Melker discusses ethereum, BitMine Immersion Technologies, 401(k)s, Robinhood, and other big crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the Saturna Global Equity ETF, the principles of Shariah-compliant investing, and how the rapid growth of artificial intelligence is reshaping valuations and opportunities across global markets. Klimo explained that the actively managed ETF applies Islamic investment guidelines that exclude sectors such as conventional banking, insurance, gambling, tobacco, alcohol, and weapons. In addition to those sector screens, the strategy also emphasizes companies with low debt levels, a factor Klimo said can signal strong cash generation, disciplined capital allocation, and durable business models. The conversation also focused on the impact of AI on technology investing. Klimo noted that major technology companies such as Alphabet, Amazon, and Microsoft are evolving from traditionally asset-light businesses into far more capital-intensive operators as they commit massive sums to AI infrastructure, data centers, and compute capacity. Beyond the large-cap AI leaders, Klimo highlighted a broader group of companies benefiting from the AI buildout, including ASML, Taiwan Semiconductor, Samsung Electronics, and Japan’s Fujikura, all of which play important roles in chip manufacturing, semiconductor equipment, and data-center connectivity. The discussion also touched on the pharmaceutical sector, where Klimo sees long-term value despite recent market weakness. He said healthcare companies can provide portfolio balance and defensive characteristics, even as investors continue to weigh regulatory uncertainty and shifting sentiment toward the sector. Looking at the broader market backdrop, Klimo pointed to continued geopolitical uncertainty, inflation trends, and energy prices as important factors to monitor. At the same time, he said he remains generally constructive on the market outlook, supported by resilient corporate earnings and the long-term productivity gains expected from AI adoption. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ShariahInvesting #ArtificialIntelligence #ETFInvesting #GlobalEquities #TechInvesting #AIInfrastructure #Semiconductors #HealthcareStocks #MarketOutlook
The European stock markets closed mixed in Tuesday trading as the Stoxx Europe declined 0.5%, German
Alphabet stock falls as the tech selloff accelerates and Wall Street questions whether Google brain drain hurts its AI ambitions.
Timothy McHugh's 2025 compensation surpasses the previous record set by Tesla's CFO and leaves his nearest S&P 500 peers more than $100 million behind
Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,
Single-day corrections concentrate the mind, even more so when the slide comes amid a doubling of a tech-focused index replete with the kind of giant chip stocks that have powered U.S. markets to record highs over most of the year. “The session had three things working against it simultaneously,” said Koen Hoorelbeke, investment and options strategist at Saxo Bank. In short, it’s become the index to watch in this year’s global chips race, with SK Hynix and Samsung booking triple-digit gains and old-school car maker Hyundai —which is now verging into chip design through its Hyundai Mobis division—rising more than 70%.
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A club member asked how a stock’s price gets affected when a company decides to raise cash by selling shares. Taking Alphabet as an example, […]
Google Cloud's growth rate is skyrocketing.
Technology stocks may face spillover impact from the recent sharp selloff in South Korea, though the
xAI, the part of SpaceX (NASDAQ: SPCX) that operates Grok, was always going to drive the entire company under. SpaceX had almost $19 bullion in revenue last year. It lost almost $5 billion. xAI lost $6.4 billion on $3.2 billion. And Grok has already lost its chance to compete with OpenAI, Anthropic, Google, and even ... Grok Was Always Going To Cripple SpaceX
Alphabet (NASDAQ:GOOGL) has been one of the loudest AI winners of the past 12 months, but a sharp June pullback has reset the setup heading into the second half of 2026. Our 24/7 Wall St. price target for Alphabet is $445.85, implying 27.83% upside from the current $348.78. Confidence is high at 90%, and the ... This Stock Will Dominate The Second Half of 2026
Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?
It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Investing.com -- Alphabet shares fell about 5% on Monday after a series of high-profile departures from its artificial intelligence division fueled investor concerns over intensifying competition for top AI researchers.
Investing.com -- Piper Sandler upgraded semiconductor design software maker Synopsys to Overweight from Neutral and raised its price target to $550 from $450, citing improving prospects for the company's intellectual property (IP) business as Intel's foundry ambitions gain traction.
Akkodis' recent report highlights a shift in the landscape of AI investment, where innovation has overtaken efficiency as the primary driver, signaling a focus on growth and new business models. Despite accelerating AI adoption, CTO confidence in scaling AI has dropped significantly, hindered by challenges in integrating AI across enterprise systems. The report identifies agentic AI as a crucial trend, demanding new governance frameworks, as tasks increasingly require clarification for human...
Qualcomm is reportedly in advanced talks to acquire Modular as chipmakers race for AI infrastructure talent.