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AMD sinks on revenue forecasts as competition with Nvidia grows more apparent
Yahoo Finance Video10h agoneutralVIDEO
AMD sinks on revenue forecasts as competition with Nvidia grows more apparent

Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).

Here’s How Navient Corporation’s (NAVI) Leadership Is Setting Up a Re-Rating
Insider Monkey10h agoneutral
Here’s How Navient Corporation’s (NAVI) Leadership Is Setting Up a Re-Rating

Gator Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the Q2 2026 investor letter from Gator Capital Management, the firm reported strong absolute performance across its funds, demonstrating notable outperformance relative to the Financials sector, even though it slightly lagged the […]

Here’s Why Emerald Wealth Partners Cut Its Shell (SHEL) Stake
Insider Monkey10h agoneutral
Here’s Why Emerald Wealth Partners Cut Its Shell (SHEL) Stake

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?
Insider Monkey10h agoneutral
Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

SpaceX stock declines post-earnings. Are investors worried about AI spending?
Yahoo Finance Video11h agoneutralVIDEO
SpaceX stock declines post-earnings. Are investors worried about AI spending?

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?
Insider Monkey11h agoneutral
Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]