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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.

Investing.com54d agoneutral
MediaTek eyes Google TPU and Musk AI rack deals in system-level pivot - Kuo

"My latest industry checks indicate that MediaTek has upgraded the strategic positioning of its AI business from 'IC / ASIC design' to 'system-level design,' initially targeting the PCBA (L6) for Google's TPU and the L10 rack for Elon Musk-affiliated companies' in-house AI chips," Kuo wrote. The analyst frames the move as a calculated long-term repositioning rather than a near-term earnings catalyst, noting that it carries "immaterial impact on fundamentals over the next two years."

Should You Buy The Dip In Adobe Stock?
Trefis54d agobullish
Should You Buy The Dip In Adobe Stock?

The creative software giant is intentionally shifting its strategic focus to chase a large new audience, a pivot that is temporarily pressuring near-term growth metrics, forcing investors to weigh a long-term vision against near-term uncertainty.

75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June
24/7 Wall St.55d agoneutral
75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June

I keep hitting the buy button on Alphabet (NASDAQ:GOOGL), and June’s volatility has only sharpened the urge. Every time the market panics that the Fed will hold rates higher for longer to fight creeping inflation, cyclical tech gets dragged down with it, and one of the cleanest compounders I own goes on sale. Macro-driven index ... 75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June

How SpaceX’s First Day Compares With Mag-7 Debuts
The Wall Street Journal55d 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.55d 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.55d 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

What Is The Market Really Expecting From PLTR Stock?
Trefis55d agoneutral
What Is The Market Really Expecting From PLTR Stock?

At $127.99, Palantir Technologies (PLTR) is being priced to deliver 33.3% revenue growth annually for the next 7 years simply to defend today's 134.3x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Musk’s SpaceX $1 Trillion Revenue Goal
24/7 Wall St.55d agoneutral
Musk’s SpaceX $1 Trillion Revenue Goal

Elon Musk thinks SpaceX (NASDAQ: SPCX) will have $1 trillion in revenue in 2031. Its revenue last year was just shy of $19 billion. According to CNBC, Goldman Sachs forecasts $470 in 2030. Morgan Stanley’s forecast is $330 billion. In other words, Musk has an immensely large target based on mainstream expectations. What is not ... Musk’s SpaceX $1 Trillion Revenue Goal