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Boring, quiet & crushing the market for the last 5 years
TheStreet57d agoneutral
Boring, quiet & crushing the market for the last 5 years

This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...

US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materials
Reuters58d agoneutral
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materials

The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports. The award is part of President Donald ‌Trump's move to allocate research funds under the CHIPS Act, an effort that previously funded a $150 million investment in new chip manufacturing ‌tools and a $2 billion investment in quantum computing. So far, SandboxAQ has applied those models to fields such as biotechnology and quantum navigation sensors to replace global positioning systems, but now it is moving into chemicals and materials for chip manufacturing.

A new technology is learning how to move money
TheStreet58d agoneutral
A new technology is learning how to move money

For the past two years, the story of AI on Wall Street has mostly been about speed. Faster research, faster summaries, faster answers to questions an analyst would otherwise spend an afternoon on. That story is now changing shape. The systems now being built are not just answering questions about ...

Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?
24/7 Wall St.58d agoneutral
Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?

At $7.35, SoundHound AI (NASDAQ:SOUN) screens as a wait-and-watch setup, with research framing suggesting a more attractive entry near $6.50 on macro-driven weakness. The voice AI specialist absorbed a brutal June sell-off despite announcing a $100 million acquisition of LivePerson. SoundHound builds an independent voice and agentic AI platform spanning automotive, restaurants, financial services, and ... Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisiti

Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
24/7 Wall St.58d agoneutral
Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Associated Press58d agoneutral
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas

Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.

Bloomberg59d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It

Intel gets a $170 billion AI reason to matter again
TheStreet59d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

Investing.com59d agoneutral
This analyst sees Intel reaching a $5 trillion valuation

Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.

Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
24/7 Wall St.59d agoneutral
Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings