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Is Generac Holdings (GNRC) Undervalued On Its Selloff Despite Positive Guidance?
Simply Wall St.41d agobearish
Is Generac Holdings (GNRC) Undervalued On Its Selloff Despite Positive Guidance?

Generac Holdings (GNRC) has come into focus after its share price dropped sharply alongside other specialty industrial machinery stocks, even as the company issued modestly positive guidance and analysts anticipated strong upcoming earnings. See our latest analysis for Generac Holdings. Despite the recent sector-wide selloff that pushed Generac Holdings lower over the past week and month, the stock still has a 90 day share price return of 14.12% and a year to date share price return of...

Bloomberg41d agobearish
Winning Trade of Buying Chips, Selling Software Is Falling Apart

(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte

Will Bitcoin Drop to $50,000 as Saylor’s Strategy Sells $216 Million in BTC?
24/7 Wall St.41d agobearish
Will Bitcoin Drop to $50,000 as Saylor’s Strategy Sells $216 Million in BTC?

Michael Saylor just made his biggest-ever Bitcoin sale, with Strategy (NASDAQ:MSTR) selling 3,588 BTC worth $216 million. Saylor has long been one of Bitcoin’s (CRYPTO:BTC) loudest maximalists, and he always said to never sell Bitcoin. But things have changed. With Bitcoin down about 50% from its $126,000 peak, Saylor has now broken his own rule ... Will Bitcoin Drop to $50,000 as Saylor’s Strategy Sells $216 Million in BTC?

Russell Index Removal Could Be A Game Changer For Teladoc Health’s (TDOC) Investment Narrative
Simply Wall St.41d agobearish
Russell Index Removal Could Be A Game Changer For Teladoc Health’s (TDOC) Investment Narrative

In late June 2026, Teladoc Health, Inc. was removed from multiple Russell growth and small-cap benchmarks after a period of flat sales and ongoing losses, even as it maintained a large global member base and expanded partnerships with Walmart and the National Basketball Players Association. At the same time, insider share sales, index removals and a risk-off reaction to rising bond yields contrasted with a separate view that Teladoc’s discounted cash flow valuation suggests its shares may be...

AI Weekly: Samsung's massive profits, Microsoft's big lays off
Reuters Videos41d agobearishVIDEO
AI Weekly: Samsung's massive profits, Microsoft's big lays off

<body><p>STORY: From Samsung's huge quarter to Microsoft's big lay offs...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Samsung flagged a 19-fold jump in second-quarter profits from a year earlier.</p><p>The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.</p><p>The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.</p><p>Although investors wiped more than $80 billion off the firm's market value after the results were announced over worries about how long the AI bonanza will last.</p><p>China plans to allow its top AI firms to buy a limited number of Nvidia's most powerful AI chip, the H200.</p><p>That's according to a report from The Information.</p><p>It said Chinese officials recently told local leaders Alibaba, ByteDance and DeepSeek they may soon get permission to buy some of the chips.</p><p>Beijing has until now withheld approval of buying the H200 as it looks to support domestic suppliers.</p><p>Microsoft said it will cut more than 2% of its workforce, or roughly 4,800 jobs.</p><p>It joins a wave of layoffs at tech titans as they move investments to AI infrastructure.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business.</p><p>But the growing cost of building data centers to run those services has hit cash flows.</p><p>And sources told Reuters China's DeepSeek is developing its own AI chip.</p><p>It could lower its reliance on Nvidia and Huawei chips which is needed to train and run its AI models.</p><p>The sources said the chip is designed for inference, rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>DeepSeek didn't respond to a request for comment.</p></body>

Is Janux Therapeutics’ (JANX) Russell Index Exit Quietly Rewriting Its Investor Base and Story?
Simply Wall St.41d agobearish
Is Janux Therapeutics’ (JANX) Russell Index Exit Quietly Rewriting Its Investor Base and Story?

In late June 2026, Janux Therapeutics, Inc. was removed from several Russell growth and small-cap benchmarks, including the Russell 2000 Growth, 2500 Growth, Small Cap Comp Growth, 3000E Growth, and 3000 Growth indexes. This broad index removal matters because it can force index-tracking funds to rebalance, potentially changing who holds the stock and how it trades. Next, we’ll examine how Janux’s removal from multiple Russell growth indexes shapes the company’s investment narrative for...

Energy Fuels (TSX:EFR) Following Russell Index Drops Has Valuation Back In Focus
Simply Wall St.41d agobearish
Energy Fuels (TSX:EFR) Following Russell Index Drops Has Valuation Back In Focus

Energy Fuels (TSX:EFR) recently dropped from several Russell indices, an event that often prompts index tracking funds to adjust holdings. This can have potential implications for trading volumes, liquidity and short term share price behaviour. See our latest analysis for Energy Fuels. At around CA$18.58, Energy Fuels has seen its share price return fall 12.44% over the past month and 26.65% over the past quarter, even as the 1 year total shareholder return sits at a very large 142.88%. This...

US Stock Market Today: S&P 500 Futures Fall On Higher Yields And Inflation Jitters
Simply Wall St.41d agobearish
US Stock Market Today: S&P 500 Futures Fall On Higher Yields And Inflation Jitters

The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...

Workday (WDAY) Could Be 19% Undervalued After Risk Off Selling Hits Software
Simply Wall St.41d agobearish
Workday (WDAY) Could Be 19% Undervalued After Risk Off Selling Hits Software

Recent weakness in Workday (WDAY) has been tied to broader risk-off moves in growth software stocks after President Trump ended the Iran ceasefire, with higher oil prices and bond yields weighing on valuations. See our latest analysis for Workday. Beyond the latest sell off, Workday’s share price has been volatile, with a 21.95% 90 day share price return sitting against a year to date share price decline of 33% and a 1 year total shareholder return decline of 42.59%. This suggests recent...

Sony CEO Sells Over Half Of His Stock After Controversial PlayStation Decision Leaves Fans Furious
24/7 Wall St.41d agobearish
Sony CEO Sells Over Half Of His Stock After Controversial PlayStation Decision Leaves Fans Furious

The timing raised eyebrows immediately. Sony President and CEO Hiroki Totoki sold 225,000 shares of Sony stock on July 3, 2026 for approximately $4,729,500, at $21.02 per share. Per an SEC filing surfaced by Quiver Quantitative, the sale represented approximately 56.5% of his holdings in that class of stock, leaving him with 173,250 shares. On ... Sony CEO Sells Over Half Of His Stock After Controversial PlayStation Decision Leaves Fans Furious

Is Norwegian Cruise Line Holdings (NCLH) Undervalued After Its Russell Index Removals?
Simply Wall St.41d agobearish
Is Norwegian Cruise Line Holdings (NCLH) Undervalued After Its Russell Index Removals?

Index removals put Norwegian Cruise Line Holdings in focus Norwegian Cruise Line Holdings (NCLH) has been removed from several Russell growth benchmarks, including the Russell Midcap Growth and Russell 3000 Growth indexes, putting passive index ownership and trading flows under closer scrutiny. For existing and prospective investors, these index changes prompt a closer look at how Norwegian Cruise Line Holdings is currently valued, how its recent share performance compares with peers, and...

Is Energy Fuels’ (TSX:EFR) Russell Exit Reframing Its Vertically Integrated Uranium And Rare Earths Story?
Simply Wall St.41d agobearish
Is Energy Fuels’ (TSX:EFR) Russell Exit Reframing Its Vertically Integrated Uranium And Rare Earths Story?

In late June 2026, Energy Fuels Inc. (NYSEAM: UUUU) was removed from a wide range of Russell indices, including the Russell 3000E, Russell 2000 Value, Russell Microcap, and multiple associated growth and value benchmarks. This sweeping index removal alters how many institutional and passive investors may gain exposure to Energy Fuels, potentially reshaping trading patterns and liquidity for the stock. Now, we'll examine how Energy Fuels' broad Russell index removal intersects with its...

Gilead Sciences (GILD) After Russell Growth Index Removal And A Fully Valued Narrative
Simply Wall St.41d agobearish
Gilead Sciences (GILD) After Russell Growth Index Removal And A Fully Valued Narrative

Gilead Sciences (GILD) has just been removed from several Russell growth oriented indexes. This is a technical shift that can affect how some funds hold the stock and how investors view its role in portfolios. See our latest analysis for Gilead Sciences. Recent news around index removals and drug approvals has come alongside a 7.82% 7 day share price return and an 11.69% year to date share price gain for Gilead Sciences. Its 1 year total shareholder return of 23.06% and 5 year total...

This Texas Boomtown Has a $30 Billion Chip Factory, and the Most Desperate Home Sellers in America
24/7 Wall St.41d agobearish
This Texas Boomtown Has a $30 Billion Chip Factory, and the Most Desperate Home Sellers in America

The Parcl Labs Motivated Seller Index just delivered one of the strangest data points of the 2026 housing cycle. Sherman, Texas, a city of 52,000 people, scored a 7.0, tied with Tampa, Florida, for the highest reading of any major metro with more than 1,000 listings. The national average sits at 5.1. Sherman is where ... This Texas Boomtown Has a $30 Billion Chip Factory, and the Most Desperate Home Sellers in America