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Intel has gotten very expensive.

SpaceX (NASDAQ: SPCX) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history. The other posted its fourth straight EPS beat, held guidance at the high end, and pushed shares to a new all-time high. One Has a ... SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution?

TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.

Apple (NASDAQ:AAPL) just signed a $30 billion multiyear deal with Broadcom for U.S.-made custom silicon and is closing in on Nvidia for the largest market cap in the world. Shares are up 15.49% year to date and sit at $313.39. Can Apple ride its AI infrastructure pivot to $500 per share by 2030? Here is ... My Bold Prediction for This Stock Through 2030

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash. Ad Tier Lifts Netflix. Olympics Squeezes Comcast. ... Netflix Vs. Comcast: Buy Netflix For This Reason

Meta (NASDAQ: META) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00 billion in quarterly capex into ad growth. Intel spent aggressively on foundry capacity while absorbing a $4.07 billion restructuring charge tied largely to Mobileye. Ad Engines Hum ... Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel

Shares of Opendoor Technologies (NASDAQ:OPEN) are up 11% to $5.30 at midday Thursday, breaking away from the rest of the iBuyer group in an otherwise uneven session for beaten-down real estate names. Peer Offerpad Solutions (NYSE:OPAD) is trailing at up 4% to $5.22, while Zillow Group (NASDAQ:Z) stock has added 2% to $32.96. A week ... Opendoor Jumps 11%, Outpacing Offerpad and Zillow as iBuyer Stock Traders Pick Winners

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Certara (CERT) said it is partnering with NVIDIA Corporation (NASDAQ:NVDA) to advance Certara’s open integrated AI platform. NVIDIA BioNeMo provides access to NVIDIA’s full life science stack. Within Certara’s platform, BioNeMo Agent Toolkit serves […]

The semiconductor specialist expanded partnerships with some of the technology industry's biggest names.

Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just posted the loudest AI quarter of any megacap. Revenue of $109.90 billion was up 21.8% year over year, cloud grew 63%, and CEO Sundar Pichai declared that “our AI investments and full stack approach are driving performance across our business.” Shares sit at $364.90 after a 16.43% YTD ... Price Prediction: Alphabet Stock Will Trade at This Price in 2030

Hennion & Walsh chief investment officer Kevin Mahn explains to Yahoo Finance Executive Editor Brian Sozzi why he's not crazy about Nvidia (NVDA), even though the stock is at its lowest valuation since 2019.

Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.

Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Nvidia is now trading for just 16 times next year's profit target. It could be even better than that.

A number of stocks jumped in the morning session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

They're not really an investment in and of themselves, but they can certainly help you manage a more traditional position in either stock.

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

CNBC’s Leslie Picker walked Squawk Box viewers through one of the most mechanically consequential trading events of 2026: the rebalance that will force index funds to absorb billions in SpaceX (NASDAQ: SPCX) stock, whether their managers like the valuation or not. Picker’s framing was blunt: “Index funds tracking the Nasdaq-100 will have to start buying ... SpaceX Added to Nasdaq-100 and Could Trigger $4.3B in Forced Passive Buying

Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?

Dividend stocks have enjoyed a strong first half of 2026. Conditions still look favorable, which could propel these three ETFs in particular.

MicroStrategy (NASDAQ:MSTR) has become the market’s cleanest proxy for Bitcoin, and right now that is a double-edged sword. With BTC down 27.34% year to date and MSTR down 35.93% YTD, sentiment has cratered even as the company kept stacking coins. My model still sees meaningful upside from here, but the setup is delicate. Our 24/7 ... Prediction: Bitcoin’s Next Move Could Make or Break MicroStrategy Stock

This Berkshire Hathaway holding should reward patient investors.

The S&P 500 was up 0.3%, while the Nasdaq was up 0.2%, and the Dow gained 0.2%. The S&P 500 Equal Weight Index was up 0.6%, with 316 of the S&P 500’s components in the green. The broad rally helped offset weakness in the largest names by market capitalization.

Wall Street is bullish on Disney, but the stock continues to struggle.

Investing.com -- William Blair started coverage of Advanced Micro Devices with a Market Perform rating in a note from analyst Sebastien Naji on Thursday.

A strategic pivot into energy could power GM for years.

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

The major AI investment options are all great buys now.