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CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?
24/7 Wall St.44d agobullish
CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade. CoreWeave posted its strongest bookings quarter ever, then watched shares slide on customer concentration fears. QQQ, the Nasdaq-100 basket, absorbed the same tech turbulence with barely a scratch. One is a levered GPU cloud pure-play. The other ... CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management
24/7 Wall St.44d agoneutral
Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management

More than $1 trillion. That is the pool of client money that has migrated from Morgan Stanley (NYSE:MS) workplace and E*TRADE channels into its adviser-led wealth management strategy, according to CFO Sharon Yeshaya on the Q1 2026 earnings call. Indeed, this number is the clearest evidence yet that the bank’s decade-long bet on turning brokerage ... Morgan Stanley Says a $1 Trillion Shift Is Coming to Wealth Management

This $20 Billion Sector Is Flashing Signals of a Breakout
24/7 Wall St.44d agoneutral
This $20 Billion Sector Is Flashing Signals of a Breakout

The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely. Why is that? Well, copper is heavily used in industry, and the rise or fall of this particular commodity can portend a great deal for where the economy is headed. However, I ... This $20 Billion Sector Is Flashing Signals of a Breakout

5 Stocks Yielding 10%+ With Dividends in Serious Danger
24/7 Wall St.44d agoneutral
5 Stocks Yielding 10%+ With Dividends in Serious Danger

A 10% dividend yield looks like a gift. Usually it’s a warning the market is sending before the cut arrives. All five stocks below clear that bar, and all five are mortgage REITs, the one corner of the market where sky-high yields and dividend cuts are practically roommates. The honest test isn’t GAAP earnings, which ... 5 Stocks Yielding 10%+ With Dividends in Serious Danger

Bitmine Immersion Technologies Stock Is Down 46% This Year: Is It Time to Switch to Strategy or Circle Internet Group?
24/7 Wall St.44d agoneutral
Bitmine Immersion Technologies Stock Is Down 46% This Year: Is It Time to Switch to Strategy or Circle Internet Group?

The crypto-linked equities are having another rough session midday Wednesday, and the year-to-date scoreboard tells a clear story about which treasury strategy has held up best. Bitmine Immersion Technologies (NYSE:BMNR) is down 46% year to date (YTD) and down slightly today at $14.73, extending a brutal stretch for the Ethereum (CRYPTO:ETH) treasury proxy. The Ethereum-treasury ... Bitmine Immersion Technologies Stock Is Down 46% This Year: Is It Time to Switch to Strategy or Circle Internet Gr

Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
24/7 Wall St.44d agobullish
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Corning Incorporated (GLW) Announces Quarterly Dividend
Insider Monkey44d agoneutral
Corning Incorporated (GLW) Announces Quarterly Dividend

Corning Incorporated (NYSE:GLW) is one of the Best Stocks To Buy. On June 24, Corning Incorporated (NYSE:GLW)’s board announced a quarterly dividend of $0.28 per share, with payment scheduled for September 29, 2026, to shareholders of record on August 31, 2026. Earlier, on June 8, Reuters reported that Amazon signed a multi-billion-dollar agreement with Corning […]

How Lumentum Holdings Inc. (LITE) Became a Critical Piece of the AI Boom
Insider Monkey44d agoneutral
How Lumentum Holdings Inc. (LITE) Became a Critical Piece of the AI Boom

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 9, in a new episode of “The Rundown,” Lumentum Holdings Inc. (NASDAQ:LITE) CEO Michael Hurlston said the company has benefited from the rapid shift from copper to fiber optics inside AI data centers. He […]

Bull vs Bear case of Advanced Micro Devices, Inc. (AMD)
Insider Monkey44d agoneutral
Bull vs Bear case of Advanced Micro Devices, Inc. (AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks To Buy. On July 1, Schwab Network’s Fast Market featured Kevin Hincks and Tom White discussing Advanced Micro Devices, Inc. (NASDAQ:AMD) after Wells Fargo raised its price target to $615 from $505. The firm noted sustained demand for EPYC server processors, pricing power, and a stronger […]

Airbnb’s $90 Billion Growth Story Is Far From Peaking
24/7 Wall St.44d agoneutral
Airbnb’s $90 Billion Growth Story Is Far From Peaking

$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move. At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for ... Airbnb’s $90 Billion Growth Story Is Far From Peaking

Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
24/7 Wall St.44d agobullish
Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Price Prediction: Tesla Will Trade at This Price in 3 Years
24/7 Wall St.44d agoneutral
Price Prediction: Tesla Will Trade at This Price in 3 Years

Tesla (NASDAQ:TSLA) is the most polarizing stock in the S&P 500. Automotive gross margin snapped back to 21.1% in Q1 2026 from 16.2% a year earlier, FSD active subscriptions hit 1.28 million (+51% YoY), and shares still sit down 6.66% year to date at $419.77. The question is whether Tesla can trade at $700 by ... Price Prediction: Tesla Will Trade at This Price in 3 Years

Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.
24/7 Wall St.44d agoneutral
Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.

Palantir Technologies (NASDAQ:PLTR) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice ride, given the company’s the software-with-a-defense-flavor story. Palantir is now arguing for a seat inside the mega-cap conversation, alongside the AI infrastructure names its own CEO likes ... Palantir Just Hit $300 Billion. The Numbers Say That’s Only the Start.

Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen
24/7 Wall St.44d agoneutral
Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen

SpaceX’s executive compensation filing reads unlike anything in the history of SEC paperwork. The word “Mars” appears 63 times, including inside the formal executive compensation section, and the document contains a quote from Isaac Asimov. Reporters who reviewed it noted no real precedent in the history of executive compensation. The legal condition for CEO Elon ... Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen