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Nvidia Shines While SOX Falls
Barrons.com45d agobearish
Nvidia Shines While SOX Falls

The PHLX Semiconductor Index is down 4.3% with all components in the red–with one big exception. Nvidia is up roughly 1%. The index gained more than 87% in that timeframe, compared with Nvidia’s nearly 15% gain, according to Dow Jones Market Data.

Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
24/7 Wall St.45d agobullish
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026

Synopsys (NASDAQ:SNPS) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year. Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of ... Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026

Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
24/7 Wall St.45d agobullish
Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Wall Street Just Called SpaceX the ‘Apex of Civilizational Ambition’ and Slapped an $800 Target on It
24/7 Wall St.45d agoneutral
Wall Street Just Called SpaceX the ‘Apex of Civilizational Ambition’ and Slapped an $800 Target on It

SpaceX (NASDAQ:SPCX) begins trading as a Nasdaq 100 constituent today, less than a month after going public, and Wall Street celebrated with coverage normally reserved for a moon landing. Jim Cramer flagged it on CNBC’s Squawk on the Street this morning, quoting Deutsche Bank calling the company “the apex of civilizational ambition, oftentimes expressed in ... Wall Street Just Called SpaceX the ‘Apex of Civilizational Ambition’ and Slapped an $800 Target on It

Visa vs Coinbase: Two Different Economic Playbooks But One Winner
24/7 Wall St.45d agoneutral
Visa vs Coinbase: Two Different Economic Playbooks But One Winner

Visa (NYSE:V) and Coinbase (NASDAQ:COIN) both move money for a living, yet their latest quarters read like reports from different economies. Visa printed a 15% year-over-year net revenue jump on resilient holiday spending. Coinbase absorbed a 30.54% revenue decline as crypto volumes cratered. Same industry label, very different quarters. Card Swipes Keep Humming. Crypto Trading ... Visa vs Coinbase: Two Different Economic Playbooks But One Winner

Why I Can’t Stop Buying Apple Before July 30th
24/7 Wall St.45d agobullish
Why I Can’t Stop Buying Apple Before July 30th

I keep hitting the buy button on Apple (NASDAQ:AAPL), and the July 30 earnings report is not slowing me down. Every payday, I add a few more shares. The reasons are boring, repeatable, and they stack in my favor over years, which is the profile I want in a core holding heading into retirement. Here ... Why I Can’t Stop Buying Apple Before July 30th

Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges
24/7 Wall St.45d agobullish
Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges

CoreWeave (NASDAQ:CRWV) has been one of the most punished AI infrastructure names of the summer, and I think that has created an opportunity. The stock closed at $81.75 on July 2, 2026, down 31.46% over the past month and 46.14% over the past year. Our 24/7 Wall St. price target for CoreWeave is $167.48, implying ... Price Prediction: CoreWeave Stock Eyes 100% Upside as Data Center Demand Surges

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?
24/7 Wall St.45d agoneutral
Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

SpaceX Falls 6% Despite Wave of Bullish Analyst Initiations, Rocket Lab Dives 10%, AST SpaceMobile Drops 6%, Virgin Galactic Declines 5%
24/7 Wall St.45d agobearish
SpaceX Falls 6% Despite Wave of Bullish Analyst Initiations, Rocket Lab Dives 10%, AST SpaceMobile Drops 6%, Virgin Galactic Declines 5%

Shares of SpaceX (NASDAQ:SPCX) are down 6% to $151 and change in midday trading Tuesday, an unusual response given the flood of bullish analyst initiations that hit the tape today and the company’s addition to the NASDAQ 100. The pullback appears to be dragging the broader space complex with it. AST SpaceMobile (NASDAQ:ASTS) stock is ... SpaceX Falls 6% Despite Wave of Bullish Analyst Initiations, Rocket Lab Dives 10%, AST SpaceMobile Drops 6%, Virgin Galactic Declines 5%

Amazon Readies $25 Billion Bond With AI Costs Rising
Investor's Business Daily45d agobullish
Amazon Readies $25 Billion Bond With AI Costs Rising

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

1 Prediction for AMD Stock Over the Next 5 Years
24/7 Wall St.45d agoneutral
1 Prediction for AMD Stock Over the Next 5 Years

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the dominant engine at $5.78B (+57%). CEO Lisa Su told investors, “Data Center now the primary driver of our revenue and ... 1 Prediction for AMD Stock Over the Next 5 Years

Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses
24/7 Wall St.45d agobearish
Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses

Shares of Rivian (NASDAQ:RIVN) are down 14% in Tuesday morning trading, changing hands at $17 and change after the electric-vehicle maker priced a large secondary equity offering after Monday’s close. The move wipes out most of Rivian stock’s 23% one-month advance heading into the announcement. The selling has spread across the sector. Lucid (NASDAQ:LCID) stock ... Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses

NVDY Investors Chose Monthly Income Over 854% Returns; Here’s What That Trade Cost Them
24/7 Wall St.45d agoneutral
NVDY Investors Chose Monthly Income Over 854% Returns; Here’s What That Trade Cost Them

YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) monetizes NVIDIA‘s (NASDAQ:NVDA) volatility through a synthetic covered-call strategy, converting option premiums into weekly cash distributions. The fund once ranked among the highest-yielding listed ETFs, but the critical question is whether those distributions represent durable income or a slow-motion return of your own capital. The answer, based on ... NVDY Investors Chose Monthly Income Over 854% Returns; Here’s What That Trade Cost T