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Anthropic’s A$22 Billion Australian AI Cloud Tender Might Change The Case For Investing In IREN (IREN)
Simply Wall St.46d agoneutral
Anthropic’s A$22 Billion Australian AI Cloud Tender Might Change The Case For Investing In IREN (IREN)

In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt Australian AI cloud capacity tender, leveraging its Bundey campus and secured grid connections. This potential Anthropic contract, alongside IREN’s existing Microsoft and Nvidia agreements, highlights how its large powered land bank could underpin its AI cloud ambitions. We’ll now examine how Anthropic’s interest in IREN’s Australian footprint could reshape the...

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
24/7 Wall St.46d agoneutral
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

Nvidia rivals get a rare break in AI race
TheStreet46d agoneutral
Nvidia rivals get a rare break in AI race

Nvidia (NVDA) investors were more or less expecting another clean step forward in the AI upgrade cycle. Rubin was expected to continue pushing the roadmap ahead, customers would keep chasing capacity, and rivals would remain stuck trying to close an insurmountable lead. That confidence, though, has ...

Why this AI chip startup could rival Nvidia
Yahoo Finance Video46d agoneutralVIDEO
Why this AI chip startup could rival Nvidia

Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).

Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares
24/7 Wall St.46d agoneutral
Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Robert Greifeld, who was NASDAQ’s CEO from 2003 to 2017, used a July 6, 2026, CNBC interview to flag what he calls the largest lockup expiration in the history of U.S. capital markets. His warning centers on SpaceX, whose recently completed offering was the largest IPO ever and now sits at a $2 trillion valuation. ... Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year
24/7 Wall St.46d agoneutral
Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Michael Burry started betting against Palantir (NASDAQ:PLTR) in the fall of 2025, when the stock was one of the loudest momentum trades and every retail account had a screenshot of it. Nine months later, PLTR sits at $132, down 5% over the trailing year and off 21% year to date. Burry has not been fully ... Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year