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Open AI Should “Strike While The Iron Is Hot”
24/7 Wall St.46d agoneutral
Open AI Should “Strike While The Iron Is Hot”

Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is hot to secure computing power, distribution and capital.” He is worried that if investors begin to lose patience with AI’s revenue prospects, access ... Open AI Should “Strike While The Iron Is Hot”

FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
24/7 Wall St.46d agoneutral
FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
24/7 Wall St.46d agobullish
Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
24/7 Wall St.46d agobullish
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Michael Saylor’s New MSTR Playbook Is Already Costing Investors: 17% of Bitcoin Sale Capacity Gone
24/7 Wall St.46d agoneutral
Michael Saylor’s New MSTR Playbook Is Already Costing Investors: 17% of Bitcoin Sale Capacity Gone

The Bitcoin (CRYPTO:BTC) market has spent years rewarding companies that accumulated as much cryptocurrency as possible. That strategy worked brilliantly while Bitcoin prices climbed and capital remained easy to access. But higher financing costs, growing leverage, and the emergence of preferred stock obligations are forcing some companies to rethink the rules. For Strategy (NASDAQ:MSTR), that ... Michael Saylor’s New MSTR Playbook Is Already Costing Investors: 17% of Bitcoin Sale Capacity Gone

NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China
24/7 Wall St.46d agoneutral
NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China

NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up. If we wake up and see our rival’s taikonauts on the moon before we’re able to return, the blow to American exceptionalism ... NASA Just Made A Huge Bet That These 3 Companies Will Get America Back To The Moon Before China

How Nvidia Became The Black Sheep Of The Chip Stock Rally
24/7 Wall St.46d agobullish
How Nvidia Became The Black Sheep Of The Chip Stock Rally

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?
24/7 Wall St.46d agoneutral
Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?

Michael Burry of The Big Short fame has been making quite a few bearish bets across many of the pricier-looking names fitting the AI theme. While it’s too soon to tell whether or not there’s a bubble brewing in AI, I do think that it’s hard not to think that some of the more overheated ... Michael Burry’s New Shorts Are Going Really Well—Is It Too Late to Follow His Lead?

Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’
24/7 Wall St.46d agoneutral
Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’

The world’s richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos’ 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with ... Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’

Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
24/7 Wall St.46d agoneutral
Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?

Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More
24/7 Wall St.46d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More

Pre-Market Stock Futures: Futures are trading mixed as we get ready to start the first full week of trading for the third quarter, as traders and investors return from the long 4th of July holiday. With second-quarter earnings starting this week, and with all of the major indices trading at or near all-time highs, you ... Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More