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25,550 signal articles · 29 in last 24h · 122,450 total before filter · latest 59m ago
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Investing.com54d agoneutral
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes

Investing.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) is accelerating development of a next-generation AI chip packaging technology called CoPoS that shifts production from round 12-inch wafers to 310mm x 310mm square panels, with mass production not expected before 2029, according to DigiTimes. The Taiwanese foundry giant has already launched a pilot line at VisEra's Longtan plant while imposing strict confidentiality agreements across its supplier base to guard years of proprietary re

The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?
24/7 Wall St.54d agoneutral
The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

The YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) sells investors a specific trade: take NVIDIA (NASDAQ:NVDA) price exposure, give up most of its upside, and collect weekly cash in return. NVDY is one of the largest single-stock covered call ETFs on the market, with about $1.37 billion in net assets. The fund’s appeal is straightforward ... The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More?
24/7 Wall St.54d agoneutral
Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More?

Broadcom‘s (NASDAQ:AVGO) stock is having a rare moment of calm after a brutal stretch. Shares are up 1% to $377.31 in midday trading, a small rebound that does little to undo the damage. AVGO stock is down 16% over the past month, raising the obvious question for holders and watchers. The sharp drop comes after ... Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More?

DeepSeek's DSpark Just Made Nvidia's Most Important New Bet Harder to Close
Motley Fool54d agoneutral
DeepSeek's DSpark Just Made Nvidia's Most Important New Bet Harder to Close

DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.

International Small Caps Deliver 35% Gains While Paying Dividends On The Side
24/7 Wall St.54d agoneutral
International Small Caps Deliver 35% Gains While Paying Dividends On The Side

The Avantis International Small Cap Value ETF (NYSEARCA:AVDV) gives investors a basket of cheap, profitable small companies from developed markets outside the United States, and it kicks off a modest dividend stream along the way. AVDV is an actively managed factor fund, so its yield is a byproduct of the value tilt rather than the ... International Small Caps Deliver 35% Gains While Paying Dividends On The Side

Planet Labs Spikes 8%, Rocket Lab Gains 5%, SpaceX Climbs 4% as the Space Rally Rolls On
24/7 Wall St.54d agobullish
Planet Labs Spikes 8%, Rocket Lab Gains 5%, SpaceX Climbs 4% as the Space Rally Rolls On

The space rally that kicked off yesterday is rolling straight into Tuesday’s session. Planet Labs (NYSE:PL) stock is up 8% to $33.65, Rocket Lab (NASDAQ:RKLB) stock is up 5% to $102.75, and SpaceX (NASDAQ:SPCX) stock is up 4% to $170.12 in midday trading. This looks like a broad move across the sector. All three pure-play ... Planet Labs Spikes 8%, Rocket Lab Gains 5%, SpaceX Climbs 4% as the Space Rally Rolls On

Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine
24/7 Wall St.54d agoneutral
Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Alphabet (NASDAQ:GOOGL) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones Indices swapped the telecom giant out of the Dow for the search and cloud heavyweight. Alphabet is pouring cash into AI infrastructure at a historic scale. Verizon is leaning on a customer turnaround and a freshly integrated fiber footprint. ... Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

1 Industrial Pioneer With a Plain-As-Day Moat to Buy and Never Sell
24/7 Wall St.54d agoneutral
1 Industrial Pioneer With a Plain-As-Day Moat to Buy and Never Sell

Linde (NASDAQ:LIN) is structured for multi-decade ownership, because the world’s largest industrial gas supplier sits inside the production lines of healthcare facilities, manufacturing plants, semiconductor foundries, and chemical refineries under contracts a customer cannot realistically walk away from. For a retirement-focused investor who is done chasing trends, the profile fits a long-duration, low-maintenance allocation. Pillar ... 1 Industrial Pioneer With a Plain-As-Day Moat to Buy and N

Jim Cramer: Honeywell’s Aerospace Business Is the “New Aerospace Play” Investors Need
24/7 Wall St.54d agoneutral
Jim Cramer: Honeywell’s Aerospace Business Is the “New Aerospace Play” Investors Need

Jim Cramer recently spotlighted Honeywell Aerospace (NASDAQ:HONA) on a Mad Dash segment, the newly independent aerospace company created after Honeywell Technologies (NASDAQ:HON) completed its spinoff on June 29, 2026. Cramer says he plans to own both Honeywell Aerospace and Honeywell Technologies in his charitable trust. His argument for the new Honeywell Aerospace business is straightforward: ... Jim Cramer: Honeywell’s Aerospace Business Is the “New Aerospace Play” Investors Need

Ouster Surges 14%, Aeva Jumps 11% as Physical AI Lidar Demand Heats Up
24/7 Wall St.54d agobullish
Ouster Surges 14%, Aeva Jumps 11% as Physical AI Lidar Demand Heats Up

Shares of Ouster (NASDAQ:OUST) are up 14% to $61.64 in midday trading Tuesday, while lidar peer Aeva Technologies (NASDAQ:AEVA) is up 11% to $28.55. Both moves are tied to surging investor enthusiasm around the physical AI theme, where lidar sensors meet AI-powered robotics, autonomous vehicles, and smart infrastructure. Ouster stock has now hit multi-year highs, ... Ouster Surges 14%, Aeva Jumps 11% as Physical AI Lidar Demand Heats Up