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The Real Price Of Intel Stock Is Three Years Away
Trefis55d agoneutral
The Real Price Of Intel Stock Is Three Years Away

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?
24/7 Wall St.55d agoneutral
Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

Cathie Wood’s ARK funds kept buying Palantir (NASDAQ:PLTR) into the teeth of its 2026 drawdown, picking up roughly 81,254 shares for about $9.7 million on June 23 and another 41,601 shares for roughly $4.5 million on June 26 across multiple tech names. That extends a months-long pattern of averaging down on weakness, and it sets up the ... Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
24/7 Wall St.55d agoneutral
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF
24/7 Wall St.55d agoneutral
Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

The ARK Innovation ETF (NYSEARCA:ARKK) has barely moved this year, gaining about 2% year to date through late June and sitting at roughly $78 per share. That stasis hides a violent tug of war inside the portfolio: AMD has more than doubled, up 144% YTD, while Coinbase has shed 34% and Tesla (NASDAQ:TSLA), ARKK’s largest ... Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

Palantir Just Secured the U.S. Army’s Biggest Data Overhaul
24/7 Wall St.55d agoneutral
Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

The headline number gets attention. Palantir (NASDAQ:PLTR) secured a $10 billion, 10-year Enterprise Agreement with the U.S. Army last summer. The contract was awarded July 31, 2025, and the question worth asking now, nearly a year in, is whether Wall Street has properly priced what that vehicle does to the company’s competitive position. The stock ... Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

Bitcoin ETFs see worst month of outflows as investors pile into AI trade
Yahoo Finance Video55d agoneutralVIDEO
Bitcoin ETFs see worst month of outflows as investors pile into AI trade

Scott Melker examines the rise in bitcoin (BTC-USD) ETF outflows while investors pile back into the AI trade. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Rivian Posts Worst Scores On Quality Study (Maybe)
24/7 Wall St.55d agoneutral
Rivian Posts Worst Scores On Quality Study (Maybe)

The JD Power 2026 U.S. Initial Quality Study was just released. Deeply troubled, Rivian (NASDAQ: RIVN) ranks last among all brands, a place usually occupied by Chrysler and Dodge. The rankings are based on overall new-vehicle quality, as measured by the total number of problems per 100 vehicles. The study covers answers about the first ... Rivian Posts Worst Scores On Quality Study (Maybe)

Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bulletproof Yield
24/7 Wall St.55d agobearish
Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bulletproof Yield

The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace rate adjustments and squeeze payouts. American States Water (NYSE:AWR), a CPUC-regulated California water monopoly that also runs 50-year contract service agreements on military bases, has quietly defied that thesis. Shares are up 15.46% YTD versus ... Forget the Utility Sector Sell-Off: 1 Legally Protected Water Monopoly Is an Absolute Sanctuary for Retirees Seeking Bu

Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
24/7 Wall St.55d agoneutral
Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back

The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return. That is the uncomfortable framing from a recent segment of The AI Daily Brief, which called the gap between AI investment and provable business outcomes the defining challenge of enterprise AI adoption. For retail investors ... Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back

Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors
24/7 Wall St.55d agoneutral
Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors

NextEra Energy (NYSE: NEE) and Enbridge (NYSE: ENB) both just reported, and the contrast matters. Big Tech wants uninterrupted power for AI training, and these two answer that demand from opposite ends of the energy system. NextEra builds the plants. Enbridge moves the fuel. The quarter shows why investors leaning on a pure renewables story ... Why Big Tech’s Demand for Uninterrupted AI Power Is a Major Reality Check for NextEra Energy Investors

Saylor's Strategy changes playbook and can now sell its bitcoin
Yahoo Finance Video55d agobearishVIDEO
Saylor's Strategy changes playbook and can now sell its bitcoin

Scott Melker dives into Strategy's new playbook and selling bitcoin, AI, the world's central bank saying stablecoins aren't money, and other big crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.55d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit