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Investing.com55d agobullish
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal

Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways
24/7 Wall St.55d agoneutral
Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways

A CNBC segment reported that Comcast (NASDAQ:CMCSA) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as CEO of the cable business. The hosts framed the announcement against Comcast’s multi-year stock slide and questioned whether earlier moves, including the Sky acquisition, justified ... Comcast to Split Into Two Public Companies as NBCUniversal and Cable Go Separate Ways

Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk
24/7 Wall St.55d agoneutral
Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk

Due to the attention given to their trillion dollar market caps and preoccupation with A.I., the Magnificent 7 stocks (Apple, Amazon, Alphabet/Google, Meta Platforms/Facebook, Nvidia, Microsoft, and Tesla) often make people forget that there are 493 other stocks in the S&P 500 worth investors’ consideration. Case in point: investors seeking a combination of income ... Invesco’s SPHD Pays 4.57% While the S&P 500 Pays 0.98%, And It Is Up This Year Without the Tech Bubble Risk

Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI
24/7 Wall St.55d agoneutral
Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI

Former House Speaker Kevin McCarthy, now chairman of the Alpha Institute, told CNBC on June 29, 2026 that artificial intelligence is on track to become the rare issue both parties run against in the next presidential cycle. That is a strange thing to predict about a technology currently powering the most expensive capital-expenditure boom in ... Kevin McCarthy Says Both 2028 Nominees Could End Up Running Against AI

66 With $1.3 Million. Here Are 3 Hidden Gems to Target
24/7 Wall St.55d agoneutral
66 With $1.3 Million. Here Are 3 Hidden Gems to Target

At 66 with $1.3 million, the math is straightforward. A 5% blended yield throws off roughly $65,000 a year before Social Security. The cash flow underneath these three blue chips is what matters most for a retiree. I dug into each dividend to see which ones a 66-year-old can actually rely on. Bristol Myers Squibb: ... 66 With $1.3 Million. Here Are 3 Hidden Gems to Target

Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees
24/7 Wall St.55d agoneutral
Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees

IBM (NYSE:IBM) has quietly become a cash-generating utility for corporate AI orchestration, sitting on a $255.3 billion market cap with a $12.5 billion generative AI book of business. For income investors who dismiss enterprise tech as too volatile for a retirement portfolio, the question is simple. Is the dividend safe? Dividend Snapshot Metric Value Annual ... Ignore the Big Tech Valuation Premium—This Under-the-Radar AI Leader Is a Cash-Rich Sanctuary for Retirees

Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
24/7 Wall St.55d agoneutral
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock

I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. The narrative writes itself: smaller baskets, dead consumer, end of e-commerce dominance. Then I look at the actual receipt. Total digital spending across the four-day event rose 9.3% to ... Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock

Why AI is the core of the 'Back to the Future' trade
Yahoo Finance Video55d agoneutralVIDEO
Why AI is the core of the 'Back to the Future' trade

US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.

The next investing opportunity may be outside Big Tech
Yahoo Finance Video55d agoneutralVIDEO
The next investing opportunity may be outside Big Tech

Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.55d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
24/7 Wall St.55d agoneutral
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts

Our Qualcomm (NASDAQ:QCOM) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote. Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next ... Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts

Walmart vs Costco: This Is The Better Stock To Buy
24/7 Wall St.55d agobullish
Walmart vs Costco: This Is The Better Stock To Buy

Walmart (NYSE: WMT) and Costco (NASDAQ: COST) just delivered earnings that show two very different retail playbooks working at once. Walmart leaned on advertising, marketplace, and faster delivery to expand its empire. Costco kept doing what it does best: opening clubs, renewing members, and pushing Kirkland deeper into the cart. Both reports beat the Street, ... Walmart vs Costco: This Is The Better Stock To Buy

As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees
24/7 Wall St.55d agoneutral
As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees

Market volatility has rattled income investors as the interest rate path stays murky, and casual money has fled residential REITs over fears that higher-for-longer rates will crush floating-debt portfolios. I think the bears are missing the point on UDR (NYSE:UDR). Shelter is non-discretionary, mortgage rates are pricing buyers out of single-family homes, and UDR’s Q1 ... As Volatility Rumbles Through the Market, This 4.6% Yielding Residential Giant Is a Bulletproof Haven for Retirees