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CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging
Insider Monkey10d agoneutral
CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion […]

Johnson & Johnson vs AbbVie: Safe Dividend vs Higher Yield
24/7 Wall St.10d agoneutral
Johnson & Johnson vs AbbVie: Safe Dividend vs Higher Yield

Two healthcare giants, two very different dividend bets: one built on six decades of unbroken raises and a fortress balance sheet, the other dangling a fatter yield while racing to outrun its own blockbuster's collapse. Knowing which risk you are actually buying changes everything.

Can Bank Of America’s (BAC) $250B Bet Pay Off?
Insider Monkey10d agoneutral
Can Bank Of America’s (BAC) $250B Bet Pay Off?

Bank of America (NYSE:BAC) said on August 12 that it will deploy $250 billion by July 2027 to finance US digital and infrastructure projects, from data centers to power grids to natural gas pipelines. The bank calls it the Critical Infrastructure Finance Initiative, arriving while the stock already carries a track record of outgrowing its […]

Blackstone’s Link Logistics Leases More Warehouse Space to Data-Center Suppliers
The Wall Street Journal10d agoneutral
Blackstone’s Link Logistics Leases More Warehouse Space to Data-Center Suppliers

The race to build artificial-intelligence infrastructure is fueling demand for new warehouses. Warehouse developer and operator Link Logistics said 15% of new leasing so far this year is tied to the data-center buildout, up sharply from a year earlier. Luke Petherbridge, chief executive of the Blackstone-owned company, said tenants include companies assembling and supplying components such as turbines, generators and switchgear.

InvestorPlace10d agoneutral
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners

Hello, Reader. Contrarian investing naturally draws a lot of heat for going “against” market trends, and sometimes for good reason. Simply being a contrarian without purpose is a losing strategy. That is why, although some of my recommendations can seem “against” the grain, I consider myself an opportunistic investor.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Many of the most successful investment recommendations of my career came from stocks that Wall Street had written off

U.S. ETF Investors at Odds: Chasing Returns or Playing the Long Game?
etf.com10d agoneutral
U.S. ETF Investors at Odds: Chasing Returns or Playing the Long Game?

<p>While U.S. ETF assets under management and flows rose to record levels in the first half of 2026, asset managers split the field with inflows from each constituency. Some continue to compete on price, but others are betting that investors will pay a premium for stellar short-term performance.</p>

Teledyne Technologies (TDY) Agrees $1.1 Billion Imaging Deal To Deepen X Ray Reach
Simply Wall St.10d agoneutral
Teledyne Technologies (TDY) Agrees $1.1 Billion Imaging Deal To Deepen X Ray Reach

Teledyne Technologies (NYSE: TDY) agreed to acquire Varex Imaging for US$1.1b, expanding its X ray and CT detector portfolio. The deal adds photon counting CT detector technology and oncology detectors to Teledyne's medical imaging capabilities. Both companies' boards unanimously approved the transaction, which involves minimal technology overlap and targets global OEM customers. This move by Teledyne Technologies highlights how digital imaging and healthcare instrumentation tie into...

Gilead Sciences (GILD) Expands ADC Research With AI Tissue Analytics
Simply Wall St.10d agoneutral
Gilead Sciences (GILD) Expands ADC Research With AI Tissue Analytics

Gilead Sciences (NasdaqGS:GILD) announced a partnership with Nucleai to use AI-powered tissue analytics in its global antibody drug conjugate programs. The collaboration focuses on translational research to speed up biomarker discovery and support precision oncology development. The AI tools are intended to help standardize and accelerate analysis of tumor samples across Gilead’s oncology pipeline. Gilead is not the only company leaning into AI to reshape drug discovery and development, so...

CrowdStrike Holdings (CRWD) Could Be 15% Above Fair Value As AI Security Buzz Builds
Simply Wall St.10d agoneutral
CrowdStrike Holdings (CRWD) Could Be 15% Above Fair Value As AI Security Buzz Builds

CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement around its Falcon platform and AI focused security offerings. See our latest analysis for CrowdStrike Holdings. Fal.Con 2026 adds to a series of AI security headlines for CrowdStrike Holdings, and investors have reacted with strong buying interest. A 30 day share price return of 18.55% has contributed to a year to date share...