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Goldman Sachs sends a bearish message on a rising metal
TheStreet46d agoneutral
Goldman Sachs sends a bearish message on a rising metal

War trades follow a script. A supply shock hits, prices go vertical, and money that never cared about the underlying market suddenly cares about nothing else. The entry is the easy part. The hard part is knowing when the story that made you money stops being true. For three months, one industrial ...

Bloomberg46d agoneutral
Samsung Mass Produces Storage Drives for Nvidia’s Vera Rubin

(Bloomberg) -- Samsung Electronics Co. has begun mass production of its most advanced data center storage drive, which is set for use inside Nvidia Corp.’s upcoming Vera Rubin platform. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulChina Sentences Official to

Goldman Sachs resets AMD stock price target for the rest of 2026
TheStreet46d agoneutral
Goldman Sachs resets AMD stock price target for the rest of 2026

I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...

Amazon's $25 Billion Bond Sale Weighs On Hyperscaler Bonds
The Wall Street Journal46d agoneutral
Amazon's $25 Billion Bond Sale Weighs On Hyperscaler Bonds

The flood of new bonds to fund the artificial-intelligence build-out seems to finally be getting a little bit much for investors. The extra yield, or spread, investors demand to hold bonds backed by AI hyperscalers moved broadly higher on Tuesday as Amazon issued $25 billion of bonds, returning to the U.S. debt market just four months after it completed a $37 billion bond sale. The spread on Amazon’s 5.8% notes due in 2036 jumped to 0.7 percentage point from 0.63 percentage point on Monday, according to MarketAxess.

Another AI power darling just hit a 52-week low
TheStreet46d agoneutral
Another AI power darling just hit a 52-week low

The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest. However, that changed this month. On July 1, 2026, Constellation Energy (CEG) fell nearly 5% to a fresh 52-week low of $228.63. That is the stock's steepest single-day drop ...

Investing.com46d agoneutral
Wolfspeed sues Navitas over GaN and SiC patents

Investing.com -- Wolfspeed Inc (NYSE:WOLF) announced after Tuesday's market close that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, targeting what it described as its "foundational" gallium nitride (GaN) and silicon carbide (SiC) intellectual property portfolio. The legal announcement came after trading had ended for the session.

Samsung Fails to Impress—Heard on the Street Recap
The Wall Street Journal46d agoneutral
Samsung Fails to Impress—Heard on the Street Recap

Samsung's earnings preview fell short of expectations. In an update on second-quarter results, the South Korean company projected record operating profit. But the forecast also offered a provision for the cost of coming special bonuses for employees.

CoreWeave stock sinks as mag 7 move rattles investors
TheStreet46d agoneutral
CoreWeave stock sinks as mag 7 move rattles investors

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of ...

Bulls vs. Bears on SpaceX
The Wall Street Journal46d agoneutral
Bulls vs. Bears on SpaceX

Bull case 🐂 JPMorgan analysts led by Doug Anmuth “SpaceX’s ambitions—and potential impact on humanity—are bigger than any company’s we’ve ever seen.” Bear case 🐻 MoffettNathanson analysts led by Julie Zhu “There is simply no credible financial model that can support what is at the time of this writing a roughly $2 trillion valuation.

Kura Sushi (KRUS) Q3 Earnings Top Estimates
Zacks46d agoneutral
Kura Sushi (KRUS) Q3 Earnings Top Estimates

Kura Sushi (KRUS) delivered earnings and revenue surprises of +160.00% and -0.40%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

SpaceXAI plans to launch new model with Cursor as soon as Wednesday, The Information reports
Reuters46d agoneutral
SpaceXAI plans to launch new model with Cursor as soon as Wednesday, The Information reports

SpaceXAI and Cursor plan to launch their first jointly developed AI model as soon as Wednesday, The ‌Information reported, citing a memo sent to staff. Cursor declined to comment when contacted by ⁠Reuters, while SpaceXAI did not immediately respond to a request for comment. Elon Musk's SpaceX said in June ​it ​would buy Anysphere, the startup behind ​popular AI coding agent ‌Cursor, in an all-stock deal worth $60 billion to boost its presence in the lucrative enterprise AI tools market.

SpaceX Is Now Cheaper Than It Was on Day One
The Wall Street Journal46d agoneutral
SpaceX Is Now Cheaper Than It Was on Day One

SpaceX shares fell 6.8% to close at $149.47, below the $150 price where shares began trading June 12, the day of the rocket maker's initial public offering. Though the stock has dipped below that threshold in intraday trading four times, Tuesday was the first time it closed below $150.

The Dividend Growth Snowball: How Modest Income Today Can Become Serious Income Later
24/7 Wall St.46d agoneutral
The Dividend Growth Snowball: How Modest Income Today Can Become Serious Income Later

A 12% yield looks unbeatable on day one. A retiree who wants $60,000 a year needs only about $500,000 at that yield, compared with roughly $1.7 million at a 3.5% yield. But retirement income is not a one-year problem. The better question is which income stream can hold up after inflation, market cycles, and years ... The Dividend Growth Snowball: How Modest Income Today Can Become Serious Income Later

Bank of America warns America now has 2 economies
TheStreet46d agoneutral
Bank of America warns America now has 2 economies

Investors expected a much simpler economy by now. Inflation was expected to keep easing, consumers were expected to bend under higher prices, and the next big Fed debate was supposed to be about when rate cuts could begin. However, Bank of America isn’t telling that story. The bank sees an economy ...

Anthropic’s Claude Cowork targets busy work ahead of IPO
Yahoo Finance Video46d agoneutralVIDEO
Anthropic’s Claude Cowork targets busy work ahead of IPO

Yahoo Finance's Dan Howley discusses Anthropic's expansion of its Claude Cowork agentic AI platform to mobile devices and how the company is shifting its narrative to focus on eliminating busywork rather than replacing human workers.

Samsung Fails To Impress
The Wall Street Journal46d agoneutral
Samsung Fails To Impress

Sharp declines for high-flying memory and chipmakers including Intel, Marvell Technology and Applied Materials led a 1.2% decline in the Nasdaq Composite index and a 0.5% drop in the S&P 500. An update on second-quarter results from the South Korean giant had the company projecting record operating profits. Investors feared this reaction was a sign of how future reports for other chipmakers and AI-related tech companies might be received.

Goldman Sachs revamps SpaceX stock price target for 2026
TheStreet46d agoneutral
Goldman Sachs revamps SpaceX stock price target for 2026

SpaceX (SPCX) didn’t enter the market quietly. Its blockbuster debut has instantly made it one of the most-watched companies on Wall Street, with investors chasing a rare public-market play on rockets, satellites, Starlink, and Elon Musk’s next frontier. The first major analyst calls are landing ...