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How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership
Simply Wall St.44d agobullish
How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership

In late June 2026, QUALCOMM was removed from several Russell growth and defensive indices even as it announced a partnership with Scam.ai to power Halo, an on-device deepfake detection model optimized for Qualcomm-based PCs and launched at Computex 2026. This combination of index exclusion and expansion into on-device AI security highlights how QUALCOMM is being reshaped by both mechanical fund flows and its push beyond smartphones into AI-focused platforms. We’ll now examine how QUALCOMM’s...

Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
24/7 Wall St.44d agobullish
Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?

Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?

AeroVironment (AVAV) Wins German Drone Order As Valuation Debate Deepens
Simply Wall St.44d agobullish
AeroVironment (AVAV) Wins German Drone Order As Valuation Debate Deepens

AeroVironment (AVAV) has secured a US$30.9 million order from the German Bundeswehr, which selected the company’s next generation Puma unmanned aircraft systems for its LARUS airborne reconnaissance program through NATO’s procurement agency. See our latest analysis for AeroVironment. AeroVironment’s recent contract wins and investor day have come against a weaker share price backdrop, with the stock down 14.57% on a 30 day share price return and 38.41% year to date, even though the 5 year...

Sony (TSE:6758) Wins OCC Approval To Launch Connectia Trust Stablecoin Bank
Simply Wall St.44d agobullish
Sony (TSE:6758) Wins OCC Approval To Launch Connectia Trust Stablecoin Bank

Sony Group's financial arm has received conditional approval from the OCC to establish Connectia Trust, a US national trust bank. The new entity will focus on issuing and managing a dollar backed stablecoin as part of Sony Financial Group's digital asset plans. The move brings Sony into federally supervised digital asset infrastructure, extending beyond its core technology and entertainment activities. Sony Group (TSE:6758), trading at ¥3,409.0, is adding a new layer to its business mix...

NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense
Investor's Business Daily44d agobullish
NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense

NLight stock blasted higher on Thursday, flashing an early buy signal after the Defense Department tapped the Camas, Wash., company to create the next-generation architecture for low-cost U.S. missile and drone defense. Lockheed Martin's Aculight unit also was selected for the Joint Laser Weapon System program. Craig-Hallum hiked its price target on NLight to 100 from 80, keeping a buy rating, according to The Fly investment news site.

Jim Cramer: Buy the Dip on These 3 Stocks Now
24/7 Wall St.44d agobullish
Jim Cramer: Buy the Dip on These 3 Stocks Now

A sharp sector rotation has knocked down some of the market’s steadiest names, and Jim Cramer told CNBC viewers this week that the dislocations are exactly the kind of setup patient investors should welcome. On the July 6 episode of Mad Money, Cramer framed the pullback this way: “These rotations create dislocations that seem to ... Jim Cramer: Buy the Dip on These 3 Stocks Now

Marriott International (MAR), Coca-Cola Company (KO) Announce Global Beverage Partnership
Insider Monkey44d agobullish
Marriott International (MAR), Coca-Cola Company (KO) Announce Global Beverage Partnership

Marriott International Inc. (NASDAQ:MAR) is one of the best QQQ Stocks to invest in. On July 1, Marriott International and The Coca-Cola Company announced a global strategic agreement. This partnership designates Coca-Cola as Marriott’s official beverage provider for a wide range of categories, including soft drinks and functional beverages. The phased rollout begins immediately, bringing […]

Is Endeavour Silver (EXK) One of the Undervalued Stocks to Buy According to the Wall Street?
Insider Monkey44d agobullish
Is Endeavour Silver (EXK) One of the Undervalued Stocks to Buy According to the Wall Street?

Endeavour Silver Corp. (NYSE:EXK) is one of the undervalued stocks to buy according to the Wall Street. On June 18, Endeavour Silver announced positive results from its first exploration drilling campaign at the Terronera mine in Jalisco, Mexico, since 2020. The program, which included 53 drill holes across the La Luz and Terronera systems, successfully […]

Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma
24/7 Wall St.44d agobullish
Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma

Roughly $400 billion. That is how much market value Eli Lilly (NYSE:LLY) has added over the past year, with shares climbing from $773.86 on July 2, 2025 to $1,213.91 on July 2, 2026, a 56.86% gain that has pushed the drugmaker’s market capitalization to $1.063 trillion. No other Big Pharma name has expanded its footprint ... Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma

Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?
24/7 Wall St.44d agobullish
Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?

Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel notched a sixth straight revenue beat while absorbing a heavy restructuring hit. One is harvesting the AI build-out today. The other is rebuilding fabs and ... Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?