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Nvidia rivals get a rare break in AI race
TheStreet40d agoneutral
Nvidia rivals get a rare break in AI race

Nvidia (NVDA) investors were more or less expecting another clean step forward in the AI upgrade cycle. Rubin was expected to continue pushing the roadmap ahead, customers would keep chasing capacity, and rivals would remain stuck trying to close an insurmountable lead. That confidence, though, has ...

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.41d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

3 Reliable Income Generators to Buy in July
24/7 Wall St.41d agobullish
3 Reliable Income Generators to Buy in July

With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July

CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
24/7 Wall St.41d agobullish
CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Bloomberg41d agoneutral
Singapore Files New Charges in Nvidia Chip Fraud Case

(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa

Bloomberg41d agoneutral
Self-Driving Startup Turing Gets AMD Backing, Adopts AMD GPUs

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.’s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

Top Analyst strongly resets AMD stock price target
TheStreet42d agoneutral
Top Analyst strongly resets AMD stock price target

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

Starbucks vs Chipotle: Two Restaurant Titans, Two Playbooks, Only One Winner
24/7 Wall St.42d agoneutral
Starbucks vs Chipotle: Two Restaurant Titans, Two Playbooks, Only One Winner

Starbucks (NASDAQ:SBUX) and Chipotle Mexican Grill (NYSE:CMG) just delivered two of the most instructive turnaround updates in restaurants. Starbucks posted its clearest inflection yet under Brian Niccol. Chipotle, still working through a full year of negative comps, leaned harder on unit growth and menu innovation. Same sector, two very different scoreboards. Coffee Traffic Comes Back. ... Starbucks vs Chipotle: Two Restaurant Titans, Two Playbooks, Only One Winner

Foxconn second-quarter revenue jumps, company cautions on geopolitics
Reuters42d agobullish
Foxconn second-quarter revenue jumps, company cautions on geopolitics

Taiwan's Foxconn, the world's largest contract electronics maker, reported a 39.8% year-on-year ‌rise in second-quarter revenue that beat market forecasts ‌on strong demand for AI products, though it cautioned about "volatile" global politics. Revenue ​for Nvidia's biggest server maker and Apple's top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday. Strong ⁠AI demand led to robust revenue growth for its cloud and networking products division, while smart consumer electronics, which ​includes iPhones, ​posted "significant" growth, the company said.

Palantir doubles down on national security with Nvidia AI alliance
TheStreet43d agoneutral
Palantir doubles down on national security with Nvidia AI alliance

Palantir Technologies is betting big on a simple idea: The U.S. government should never have to depend on someone else's AI model to protect the country. That idea is now a formal partnership. Palantir (PLTR) recently announced it is teaming with NVIDIA to give federal agencies and companies that ...