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Reddit Says Buy This AI Energy Stock Before It’s Too Late
Insider Monkey51d agobullish
Reddit Says Buy This AI Energy Stock Before It’s Too Late

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Fluence Energy (NASDAQ:FLNC) ranks #4 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 31 Fluence Energy (NASDAQ:FLNC) is a battery energy storage systems company that sells large-scale grid-stabilizing battery solutions, software platforms, […]

Tesla Q2 vehicle deliveries jump year-over-year, top expectations
Proactive51d agobullish
Tesla Q2 vehicle deliveries jump year-over-year, top expectations

Tesla Inc (NASDAQ:TSLA) reported second quarter vehicle deliveries of 480,126 and production of 451,758, surpassing Wall Street expectations as the electric vehicle maker seeks to reverse recent sales declines. The company delivered 467,762 Model 3 and Model Y vehicles during the quarter,...

Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation
24/7 Wall St.51d agobullish
Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

Intel (NASDAQ:INTC) is the ticker dominating financial headlines after a stunning 455.89% one-year rally powered by CEO Lip-Bu Tan’s turnaround pitch and a fresh AI positioning story. But here’s what you should actually be watching. The Intel Rally Has Left Fundamentals Behind Intel now trades at $127.02, well above the $67.32 level at its Q1 ... Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs
24/7 Wall St.51d agobullish
General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs

General Dynamics (NYSE:GD) and Lockheed Martin (NYSE:LMT) reported Q1 2026 results pulling the two defense giants in opposite directions. General Dynamics beat on submarines and Gulfstream jets. Lockheed leaned on a record backlog to explain a messy quarter marked by fresh program charges and a cash flow reversal. Submarines Carry GD. Program Charges Weigh On ... General Dynamics Vs. Lockheed Martin: Buy General Dynamics for Deep Marine Backlogs

🔎 Under the Radar: Securitize Stock Jumps in NYSE Debut
The Wall Street Journal51d agobullish
🔎 Under the Radar: Securitize Stock Jumps in NYSE Debut

Shares of Securitize traded as much as 16% higher in the tokenization firm’s New York Stock Exchange debut Thursday. The company is expected to raise $400 million in gross proceeds after shareholders approved its merger with a special-purpose acquisition company sponsored by Cantor Fitzgerald. The total tokenized market cap of Securitize on the Avalanche blockchain will be over $300 million on Thursday, making it the largest tokenized stock.

Why Chip Stocks Won't Keep Outperforming Big Tech
Barrons.com51d agobullish
Why Chip Stocks Won't Keep Outperforming Big Tech

The PHLX Semiconductor Index is up roughly 80% since the start of the year. Meanwhile, cloud computing giants have dragged. Chip stocks have gotten a boost from Big Tech’s massive spending on AI infrastructure.

One Tech Stock to Buy and Hold For The Next Decade
24/7 Wall St.51d agobullish
One Tech Stock to Buy and Hold For The Next Decade

I keep hitting the buy button on Apple (NASDAQ:AAPL), and I stopped apologizing for it a long time ago. Every time a fresh paycheck lands, or a dividend clears, or the stock takes a breather, I add. This is the position in my brokerage account that I plan to hand down for the long term. ... One Tech Stock to Buy and Hold For The Next Decade

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July
24/7 Wall St.51d agobullish
Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Tempus AI (TEM) Stock Looks Below Fair Value After Its 19% Jump
Simply Wall St.51d agobullish
Tempus AI (TEM) Stock Looks Below Fair Value After Its 19% Jump

Tempus AI stock has jumped 18.6% over the past week, yet the valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while the broader checks suggest the shares are not a clear bargain. The 18.6% gain in the past week signals that expectations around Tempus AI have been reset quickly. This can leave new buyers with less room for error if sentiment cools. Strong revenue growth and expanding data and AI partnerships can support long...

Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation
24/7 Wall St.51d agobullish
Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

Mastercard (NYSE:MA) and American Express (NYSE:AXP) both closed the books on Q1 2026 with headline beats, but the businesses underneath tell very different stories. One collects a toll on global commerce. The other funds the plastic in wealthy wallets. With credit card delinquencies sitting at 2.92% and still normalizing, the contrast in risk exposure matters. ... Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
24/7 Wall St.51d agobullish
Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

Cisco Systems (NASDAQ:CSCO) has quietly become one of the most compelling AI infrastructure plays in the market, even as retail chatter has turned sour. The company just posted record quarterly revenue of $15.8 billion, raised full-year guidance, and told investors it now expects to book $9 billion in AI infrastructure orders from hyperscalers in FY26. ... Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target

GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy
24/7 Wall St.51d agobullish
GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

General Motors (NYSE: GM) and Ford (NYSE: F) both reported Q1 2026 results in late April, and the earnings reports revealed two very different Detroit strategies. GM leaned on unified Ultium battery scale, a richer sales mix, and heavy share retirement. Ford leaned on hybrids, F-Series demand, and a fast-growing Ford Pro software business while ... GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

Investing.com51d agobullish
Anthropic explores Samsung 2nm chip partnership - The Information

Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing partner, according to The Information, a development that sharpens competitive pressure on NVIDIA Corporation (NASDAQ:NVDA), which currently holds an estimated 74% share of the AI chip market.

Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce
24/7 Wall St.51d agobullish
Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce

Robinhood‘s (NASDAQ:HOOD) shares are up 6% to $115 and change in early trading Thursday, leading a broad bounce across cryptocurrency-linked equities. The rally follows a wave of bullish analyst initiations, reportedly including a new Buy rating from BTIG. Peers are joining the move. Coinbase (NASDAQ:COIN) shares are up 5% to approximately $167.50, while Strategy (NASDAQ:MSTR) ... Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce