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The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
24/7 Wall St.102d agoneutral
The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger
24/7 Wall St.102d agoneutral
The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Two of the more credible voices in the Elon Musk orbit are openly speculating that Tesla (NASDAQ: TSLA) and the privately held SpaceX could combine within the next decade. Deepwater Asset Management’s Gene Munster put the odds at over 50% within five to ten years, framing the combined entity as a potential “sovereign AI company” ... The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out
Simply Wall St.102d agoneutral
Corning Leans Into AI Infrastructure Growth As Valuation And Risks Stand Out

Corning (NYSE:GLW) is expanding its role in AI data infrastructure through multi-year optical connectivity agreements with hyperscale customers including Meta. The company has entered a broad partnership with Nvidia that includes operational collaboration and an investment in Corning through warrants. Corning plans to increase U.S. optical connectivity manufacturing capacity tenfold and build three new facilities to support AI data center demand. The company is also planning a significant...

Nvidia's outlook will be a test of its strategy to maintain AI dominance
Reuters102d agoneutral
Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

24/7 Wall St.102d agoneutral
The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident
24/7 Wall St.102d agoneutral
RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story. RTH is up 5.79% in 2026 while XRT is down 6.25%. Same sector label, two very different bets, and the difference comes down to one decision: who ... RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

Markets Falling After Tech Selloff. Nvidia Earnings in Focus.
Barrons.com102d agobearish
Markets Falling After Tech Selloff. Nvidia Earnings in Focus.

Markets were on course to open in the red Tuesday as the chip-stocks rally that has powered gains for much of the year continued to lose steam. Stock futures tied to the tech-heavy Nasdaq were down 0.3%, having finished 1.5% lower the previous session led lower by a Big Tech selloff. Dow Industrial futures were falling 34 points, or 0.1%, while S&P 500 futures dropped 0.2%.

Big Tech Stocks Drive Tenfold Increase in Trump’s Trading
The Wall Street Journal102d agoneutral
Big Tech Stocks Drive Tenfold Increase in Trump’s Trading

Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.

European shares rise on Trump's Iran comments
Reuters102d agoneutral
European shares rise on Trump's Iran comments

May 19 (Reuters) - European shares ticked higher on Tuesday after investors welcomed news that the U.S. had paused a planned attack against Iran following Tehran's latest peace proposal, with chances

NVIDIA (NVDA): The Best Low Leverage Stock to Buy
Insider Monkey102d agobullish
NVIDIA (NVDA): The Best Low Leverage Stock to Buy

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Low Leverage Stocks to Buy. On May 14, 2026, RBC Capital maintained an Outperform rating and a $250 price target on NVIDIA Corporation (NASDAQ:NVDA) ahead of the company’s Q1 results. The firm expects Nvidia’s Q1 results and Q2 outlook to follow a pattern similar to the […]

Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny
Simply Wall St.102d agoneutral
Chinese Blockade Risks Put TSMC’s Central Chip Role Under Scrutiny

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...