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The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
24/7 Wall St.110d agoneutral
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Celanese, DexCom, FormFactor, GitLab, Lowe’s, Matador Resources, Toast and More
24/7 Wall St.110d agoneutral
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Celanese, DexCom, FormFactor, GitLab, Lowe’s, Matador Resources, Toast and More

Pre-Market Stock Futures: The futures are trading lower on Tuesday, but another week and another set of new highs for the S&P 500 and the Nasdaq, as AI fever overshadowed Iran’s peace counteroffer dismissal on Monday. The stock market opened lower on the rejection of President Trump’s peace offering, but buyers once again circled the ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Celanese, DexCom, FormFactor, GitLab, Lowe’s, Matador Resources, Toast and More

Why EUFN’s Juicy Payouts Could Vanish Overnight Without U.S. Bank ETF Safeguards
24/7 Wall St.110d agoneutral
Why EUFN’s Juicy Payouts Could Vanish Overnight Without U.S. Bank ETF Safeguards

Income investors holding iShares MSCI Europe Financials ETF (NASDAQ:EUFN) are sitting on a fund that has done two things at once: handed them a roughly 3.5% yield and delivered a 28% one-year return. The question every EUFN holder should be asking is whether the income side of that equation is built on durable bank and ... Why EUFN’s Juicy Payouts Could Vanish Overnight Without U.S. Bank ETF Safeguards

VTSAX Returns 300% in a Decade While Most Managed Funds Fall Behind
24/7 Wall St.110d agobearish
VTSAX Returns 300% in a Decade While Most Managed Funds Fall Behind

If your equity sleeve has more than two or three funds, Vanguard Total Stock Market Index Fund Admiral Shares (NASDAQ:VTSAX) is the case for simplifying. VTSAX owns essentially the entire investable U.S. stock market in one wrapper, charges almost nothing, and has compounded at a rate that has embarrassed most actively managed funds over the ... VTSAX Returns 300% in a Decade While Most Managed Funds Fall Behind

The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued
24/7 Wall St.110d agobullish
The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Alex Karp Claims Palantir’s Results ‘Dwarf’ Software History — Q1 Shows He Isn’t Exaggerating
24/7 Wall St.110d agoneutral
Alex Karp Claims Palantir’s Results ‘Dwarf’ Software History — Q1 Shows He Isn’t Exaggerating

Palantir (NASDAQ:PLTR) just delivered one of the most impressive quarterly blowouts in its history, but it wasn’t quite enough to power a turnaround in the stock. Not with expectations as high as they were and broader fears surrounding what AI could do to some of the software plays out there, including ones that have already ... Alex Karp Claims Palantir’s Results ‘Dwarf’ Software History — Q1 Shows He Isn’t Exaggerating

Why emerging market small caps pay wild quarterly dividends and still outperform
24/7 Wall St.110d agobullish
Why emerging market small caps pay wild quarterly dividends and still outperform

WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA:DGS) holds small companies in Taiwan, South Africa, India, and Brazil screened and weighted by cash dividends paid. DGS distributes quarterly, with a trailing twelve-month payout of roughly $2.10 per share against a recent price near $66, yielding about 3.2%. The question: is that income durable, or does the ... Why emerging market small caps pay wild quarterly dividends and still outperform

AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It
24/7 Wall St.110d agoneutral
AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It

The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude Mythos. As we move into a phase of the AI boom that goes beyond just large language models or image generators, where AI ... AI’s Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It

Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields
24/7 Wall St.110d agoneutral
Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) pull from very different stock universes. JEPI leans on S&P 500 names with a covered call overlay. JEPQ runs the same income playbook on the Nasdaq-100. The latest fact sheets show why that distinction matters in 2026. Defensive Blue Chips Anchor ... Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields

Nvidia Stock Falls After Report CEO Huang Is Excluded From Trump’s China Trip
Barrons.com110d agobearish
Nvidia Stock Falls After Report CEO Huang Is Excluded From Trump’s China Trip

Nvidia stock looked set to fall on Tuesday from a record high in the previous session. CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.

Why IREN (IREN) Is Up 11.5% After Striking A US$3.4 Billion NVIDIA AI Cloud Deal – And What's Next
Simply Wall St.110d agoneutral
Why IREN (IREN) Is Up 11.5% After Striking A US$3.4 Billion NVIDIA AI Cloud Deal – And What's Next

In early May 2026, IREN Limited announced a five-year, US$3.40 billion AI cloud services contract with NVIDIA, alongside plans to deploy NVIDIA Blackwell-based systems across about 60MW at its Childress, Texas data centers. The deal, paired with NVIDIA’s right to buy up to 30 million IREN shares over five years, effectively anchors IREN’s pivot from Bitcoin mining toward large-scale AI infrastructure provision. We’ll now examine how this multi-billion-dollar NVIDIA AI cloud agreement could...