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This Hedge Fund Darling Might Be a Sleeper AI Giant — and the Stock Is Just Beginning To Move
24/7 Wall St.111d agoneutral
This Hedge Fund Darling Might Be a Sleeper AI Giant — and the Stock Is Just Beginning To Move

For some reason or another, many of the big hedge funds still have faith in shares of The Walt Disney Company (NYSE:DIS), which have done next to nothing, gaining a mere 7%, in the last 10 years. Undoubtedly, Disney is a cherished American brand, and while there have been a number of headwinds that have ... This Hedge Fund Darling Might Be a Sleeper AI Giant — and the Stock Is Just Beginning To Move

Certara Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Certara Q1 Earnings Call Highlights

Certara (NASDAQ:CERT) reported first-quarter 2026 revenue of $106.9 million, up 1% from the prior-year period, as stronger software performance offset softer services results and the company outlined a strategic reset under Chief Executive Officer Jon Resnick. Resnick, who said he has passed the 10

Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase
24/7 Wall St.111d agobullish
Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase

Shares of Qualcomm (NASDAQ:QCOM) are up roughly 8% to around $237 in early Monday trading, extending one of the most aggressive multi-week runs in large-cap semis. Micron Technology (NASDAQ:MU) is climbing alongside it, up about 4% to around $774. The moves follow a blistering Friday session, when QCOM closed up 8% at $219.09 and MU ... Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase

The Euro’s Next Move Will Make or Break FIDI’s 2026 Returns
24/7 Wall St.111d agoneutral
The Euro’s Next Move Will Make or Break FIDI’s 2026 Returns

The Fidelity International High Dividend ETF (NYSEARCA:FIDI) has quietly become one of the better performers in international income, returning 29% over the past year and 9% year to date through May 7. At about $28 a share, FIDI is trading near its post-launch highs, but the rally has been powered by a force most holders ... The Euro’s Next Move Will Make or Break FIDI’s 2026 Returns

Alphabet Could Pass Nvidia As World’s Most Valuable Company
24/7 Wall St.111d agoneutral
Alphabet Could Pass Nvidia As World’s Most Valuable Company

NVIDIA (NASDAQ: NVDA) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What ... Alphabet Could Pass Nvidia As World’s Most Valuable Company

Pfizer vs Eli Lilly: Different Bets on Pharma M&A
24/7 Wall St.111d agoneutral
Pfizer vs Eli Lilly: Different Bets on Pharma M&A

Pfizer (NYSE: PFE) and Eli Lilly (NYSE: LLY) recently reported quarterly results that read like two scripts from opposite ends of pharma. Lilly posted 55.55% revenue growth from a position of strength. Pfizer is still rebuilding from the COVID cliff. Their M&A playbooks tell the story. Blowout Quarter Meets a Methodical Rebuild Lilly’s Q1 2026 ... Pfizer vs Eli Lilly: Different Bets on Pharma M&A

Qualcomm’s 70% Rally May Be Just the Start
Trefis111d agobullish
Qualcomm’s 70% Rally May Be Just the Start

While Qualcomm (QCOM) stock has largely been left behind in the AI-driven semiconductor rally over the last few years, the tide appears to have turned for the company, with the stock up by close to 70% over the past month as Qualcomm is positioning for the next phase of AI, one that moves beyond centralized compute and into billions of connected devices. In our previous analysis, we outlined how Qualcomm stock could surge 2x led by edge AI. Here, we outline the specifics of the shift and how Qua

Why Market is Wrong About Meta Platforms (META)
Insider Monkey111d agoneutral
Why Market is Wrong About Meta Platforms (META)

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $197,069,302 Mark Zuckerberg is showing no signs of slowing down AI spending, even when Meta reacts negatively to CapEX hikes, because he can see […]

History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
24/7 Wall St.111d agoneutral
History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now

Market pullbacks can happen when investors least expect it, when there are fewer risks on the radar or complacency about the existing slate of risks on the table. While market corrections can be scary to move through, I think that the most horrific thing about corrections is the potential to impair one’s returns by attempting ... History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now

This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy
24/7 Wall St.111d agoneutral
This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy

If you have ever tried to buy “space exposure” through an ETF, you have probably noticed the same trick. Most space funds quietly fill the bucket with Boeing (NYSE:BA), Lockheed Martin (NYSE:LMT), and Honeywell (NASDAQ:HON), then call it a day. You end up with aerospace primes when what you wanted was the companies actually launching rockets and beaming ... This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy

This Week In AI Chips - NVIDIA Strengthens Board with Strategic Leadership Addition
Simply Wall St.111d agoneutral
This Week In AI Chips - NVIDIA Strengthens Board with Strategic Leadership Addition

NVIDIA has announced the addition of Suzanne Nora Johnson to its board of directors, effective July 13, 2026. Her extensive leadership experience across finance, technology, and healthcare is anticipated to provide significant strategic insights for NVIDIA as it continues its advancements in AI and accelerated computing. Johnson's previous roles at Goldman Sachs and current board positions emphasize her expertise and potential contribution to NVIDIA's efforts in shaping the future of AI...

Leading Stocks Are Losing Their Low-Asset Edge
The Wall Street Journal111d agoneutral
Leading Stocks Are Losing Their Low-Asset Edge

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.