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25,977 signal articles · 192 in last 24h · 124,815 total before filter · latest 29m ago
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Here Is the 1 Dirt-Cheap Super-App Monopoly I Keep Accumulating on Repeat
24/7 Wall St.63d agoneutral
Here Is the 1 Dirt-Cheap Super-App Monopoly I Keep Accumulating on Repeat

I keep hitting the buy button on Grab (NASDAQ:GRAB) and I am not done. While Wall Street obsesses over June tech prices and broader indices wobble on inflation worries, I am quietly adding shares of a Southeast Asian super-app that, in my view, is being mispriced as a volatile penny stock when the underlying business ... Here Is the 1 Dirt-Cheap Super-App Monopoly I Keep Accumulating on Repeat

Nike CEO Elliott Hill Admits Turnaround Is Taking Longer Than Expected: 'We Still Have Work To Do'
Benzinga63d agoneutral
Nike CEO Elliott Hill Admits Turnaround Is Taking Longer Than Expected: 'We Still Have Work To Do'

Nike Inc. CEO Elliott Hill admitted that the company’s restructuring process is not progressing as swiftly as initially planned. Hill attributed the delay to the magnitude of Nike’s challenges, amplified by U.S. tariffs and increasing oil prices that have affected consumer spending. “What I didn’t realize until I got in is the amount of work that needed to be done and the amount of time [it would take] to get us to where we are and, more importantly, where we want to go,” Hill told in an intervi

67 With $1.5 Million. Here Are My 3 Defensive Anchors
24/7 Wall St.63d agoneutral
67 With $1.5 Million. Here Are My 3 Defensive Anchors

The Fed’s pivot toward a rate-hike bias changes the math for a 67-year-old with $1.5 million in a 401k. Bond reinvestment risk just got more interesting, but equity duration got more dangerous. My answer is three Dividend Kings whose payouts have survived every rate regime since the Eisenhower administration. Here is the safety case for ... 67 With $1.5 Million. Here Are My 3 Defensive Anchors

AI stock surges amid multi-million-dollar lawsuit
TheStreet63d agobullish
AI stock surges amid multi-million-dollar lawsuit

Shares of Hut 8 (NASDAQ: HUT) tumbled in the pre-market session on June 22 but recovered lost ground after the morning bell. The stock fell about 7% to $112.50 after closing the prior day down 2.73% at $121.04. But at press time, the shares were trading 2.36% higher inraday and trading near ...

Alibaba sues US Department of Defense for branding it a 'Chinese military company'
Reuters63d agoneutral
Alibaba sues US Department of Defense for branding it a 'Chinese military company'

Chinese tech and e-commerce giant Alibaba sued ‌the U.S. Department of ‌Defense for designations including saying it was ​a "Chinese military company," according to a court filing on Tuesday. "The determinations have no basis in ‌fact or law," ⁠Alibaba said in its lawsuit. "Alibaba is governed by ⁠an independent board, none of whom has any military affiliation."

One Micron number could reshape entire AI trade narrative
TheStreet63d agoneutral
One Micron number could reshape entire AI trade narrative

I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...

Investing.com63d agoneutral
SpaceX bond sale draws $89 billion in investor demand

Investing.com -- SpaceX attracted approximately $89 billion in demand for its first U.S. bond sale, according to a Bloomberg report on Tuesday. The offering is set to become one of the largest deals in the U.S. investment-grade market this year.

Target launches unexpected partnership beyond apparel
TheStreet63d agobullish
Target launches unexpected partnership beyond apparel

Target has increasingly leaned on exclusive launches and strategic partnerships to stand out in a retail market where consumers have more options and discretionary spending remains uneven. Over the past several years, the company has expanded beyond traditional private-label growth by introducing ...

How Eli Lilly's CEO Plans to Defeat Pharma's Boom-Bust Cycle
Bloomberg63d agoneutralVIDEO
How Eli Lilly's CEO Plans to Defeat Pharma's Boom-Bust Cycle

When Dave Ricks became chief executive officer of Eli Lilly & Co. in 2017, he was facing an industry under siege. Americans held drug companies in lower esteem than airlines, law firms and even the federal government. President Donald Trump, then starting his first term, was excoriating them for their high prices. A mounting number of reports showed that soaring costs were even forcing some diabetics to ration insulin. Ricks, the 11th CEO in Lilly's 150-year history, concedes that one was a public-relations nightmare. Almost a decade later, the mood at Lilly has shifted dramatically. The company's hit diabetes shot, Mounjaro, and obesity shot, Zepbound, have transformed its fortunes and, in many ways, its public image. We speak with Madison Muller, Bloomberg News Healthcare Reporter, for a closer look.

Anthropic launches Claude Tag in Slack with plans for wider rollout
Reuters63d agoneutral
Anthropic launches Claude Tag in Slack with plans for wider rollout

Anthropic on Tuesday launched an artificial intelligence agent inside Salesforce's Slack app that can work alongside employees ‌in group chats, deepening its push into the enterprise market that ‌has emerged as a key battleground for AI startups. Called Claude Tag, the tool lets users summon ​the company's AI agent into a Slack thread by typing "@Claude," where it can read conversations, break down tasks and proactively flag relevant updates across an organization without being asked. The agent, which will retain context over time, is available in beta ‌for Claude Enterprise and Claude ⁠Team customers, with plans to expand to other platforms, Anthropic said.

Reuters63d agoneutral
Exclusive-SPS Commerce explores sale amid activist pressure, sources say

Supply chain software maker SPS Commerce is exploring a sale amid ‌pressure from activist investors, according to three people familiar ‌with the matter. The company is working with investment bank Morgan Stanley on ​the potential sale, which is expected to draw interest from private equity firms, the sources said, requesting anonymity to discuss confidential matters. SPS Commerce and Morgan Stanley did not immediately respond to requests for ‌comment.

Chicago Missed the Tech Boom. Quantum Computing Gives It a Second Chance.
The Wall Street Journal63d agobearish
Chicago Missed the Tech Boom. Quantum Computing Gives It a Second Chance.

CHICAGO—The Lake Michigan docks that once received iron ore for a 20th-century steel mill will accept a new delivery this summer aimed at fueling Chicago’s future: components of a quantum computer. The site of the former U.S. Steel mill, on a lakeside plot on the city’s South Side, is now a construction zone for a quantum-technology campus that local leaders hope will vault Chicago into the next high-tech era and accelerate Illinois’s economic growth. The Illinois Quantum and Microelectronics Park will host one of the largest quantum computing sites in the world, with companies aiming to commercialize technology harnessing the unique powers of nature’s smallest particles to process information in new ways.

Saturna CIO sees AI and Shariah investing creating new global equity opportunities
Proactive63d agoneutralVIDEO
Saturna CIO sees AI and Shariah investing creating new global equity opportunities

Saturna Capital Chief Investment Officer Scott Klimo joined Steve Darling from Proactive to discuss the Saturna Global Equity ETF, the principles of Shariah-compliant investing, and how the rapid growth of artificial intelligence is reshaping valuations and opportunities across global markets. Klimo explained that the actively managed ETF applies Islamic investment guidelines that exclude sectors such as conventional banking, insurance, gambling, tobacco, alcohol, and weapons. In addition to those sector screens, the strategy also emphasizes companies with low debt levels, a factor Klimo said can signal strong cash generation, disciplined capital allocation, and durable business models. The conversation also focused on the impact of AI on technology investing. Klimo noted that major technology companies such as Alphabet, Amazon, and Microsoft are evolving from traditionally asset-light businesses into far more capital-intensive operators as they commit massive sums to AI infrastructure, data centers, and compute capacity. Beyond the large-cap AI leaders, Klimo highlighted a broader group of companies benefiting from the AI buildout, including ASML, Taiwan Semiconductor, Samsung Electronics, and Japan’s Fujikura, all of which play important roles in chip manufacturing, semiconductor equipment, and data-center connectivity. The discussion also touched on the pharmaceutical sector, where Klimo sees long-term value despite recent market weakness. He said healthcare companies can provide portfolio balance and defensive characteristics, even as investors continue to weigh regulatory uncertainty and shifting sentiment toward the sector. Looking at the broader market backdrop, Klimo pointed to continued geopolitical uncertainty, inflation trends, and energy prices as important factors to monitor. At the same time, he said he remains generally constructive on the market outlook, supported by resilient corporate earnings and the long-term productivity gains expected from AI adoption. #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews #SaturnaCapital #ShariahInvesting #ArtificialIntelligence #ETFInvesting #GlobalEquities #TechInvesting #AIInfrastructure #Semiconductors #HealthcareStocks #MarketOutlook

Mark Zuckerberg directed Meta to create a prediction markets app, NYT reports
Reuters63d agoneutral
Mark Zuckerberg directed Meta to create a prediction markets app, NYT reports

Meta CEO Mark Zuckerberg recently dispatched a small team at his company to create a smartphone app similar ‌to Polymarket and Kalshi, the New York Times reported on Tuesday, ‌citing two employees with knowledge of the matter. Prediction markets surged ⁠in popularity during the 2024 U.S. presidential election and have evolved into an asset class that lets investors wager on ⁠a variety of events, from monetary policy to sports tournaments. Trading platforms such as Robinhood and Interactive Brokers have rolled out event contracts.

FedEx Earnings Due: A Milestone Report After Massive Transformation
Investor's Business Daily63d agoneutral
FedEx Earnings Due: A Milestone Report After Massive Transformation

FedEx prepares to release earnings for its fiscal fourth quarter after Tuesday's market close, its first report after executing a momentous structural transformation. FedEx stock dropped near a buy point, and rival UPS also lost grund. The restructuring included spinning off FedEx Freight, its less-than-truckload business, earlier this month.

Robinhood stock falls as company unveils $2 billion debt plan
TheStreet63d agobearish
Robinhood stock falls as company unveils $2 billion debt plan

Robinhood (HOOD) markets confirmed plans to sell $2 billion in convertible senior notes due 2029, and the stock dropped 2.2% in premarket trading on the news. A debt sale tied to a stock buyback usually reads as a vote of confidence. The fine print on this one tells a different story about what ...

Investing.com63d agoneutral
Qualcomm investor day to detail data center plans Wednesday

Investing.com -- Bank of America has raised its price target on Qualcomm (QCOM) from $165 to $195, though the firm is maintaining its "Underperform" rating ahead of the company’s Investor Day on Wednesday, June 24. The revised target is the result of BofA rolling its valuation forward to calendar year (CY) 2028 estimates, applying a 15x price-to-earnings (P/E) multiple. The bank’s underlying financial estimates remain unchanged, which includes projecting roughly $2.5 billion in CY 2028 AI revenu

Chevron and Microsoft bet big on data centers
TheStreet63d agoneutral
Chevron and Microsoft bet big on data centers

Chevron (CVX) and Microsoft (MSFT) announced a 20-year power purchase agreement on June 22 to build a natural gas-fired power plant in West Texas dedicated to supplying electricity to a Microsoft data center campus. The project, named Project Kilby, sits on more than 2,000 acres in Reeves County ...

Why Microsoft Needs to Carve its Own AI Path
The Wall Street Journal63d agoneutral
Why Microsoft Needs to Carve its Own AI Path

Microsoft may be trying to carve out its own path in AI. Microsoft started the month with the launch of its own AI models designed to power target corporate use cases at a much lower cost than the frontier models proffered by OpenAI, Anthropic and Google. Microsoft chief executive Satya Nadella has also become critical of the doomer messaging used by some of the company’s key rivals in the AI race.