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27,107 signal articles · 160 in last 24h · 130,828 total before filter · latest 29m ago
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Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler
Insider Monkey22d agoneutral
Why ASML Holding (ASML) Could Be the Biggest AI Chip Enabler

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Why Taiwan Semiconductor (TSM) Could Be a Top AI Infrastructure Winner
Insider Monkey22d agoneutral
Why Taiwan Semiconductor (TSM) Could Be a Top AI Infrastructure Winner

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

3 Large-Cap Stocks with Promising Prospects
StockStory22d agoneutral
3 Large-Cap Stocks with Promising Prospects

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Hedge Funds are Piling Back Into the Market
The Wall Street Journal22d agoneutral
Hedge Funds are Piling Back Into the Market

The smart money on Wall Street is betting on this current bull run. After aggressively pulling back from the market just a couple weeks ago, hedge funds are piling back in. They bought global equities for a second straight week in the five trading days through last Thursday, according to a note from Goldman Sachs' prime brokerage unit.

Boeing Deal Lifts Archer Aviation
The Wall Street Journal22d agoneutral
Boeing Deal Lifts Archer Aviation

Archer Aviation is taking off. Shares in the California-based startup rose more than 20% in premarket trading after Boeing agreed to take a minority stake in the company as part of a deal that hands over control of its flying-taxi venture Wisk Aero.

1 Healthcare Stock Worth Your Attention and 2 We Ignore
StockStory22d agoneutral
1 Healthcare Stock Worth Your Attention and 2 We Ignore

From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. Shareholders who bet on the industry have been rewarded lately as healthcare stocks have returned 18.3% over the past six months, topping the S&P 500 by 7.4 percentage points.

Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?
Insider Monkey22d agoneutral
Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?

Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J’s MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon […]

1 Software Stock to Own for Decades and 2 We Question
StockStory22d agoneutral
1 Software Stock to Own for Decades and 2 We Question

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

Bloomberg22d agoneutral
Anthropic, Macquarie and GIC Form Venture for AI Data Centers

(Bloomberg) -- Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singaporean wealth fund GIC to build data centers for the Claude developer. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Condit

1 Unpopular Stock That Deserves a Second Chance and 2 That Underwhelm
StockStory22d agoneutral
1 Unpopular Stock That Deserves a Second Chance and 2 That Underwhelm

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Intel to Offer $15 Billion of Common Stock
The Wall Street Journal22d agoneutral
Intel to Offer $15 Billion of Common Stock

Intel shares fell 4% in premarket trading Monday after the company announced it would offer $15 billion in common stock. The chip maker cited strong customer demand “driven by unprecedented investment in AI compute.” Intel said it would use proceeds from the offering for general purposes, including capital expenditures and working capital.

First Phosphate uplists ADRs to Nasdaq Global Market
Proactive22d agoneutral
First Phosphate uplists ADRs to Nasdaq Global Market

First Phosphate Corp. (CSE:PHOS, OTCQX:FRSPF, FRA:KD0, OTC:FPHOY)’s American Depositary Receipts began trading on the Nasdaq Global Market on Monday after the company’s ADR program was upgraded to a Level 2 listing. The ADRs trade under the ticker ‘PHOS,’ with each ADR representing 10 First...

BlackRock Inks Union Pact to Support Data Center Boom
The Wall Street Journal22d agoneutral
BlackRock Inks Union Pact to Support Data Center Boom

Investment firms are looking to new kinds of partnerships as the historic data-center construction boom strains resources, including labor. BlackRock and its new AI infrastructure fund have signed an agreement with North America’s Building Trades Unions, which represents more than 3 million skilled construction workers in the U.S. and Canada. Under the pact, BlackRock and its AI infrastructure fund partners—which include Microsoft and Nvidia—will share early details of their construction plans with NABTU to better staff future projects.