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Drone Stock Backed by Trump Son Soars on US Funding Hopes
Bloomberg92d agobullish
Drone Stock Backed by Trump Son Soars on US Funding Hopes

(Bloomberg) -- Shares of drone makers and suppliers rallied Thursday after a report said the Trump Administration is exploring potential funding deals with a group of companies to increase domestic production and lower costs.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-Preside

Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply
24/7 Wall St.92d agobullish
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

The AI boom has already burned through one shortage after another. First it was GPUs. Then high-bandwidth memory. Then power infrastructure, transformers, cooling systems, and even land near major electric grids. Yet as hyperscalers continue pouring hundreds of billions into AI data centers, another chokepoint is moving front and center — optics. That may sound ... Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply

Best Buy Surges on Earnings. Its 5% Yield Looks Even Better
Barrons.com92d agobullish
Best Buy Surges on Earnings. Its 5% Yield Looks Even Better

Best Buy is known for its laptops and smartphones. Best Buy stock surged nearly 17% Thursday after the electronics chain reported first-quarter operating earnings of $1.28 a share, up from $1.15 a year earlier—helped by higher margins and a 2% bump in same-store sales. Best Buy, meanwhile, stoked the uncertainty further when it announced in April that CEO Corie Barry would step down Oct. 31, to be replaced by longtime company veteran Jason Bonfig.

Peter Schiff: MicroStrategy’s ‘Smart’ Debt Buyback Just Torched 60% of Its Safety Net
24/7 Wall St.92d agobullish
Peter Schiff: MicroStrategy’s ‘Smart’ Debt Buyback Just Torched 60% of Its Safety Net

Peter Schiff has spent years arguing Bitcoin is a mirage, so when he calls a move by Michael Saylor a warning sign, it carries weight. On a recent episode of The Peter Schiff Show titled “The Debt, the AI Bubble, and Strategy’s Liquidity Crisis… It’s All Connected,” Schiff zeroed in on MicroStrategy (NASDAQ:MSTR), now branded ... Peter Schiff: MicroStrategy’s ‘Smart’ Debt Buyback Just Torched 60% of Its Safety Net

Investing.com92d agobullish
Software sector rallies as Snowflake results soothe broader AI fears

Investing.com -- A massive rally swept across the software sector on Thursday, significantly easing recent investor anxieties over AI-related disruptions to enterprise technology companies. This sweeping wave of positive sentiment rippled through major industry benchmarks, helping reverse a prolonged, fear-driven selloff that had plagued the sector throughout 2026. The primary catalyst for the broader market reversal was Snowflake Inc.’s blockbuster quarterly results, which served as concrete ev

The U.S. Market Is On Fire, But One Surprising Country Has Outperformed U.S. Stocks 10-to-1 Since the Start of 2025
24/7 Wall St.92d agobullish
The U.S. Market Is On Fire, But One Surprising Country Has Outperformed U.S. Stocks 10-to-1 Since the Start of 2025

Here’s a fact that might shock you: the iShares MSCI South Korea ETF (NYSEARCA:EWY) has ripped 303.3% higher in U.S. dollar terms since the start of 2025, while the SPDR S&P 500 ETF (NYSEARCA:SPY) has gained 29.9% over the same stretch. That puts Korean stocks at roughly 10 times the U.S. return. EWY shares traded ... The U.S. Market Is On Fire, But One Surprising Country Has Outperformed U.S. Stocks 10-to-1 Since the Start of 2025

Caterpillar Rallies 59% Amid AI Trade Boost, Offers Buy Point
Investor's Business Daily92d agobullish
Caterpillar Rallies 59% Amid AI Trade Boost, Offers Buy Point

There is more to Caterpillar stock than the flashy yellow machines that are all too familiar at construction and mining sites. Along with flexing its prowess in construction, the Dow component has become a data center play. It also makes Caterpillar today's IBD 50 Stock To Watch.

This Vanguard VEA ETF Is Beating Your S&P 500 ETF – Here’s Why You Should Buy It
24/7 Wall St.92d agobullish
This Vanguard VEA ETF Is Beating Your S&P 500 ETF – Here’s Why You Should Buy It

Most American portfolios contain a fund like Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) the way most American kitchens contain a wok. Technically present. Pulled out twice a year. The investor knows, vaguely, that international diversification is supposed to matter, and forgets about it because the S&P 500 has spent fifteen years making everything else look ... This Vanguard VEA ETF Is Beating Your S&P 500 ETF – Here’s Why You Should Buy It

Vanguard’s Value ETF May Soon Outperform Your Tech Holdings as “The Great Migration” Accelerates
24/7 Wall St.92d agobullish
Vanguard’s Value ETF May Soon Outperform Your Tech Holdings as “The Great Migration” Accelerates

The Vanguard Value ETF (NYSEARCA:VTV) is up 11% year to date, a lead that only looks small next to the 9.4% return on the Vanguard Growth ETF (NYSEARCA:VUG) over the same stretch. That is the actual shape of the so-called Great Rotation so far in 2026. Value is ahead of growth on the year, and ... Vanguard’s Value ETF May Soon Outperform Your Tech Holdings as “The Great Migration” Accelerates

Prediction: Elon Musk’s SpaceX Will Buy Intel for $1 Trillion
24/7 Wall St.92d agobullish
Prediction: Elon Musk’s SpaceX Will Buy Intel for $1 Trillion

The market’s AI arms race is no longer just about chatbots and software. It’s becoming a battle over electricity, data centers, and perhaps most importantly — chips. That’s why Elon Musk’s next move after SpaceX’s highly anticipated June 12 IPO may surprise investors. Not another rocket launch. Not a social media platform. Not even another ... Prediction: Elon Musk’s SpaceX Will Buy Intel for $1 Trillion

Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?
24/7 Wall St.92d agobullish
Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?

The pitch for Vanguard Total Stock Market Index Fund ETF (NYSEARCA:VTI) has always been embarrassingly simple: own every public US stock that matters, charge almost nothing, and wait. That is it. The fund holds no tactical tilts, factor overlays, or managers trying to time the rotation out of tech. Which is why it is mildly ... Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?