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Investing.com29d agoneutral
Buy dips or sell strength in 2H 2026?: BCA Research answers

Investing.com -- BCA Research hosted a bull/bear debate on July 13, 2026, moderated by Chief Investment Strategist Marko Papic, pitting Peter Berezin and Arthur Budaghyan on the bearish side against Juan Correa and Noah Weisberger on the bullish side, with bulls ultimately winning the argument, though BCA Research cautioned that "victory may be short-lived."

AMD Stock Rises on Vote of Confidence From a Big AI Chip Customer
Barrons.com29d agoneutral
AMD Stock Rises on Vote of Confidence From a Big AI Chip Customer

Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video29d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Forget JEPI: The Family Behind QQQI Runs an S&P 500 Version Paying 12%
24/7 Wall St.29d agoneutral
Forget JEPI: The Family Behind QQQI Runs an S&P 500 Version Paying 12%

JEPI built its reputation on monthly income from large-cap stocks, but a rival fund using a different options structure on the same index targets a yield that leaves JEPI's payout looking modest, and the tax treatment in a brokerage account tells an even more compelling story.

Why the Next Two Weeks Will Make or Break the Stock Market
Barrons.com29d agoneutral
Why the Next Two Weeks Will Make or Break the Stock Market

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks, meanwhile, are in retreat, with the trading in bear market territory and the now more than halfway toward correction after making an all-time high on June 2.

2 Services Stocks with Competitive Advantages and 1 That Underwhelm
StockStory29d agoneutral
2 Services Stocks with Competitive Advantages and 1 That Underwhelm

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But increasing competition from AI-driven upstarts has tempered enthusiasm, limiting the industry’s gains to 8% over the past six months. This return lagged the S&P 500’s 10.8% climb.

Investors’ Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results
Insider Monkey29d agoneutral
Investors’ Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index returning 15.2%. A ceasefire between the United States and Iran and accelerated investment in artificial […]