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Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot
Simply Wall St.27d agobearish
Salesforce (CRM) As Downgrades Test The Case For An Undervalued AI Pivot

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.
Investor's Business Daily27d agobearish
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

Popular Walmart bakery item recalled over possible glass contamination
TheStreet27d agobearish
Popular Walmart bakery item recalled over possible glass contamination

Most shoppers do not expect something as simple as a bakery roll to carry a safety risk. But food recalls can sometimes involve products consumers never see in their original packaging. This is especially true of products, which are shipped in bulk to grocery-store bakeries, restaurants, or other ...

5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back
Barrons.com27d agobearish
5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

The Bull Case For NIKE (NKE) Could Change Following Missed World Cup Moment And Brand Relevance Questions
Simply Wall St.28d agobearish
The Bull Case For NIKE (NKE) Could Change Following Missed World Cup Moment And Brand Relevance Questions

In recent months, Nike completed its share repurchase program announced in June 2022, buying back 124,360,522 shares for US$12,124.68 million, while also facing weak consumer demand, discounting in key Sportswear and Jordan lines, and criticism from LeBron James about losing cultural relevance. The company also missed out on World Cup final exposure as Adidas-sponsored teams dominated the spotlight, limiting Nike’s tournament-related brand visibility and merchandise potential just as it is...

Why the Russell 2000 Is Doing Something It Hasn’t Done Since 2020
Barrons.com28d agobearish
Why the Russell 2000 Is Doing Something It Hasn’t Done Since 2020

The Russell 2000's lack of exposure to AI has made the once-risky index shockingly reliable in recent weeks. It’s up nearly 20% in 2026, which is the best it has done through July 21 of a year since 2013, according to Dow Jones Market Data. The Russell’s furious rally has come in the face of rising interest-rate expectations.

Is Samsung Electronics (KOSE:A005930) Fully Valued Following The US ITC Patent Probe?
Simply Wall St.28d agobearish
Is Samsung Electronics (KOSE:A005930) Fully Valued Following The US ITC Patent Probe?

Samsung Electronics (KOSE:A005930) is back in focus after the United States International Trade Commission opened a new investigation into whether certain Samsung memory products infringe Netlist patents, potentially affecting imports into the US. See our latest analysis for Samsung Electronics. Samsung Electronics' share price has been volatile, with a 6.76% gain over the last day but down 26.41% over 30 days. The 90-day share price return of 19.77% sits against a very large 1-year total...

Investing.com28d agobearish
China cuts Iranian oil purchases by 40%, Bessentsays

Investing.com -- U.S. Treasury Secretary Scott Bessent said Tuesday that China has reduced its crude oil purchases by approximately 40% in recent months, a decline he said is significantly reducing Iran's oil revenues.