the billionaire

the letter from the rich investor

14 Jul, 2026
Meta stock is back in rally mode, for now.
Operators seek billions as infrastructure spending accelerates
Bank of America and Wells Fargo both cited the strength of the U.S. economy as a key driver of their second-quarter results.
The enterprise software giant made a major announcement that sent shockwaves through the tech industry.
This company has set its eyes on changing the mining industry.
Lucid stock collapsed by half in a single afternoon after reports surfaced that the EV maker hired turnaround specialists to weigh options that range from going private to a potential court filing, and now shareholders are left waiting to find out which path the Saudi-backed automaker actually chooses.
Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.
NVIDIA dominates AI compute while SanDisk is riding a NAND shortage cycle that sent shares up over 600% this year. Whether storage can match silicon as a long-term AI winner comes down to one critical question about memory pricing and platform staying power.
Vertiv is riding the wave of AI data center build-outs. Here's what's driving its surge, what the numbers say, and the valuation risk to watch.
US benchmark equity indexes were mostly higher intraday as traders assessed the latest inflation dat
Simply investing in these ETFs takes a lot of thought out of putting together a portfolio.
Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?
Two Chinese firms were cleared to buy Nvidia's H200 processors, while another received approval to use competing AMD AI chips.
Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.
Every serious AI chip on earth runs through one foundry, yet most investors are still sleeping on the infrastructure play hiding in plain sight. Here is why a recent macro selloff turned into a buying opportunity that is hard to ignore.
Financial stocks were advancing in Tuesday afternoon trading, with the NYSE Financial Index rising 0
Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (
Nvidia just posted 85% revenue growth yet trades nearly 30% below its 52-week high, leaving analysts split on whether a path to $400 even exists. The math behind that target is more surprising than the number itself.
Investing.com -- Netflix shares are down approximately 20% year-to-date, a decline that Bank of America, in a note on Tuesday, attributed to three overlapping concerns, even as the bank reiterated a Buy rating and $125 price target on the stock, which closed at $73.83 on Monday.
The Nasdaq gained 0.9% while the Dow fell 0.2% in a split decision. IBM's 24.9% plunge and Goldman Sachs' 7.4% surge explain Tuesday's split decision.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
SanDisk turned a modest storage brand into one of the most explosive trades on the NASDAQ, but with the stock cooling sharply from its peak and Wall Street targets ranging from $955 to $3,169, figuring out where it goes next demands a closer look at what is actually driving the numbers.
Marvell Technology has shot up impressively in 2026, and the growing demand for its custom processors and networking chips could translate into further gains.
Stock Market Today: The Dow Jones index retreats Tuesday as IBM slides 25% after earnings while a fiber optics name rallies.
17:10
Yahoo! Finance
Stricter screening cuts the number of approved buyers as U.S. export controls intensify.
The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very much alive.
Several Wall Street analysts issued modest price target increases on Tuesday, in light of Tesla’s upcoming July 22 earnings release.
Uber's operating income just surged 56% while its stock trades nearly 20% below last year's peak, and the gap between those two facts is exactly what investors need to understand right now.
Two defense giants are betting on opposite sides of naval warfare, and one of them just posted negative free cash flow while the other is sitting on nearly two billion dollars of it. The question is whether a $3.45 billion sensor acquisition can close that gap before program charges do further damage.
Buying individual shares isn't the only way to gain exposure to South Korea's most important AI chip stocks.
KeyBanc says higher device prices and weakening upgrade cycles could weigh on Apple’s growth outlook.
16:56
Yahoo! Finance
iPhone shipments rise roughly 20% despite broader weakness
Merrill Lynch and the Bank of America Private Bank saw net income in the second quarter jump 42% from a year ago.
BAC stock hit a record high over $61 after its second-quarter revenue and earnings beat Wall Street estimates.
Most investors still think Alibaba is an e-commerce company. But that story is quickly becoming outdated.
FEATURE Stocks were rising Tuesday, led by the resurgent artificial-intelligence trade, as investors responded to cooler-than-expected U.S. inflation data for June, a slew of bank earnings reports, and a profit warning from IBM that sent the stock down sharply.
(Updates with Microsoft's comment in the fifth and sixth paragraphs.) Oaktree Capital Management-
16:41
Yahoo! Finance
Apple Defies China's Smartphone Slump With Strong Premium Growth
IBM issued profit warning after weak second quarter, triggering selloff in software sector including Microsoft
16:27
Seeking Alpha
Two tech titans sit within striking distance of each other at the top of the market, but their growth engines could not be more different. Which one deserves your attention before Apple's July 30 earnings report changes the conversation?
The New Hub Bridges Frontier Artificial Intelligence with Scalable Global Supply Chains to Empower Next-Gen FoundersSan Francisco, July 14, 2026 (GLOBE NEWSWIRE) -- OGBC Group, a Singapore-based global investment platform, has officially expanded into Silicon Valley with the launch of the OGBC Hardware Accelerator in downtown San Francisco. The initiative is explicitly engineered to capitalize on the region’s premier AI talent while deploying OGBC’s extensive global supply chain infrastructure.
Curinos, a provider of decision intelligence for financial institutions, today announced the four startups selected for the second cohort of the Curinos FinTech Incubator, delivered in partnership with CoMotion at the University of Washington. The company also named two new members to the program's mentorship team and deepened its partnership with Databricks.
Mike Santomassimo, the bank’s CFO, attributed the positive credit trends to the U.S. economy and consumers remaining resilient even in the face of stickier-than-expected inflation. Santomassimo attributed that sturdiness to a relatively stable jobs environment. “We are not seeing cracks,” Santomassimo said on a call with reporters.
While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.
While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.
Cleanspark (NASDAQ:CLSK) said it has signed a 20-year triple-net lease with an unnamed high investment-grade global technology company to convert its Sandersville, Georgia, facility into a high-performance computing data center, marking a major step in the company’s shift beyond Bitcoin mining and i
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.
META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.
Sandersville largely matched the brokerage’s assumptions, leaving the unresolved Texas leases, development financing and execution as the main variables for CleanSpark’s valuation.
All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin
Origin Digital, a Chicago-based Data and AI Solutions provider, today announced it has joined the Claude Partner Network, becoming an official partner of Anthropic. The partnership adds Claude to Origin Digital's technology portfolio alongside its existing partnerships with Microsoft and Databricks, giving clients a broader set of AI platforms to build on.
A CleanSpark data center lease so large it dwarfs the company's own market cap sent shares surging Tuesday, while every peer miner sat frozen on the sidelines, raising one urgent question about what comes next.
The company is making a fundamental pivot you might have missed, and it has nothing to do with building more vehicles.
Goldman Sachs' (GS) second-quarter results topped Wall Street's estimates as a record performance in
Opportunities span global deployment of Azure’s AI accelerators, cloud CPUs, DPUs and quantum processors, with country- and city-level insights enabling targeted expansion across North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.Dublin, July 14, 2026 (GLOBE NEWSWIRE) -- The "Microsoft Azure Global AI, Compute, Data, and Quantum Processor Deployment Analysis" has been added to ResearchAndMarkets.com's offering. A comprehensive new market intelligence report delivers d
Apple Inc. (NASDAQ:AAPL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC, while quoting Nikkei Asia, noted that the company plans at least 5 new iPhone models through early 2027. Apple Inc. (NASDAQ:AAPL) has lifted its foldable iPhone production plans to 10 million units. CNBC, while quoting Bloomberg, also […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 2, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) plans to invest $2.5 billion in a new group. This group focuses on assisting clients with AI implementations. With this, Microsoft Corporation (NASDAQ:MSFT) is the latest tech giant that is committing significant resources […]
For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.
IBM stock collapses 25% after the company preannounced its Q2 earnings results.
15:06
Yahoo! Finance
CPI fell More Than Expected
Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions, and one balance sheet tells a story investors did not expect.
Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.
Citigroup (C) reported stronger-than-expected second-quarter financial results Tuesday, driven by do
(Bloomberg) -- As artificial intelligence, war and the specter of inflation drive investors’ exuberance and worries, Wall Street’s traders have cracked the code to come out on top every single time.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All
Investors need to pay close attention to GEHC stock based on the movements in the options market lately.
Tesla's (TSLA) strong auto and energy deliveries set up the electric vehicle maker for a solid Q2, b
CPI for June came in -0.4%, at its lowest level since April 2020's -0.8%.
Wells Fargo (WFC) joined other Wall Street banks that reported above-consensus second-quarter result
HWM is riding commercial aerospace demand as engine spares, aircraft backlogs and production recovery support growth prospects.
Meta Platforms (META) stock has finally crossed back above its 200-day moving average, consecutively in its last two sessions. Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about Meta's latest stock moves and what that may signal about its sustainability.
The tech moguls took to X to rip each other apart again, this time over Apple's lawsuit and Musk's SpaceX IPO.
Five low price-to-book stocks pass our value screens with low P/B, P/S and PEG metrics, highlighting their earnings growth potential.
Bank of America Corp (NYSE:BAC) shares rose about 2% in premarket trading after the bank reported second-quarter 2026 results that exceeded Wall Street expectations, driven by growth in net interest income, investment banking, trading and wealth management. The bank reported earnings per...
Tesla stock was inching higher at the start of Tuesday trading as investors mulled over what a couple of Wall Street price target hikes could do for it. The modest rise came after Morgan Stanley, Barclays, and Wells Fargo all bumped their price targets for Tesla stock. Morgan Stanley analyst Andrew Percoco raised his price target by $2 to $417 and kept a Hold rating on shares.
14:13
Seeking Alpha
Strong trading, rebounding dealmaking, and higher-rate expectations could support major U.S. bank earnings this quarter.
Shares could soon look “too expensive,” KeyBanc’s Brandon Nispel warns as he cuts his rating for the iPhone maker.
Bank stocks were rising Tuesday morning after the nation’s largest banks reported strong second-quarter earnings due to powerhouse results from investment banking units which have reaped the benefits of a surge in dealmaking activity. “We thought the 2Q earnings were going to be very good, but they turned out to be extraordinary,” Macrae Sykes, portfolio manager of the GABF ETF at Gabelli Funds, said in a statement. The KBW Bank Index was up 1.75%, while the benchmark S&P 500 index was up 0.28%.
Bank of America (NYSE:BAC) reported broad-based second-quarter growth, with management pointing to stronger net interest income, fee revenue, client activity and operating leverage across each of its business segments. CEO Brian Moynihan said the bank generated revenue of $31.6 billion, up 15% from
Northrop Grumman (NOC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
A Wall Street analyst downgraded Apple stock to the equivalent of a sell rating on expectations of slowing iPhone sales and Apple device upgrades.
CleanSpark’s new 20-year agreement covers the company's Sandersville, Georgia, campus and includes two optional five-year extensions.
Middle East tensions are rattling markets, putting Nexa Resources, Stone, General Motors and Invesco in focus as low-P/CF value picks.
The unnamed customer will set up its infrastructure at CleanSpark’s Sandersville campus in Georgia to run a range of computing workloads.
Apple, IBM downgraded: Wall Street's top analyst calls
One stock has a very high ceiling, while the other has a much higher floor.
NEW YORK, July 14, 2026--Breakthroughs in AI offer cities extraordinary opportunities to improve economic competitiveness, social impact, and citizen services. But realizing AI’s full potential will only happen if urban leaders are able to overcome challenges around governance, data, resources, and public trust.
Hyperliquid’s (CRYPTO: $HYPE) builder-deployed perpetual markets are moving from the edge of the exchang...
Recently, Zacks.com users have been paying close attention to General Motors (GM). This makes it worthwhile to examine what the stock has in store.
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure tell a very different story about what happens after July 22.
Zacks.com users have recently been watching Apple (AAPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The announcement marks the latest in a string of sodium battery developments as utilities and customers look for new sources of grid-tied and behind-the-meter capacity.
Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.
Amkor trades at a steep P/S discount despite AI-driven advanced packaging growth, Arizona expansion and rising smartphone demand, backed by long-term catalysts.
Investing.com -- KeyBanc Capital Markets downgraded Apple to Underweight from Sector Weight in a note on Tuesday, setting a price target of $250 per share, citing weakening hardware demand data and concerns about 2027 growth expectations.
US June CPI came in at 3.5% YoY, beating expectations. Core inflation hit 2.6%. Fed Chair Warsh vows no tolerance for high prices.
The fund's past recoveries look tempting, but the ride down has often been rougher than it looks.
Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five deep-pocketed giants are now circling a company that may be too strategically valuable to stay independent.
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that could reshape daily life faster than any orbital data center. Picking the right Elon Musk bet right now might come down to one critical question about timing.
Apple's lawsuit against OpenAI shows how important AI devices will be for the iPhone maker.
Berkshire Hathaway stock has delivered an 82.2% return over the past 5 years, yet the latest intrinsic value checks and earnings multiples both still point to the shares trading at a discount to what the business may be worth. That mix of solid long term returns and a perceived valuation gap is drawing fresh attention as Greg Abel reshapes the portfolio toward large technology and AI holdings. Over 5 years, Berkshire Hathaway has returned 82.2%, which is the kind of compounding that often...
Fluence Energy, Inc. has announced a collaboration with Avantus to deploy its U.S.-produced Smartstack energy storage system for the Rexford 2 solar-plus-storage project in Southern California. This 200 MW / 800 MWh facility will support the California energy grid with reliable, clean power, sufficient to energize 84,000 homes. Beyond boosting grid stability, this initiative emphasizes the use of domestic manufacturing, which enhances local job creation and supports the U.S. energy storage...
11:36
Yahoo! Finance
A Buy reiteration at $110 highlights World Cup tailwinds and AV partnership updates as key metrics to watch
If Bitcoin's price drops to $45,000, that would put 59% of supply underwater, the largest since 2018, said analyst James Check.
Microstrategy published its Bitcoin Banking Adoption Index on July 13, 2026, scoring 25 of the world’s largest banks on how deeply they have wired Bitcoin into their business. The headline number is 32%, meaning the biggest institutions on the planet are, by Strategy’s own measure, roughly one-third of the way ...
The card offers up to 2% cashback, paid weekly in Bitcoin, euros or pounds.
We test 9 assets over years to find the best currency to save in. Gold turned $100 into $9,436, the pound left $53, and one structure wins.
The Chinese state-owned manufacturer will display EV models at a Montreal event this week and is currently pursuing certification for its vehicles with Canadian regulators.
The Saudi Arabia Commercial Vehicle Electrification Market is poised for growth via expanding charging networks and partnerships with logistics firms. Government support, rising fuel prices, and battery advancements drive demand for zero-emission vehicles, particularly in urban areas prioritizing sustainability.Dublin, July 14, 2026 (GLOBE NEWSWIRE) -- The "Saudi Commercial Vehicle Electrification (Trucks & Buses) Market Size, Share, Growth Drivers, Trends, Opportunities, Competitive Landscape &
Apple, Tesla and Intel have been highlighted in this Investment Ideas article.
US CPI data lands on July 14 and Bitcoin traders brace for volatility. Here is what could happen to BTC price.
Meta: US dollar remains supported by hawkish Federal Reserve expectations, with traders focused on US CPI data and Fed commentary for the next directional move.
VfL Wolfsburg, the German soccer team that operates as a wholly owned subsidiary of carmaker Volkswagen, was relegated from the Bundesliga in May for the first time since being promoted to the country’s top-flight competition in 1997. On Monday, CEO Oliver Blume told staff that struggling VW could double existing plans to axe 50,000 jobs. The resulting 100,000 cuts would make for one of the most extraordinary downsizings in corporate history, underscoring the dire nature of the once-mighty carmaker’s quandary. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks.
They're rolling up their sleeves again, seemingly out of fear of missing AI's defining moment and, presumably, the irresistible allure of making even more money -- potentially a lot more.
Jefferies said Tesla’s growth and earnings deterioration are beginning to reverse ahead of its July 22 results.
13 Jul, 2026
iShares MSCI Japan ETF (NYSEARCA:EWJ) is the default way for American investors to gain exposure to Japan. EWJ tracks the MSCI Japan Index, holds hundreds of Japanese large- and mid-cap companies including Toyota, Sony, and Mitsubishi UFJ, and manages roughly $15 billion in assets. It is cheap, liquid, and diversified. That is why it sits ... Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points
Bitcoin has the institutional muscle and XRP has the wilder upside, but the case for each crypto hinges on very different things going right. Before you commit $1,000, it helps to know exactly what has to break your way and what breaks against you.
The latest trading day saw GE Vernova (GEV) settling at $1, representing a -4.49% change from its previous close.
ARK Invest CEO Cathie Wood is one of the most popular crypto investors whose views on digital assets are closely watched by the industry. While the veteran investor is best known for her bullish Bitcoin (BTC) prediction, her firm ARK Invest recently issued a bullish prediction on stablecoins. ...
Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.
The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.
The company's most important production line appears stable, but the real test for investors is still to come, and it hinges on one critical figure.
GE Aerospace appears well-positioned to deliver another solid quarter, supported by robust demand across commercial aviation and a resilient defense business.
Bitcoin and crypto-linked stocks declined Monday despite increasing expectations that the Senate could begin considering the CLARITY Act this month.
Fundstrat's Sean Farrell outlines why crypto's risk/reward looks promising
Everyone beating themselves up for missing GE Aerospace's big run this year might want to check what the boring industrials ETF quietly did over the exact same stretch before feeling too bad about it.
Burniske said Lyn Alden's “Broken Money” reinforced his view that Bitcoin and similar assets reward long-term patience over speculative trading.
Bitcoin slipped near $62,600 and oil jumped 4% after Trump said the US would take control of the Strait of Hormuz.
XRP has shed 40% this year and now clings to a dollar-level floor that one stalled Senate bill could either rescue or abandon entirely. The clock is running out faster than most investors realize.
GE heads into Q2 earnings with strong aerospace demand, upbeat estimates and solid momentum, but can its premium valuation hold up?
Coinbase stock rallied on a bunch of positive developments on Friday. But is it worth buying COIN shares at current levels?
MP is expanding U.S. rare earth magnet production with government backing, long-term customer deals and new manufacturing projects to strengthen its supply chain.
F's labor deal, Ford Pro growth, easing supply issues and a 4%+ dividend bolster the buy case despite EV losses, recalls and tariff costs.
Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future arrives on schedule or falls apart in Q2.
Here is how GE Aerospace (GE) and Curtiss-Wright (CW) have performed compared to their sector so far this year.
Markets rarely speak in press releases. They speak in the quiet, unglamorous act of a person signing for a car and driving it home. Detroit spent the better part of a decade listening to a different signal. Executives read the headlines, the climate targets, and the government incentives, and they ...
Beyond analysts' top-and-bottom-line estimates for GE (GE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
(Updates with recent oil price movement, world markets' overview and corporate stock movements.)
With the strikes over the weekend in Iran, it’s not a surprise to see choppy action to start the week in the currency markets.
The premium you see on the sticker today isn't what a patient investor is actually paying for the company's future.
US equity futures were lower pre-bell Monday as hostilities continued to re-escalate in the Middle E
With strong U.S. fundamentals, fiscal deficits, and reserve-currency status, the Dollar responded to FOMC minutes amid shifting risk sentiment. DXY held steady at $101.07, EUR/USD defended blue trendline support, and GBP/USD maintained bullish structure above $1.3388. Full technical analysis inside.
futures loom amid U.S.-Iran attacks. Taiwan Semi, Goldman and GE earnings are ahead. Nvidia, Sandisk, Micron are near buy points.
00:00
Seeking Alpha
12 Jul, 2026
Compared to its "Detroit Three" peers, Stellantis offers a stronger risk/reward proposition.
Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.
General Electric stock has delivered a very large 5 year gain, yet the latest valuation checks suggest the price may now sit at a premium, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating the shares trade well above that model and the broader checks not flagging the stock as an obvious bargain. Over the last 5 years, General Electric has returned about 4.9x an initial investment, which puts extra focus on whether today’s price already reflects much of that...
11 Jul, 2026
Honeywell Aerospace (HONA) officially became an independent, publicly traded company on June 29, 2026, and Wall Street has already made up its mind on the stock. The company separated from Honeywell International on June 29, 2026, and landed on the Nasdaq as HONA. The parent kept the HON ticker and ...
For decades, China has primarily been relied upon by global automakers as a manufacturing base and thriving sales market. Now, that relationship is changing rapidly, as some of the world’s largest automakers shift vehicle research and development to the East Asian nation. Volkswagen (VLKAF), Audi, ...
Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.
General Motors stock has doubled over the past three years, yet the valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount while earnings based multiples suggest the shares screen as expensive. General Motors has returned 100.7% over three years, which puts extra attention on whether today’s price still leaves a margin of safety for new capital. Growth expectations around GM’s push into Ultium...
In July 2026, Micron Technology announced a Strategic Customer Agreement with General Motors to secure long-term U.S.-based supply of advanced memory and storage components essential for GM’s next-generation vehicle platforms. This deep technology collaboration underscores how GM’s push into more software-driven, AI-enabled vehicles depends on reliable, high-performance chips to support its evolving product roadmap. Next, we’ll explore how securing long-term U.S. memory supply from Micron...
10 Jul, 2026
In the most recent trading session, General Motors (GM) closed at $77.85, indicating a +1.57% shift from the previous trading day.
The car business in China is challenged. The U.S. remains a haven, just as long as Chinese cars don’t arrive. Thursday, Volkswagen the second-largest car maker in the world behind Toyota Motor announced a sweeping restructuring that could cost up to 100,000 jobs.
SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.
Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN, you need to see what the headline numbers are hiding.
Netflix is quietly exploring a move that would put rival streaming services inside its own platform, but industry veterans warn the real problem runs deeper than distribution. The answer may come sooner than investors expect.
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and […]
The US Dollar remained firm amid sticky core inflation and monetary policy divergence. DXY held at $100.79 inside a blue ascending channel while EUR/USD held $1.1440 support and GBP/USD defended $1.3422 resistance zone. Technical setups and trade ideas inside.
The ECB plans a potential full launch of digital euro in 2029.
09 Jul, 2026
The US dollar is a bit mixed in early trading, as we continue to watch rates.
As the US Dollar benefits from deep capital markets and safe-haven status, it held firm following FOMC minutes with DXY at $100.85. EUR/USD defended $1.1440 support while GBP/USD tested $1.3418 resistance. Actionable trade ideas inside.
04:10
Seeking Alpha
08 Jul, 2026
Rising Treasury yields provided support to the American currency.
The dollar index (DXY00 ) is up by +0.09% today. The dollar is supported by today’s equity market slump, which has boosted liquidity demand for the currency. Also, higher crude oil prices today have pushed up inflation expectations and could persuade the Fed to keep monetary policy tight, a supportive...
September Euro currency futures present a selling opportunity on more price weakness.
The US dollar continues to move on rates, and with the attack on Iran last night, the USD rally isn’t a big surprise.
Policy and growth divergence across major economies bolstered the US Dollar ahead of today’s FOMC meeting minutes as DXY traded at $101. EUR/USD held blue trendline support at $1.1418 and GBP/USD tested resistance at $1.3360. Latest technical outlook for major pairs.
07 Jul, 2026
The American currency gained ground as traders focused on recent events in the Strait of Hormuz.
The US dollar remains stubbornly positive in the early hours of the Tuesday session.
With strong U.S. fundamentals, fiscal deficits, and reserve-currency status, the Dollar gained ground amid shifting risk sentiment. DXY held steady at $100.93, EUR/USD defended blue trendline support, and GBP/USD maintained bullish structure above $1.3380. Full technical analysis inside.
06 Jul, 2026
16:52
Seeking Alpha
The dollar index (DXY00 ) today is up by +0.22%. The dollar is moving higher today on the as-expected Jun ISM services index report. The dollar also found support amid yen weakness after Japanese authorities failed to intervene in the forex market to support the yen while US markets were...
04 Jul, 2026
Investing.com -- Foreign exchange intervention remains an infrequent but powerful policy tool in major economies, according to BofA, with recent episodes involving the Japanese yen and Swiss franc highlighting how official actions can ripple across global markets, reserve holdings and U.S. Treasury trading.
02 Jul, 2026
VALR will become the first major regulated exchange to natively integrate Hyperliquid, sourcing onchain liquidity for 200+ perps markets.
Investing.com - U.S. Treasury and eurozone government bond yields edged upward on Thursday as fixed-income markets adjusted to resolute messaging from top central bankers at the European Central Bank’s annual forum in Sintra, Portugal, which dampened aggressive expectations for near-term monetary easing.
01 Jul, 2026
19:34
Yahoo! Finance
The dollar index (DXY00 ) on Wednesday rose by +0.19%. The dollar moved higher on Wednesday as T-note yields rose after Fed Chair Warsh provided no guidance on interest rates at a meeting of central bankers in Portugal. The dollar also found support after the euro weakened following the Eurozone...
00:00
Seeking Alpha

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