the billionaire

the letter from the rich investor

09 Jul, 2026
If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says.
Starbucks is building AI-assisted in-house tools that could replace Microsoft, IBM, and Oracle software.
The semiconductor specialist expanded partnerships with some of the technology industry's biggest names.
Broadcom (AVGO) got some cold water poured on it on July 7. Just one day after, the stock jumped on news that Apple (AAPL) had extended its chip supply agreement through 2031 in a deal expected to exceed $30 billion. Erste Group analyst Hans Engel, who ranks 1,995 out of 12,375 Wall Street Analysts ...
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just posted the loudest AI quarter of any megacap. Revenue of $109.90 billion was up 21.8% year over year, cloud grew 63%, and CEO Sundar Pichai declared that “our AI investments and full stack approach are driving performance across our business.” Shares sit at $364.90 after a 16.43% YTD ... Price Prediction: Alphabet Stock Will Trade at This Price in 2030
Hennion & Walsh chief investment officer Kevin Mahn explains to Yahoo Finance Executive Editor Brian Sozzi why he's not crazy about Nvidia (NVDA), even though the stock is at its lowest valuation since 2019.
Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
Nvidia is now trading for just 16 times next year's profit target. It could be even better than that.
A number of stocks jumped in the morning session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.
They're not really an investment in and of themselves, but they can certainly help you manage a more traditional position in either stock.
The battery electric vehicle market presents opportunities in advancing lithium-ion technology for better range and efficiency, leveraging government incentives and stricter emission standards, and expanding in emerging markets with infrastructure development, ultimately driving global adoption of cleaner mobility solutions.Dublin, July 09, 2026 (GLOBE NEWSWIRE) -- The "Battery Electric Vehicle Market Size, Share & Trends Analysis Report by Vehicle Type, Vehicle Speed, Vehicle Range, Battery Cap
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals
For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should
Sandisk just scored a huge contract win with Meta -- reportedly.
Is it time to buy on the dip on these two tech stocks?
Investing.com -- TeraWulf Inc. is preparing to raise approximately $3.5 billion in debt to construct a data center campus in Kentucky, marking the company's first entry into the leveraged loan market, Bloomberg reported on Thursday.
CNBC’s Jim Cramer pushed viewers away from the usual semiconductor and hyperscaler chatter. Instead, he highlighted a group he says has quietly become the market’s leader. “There is a move in biotech that we have not talked about at all that is really extraordinary, and particularly since the change at the head of the FDA,” ... Jim Cramer Says Biotech is The Hottest Group in The Market Right Now
Our AST SpaceMobile (NASDAQ:ASTS) 24/7 Wall St. price target is $91.65 over the next 12 months, implying 13.66% upside from the current price of $80.64. Our recommendation is buy with moderate confidence (0.5). The 10-bagger question is fair given ASTS has already returned 542.04% over five years, but our base case does not see a ... Can AST SpaceMobile Stock Become the Next 10-Bagger?
Coinbase (NASDAQ:COIN) is back on every crypto watchlist after a 11.36% one-week bounce reignited the “Bitcoin proxy” trade. But here’s what you should actually be watching. The Case Against the Hot Ticker Coinbase is a cyclical exchange with a bloated cost base, and the numbers make that plain. Q1 2026 delivered a GAAP loss of ... Forget Coinbase and Pivot into IBIT Instead to Save Yourself Headaches and Losses
Not every international ETF is a can't-miss investment opportunity.
Investing.com -- Citi's second-quarter 2026 survey of 100 IT decision makers found Microsoft remained the top vendor CIOs are considering increasing spend with for artificial intelligence, followed by Amazon and Google.
Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition
Investing.com -- OpenAI CEO Sam Altman acknowledged on Thursday that the soaring costs of compute and memory are throwing a wrench into the AI giant’s rapid expansion, labeling the financial strain "definitely a headwind." Speaking in an interview with CNBC, Altman addressed the mounting infrastructure costs required to keep OpenAI at the frontier of generative AI. However, he balanced the financial reality check with a massive efficiency breakthrough: the company’s newest AI model boasts a 54%
In recent days, Saturn Cloud Inc. announced that its AI token factory platform is now available for self-service deployment in the Nebius marketplace, enabling Nebius customers to deploy Saturn Cloud on Nebius’s NVIDIA infrastructure with managed fine-tuning, OpenAI-compatible endpoints, and enterprise-grade security features. This deeper integration extends Nebius’s AI Cloud ecosystem beyond raw compute into higher-value software workflows, potentially strengthening its appeal to...
CNBC’s Leslie Picker walked Squawk Box viewers through one of the most mechanically consequential trading events of 2026: the rebalance that will force index funds to absorb billions in SpaceX (NASDAQ: SPCX) stock, whether their managers like the valuation or not. Picker’s framing was blunt: “Index funds tracking the Nasdaq-100 will have to start buying ... SpaceX Added to Nasdaq-100 and Could Trigger $4.3B in Forced Passive Buying
Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?
MicroStrategy (NASDAQ:MSTR) has become the market’s cleanest proxy for Bitcoin, and right now that is a double-edged sword. With BTC down 27.34% year to date and MSTR down 35.93% YTD, sentiment has cratered even as the company kept stacking coins. My model still sees meaningful upside from here, but the setup is delicate. Our 24/7 ... Prediction: Bitcoin’s Next Move Could Make or Break MicroStrategy Stock
CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.
The company laid the foundation for its newest site in New York and separately said it will invest $3 billion in Texas.
A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.
Tesla (NASDAQ:TSLA) is once again eating the financial press, with a $1.58 trillion market cap resting on Cybercab, Optimus, and robotaxi promises that traders keep paying up to own. But here’s what you should actually be watching. The Hot Ticker Is Selling You a Timeline Strip away the AI narrative and Tesla is an auto ... Forget Tesla: If You Dislike That Tesla Remains Long on Promises and Short on Delivery, Play This Inverse ETF
Bank of America and Wells Fargo are entering Q2 earnings with improving fundamentals, but solid earnings momentum and estimate revisions give one bank an edge.
WFC heads into Q2 earnings release with expected gains in NII and fee income, but can stronger revenues offset provisions and mortgage banking pressure?
Honeywell Technologies made a big adjustment to its financial guidance. The automation company said late Wednesday that it now expects full-year earnings per share of between $7.90 and $8.30, from a prior range of $3.95 to $4.15. Investors should remember that Wall Street analysts don’t update numbers every day.
Micron stock has dropped from levels of more than $1,200 and BofA analysts say there's a chance to buy at a discount.
Starbucks Expands Internal AI DevelopmentStarbucks Corp. (NASDAQ:SBUX) is reportedly developing artificial intelligence-powered software that could replace several enterprise applications currently supplied by Microsoft Corp.
14:13
Yahoo! Finance
There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. SpaceX stock was nowhere near that in early trading.
Enovix Strengthens Leadership With Operations VeteranEnovix Corporation (NASDAQ:ENVX) shares surged 17. 1% in pre-market trading on Thursday after the advanced battery developer announced the appointment of former Apple executive Dr.
Citizens analyst Andrew Boone launched coverage of Tesla stock with a Hold rating and no price target. Tesla has all the “necessary assets to materially advance and create true abundance by automating labor,” including AI models, semiconductors, advanced manufacturing, batteries and Elon Musk, wrote Boone. Despite the lack of earnings, Tesla stock was up about 65% since the Austin launch, coming into Thursday.
A strategic pivot into energy could power GM for years.
GE (GE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
As Nvidia heats up its AI battle versus Broadcom partner Arista Networks, shares of Arista stock launch a breakout.
Tractor Supply downgrade, Five Below upgraded: Wall Street's top analyst calls
Enovix appointed former Apple executive Michael Vyvoda as its Chief Operating Officer to oversee its global manufacturing, supply chain and operations engineering teams.
The project is expected to increase MARA's total power capacity to about 4.8 GW upon full energization, including the pending Long Ridge acquisition.
Most investors focus on VUG's tiny dividend yield and assume the tax math barely matters inside a Roth. The real exposure sits somewhere else entirely, and it compounds every year the fund advances.
Despite the excitement around Tesla's robotaxis and Optimus robots, investors will be disappointed in the short-term, this analyst argues.
Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.
The U.S. multi-cloud security market is expected to reach $8.99 billion by 2035, while Europe is projected to hit $12.96 billion, driven by GDPR compliance, zero trust security strategies, sovereign cloud initiatives, and rising enterprise adoption of AWS, Microsoft Azure, and Google Cloud.Austin, July 09, 2026 (GLOBE NEWSWIRE) -- The Multi-Cloud Security Market was valued at USD 12.20 Billion in 2025 and is expected to reach USD 104.04 Billion by 2035, growing at a CAGR of 23.9% over the foreca
After a steep fall from its pandemic highs, the market has left Zoom for dead, but the company's vital signs tell a different story.
Financial stocks were edging higher premarket Thursday, with the State Street Financial Select Secto
This jet engine giant is in a clear uptrend, but after such a powerful run, investors must ask if the price of admission already accounts for the quality of the flight.
U.S. Technology giant Meta Platforms (NASDAQ: $META) is planning to build its first artificial intelligence (A.I.) ...
(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Bank of America (BAC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.
Apple's $30B Broadcom chip deal highlights tech ETFs with exposure to both companies as investors seek diversified AI-related opportunities.
13:05
Yahoo! Finance
For three years, the AI rally left Qualcomm behind.
The retirement income math often starts in the wrong place. A retiree who wants $60,000 a year might divide that figure by a portfolio yield and assume the highest yield is the most efficient path: about $1.71 million at 3.5%, $857,000 at 7%, or $500,000 at 12%. On day one, the 12% portfolio looks like ... Why the Best Retirement Paycheck May Start Smaller Than You Expect
GE, RTX and GD are aerospace-defense stocks to watch as defense spending, aviation demand and strategic initiatives help offset supply-chain challenges.
Integration Empowers Organizations with Seamless, Fraud-Resistant Identity Verification and Authentication Across All EnvironmentsISELIN, N.J., July 09, 2026 (GLOBE NEWSWIRE) -- 1Kosmos, a leader in unifying identity proofing and passwordless authentication, today announced it has extended its existing partnership with Microsoft (Nasdaq: MSFT) as an official Entra Verified ID services and solution partner. This collaboration enables organizations to secure remote onboarding and establish enhance
Investing.com - U.S. stock index futures were mixed on Thursday as investors weighed escalating tensions between the United States and Iran against a continued rebound in semiconductor shares.
Clean technology companies exposed to data centers, battery storage, and onsite power, including GE
Zacks.com users have recently been watching GE (GE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Merrill today announced that its Managed Account Advisors LLC (MAA) platform surpassed $1 trillion in assets, reflecting two decades of growth and innovation. Since its launch in 2006, MAA has transformed how advisors deliver personalized investment portfolios at scale for clients across the wealth spectrum.
12:52
Yahoo! Finance
The multiyear agreement will support more U.S.-based chip production.
Micron (MU) just posted the best quarter in company history last month. The stock has fallen anyway.
Declining prices of Bitcoin and Strategy’s common stock have hurt the prices of its four preferred issues.
Judge approves deal despite sharp public misgivings
Obsidian shift follows layoffs and project cancellations
Starbucks' plan to replace IBM and Microsoft tools with in-house AI highlights
US equity markets were mostly pointing higher before the opening bell Thursday as traders weighed ri
Pre-Market Stock Futures: Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,870, up 0.20%. The S&P 500 also rallied in the afternoon, erasing a big deficit, to finish the session ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Align Technology, American Tower, Caesars Entertainment, Cohu, Five Below, Intuitive Surgical, Salesforce, T
Statkraft has announced its investment in a 280 MW onshore wind project, Gran Sul, located in Rio Grande do Sul, Brazil. This project marks a significant addition to Statkraft’s renewable energy endeavors in a key international growth market. Boasting robust wind resources in southern Brazil, the Gran Sul project will contribute to the country's electricity grid and support the energy transition by expanding the company's presence in hydropower, wind, and solar power. The project has...
Creates Unified Operations Organization Spanning Factory Floor to Customer Delivery as Enovix Scales High-Volume ProductionFREMONT, Calif., July 09, 2026 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Enovix”), a developer and manufacturer of advanced lithium-ion batteries, including proprietary silicon-anode architectures, today announced that Dr. Michael Vyvoda, former Director of Product Operations at Apple who helped scale AirPods manufacturing to high-volume production, will join t
Ultra Clean Holdings (NasdaqGS:UCTT) appointed Michael Keogh as Chief Financial Officer. Keogh brings experience from senior roles at Ford Motor Co., Apple, Intel, and Bright Machines. The appointment comes as Ultra Clean advances its UCT 3.0 strategy in the AI focused semiconductor market. Ultra Clean Holdings enters this leadership change with the stock at $100.91 and performance that has drawn attention, including a return of 269.4% year to date and 309.9% over the past year. The share...
Michael Saylor just made his biggest-ever Bitcoin sale, with Strategy (NASDAQ:MSTR) selling 3,588 BTC worth $216 million. Saylor has long been one of Bitcoin’s (CRYPTO:BTC) loudest maximalists, and he always said to never sell Bitcoin. But things have changed. With Bitcoin down about 50% from its $126,000 peak, Saylor has now broken his own rule ... Will Bitcoin Drop to $50,000 as Saylor’s Strategy Sells $216 Million in BTC?
The chip sector sell-off has created some nice buying opportunities.
Picture a 73-year-old retiree who watched his IRA swell through 2025 and into this year. The S&P 500 is up about 9% year to date through July 6, and it has gained approximately 20.5% over the past year. He’s comfortable. Then, in early July, Bank of America (NYSE:BAC) warned the market could suffer a “snapback” ... Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.
In crypto news today (July 9), Bitcoin has bounced back from yesterday’s pullback, climbing above $63,000 and up +0.5% over the past 24 hours. Liquidations have slowed considerably since yesterday, dropping from over $350M to $282M, with over $183M of that figure coming from long positions, signaling that bulls still ...
Bitcoin rose after oil prices cooled and President Trump told reporters aboard Air Force One that Iran called wanting to negotiate a deal.
Apple inks $30 billion Broadcom deal, Fed meeting minutes show policymakers’ split, the cease-fire is over, and more news to start your day.
From 2027, crypto platforms must report user data to HMRC, meaning investors could face penalties for failing to declare and pay owed capital gains tax
(Bloomberg) -- Nigerian equities have overtaken South Korea’s to hand investors the highest dollar-based returns this year, as souring sentiment on artificial-intelligence stocks pushes the Asian nation’s world-beating rally into bear territory. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran
The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.
The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.
The Magnificent Seven would become more AI-centric in this changeout.
India has scrapped import duties ‌on some parts used to make ‌mobile phones and other electronic devices, removing the ​current 7.5% and 5% levies, in a move that could help companies like Apple and Xiaomi. Here are more details: • Items ‌include key ⁠parts for producing wireless charging modules for mobile phones, displays for ⁠medical devices and automobiles, and lithium-ion cells. The exemption will be valid until ​March 31, ​2029.
The agreement aims to manufacture more than 15 billion chips in the US and create hundreds of jobs.
Learn how a bear call spread could help traders profit if SpaceX stays below key levels as IPO hype cools and volatility falls.
Tesla’s (TSLA) fresh bull case lands at a strange moment for the stock. Investors were anxiously waiting for a demand reset after concerns of some major EV competition, sluggish margins, and lackluster growth. However, in a surprise turn of events, Tesla then beat Q2 delivery estimates by a ...
RC Fornax (AIM:RCFX) has been selected by Thales UK for its sonar and naval architecture supplier framework, in a deal that could run for up to five years. Thales has historically accounted for around 30% of RC Fornax's revenue. Shares in Bango Bango PLC (AIM:BGO, OTCQX:BGOPF) soared after the company reported strong first-half results, with annual recurring revenue up 31% to $20.4 million. The company remains on track to meet full-year expectations, with adjusted EBITDA expected to rise 34%. Quantum Blockchain Technologies (AIM:QBT) says its R&D team has developed a new mathematical variant of Method B for Bitcoin mining using chaos mathematics. Live testing has begun on a Bitaxe Gamma miner, with further tests on an ASIC manufacturer's development kit to follow. Seraphim Space Investment Trust (LSE:SSIT) has completed the sale of portfolio company ALL.SPACE to York Space Systems, but the deal's value has come in below the last reported carrying value. The shortfall is down to York's share price falling below the agreed issue price for the equity component. Follow us and subscribe on YouTube, our social channels, and on proactiveinvestors.co.uk.
The Spring Hill plant will produce ESS batteries alongside EV batteries.
Tesla investors will need to be patient with the robotaxi rollout, but better-than-expected deliveries are bolstering the investment case for the stock.
SpaceX would likely need to deliver on long-term ambitions for it to happen.
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.
Q2 earnings season begins with major banks reporting July 14 as S&P 500 profit forecasts stay strong and Finance sector growth remains in focus.
Over recent weeks, Bank of America Corporation has passed the Federal Reserve’s 2026 stress tests, expanded its fixed‑income funding with multiple new senior unsecured notes, and extended large credit facilities to AI firms such as Nscale and OpenAI, while also advancing a potential acquisition of Fiserv’s debit payments network. Together with its high‑profile FIFA World Cup 2026™ sponsorship and new cross‑border payments product, these moves highlight Bank of America’s push to own more...
04:10
Seeking Alpha
Tesla Inc. CEO Elon Musk believes that the company’s Optimus Humanoid robot, as well as its Artificial Intelligence efforts, will enable accessible healthcare for all in the future. Elon Musk Touts Optimus-Fueled Healthcare On Monday, Musk quoted a post on...
Musk said Grok 4.5 could improve weekly as SpaceXAI works to close the gap with Anthropic and OpenAI in an increasingly crowded AI race.
Tesla (TSLA) has spent years turning the Model Y into the benchmark for electric SUVs. That supremacy has been a big advantage for Tesla. It has scale, brand awareness, manufacturing knowledge, and a car that helped define the electric vehicle category for the mainstream market. But Rivian ...
08 Jul, 2026
After announcing a long-term strategic partnership with Micron Technology, Ford has joined its semiconductor partner on the coveted Zacks Rank #1 (Strong Buy) list.
Total Q2 earnings for the S&P 500 index are currently expected to be up +24.0% from the same period last year on +11.3% higher revenues, with expectations steadily increasing over recent months.
President Donald Trump said a ceasefire with Iran may be over, and "it will get much worse" if Iran continues to bomb ships.
Bitcoin Policy Institute research suggest that organizations with ties to China have disrupted over $23.6B in data center buildouts in the US.
Bank of America Corporation (NYSE:BAC) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On June 30, Oppenheimer downgraded its rating on Bank of America Corporation (NYSE:BAC) from Outperform to Perform. The research firm downgraded its rating on many US bank stocks, noting that rich valuations have left little room for […]
Tesla, Bank of America and Merck lead today's featured research, highlighting growth drivers, risks and outlooks shaping these widely watched stocks.
The crypto-linked equities are having another rough session midday Wednesday, and the year-to-date scoreboard tells a clear story about which treasury strategy has held up best. Bitmine Immersion Technologies (NYSE:BMNR) is down 46% year to date (YTD) and down slightly today at $14.73, extending a brutal stretch for the Ethereum (CRYPTO:ETH) treasury proxy. The Ethereum-treasury ... Bitmine Immersion Technologies Stock Is Down 46% This Year: Is It Time to Switch to Strategy or Circle Internet Gr
If there is one trend in crypto that has gained near-universal acceptance, it is the rapid rise of tokenization. More than $33 billion worth of real-world assets (RWAs) have already moved onto blockchain. These assets range from U.S. Treasuries and commodities to stocks, private credit, and real estate. Yet amid the excitement around tokenized Treasuries,
Barclays launches coverage on Strategy stock with an Overweight rating, days after the Bitcoin treasury company unveils its new financial framework.
Fed minutes reveal a split over rate hikes under Chair Warsh, with nine officials eyeing 2026 increases as Bitcoin price dips 2.8%.
Among the top cryptos, XRP (CRYPTO:XRP) and Solana (CRYPTO:SOL) are currently separated by a single position, ranking sixth and seventh, respectively. But both coins have ranked much higher before. XRP climbed as high as third during its 2025 rally to $3.65, and Solana reached fourth in early 2025 when it traded near $260. This year’s ... Can Solana (SOL) Outpace XRP (Ripple) in Crypto Rankings?
Bitcoin recovered above $62,000 in midday trade on Wednesday after a sharp pullback, though Glassnode said the cryptocurrency remains in a prolonged bottoming phase.
Warner Music Group Corp (NASDAQ:WMG) is expected to see a normalization in market share during its fiscal third quarter while continuing to benefit from broader growth trends in the music industry, according to Bank of America. The bank maintained its 'Neutral' rating and $35 price objective...
Bank of America has extended a $520 million credit line to OpenAI, its first loan to the AI company that is ‌preparing for an initial public offering, a person familiar with the ‌matter told Reuters on Wednesday. The loan makes BofA one of OpenAI's largest lenders and bolsters its ​credentials as a market leader in AI-related capital markets financing, the source said, requesting anonymity to discuss confidential information. BofA has helped raise nearly $500 billion in capital for AI-related companies since 2025, accounting for 60% of such fundraising across investment-grade debt, leveraged ‌finance and equity capital markets, ⁠according to internal data seen by Reuters.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains well positioned to maintain its dominant share of artificial intelligence infrastructure spending, according to Bank of America, which reiterated its ‘Buy’ rating on the chipmaker and said current valuation levels already reflect an overly cautious...
Rising Treasury yields provided support to the American currency.
Shopify Inc (TSX:SH., NYSE:SHOP) has been awarded a ‘Buy’ rating and a $150 price target in reinstated coverage, citing the company’s potential to benefit from the evolution of AI-driven “agentic commerce,” as well as ongoing international expansion and enterprise adoption. The firm’s price...
BofA is turning more cautious on commodities broadly, but uranium is bucking the trend as the firm's top conviction call for 2026. The bank's commodities team cut 32 price objectives across its coverage, including 21 in precious metals, five in base metals and four in steel, and lowered 2026...
The iShares Ethereum Trust ETF (NASDAQ:ETHA) and the iShares Bitcoin Trust ETF (NASDAQ:IBIT) look like siblings from the same BlackRock nursery: identical wrappers, same Coinbase custodian, spot crypto exposure through a familiar ticker. The choice between them is not cosmetic. Since IBIT’s January 11, 2024 launch, it has returned 35.64%. ETHA, launched July 23, 2024, ... ETHA vs. IBIT: Does Ethereum or Bitcoin Belong in Your Portfolio?
Investing.com -- A Cantor Fitzgerald-backed blank-check company and Adam Back's Bitcoin investment firm said Wednesday they scrapped the original terms of their planned merger and will negotiate a revised deal.
SpaceX holds approximately 18,712 BTC worth over $1.1 billion, making it one of the largest corporate Bitcoin holders globally.
Lucid Motors has been battling tepid sales and missed Q2 2026 delivery estimates. While the company has the backing of Saudi Arabia's PIF, it cannot solve its sales woes.
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.
MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.
The US dollar continues to move on rates, and with the attack on Iran last night, the USD rally isn’t a big surprise.
The automaker is offering a cash yield that dwarfs the market average, but investors are hesitating for reasons buried in the balance sheet.
Industrials ETFs XLI, VIS, PRN, and PSCI have posted strong 2026 returns amid AI infrastructure spending and defense demand, though they differ in cost, holdings, and liquidity.
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.
(Bloomberg) -- Momenta Global Ltd., a Chinese autonomous-driving firm, opened 1.8% higher in Hong Kong on Wednesday after raising HK$5.9 billion ($752 million) in an initial public offering, testing market appetite for loss-making firms that offer promising technologies.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbo
Over the July 4, 2026, weekend, I covered Jim Cramer's buy call on AST SpaceMobile. He was clear that it wasn’t something to flip fast. He called it a great speculative stock with a two-year money-making window. Monday morning, July 7, Cramer was back with another aerospace name, and this one ...
07 Jul, 2026
GE Vernova (GEV) reached $1 at the closing of the latest trading day, reflecting a -6.51% change compared to its last close.
GE Aerospace (GE) concluded the recent trading session at $366.98, signifying a -3.09% move from its prior day's close.
A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.
AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
Battery maker's quarterly profit missed forecasts despite 25% revenue growth as EV weakness offset rising ESS demand.
General Electric (GE) is back in focus after its board approved amendments to the company’s by-laws and reaffirmed a quarterly cash dividend, giving investors fresh information on both governance and income policy. See our latest analysis for General Electric. These governance and dividend updates come after a strong run in General Electric’s share price, with a 30 day share price return of 15.45% and 90 day share price return of 31.21%, while the 1 year total shareholder return of 53.07% and...
The meeting of 32 nations to talk over national defense and shared goals can be a catalyst for defense stocks.
The American currency gained ground as traders focused on recent events in the Strait of Hormuz.
XE builds momentum with reactor projects and regulatory progress, yet its recent stock decline may leave investors weighing next steps.
WeaveGrid, a grid-edge orchestration software provider for electric utilities, is collaborating with GM Energy to support access to utility programs across the country. The collaboration is aligned with General Motors’ vehicle-to-grid (V2G) efforts and is designed to help eligible Chevrolet, GMC, and Cadillac EV drivers participate in utility programs that can help support a more […]
HWM's defense aerospace business is gaining from strong military demand, program expansion and a higher 2026 outlook as funding supports growth.
General Motors (GM) is back in focus after signing a long-term customer agreement with Micron Technology to secure memory and storage supply that supports next-generation, software-heavy vehicles and large-scale production. See our latest analysis for General Motors. At a share price of $77.85, General Motors has seen its 90 day share price return of 7% contrast with a weaker 30 day share price return that fell 5.19%. Its 1 year total shareholder return of 51.61% and 3 year total shareholder...
(Bloomberg) -- President Donald Trump gave another strong indication that he may soon try to reverse his own ban on Turkey buying F-35 fighter jets from the US.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChip Stocks Tumble on AI Anxiety as Oil Climbs: Markets WrapSaudis Slash Main Oil Price to Rare Discount as Market Di
Micron's Ford and GM supply deals, AI-driven HBM demand and tight memory supply strengthen its growth case after a sharp rally.
US defense stocks are set to benefit from a US rearmament, fractious geopolitics, and the race for AI battlefield capabilities.
The US dollar remains stubbornly positive in the early hours of the Tuesday session.
Investors cheered a strong delivery report that sent the stock soaring, but the company had another plan for that higher price.
Financial Executives International (FEI), the association of choice for CFOs, CAOs, and other senior-level finance leaders, announced today the election of a new slate of executive officers and members of the Board of Directors for the fiscal year, effective July 1, 2026.
The premium you see on the sticker today is not the price you are really paying once you account for the earnings growth analysts expect.
General Motors led Canadian auto sales in the first half of 2026, supported by strong demand for its electric vehicles. The company expanded automation at Detroit's Factory ZERO, adding 50 AI-powered robots. Labor groups criticized the move as over 1,000 workers were laid off at the plant. General Motors, listed as NYSE:GM, is drawing attention as it pairs a leading position in Canadian auto sales with an aggressive push into electric vehicles. The stock last closed at $77.85, with a gain...
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins. Courtesy of the AI wave, Micron Technology Inc. (NASDAQ:MU) is one of the hottest stocks on the market. Its shares are up by 713% over the past year and by 209% year-to-date. The firm is one of […]
Micron said it is raising production of key automotive memory products, alongside capacity expansions aimed at supporting lengthy product lifecycles.
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.
Dauch Corporation (NYSE:DCH) is among the best get rich quick stocks to buy right now. On June 22, Barclays reinstated coverage of Dauch Corporation (NYSE:DCH) with an Equal Weight rating and a price target of $8. This follows the Dowlais Group acquisition, which the firm believes expands the company’s offerings but raises concerns about its […]
Micron Technology (MU) is back in focus after delivering record fiscal third quarter earnings and issuing strong fourth quarter guidance, alongside new multi year supply agreements with Ford and General Motors that lock in automotive memory demand. See our latest analysis for Micron Technology. Those Ford and GM agreements come on top of a fiscal Q3 earnings beat that helped push Micron Technology’s 90 day share price return to 160.81%. At the same time, the stock’s 1 year total shareholder...
06 Jul, 2026
The iShares U.S. Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA ... ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning
An old-economy sector fund is quietly beating the market darlings this year, and it holds zero shares of the electric-vehicle giant everyone loves to argue about. The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) has climbed 13.74% year to date and 32.48% over the trailing year, all while owning none of the Magnificent Seven, including ... This ETF Is Up Double Digits This Year Without Owning Tesla
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...
Robinhood said on Wednesday it plans to launch crypto trading in the UK and broadened its ‌perpetual futures offering in Europe beyond cryptocurrencies. • Eligible European investors will now be able to trade perpetual futures tied to ​commodities, ETFs and foreign exchange markets, including gold, silver, crude oil and the euro-dollar pair, with leverage of up to 10 times and round-the-clock trading, the company said. • Perpetual futures, commonly known as "perps," ‌are futures contracts with ⁠no expiration date and have drawn significant attention in the U.S. after the CFTC in May permitted ⁠their trading on domestic exchanges.
The dollar index (DXY00 ) today is up by +0.13%. The dollar is moving higher today amid weakness in the euro after the Eurozone June CPI report showed prices rose less than expected, knocking the euro lower. Also, today’s decline in the yen to a new 39-year low is dollar-supportive....
00:00
Seeking Alpha
30 Jun, 2026
Great-West Lifeco Inc. ("Great West" or the "Company") announced today the pricing of €500 million senior fixed rate euro bonds. This is the Company's fourth debt issuance in the euro market.
The dollar index (DXY00 ) today is up by +0.21%. The dollar is moving higher on month- and quarter-end demand, with today being the last trading day of Q2. Also, today's decline in the yen to a 39-year low is supportive for the dollar. In addition, today's weaker-than-expected German June...
29 Jun, 2026
The head of the European Central Bank defended its June 11 rate hike as justified to ward off real inflationary pressures and said it wasn’t just a mere “insurance hike." ECB head Christine Lagarde said Monday that without the quarter percentage-point increase, inflation could have lingered above the bank’s 2% target into 2028. “Some have characterized our rate increase earlier this month as an ‘insurance hike,’" Lagarde said.
The dollar index (DXY00 ) today is down by -0.13%. Today's stock rally has curbed liquidity demand for the dollar. However, losses in the dollar are limited as today's +1% gain in WTI crude oil prices has strengthened inflation expectations and could prompt the Fed to keep monetary policy tight,...
05 Jun, 2026
11 May, 2026
05 May, 2026
19:36
Seeking Alpha

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