the billionaire

the letter from the rich investor

01 Jul, 2026
At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?
The index originally intended to serve as a barometer of the United States' top industrial stocks now holds all new kinds of blue chip stocks.
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion
Together AI on Wednesday said it has raised $800 million in a funding round led ‌by Aramco Ventures, more than doubling the artificial intelligence ‌startup's valuation to $8.3 billion. Founded in 2022, the startup's platform lets companies train ​and run AI workloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than closed systems.
CHANDLER, Ariz., July 01, 2026--Insight Enterprises (NASDAQ: NSIT) today announced it has signed an agreement to formalize its role as a launch partner for Microsoft 365 E7, Microsoft’s Frontier Suite that combines advanced productivity and security with artificial intelligence (AI) built for work and capabilities to manage and secure AI agents. As one of the first enterprises to deploy Microsoft’s Frontier Suite across its own 14,000+ employee global enterprise, Insight will be client zero for
Is Palantir becoming a hot stock again?
GM (GM) reported second quarter US sales of approximately 715,000 vehicles, a drop of 4.2% compared to a year ago, but said it remained the top-selling automaker in the country on the strength of its trucks, SUVs, and crossovers.
Microsoft Corporation (NASDAQ:MSFT) ranks among the AI stocks beyond NVIDIA that could surge in 2026. Following Microsoft Corporation (NASDAQ:MSFT)’s product announcements, JMP Securities reaffirmed its Market Outperform rating and $550 price target for the company’s shares on June 23. On June 16, Microsoft Corporation (NASDAQ:MSFT) stated that Copilot Cowork will be available globally and billed […]
At $73.78, Netflix (NASDAQ:NFLX) looks compelling at current levels. Shares sit barely above the $70.86 52-week low after shedding 44.24% of its value while the broader market rallied. Netflix dominates global subscription video with more than 325 million paid memberships, an advertising tier scaling toward $3 billion in 2026 revenue, and operating margins approaching 31.5%. ... Netflix Nearing 52-Week Low: Should You Buy?
Chevron (NYSE:CVX) just wrote another check to shareholders, and the market is still treating the company like crude prices are about to collapse. On June 10, Chevron paid out $1.78 per share, the second quarterly distribution at the new rate after a 4% increase declared Jan. 30, marking the 39th consecutive annual dividend increase. The ... Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated
If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of) ... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks
History has proven to reward consistency and time in the market.
Marvell Technology (NASDAQ:MRVL) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, leaning on custom silicon and optical interconnects. Broadcom followed on June 3, 2026 with record AI chip sales and a blockbuster forward guide. Both serve hyperscalers, yet the scale gap ... Marvell Technology vs Broadcom: One Stock is Better Positioned for the AI Boom
GM sold 714,896 vehicles in the second quarter, down from 746,588 a year earlier, with EV sales off 33%
Broadcom’s custom AI silicon business has become the market’s shadow story, but the real fortunes are being made in the unglamorous plumbing behind it. Taiwan’s IC industry alone is projected to hit NT$8,445.0 billion (US$270.7B) in 2026, a 30% jump from 2025, and every one of those chips has to be packaged, tested, cooled, and ... Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom
Micron Technology (NasdaqGS:MU) and General Motors announced a long term supply agreement for automotive memory and storage platforms for future vehicle production. The partnership focuses on securing semiconductors for next generation vehicles as computing and data requirements in cars continue to rise. Separately, Micron committed US$250 million to the new national Trump Accounts child savings program, currently the largest corporate pledge to the initiative. For investors watching Micron...
Broadcom (NASDAQ: AVGO) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a ... Broadcom vs Nvidia: The $100B AI Race and One Winner
The Nasdaq Composite was down in late-morning trading Wednesday, while the S&P 500 Index and Dow Jon
SAN FRANCISCO, July 01, 2026--Together AI, the company making it dramatically cheaper and easier to run open source AI models at scale, today announced an $800 million Series C financing at an $8.3 billion post-money valuation. The round was led by Aramco Ventures, with participation from Vista Equity Partners, General Catalyst, Emergence Capital, NVIDIA, March Capital, Pegatron, S Ventures (SentinelOne) and others.
Many major equity markets ended H1 close to record highs, driven by continued strength in artificial intelligence, resilient corporate profits and a willingness among investors to buy every meaningful dip, writes Neil Wilson
The widely followed growth investor keeps making moves.
Tesla is once again the ticker every headline is chasing, riding a 10.22% one-week rip on robotaxi buzz and Optimus promises. But here’s what you should actually be watching. The Tesla (NASDAQ:TSLA) story requires you to pay 416x earnings for a company whose full-year 2025 revenue fell 2.93%, whose annual net income dropped 46.79%, and ... Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock
Our Advanced Micro Devices (NASDAQ:AMD) call is straightforward: the 24/7 Wall St. price target for AMD is $586, modestly above today’s price of $539.49. That implies roughly 8.6% upside over the next 12 months, and our recommendation is buy. Confidence is high at 90%, supported by 80% bullish analyst consensus, an accelerating Data Center business, ... AMD Stock Price Prediction: Strong Analyst Consensus Lifts the Target
Progress Software just served up a beat-and-raise quarter that has investors feeling bullish.
This battery company just partnered with Nvidia to power its next-generation AI factories.
General Motors reported a slight midyear earnings loss after inventory constraints and the loss of discontinued vehicles impacted sales.
Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026. Same theme, vastly different scale. Custom Accelerators Explode at Broadcom. Optics ... Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth
Apple (AAPL) is seeing robust smartphone demand across the US and Europe, driven by a growing appeti
GM will secure supply of LPDRAM, NOR, and UFS NAND products as demand for advanced memory in vehicles grows
Meta (META) will reportedly begin selling its excess AI compute, according to Bloomberg. Yahoo Finance Technology Editor Dan Howley explains what to know.
Exxon Mobil maintains a sizable lead in quarterly revenue, while both energy giants report steady results with only minor fluctuations over two years.
Numbers for Tesla’s second-quarter deliveries range from below 400,000 cars to almost 470,000. The divergence is wide.
SAN MATEO, Calif., July 01, 2026--Xero (ASX: XRO), the global small business platform, today announced an integration with Microsoft 365, bringing real-time financial data in Xero to small businesses and accountants wherever they choose to work. At launch, JAX, Xero’s AI financial superagent, will enable actions within Microsoft 365 Copilot to answer businesses’ financial questions and surface customized insights. This lays the foundation for expanded capabilities across any Microsoft 365 app, i
Investors should know already that Lucid is a high-risk, high-reward, investment. That said, red flags are starting to add up.
Bianco Research president Jim Bianco explains exactly how software names like Salesforce (CRM) and Microsoft (MSFT) are being threatened by AI adoption.
Velosio, one of the nation's largest Microsoft partners, today announced two strategic acquisitions: the commercial, non-government assets of Kopis, a Greenville, South Carolina-based custom software development and Azure solutions firm, and Acuitas, a Microsoft Dynamics consultancy with more than 20 years of experience serving the Dynamics community. Together, the transactions represent a significant investment in Velosio's people, capabilities and customer relationships as the company continue
Meta stock rallied on a report that the Facebook parent plans to offer access to its massive AI cloud infrastructure to business customers.
Canaccord lowered its target to $130 from $163, but said recent balance-sheet actions have improved Strategy's ability to navigate a tougher market environment.
The cuts are expected to affect less than 2.5% of Microsoft's workforce and could be announced as early as next week
Bank of America Corporation (NYSE:BAC) is one of the 10 Most Undervalued American Stocks to Invest In. On June 29, 2026, Morgan Stanley analyst Manan Gosalia raised the firm’s price target on Bank of America Corporation (NYSE:BAC) to $67 from $61 and kept an Overweight rating. Gosalia said that even after the bank group’s 17% […]
According to a Bloomberg report, Meta is preparing to enter the AI cloud infrastructure market by selling AI computing power, in a bid to take on Amazon and Microsoft.
US banks are expected to report double-digit growth in second-quarter core earnings, buoyed by facto
MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?
BYD continues its comeback, after a tough start to the year, according to new data. Other Tesla rivals like XPeng and Xiaomi also had a strong June.
Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google
Micron will supply GM with storage and memory chips and jointly work to strengthen semiconductor and automotive supply chains in the U.S.
Yahoo Finance Executive Editor Brian Sozzi discusses the current state of the AI "bubble" and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco.
Combined, NIO, Li and XPeng delivered 111,618 cars in June, up 16% year over year. It was the strongest monthly growth since March.
AI data centres, memory scarcity and factory capacity are costing consumers –and console makers
LemonSlice, the AI lab behind the first real-time interactive video model, today announced that its technology powers a live, talking version of Theodore Roosevelt at the new Theodore Roosevelt Presidential Library (TRPL), which officially opens on July 4 in Medora, North Dakota. Instead of reading about America's 26th president, visitors can stand in front of the life-size Theodore Roosevelt avatar, ask him questions out loud, and hear him answer in his own words, drawn from what Roosevelt actu
NEW YORK, July 01, 2026--Today, American Express is expanding Membership Rewards® points redemption options for eligible Card Members with the launch of Use Pay with Points with Apple Pay.
Chinese automaker widens lead in second-quarter electric vehicle deliveriesBYD Co. (USOTC:BYDDY) is on track to regain its position as the world’s largest seller of fully electric vehicles, with second-quarter deliveries expected to outpace those of Tesla Inc.
Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock rose 2% on Wednesday morning.
With shares of Elon Musk’s rocket and AI company volatile in post-IPO trading, investors will be paying close attention to what Wall Street has to say about valuation. The latest rating is a bullish call, valuing SpaceX at a cool $2.5 trillion. Wedbush analyst Dan Ives launched coverage of SpaceX with a Buy rating and a $190 price target on Tuesday evening.
Nike stock (NKE) is just below its flatline on Wednesday since reporting fiscal fourth quarter results that beat estimates while showing declines in revenue year-over-year. Morning Brief Host Brooke DiPalma is joined by Yahoo Finance Senior Reporter Pras Subramanian and Payne Capital Management president Ryan Payne to outline the areas where Nike is seeing its biggest challenges.
Meta is reportedly building a cloud computing business.
NBIS reports record pipeline growth, rising customer demand and bigger AI infrastructure plans as capacity, contracts and spending continue to climb.
Meta is developing plans for a cloud infrastructure business, selling access to AI compute power and models. The move would pit it against the big cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure.
The AI stock bubble is looking bubbly.
GM strengthens semiconductor supply chain with Micron agreementShares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership with Micron Technology (NASDAQ:MU) aimed at securing a long-term supply of memory and storage components for its vehicles. The Strategic Customer Agreement is designed to ensure GM has dependable access to the memory and storage technologies needed to support large-scale vehicle production, while addressing ongoing supply
The memory industry is in the middle of an unprecedented boom.
The average brokerage recommendation (ABR) for Apple (AAPL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Duolingo posts robust profits and growth, while Zeta Global leverages AI for enterprise marketing, but each faces distinct risks and valuation profiles.
Cathie Wood Loads Up on AI Winners, Cuts Roku and China Exposure
Shares of Tesla (NASDAQ:TSLA) have been picking up in recent sessions, now close to 13% in just three sessions. Undoubtedly, just because Space Exploration Technologies (NASDAQ:SPCX) is the new hot Elon Musk stock in town does not mean shares of the EV juggernaut are going to be stuck going sideways for a while longer. With ... Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?
Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.
President Donald Trump made more than $1 billion from his crypto ventures last year, according to his latest financial disclosure filing.
Micron Technology and General Motors have signed a long-term supply agreement for ‌memory and storage platforms used in vehicle ‌production, the companies said on Wednesday. Under the agreement, GM will ​secure supplies of memory and storage chips, while the companies work together to develop future technologies. Surging investments towards AI-powered data centers have boosted demand for memory ‌chips, tightening supply ⁠and raising prices across industries, including automakers.
Standard Chartered set a $60 Morpho price target for 2030, a near 30x call tied to tokenized assets flooding DeFi.
Investing.com -- Citi cut its price target on Strategy Inc. to $136 from $260 in a note Wednesday, while maintaining its Buy rating and High Risk designation, after revising its 12-month Bitcoin forecast 27% lower to approximately $81,800.
Bitcoin opened at $58,549.86 on Wednesday, down 2.6% from Tuesday's open. The price of bitcoin was $58,439.99 as of 8:27 a.m. ET this morning. Ethereum opened at $1,569.74 on Wednesday, down 2.5% compared to Tuesday's opening price. Ethereum prices this morning shifted to $1,568.26 as of 8:27 a.m. ET.
The Vehicle-to-Grid (V2G) market is poised for substantial growth as electric vehicles (EVs) increasingly integrate with renewable energy systems, enhancing grid stability and energy management. Recent advancements in bidirectional charging technology allow EVs to store and supply energy, contributing to grid resilience during peak demand periods. This growth is fueled by government incentives and the expanding adoption of battery electric vehicles (BEVs), particularly in Asia, where strong...
For publicly traded crypto-linked funds, the disclosure underscores both the scale of Trump’s personal stake in the digital-asset market and the policy leverage that stake implies. Grayscale Bitcoin Trust ETF (NYSE: GBTC) was quoted at $45.52 in pre-market trading Wednesday, down 2.67% and near its 52-week low of $44.98, illustrating the gap between income figures booked at higher crypto valuations in 2025 and where the market stands today.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance memory and storage solutionsBOISE, Idaho, July 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM’s vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and automotive supply chains whi
TAIPEI, Taiwan, July 01, 2026 (GLOBE NEWSWIRE) -- Apple's decision to raise prices across the entire MacBook lineup has reshaped market expectations, according to TrendForce’s latest notebook market research. Even premium brands are now being forced to pass part of their rising costs on to consumers, reinforcing expectations of higher notebook prices and making consumers more cautious about upgrading their devices. TrendForce forecasts Apple will ship approximately 23.1 million notebooks in 2026
(Bloomberg) -- July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsSupreme Court Backs Birthright Citizenship in Blow to TrumpDemocratic Socialist Ousts 15-Term House Incumbent in ColoradoUS Lifts Export Res
Investing.com -- BYD Co. is positioned to reclaim its spot as the world's largest seller of fully electric vehicles from Tesla Inc. as the Chinese automaker increases its international shipments.
Global M&A hit a record $2.8 trillion in the first half of 2026, an increase of 48%, driven by a wave of megadeals.
Yahoo Finance Senior Reporter Brooke DiPalma chats with Investopedia editor in chief Caleb Silver and Yahoo Finance Senior Autos Reporter Pras Subramanian about their outlook for SpaceX (SPCX) heading into the third quarter.
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Bill Miller made his name buying assets everyone else was afraid to touch, but three stocks inspired by that contrarian playbook land in very different places when a retirement portfolio has to pay actual bills.
The largest hit came from Trump's 38.25% economic interest in World Liberty Financial, whose estimated value fell from at least $58 million to $31.5 million.
Analysts forecast stronger quarterly deliveriesTesla (NASDAQ:TSLA) is expected to report higher vehicle deliveries for the second quarter when it releases production and delivery figures on Thursday, with Wall Street forecasting a rebound driven primarily by improving demand in Europe. According to a survey of 20 analysts compiled by Visible Alpha, Tesla is expected to deliver 402,780 electric vehicles during the June quarter.
Consumers and businesses should brace for sticker shock when buying PCs, smartphones, tablets and other electronics. Relief may have to wait until 2029.
Micron and Apple trade blame, extreme heat is here, Strategy’s Bitcoin plan shifts, and more news to start your day.
STORY: From the U.S. President's big crypto profits to Citigroup cutting its forecasts for bitcoin and ether...This is Crypto Weekly.:: Crypto Weekly:: Trump scores big crypto profitsU.S. President Donald Trump reported more than $1.4 billion in income from his family’s crypto ventures last year.That's according to a review of his latest financial disclosures.It showed how Trump now derives most of his income from digital assets that have benefited from his policies.The filings disclosed his companies received almost $800 million from the crypto venture he and his sons co-founded, called World Liberty Financial.He also reported another $635 million from the sale of his Trump meme coins.:: Citigroup trims bitcoin and ether forecastsCitigroup slashed its 12-month forecasts for bitcoin and ether.It lowered its bitcoin target to $82,000 from a previous $112,000, while ether also dropped to just over $2,200 from above $3,000.Citigroup said weaker investor interest and negative exchange-traded fund flows hurt the outlook for the two largest cryptocurrencies.The lender also blamed a lack of progress on U.S. digital asset registration.:: British investors suing BinanceAlmost 1,700 British investors are suing Binance and founder Changpeng Zhao for at least $200 million.They allege the crypto trading platform sold them risky, complex derivative products without regulatory authorisation.Some of the claimants claim they lost tens of thousands of dollars.Binance vowed to defend itself but didn't comment further on ongoing litigation.:: Crypto firms bankroll U.S. midtermsAnd cryptocurrency companies have spent $189 million so far to influence this year's U.S. midterm elections.That's according to a new report from the consumer advocacy organization Public Citizen.The figures outpaces their spending for the previous election cycle.Public Citizen added more than one-third of all corporate money contributed to this year's November elections, and primary elections leading up to them, has come from the crypto industry.
Autonomous-driving startup Wayve is riding a tide of investor interest. The London-based company has pulled in $2.8 billion from a roster of investors and strategic partners that includes big names across the technology and automotive sectors, from Nvidia to Mercedes-Benz and Nissan. In June, Wayve said it will deploy its system in robotaxis ‌from Jeep maker Stellantis, to go on Uber's ride-hailing network.
Musk's designation as the world's first trillionaire is based on dubious Wall Street math.
Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’
Both are Elon Musk-led companies, but their IPOs couldn't have been more different.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
European technology chief Henna Virkkunen held "constructive" talks with Apple CEO Tim Cook this week, a European Commission spokesperson ‌said on Wednesday, after the two sides clashed over the roll-out of ‌Siri AI in Europe. EU regulators and Apple traded barbs last month over competition rules that ​the U.S. company says have stopped it releasing its upgraded assistant Siri AI in the bloc, making it unavailable for iPhone and iPad users in the region. "We can confirm that the call between EVP Virkkunen and Mr Tim Cook took place. ‌It was a constructive exchange ⁠on topics of common interest, on which the work continues," the European Union spokesperson said in a statement.
In a 6-3 majority, the Supreme Court voted to uphold birth citizenship, the idea that children born in the U.S. are automatically U.S. citizens.
At the world’s most valuable company, lunch isn’t free—but a generous stock plan has been far more lucrative.
Investing.com-- The U.S. dollar held near its highest level in over a year against the euro on Wednesday, while the Japanese yen languished near four-decade lows, keeping traders on high alert for official intervention ahead of a crucial gathering of global central bankers.
DoubleLine’s Deputy CIO Jeffrey Sherman is managing bond portfolios defensively in an environment of heavy spending on artificial intelligence and potential for higher interest rates.
The broader auto sector struggled as the EV boom cooled, with U.S. EV sales down 27% in Q1.
The rising demand for sodium-ion batteries is set to transform salt into a highly sought-after commodity, according to Morgan Stanley. Analyst Jack Lu and his team, in a note to clients, forecast that sodium-ion batteries will account for 20% of...
00:00
Seeking Alpha
30 Jun, 2026
The president's annual financial disclosure report was released on Tuesday.
Trump reported over $1 billion in crypto earnings for 2025, as the Supreme Court expanded his power over regulators.
Strategy holds 847,363 Bitcoin at an average cost of $75,651, but BTC trades below $60,000, leaving the firm with huge unrealized losses.
(Updates with market moves at the end of the day.) The Dow Jones Industrial Average hit an new al
Behind the "AI" hype lies the real story: a burgeoning order book that shows demand is overwhelming the company's capacity.
The Dow Jones Industrial Average added 0.3% to another record, and the Nasdaq composite climbed 1.5%. Stock indexes rose in much of Europe and Asia, while the Japanese yen fell near a 40-year low against the U.S. dollar. The Nasdaq composite rose 393.58 points, or 1.5%, to 26,213.72.
Forex dynamics and policy intervention could prompt an unwinding of the yen carry trade just as US market volume thins out.
The dollar index (DXY00 ) on Tuesday rose by +0.07%. The dollar moved higher amid month- and quarter-end demand, with Tuesday being the last trading day of Q2. Also, Tuesday’s decline in the yen to a 39-year low is dollar-supportive. In addition, higher T-note yields on Tuesday strengthened the dollar’s...
As a subsidiary of Bank of America, Merrill uses a BofA software program to monitor and report suspicious activity. For years, the Securities and Exchange Commission says, that program fell short.
GE's commercial and defense momentum, investments and shareholder returns compete with TXT's growth and valuation story.
JPMorgan, Goldman, and Bank of American hit fresh highs this month, And that might be a signal to exit, Oppenheimer says.
GE Vernova, IBD's Stock Of The Day, is up 77% so far this year. It is passing a buy point in a cup-with-handle base.
Fortune Brands Innovations' (FBIN) new chief executive has the potential to drive a turnaround at th
Bank of America analysts on Tuesday left their S&P 500 year-end target unchanged at 7100, 5% below the index's close on Monday, citing Big Tech's dwindling cash flows and the possibility of rate hikes.
The Securities and Exchange Commission says that the wealth management firm’s internal monitoring system failed to flag numerous transactions that should have produced suspicious activity reports.
Bank Of America Corp (NYSE:BAC) is one of the 10 Best Long-Term Stocks to Buy Now According to Warren Buffett. Bank Of America Corp (NYSE:BAC) is another long-time Berkshire Hathaway holding. The investment giant had disclosed holding 679 million shares that were worth $17.2 billion in Q3 2017. It maintained this level until Q2 2018 […]
It's always a good time to build a steady stream of dividend income.
In an interview, Kevin O'Leary laid out his near-term price framework for Bitcoin, pointing to regulatory clarity as the deciding factor that keeps the asset capped within a wide trading range rather than breaking out toward the valuations some of his peers believe are achievable. Asked to name a ...
Coinbase (NASDAQ:COIN) Head of Institutional Strategy John D’Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for crypto prices. His core argument is that Bitcoin has already survived six major boom-and-bust cycles, making today’s downturn look more like history repeating than a ... Coinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin
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.
Genpact’s stock price has taken a beating over the past six months, shedding 40.9% of its value and falling to a new 52-week low of $27.87 per share. This may have investors wondering how to approach the situation.
The company is spending billions to pivot from electric vehicles to robotics and autonomy, forcing investors to decide if the long-term vision is worth the near-term cost.
GM vs. FSS: Which Stock Is the Better Value Option?
Pretty much every strategist on Wall Street is rushing to raise their S&P 500 price targets, but BofA’s Savita Subramanian is holding firm at 7100. Subramanian and her team of strategists describe themselves as “index bears” but “large cap value bulls.” “Equity supply/demand dynamics peaked in bullishness in 2025, with liquidity coming from every channel -easy central banks, accelerating earnings, accelerating buybacks, individual and institutional investor inflows, US government inflows and a spike in take-privates amid a dearth of IPOs,” they write.
Matthew Sigel’s analysis used Digital Realty's $3.5 billion Northern Virginia data center transaction as a benchmark.
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...
Investing.com -- Oppenheimer downgraded several large U.S. bank stocks on Tuesday, arguing that rich valuations have left little room for further upside despite improving earnings prospects and a favorable operating environment.
The $48,400 mark is crucial. Holding above it could signal the final stages of a market bottom, while breaching it could trigger larger sell-offs, analysts say.
Goldman downgraded, Block upgraded: Wall Street's top analyst calls
Based on the average brokerage recommendation (ABR), General Motors (GM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
As previously announced, Bank of America will report its second quarter 2026 financial results on Tuesday, July 14. The results will be released at approximately 6:45 a.m. ET, followed by an investor conference call at 8:30 a.m. ET.
AeroVironment (AVAV) stock surged by more than 20 percent in after-market hours to reach $167, a move driven by a profound operational inflection rather than a simple quarterly earnings beat. AVAV's after-hours surge points to a fundamentally supported re-rating. Although conservative forward guidance and historical contract terminations caused near-term anxiety, the underlying data reveal a business scaling its primary operational segment with remarkable efficiency.
Warren Buffett handed the reins of Berkshire Hathaway to Greg Abel with a war chest of nearly $400 billion sitting in T-bills, and buried inside that famously concentrated portfolio are five deeply discounted stocks that quietly reward shareholders with dividends every single year.
PAGS, USNA, GM, NEXA and AVT stand out after passing low price-to-book value screens, highlighting five stocks that merit a closer look in July.
Industrial Realty Group, LLC (IRG), one of the nation's largest industrial real estate developers and owners, is proud to announce that its tenant, SLB (NYSE: SLB), a global energy technology company, has further expanded its operations at IRG's Shreveport Business Park campus. SLB has expanded various times since first establishing its presence at the property in 2023. With this latest expansion, SLB will occupy a total of 3.1 million square feet, taking the balance of the remaining space at th
(Bloomberg) -- The sweeping tariffs underpinning President Donald Trump’s economic policy may have gone from a headwind to a tailwind for the stock market, with the Supreme Court’s decision to unwind them setting the stage for a potential earnings boon for some companies.Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boos
The regulator said the broker-dealer did not meet reporting and recordkeeping obligations and agreed to a $7.5m civil penalty.
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Furthermore, economic conditions have supported loan growth and fee income, a trend that has enabled the banking industry to return 13.1% over the past six months. At the same time, the S&P 500 was up 6.1%.
BofA sees weaker demand ahead for consumer peripheralsBank of America has downgraded Logitech (NASDAQ:LOGI) to Underperform from Neutral while reducing its price target by 18% to CHF70/$86 from CHF85/$108, citing expectations that demand for the company’s products will weaken significantly over the next 12 to 18 months as higher hardware prices weigh on consumer spending. Logitech’s U.
NEW YORK, June 30, 2026--GenNx360 Capital Partners ("GenNx360"), a New York City-based private equity firm investing in U.S. lower middle market industrial services and business services companies, today announced the appointment of Welela Dawit as Operating Partner.
BofA downgraded Biohaven Pharmaceutical to ‘Underperform’ from ‘Neutral’ and cut the price target to $11, indicating a downside potential of about 26% from the stock’s previous close.
Comcast said Monday it’ll spin off NBCUniversal from its broadband and wireless biz, investors are happy with the move.
29 Jun, 2026
Earlier in June, MP Materials Corp. reported a 49% year-on-year rise in first-quarter revenue, driven by record NdPr output and increased magnetics sales tied to its supply agreement with General Motors, while continuing to build out a new magnetics manufacturing facility. This combination of stronger operating performance and progress on downstream capacity appears to be reinforcing the company’s push toward higher-value rare earth products and closer alignment with major industrial...
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 GM- and Tencent-backed autonomous-driving firm is seeking a nearly $9 billion valuation.
It has been assumed up until recently that the primary challenge to Tesla’s (NASDAQ: TSLA) self-driving business was Google Waymo. Other technologies from smaller companies exist. And major legacy car companies like GM (NYSE: GM) are developing their own products. There is a new challenger, and it appears to be impressive. Wayve, which is based ... Tesla Faces Fierce New Rival in Self-Driving Race
Latest Expansion Reflects Edison Innovations' Role In Curating A Comprehensive KSF Portfolio For New And Existing Licensees DALLAS, TX AND HUIZHOU, CHINA / ACCESS Newswire / June 29, 2026 / Edison Innovations, a subsidiary of Dominion Harbor Enterprises ...
14:47
Seeking Alpha
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,...
As AI stocks face volatility, capital is rotating into biotech, industrials, utilities, consumer staples, and dividend ETFs showing relative strength.
GE Aerospace (NYSE:GE) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio. On June 25, 2026, GE Aerospace (NYSE:GE) announced that the company is celebrating America’s 250th anniversary by showcasing its GE9X – the world’s largest and most powerful commercial jet engine – at the Great American State Fair […]
Chevron’s deal with Microsoft could open the door to more power projects. Gas and pipeline companies could win.
28 Jun, 2026
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is among the Best Healthcare Stocks. On June 23, RBC Capital started coverage of GE HealthCare Technologies Inc. (NASDAQ:GEHC) with an “Outperform” rating. The firm had an $80 price target on the shares. The analyst said the company gives an attractive risk-reward profile. The firm has stronger R&D spending and improved […]
Investing.com -- Bank of America remains bullish on the U.S. dollar into the third quarter, citing resilient U.S. economic growth, expectations for additional Federal Reserve rate hikes, and continued support from artificial intelligence-driven investment.
Investing.com -- The "Dollar Debasement Trade" has largely run its course, according to a Yardeni Research note, which said recent market moves no longer support the view that investors are abandoning U.S. assets.
26 Jun, 2026
Readers weigh in on GE Aerospace CEO Larry Culp, Elon Musk’s Starlink satellites, and SpaceX’s inclusion in indexes.
GE Aerospace, part of General Electric (NYSE:GE), has shifted its focus toward a high margin services business. The company reports a services revenue backlog of about $170b tied to its aerospace operations. Engine deliveries have increased, supporting a larger installed base that feeds future services activity. This pivot strengthens operational execution but raises concentration risk around the services segment. For investors following General Electric, the key story now centers on GE...
Management no longer talks about disappointing engine output because they fixed it; now the entire investment case rests on a massive, fast-growing services business you might not be watching closely enough.
With its stock sitting at a high after a powerful run, it’s easy to see the bull case for GE Aerospace (GE). The skies are full, demand for new engines is strong, and the company’s large installed base provides a steady stream of high-margin services revenue. The story is compelling.
Investing.com -- A stronger U.S. dollar is likely to dominate global foreign exchange markets through the second half of 2026, according to UBS, which has raised its forecasts for the greenback against several major currencies as higher U.S. interest rate expectations and resilient economic fundamentals continue to underpin demand.
GE Aerospace is set to release its second-quarter results next month, with analysts predicting a double-digit increase in the company's earnings.
Here is how GE Aerospace (GE) and Woodward (WWD) have performed compared to their sector so far this year.
Based on the average brokerage recommendation (ABR), GE (GE) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
25 Jun, 2026
Investing.com -- Bank of America has revised its G10 foreign-exchange forecasts for the second half of 2026, lowering its euro-dollar projections and adopting a more constructive near-term view on the U.S. dollar as resilient U.S. economic data and a hawkish Federal Reserve continue to support the greenback.
24 Jun, 2026
The dollar index (DXY00 ) on Wednesday rose by +0.20%. The dollar added to its week-long surge on Wednesday and posted a new 13-month high. The dollar continues to benefit from carryover support from last Wednesday, when the FOMC’s hawkish stance suggested higher interest rates later this year. The dollar...
The dollar index (DXY00 ) today is up by +0.26%. The dollar added to its week-long surge today and posted a new 13-month high. The dollar continues to garner carryover support from last Wednesday, when the FOMC’s hawkish stance projected higher interest rates later this year. The dollar fell back...
September Euro currency futures present a selling opportunity on more price weakness.
23 Jun, 2026
18:57
Seeking Alpha
The euro falls to a one-year low against the dollar as U.S.-eurozone interest-rate expectations shift against the exchange rate. European Central Bank President Christine Lagarde on Monday said there wasn't enough evidence of second-round price effects to warrant a more forceful response after raising rates earlier this month.
11 Jun, 2026
12:54
Yahoo! Finance
The euro falls against the dollar after the European Central Bank raised interest rates by a quarter point as broadly expected, but stopped short of providing clear signals about further rate rises. The ECB raised its baseline inflation projections for 2026 and 2027 owing to higher energy prices but downgraded its growth forecasts for the same period.
10 Jun, 2026
An expected rate hike on Thursday may not necessarily mark the end of the story as policymakers balance ongoing geopolitical uncertainties against signs that inflation expectations are drifting higher.
07 Jun, 2026
Investing.com -- Unusually low volatility in major currency markets could create an attractive opportunity for investors to hedge U.S. dollar exposure, even as the greenback remains supported by higher interest rates and geopolitical uncertainty, said UBS analysts.
05 Jun, 2026
04 Jun, 2026
Continuing expectations of a treaty in the Gulf have been somewhat negative for the greenback.
02 Jun, 2026
Investing.com -- The euro's share of global markets remained largely unchanged last year at around 20% as the the currency failed to gain ground despite expectations that unpredictable U.S. economic policy might increase its appeal as an alternative to the dollar.
Investing.com -- Gold accounted for 27% of foreign reserves held by central banks worldwide at the end of 2025, according to the European Central Bank. This marks an increase from 20% a year earlier.
The European single currency is booking record-breaking global debt volume as macro chaos drives investors into Frankfurt’s arms.
21 May, 2026
The European Union's executive commission cut its growth outlook and predicted higher inflation due to sharply higher energy prices from the war in Iran — but said the economy will avoid an outright recession. Oil prices rose sharply after risk of Iranian drone and speedboat attacks closed off most ship traffic through the Strait of Hormuz, the sea passage for about a fifth of the world's oil and natural gas.
11 May, 2026
05 May, 2026
19:36
Seeking Alpha

Advertisement

INVESTMENTS