3 days ago
Oklo (NYSE: OKLO), a developer of microreactors for nuclear power plants, has been a divisive stock since its market debut. After going public through a merger with a special purpose acquisition company (SPAC) on May 10, 2024, Oklo started trading at $15.50 per share.
It soared to a record high of $174.14 on Oct. 14, 2025, but it now trades at about $43. Wall Street's average price target for the stock is about $75. Let's see why Oklo's stock went through so many wild swings -- and where I think it will actually end up by the end of 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Oklo's Aurora microreactor, which is much smaller than conventional nuclear reactors, only generates 1.5 MWe per unit. However, its modular design allows it to be deployed alongside additional reactors to generate up to 75 MWe per "Powerhouse" power plant. That's tiny compared to a conventional nuclear power plant, which typically generates at least 1,000 MWe, but Aurora's Powerhouse plants can be deployed on less land in remote, off-grid areas.
The Aurora also uses metallic uranium fuel pellets, which are denser, have higher thermal resistance, and are cheaper to produce than the uranium dioxide fuel pellets that power conventional reactors. By recycling its pellets in a closed loop, the Aurora can last for a decade without refueling. Conventional reactors are still refueled in stages every two years.
#conventional #reactors #signal
It soared to a record high of $174.14 on Oct. 14, 2025, but it now trades at about $43. Wall Street's average price target for the stock is about $75. Let's see why Oklo's stock went through so many wild swings -- and where I think it will actually end up by the end of 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Oklo's Aurora microreactor, which is much smaller than conventional nuclear reactors, only generates 1.5 MWe per unit. However, its modular design allows it to be deployed alongside additional reactors to generate up to 75 MWe per "Powerhouse" power plant. That's tiny compared to a conventional nuclear power plant, which typically generates at least 1,000 MWe, but Aurora's Powerhouse plants can be deployed on less land in remote, off-grid areas.
The Aurora also uses metallic uranium fuel pellets, which are denser, have higher thermal resistance, and are cheaper to produce than the uranium dioxide fuel pellets that power conventional reactors. By recycling its pellets in a closed loop, the Aurora can last for a decade without refueling. Conventional reactors are still refueled in stages every two years.
#conventional #reactors #signal
6 days ago
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Despite financial pressures, workers remain committed to their retirement goals, with many boosting their contribution rates — and watching their savings grow.
According to Fidelity Investments' latest quarterly ******* ysis, 769,000 retirement savers have a million dollars or more in their 401(k). Average 401(k) balances grew 10.5% in the second quarter, marking their strongest quarterly growth since the fourth quarter of 2020, thanks partly to stock market gains.
The total average savings rate also held at record levels for the second consecutive quarter, remaining at 14.4% for 401(k) savers and 12% for 403(b) participants.
At the same time, Fidelity data shows more savers tapped their accounts for cash to cover expenses: 19.5% of retirement savers had an outstanding 401(k) loan in the second quarter, up from 19.2% at the end of the first quarter. The share of workers who took a hardship withdrawal increased year over year to 3%.
#savers #second
Despite financial pressures, workers remain committed to their retirement goals, with many boosting their contribution rates — and watching their savings grow.
According to Fidelity Investments' latest quarterly ******* ysis, 769,000 retirement savers have a million dollars or more in their 401(k). Average 401(k) balances grew 10.5% in the second quarter, marking their strongest quarterly growth since the fourth quarter of 2020, thanks partly to stock market gains.
The total average savings rate also held at record levels for the second consecutive quarter, remaining at 14.4% for 401(k) savers and 12% for 403(b) participants.
At the same time, Fidelity data shows more savers tapped their accounts for cash to cover expenses: 19.5% of retirement savers had an outstanding 401(k) loan in the second quarter, up from 19.2% at the end of the first quarter. The share of workers who took a hardship withdrawal increased year over year to 3%.
#savers #second
10 days ago
In its S-1 filing for its IPO, Elon Musk's ******* eX (SPCX) had earmarked a market opportunity of $28 trillion. Out of this, the company, most popularly known for its rockets and Starlink broadband services, attributed more than 90% of this opportunity to AI. Some skeptics raised concerns; however, there was no stopping Musk as the company's data center buildout continues in full swing, and compute deals with the likes of Alphabet's (GOOGL) (GOOG) Google and Anthropic give ******* eX the much-needed AI street cred.
Yet, when Musk is involved, nothing is as smooth as it seems.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ******* eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#deal #Stock #goog
Yet, when Musk is involved, nothing is as smooth as it seems.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ******* eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#deal #Stock #goog
10 days ago
California's PEPRA law sets two 2026 pension compensation caps: $159,733 for employees who coordinate with Social Security and $191,679 for those who don't.
Once a PEPRA member's salary crosses the applicable cap, both employee and employer stop making CalPERS contributions for the rest of that calendar year.
Salary above the pension cap stops building CalPERS benefits, making supplemental vehicles like a 457(b) or IRA essential for high-earning PEPRA members.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Picture two hypothetical seasoned California public employees earning nearly identical salaries. Both are covered by the California Public Employees' Retirement System, but their positions differ in one important respect: one coordinates with Social Security and the other does not. Then their pension statements expose a $31,946 difference.
#calpers #Retirement
Once a PEPRA member's salary crosses the applicable cap, both employee and employer stop making CalPERS contributions for the rest of that calendar year.
Salary above the pension cap stops building CalPERS benefits, making supplemental vehicles like a 457(b) or IRA essential for high-earning PEPRA members.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
Picture two hypothetical seasoned California public employees earning nearly identical salaries. Both are covered by the California Public Employees' Retirement System, but their positions differ in one important respect: one coordinates with Social Security and the other does not. Then their pension statements expose a $31,946 difference.
#calpers #Retirement
17 days ago
Pfizer Inc. (NYSE:PFE) and Abbott Laboratories (NYSE:ABT) offer investors two very different dividend stories. Pfizer (NYSE:PFE) is working to rebuild growth before major patent expirations arrive, while Abbott (NYSE:ABT) is combining a long dividend-growth record with a more diversified healthcare portfolio. Pfizer (NYSE:PFE) may offer turnaround potential, but Abbott's (NYSE:ABT) latest results present the steadier investment case.
Pfizer's (NYSE:PFE) non-COVID portfolio is beginning to carry more of the business. Revenue excluding Comirnaty and Paxlovid grew 5% operationally in fiscal Q2 2026, while launched and acquired products generated $3.2 billion and increased 18% operationally. Padcev revenue rose 23% operationally to $667 million, supported by increased market share in first-line locally advanced or metastatic urothelial cancer and uptake in muscle-invasive bladder cancer. The Vyndaqel family generated $1.76 billion, up 8% operationally, while Lorbrena grew 37% operationally. This broader contribution is encouraging because Pfizer needs several products to offset declining COVID revenue and future patent losses.
Stronger non-COVID performance allowed Pfizer (NYSE:PFE) to raise the midpoint of its 2026 revenue guidance by $500 million, despite reducing its COVID-product forecast from approximately $5 billion to $4 billion. Its cost programs should provide further support, as management expects combined savings of approximately $9.7 billion through 2029 across its cost-realignment and manufacturing-optimization initiatives.
Abbott's (NYSE:ABT) advantage is the breadth of its growth. Second-quarter sales increased 13% on a reported basis and 4.8% on a comparable basis, while adjusted EPS rose 4% to $1.31. Medical Devices remained Abbott's (NYSE:ABT) largest segment and an important growth contributor, with sales rising 8.4% on a comparable basis. Growth was led by electrophysiology, rhythm management, heart failure, and diabetes care, with continuous-glucose-monitor sales increasing 9.5% comparably.
The Exact Sciences acquisition also expanded Abbott's (NYSE:ABT) diagnostics business. Diagnostics revenue reached $3.09 billion, rising 42.3% reported and 2.9% comparably. Within the segment, Cancer Diagnostics delivered 13.3% comparable growth as Cologuard benefited from increasing numbers of new and repeat users.
#Growth #billion #covid #revenue
Pfizer's (NYSE:PFE) non-COVID portfolio is beginning to carry more of the business. Revenue excluding Comirnaty and Paxlovid grew 5% operationally in fiscal Q2 2026, while launched and acquired products generated $3.2 billion and increased 18% operationally. Padcev revenue rose 23% operationally to $667 million, supported by increased market share in first-line locally advanced or metastatic urothelial cancer and uptake in muscle-invasive bladder cancer. The Vyndaqel family generated $1.76 billion, up 8% operationally, while Lorbrena grew 37% operationally. This broader contribution is encouraging because Pfizer needs several products to offset declining COVID revenue and future patent losses.
Stronger non-COVID performance allowed Pfizer (NYSE:PFE) to raise the midpoint of its 2026 revenue guidance by $500 million, despite reducing its COVID-product forecast from approximately $5 billion to $4 billion. Its cost programs should provide further support, as management expects combined savings of approximately $9.7 billion through 2029 across its cost-realignment and manufacturing-optimization initiatives.
Abbott's (NYSE:ABT) advantage is the breadth of its growth. Second-quarter sales increased 13% on a reported basis and 4.8% on a comparable basis, while adjusted EPS rose 4% to $1.31. Medical Devices remained Abbott's (NYSE:ABT) largest segment and an important growth contributor, with sales rising 8.4% on a comparable basis. Growth was led by electrophysiology, rhythm management, heart failure, and diabetes care, with continuous-glucose-monitor sales increasing 9.5% comparably.
The Exact Sciences acquisition also expanded Abbott's (NYSE:ABT) diagnostics business. Diagnostics revenue reached $3.09 billion, rising 42.3% reported and 2.9% comparably. Within the segment, Cancer Diagnostics delivered 13.3% comparable growth as Cologuard benefited from increasing numbers of new and repeat users.
#Growth #billion #covid #revenue
20 days ago
Tesla is pretty quiet in pre-market trading, down just a touch, but this is a market that had seen a big surge higher on Friday and has basically filled the gap from the previous earnings call that spooked everybody with the cap ex numbers. But quite frankly, spending more in capital expenditure is a longer-term growth strategy, and it looks like the market's starting to think about that.
The 200-day EMA sits at the $383.18 level. That'll be an area worth watching. We are getting fairly close to that gap opening, which was at $369, so interesting chart.
The market for Amazon looks like it is slightly positive in early trading as we bounce from the 50% Fibonacci retracement level. The 50-day EMA sits just below there, and that could offer a little bit of technical support as well. We had gapped higher during the last earnings report, but we've had concerns with some economic numbers about the health of the US consumer.
Whether or not that remains a thing, we'll just have to wait and see. Obviously, Amazon is a huge place where the US consumer shows up, so interesting. But at the end of the day, this is an explosive gap higher, a pullback. The question is: will we see a bit of a follow-through move to the upside?
Finally, Microsoft looks like it is going to be basically right where it closed during the Friday session, holding those gains. That's a good sign. We recently have had the ex-dividend date, and that will be something that is in the rearview mirror. But Microsoft had an excellent earnings call, and now we've recently seen the golden cross where the 50-day EMA breaks above the 200-day EMA to get technical traders excited as well.
#Friday #Microsoft #seen
The 200-day EMA sits at the $383.18 level. That'll be an area worth watching. We are getting fairly close to that gap opening, which was at $369, so interesting chart.
The market for Amazon looks like it is slightly positive in early trading as we bounce from the 50% Fibonacci retracement level. The 50-day EMA sits just below there, and that could offer a little bit of technical support as well. We had gapped higher during the last earnings report, but we've had concerns with some economic numbers about the health of the US consumer.
Whether or not that remains a thing, we'll just have to wait and see. Obviously, Amazon is a huge place where the US consumer shows up, so interesting. But at the end of the day, this is an explosive gap higher, a pullback. The question is: will we see a bit of a follow-through move to the upside?
Finally, Microsoft looks like it is going to be basically right where it closed during the Friday session, holding those gains. That's a good sign. We recently have had the ex-dividend date, and that will be something that is in the rearview mirror. But Microsoft had an excellent earnings call, and now we've recently seen the golden cross where the 50-day EMA breaks above the 200-day EMA to get technical traders excited as well.
#Friday #Microsoft #seen
24 days ago
Generac Holdings Inc. (GNRC), headquartered in Waukesha, Wisconsin, designs, manufactures, and distributes various energy technology products and solution. With a market cap of $12.5 billion, the company offers generators to serve the residential, commercial, industrial, and telecommunications markets.
Shares of this backup power giant have underperformed the broader market over the past year. GNRC has gained 6.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. However, in 2026, GNRC stock is up 55.6%, surpassing the SPX's 12.4% rise on a YTD basis.
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#market #holdings #waukesha
Shares of this backup power giant have underperformed the broader market over the past year. GNRC has gained 6.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. However, in 2026, GNRC stock is up 55.6%, surpassing the SPX's 12.4% rise on a YTD basis.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#market #holdings #waukesha
25 days ago
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the "BBH Select Mid Cap ETF". A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index's 13.8% return. Artificial intelligence is a key factor influencing market performance, with high-valuation and high-beta companies consistently outperforming others. The portfolio saw gains from being overweight in technology and industrials but missed opportunities due to underweighting more cyclical stocks. At the end of Q2 2026, the Fund held positions in 27 companies, with 48% of ******* ets concentrated in the top 10 holdings. The Fund's strategy focuses on companies priced below intrinsic value to ensure a margin of safety, rather than on whether valuations are high or low. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Arista Networks, Inc. (NYSE:ANET) as one of its leading performance contributors. Arista Networks, Inc. (NYSE:ANET) is a high-speed switching and cloud networking solutions provider for hyperscale users. On August 19, 2026, Arista Networks, Inc. (NYSE:ANET) closed at $186.45 per share, reflecting a market capitalization of $235.15 billion. Arista Networks, Inc. (NYSE:ANET) posted a one‑month return of 5.94%, while its shares gained 41.71% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Arista Networks, Inc. (NYSE:ANET) in its Q2 2026 investor letter:
"For the quarter, the Fund's largest positive contributors were Entegris Inc. (Entegris) and Arista Networks, Inc. (NYSE:ANET), both clear beneficiaries of the AI infrastructure buildout. Arista returned 38.4% during the quarter, ending with a weight of 5.1%. Arista is the leading provider of data center switches to cloud network customers. Arista reported strong first quarter results with record revenue and free cash flow ahead of expectations, but guidance fell short of high expectations due to increasing supply chain short ages. In addition, extended customer acceptance cycles on new AI products have pushed a growing volume of contracted demand into deferred revenue ahead of recognition, temporarily understating reported revenue growth and creating some investor confusion. However, management subsequently clarified this dynamic, clearly delin eating 54% growth inclusive of deferred product revenue. Management also expressed confidence in the outlook for 2026 along with a constructive demand backdrop for 2027. Finally, rising component costs are an industry-wide challenge, but Arista's multiyear supply commitments and execution track record leave us confident in their ability to execute throughout the next several years. Gross margin guidance of 62% to 64% was maintained despite the rising input cost pressures. Management also continues to expect one or pos
In its Q2 2026 investor letter, BBH Select Mid Cap ETF highlighted Arista Networks, Inc. (NYSE:ANET) as one of its leading performance contributors. Arista Networks, Inc. (NYSE:ANET) is a high-speed switching and cloud networking solutions provider for hyperscale users. On August 19, 2026, Arista Networks, Inc. (NYSE:ANET) closed at $186.45 per share, reflecting a market capitalization of $235.15 billion. Arista Networks, Inc. (NYSE:ANET) posted a one‑month return of 5.94%, while its shares gained 41.71% over the past 52 weeks.
BBH Select Mid Cap ETF stated the following regarding Arista Networks, Inc. (NYSE:ANET) in its Q2 2026 investor letter:
"For the quarter, the Fund's largest positive contributors were Entegris Inc. (Entegris) and Arista Networks, Inc. (NYSE:ANET), both clear beneficiaries of the AI infrastructure buildout. Arista returned 38.4% during the quarter, ending with a weight of 5.1%. Arista is the leading provider of data center switches to cloud network customers. Arista reported strong first quarter results with record revenue and free cash flow ahead of expectations, but guidance fell short of high expectations due to increasing supply chain short ages. In addition, extended customer acceptance cycles on new AI products have pushed a growing volume of contracted demand into deferred revenue ahead of recognition, temporarily understating reported revenue growth and creating some investor confusion. However, management subsequently clarified this dynamic, clearly delin eating 54% growth inclusive of deferred product revenue. Management also expressed confidence in the outlook for 2026 along with a constructive demand backdrop for 2027. Finally, rising component costs are an industry-wide challenge, but Arista's multiyear supply commitments and execution track record leave us confident in their ability to execute throughout the next several years. Gross margin guidance of 62% to 64% was maintained despite the rising input cost pressures. Management also continues to expect one or pos
1 month ago
Space stocks have had a loud two weeks, and Rocket Lab (RKLB) has been at the center of most of the noise. Between a new, clean launch, a run of new government contracts, an $8 billion acquisition that reshapes the company's long-term business model, and a closely watched debut earnings report from a much larger industry peer, investors have collected more data points on the small-launch and ******* e-systems market in the past 10 days than in most entire quarters.
Rocket Lab reports its own second-quarter results after today's close, and the setup looks better than it has in a while.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Why Didn't a $100 Billion Lockup Expiration Crash ******* eX Stock? 3 Numbers That Explain Its 10% Rally.
#rocket #rklb #don 't #assume
Rocket Lab reports its own second-quarter results after today's close, and the setup looks better than it has in a while.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Why Didn't a $100 Billion Lockup Expiration Crash ******* eX Stock? 3 Numbers That Explain Its 10% Rally.
#rocket #rklb #don 't #assume
1 month ago
By Harshita Mary Varghese and Akash Sriram
Aug 4 (Reuters) - ***** eX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, AT&T and T-Mobile.
SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services.
"The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build out terrestrial," ***** eX President Gwynne Shotwell said during a post-earnings call on Tuesday.
Shotwell said the company will build the infrastructure needed to make Starlink "a true mobile service" and expects to win "quite a few" customers from the Big Three wireless carriers.
#echostar #company
Aug 4 (Reuters) - ***** eX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, AT&T and T-Mobile.
SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services.
"The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build out terrestrial," ***** eX President Gwynne Shotwell said during a post-earnings call on Tuesday.
Shotwell said the company will build the infrastructure needed to make Starlink "a true mobile service" and expects to win "quite a few" customers from the Big Three wireless carriers.
#echostar #company
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
There are two ways to run a religion. Hold the line on doctrine and go broke, or quietly break your own commandment and live to preach another Sunday. Michael Saylor has picked door number 2, and the congregation, after a few weeks of shrieking, has mostly forgiven him. The uncomfortable thing for the Bitcoin faithful now is that he was probably right to do it.
Strategy Inc. reported Q2 2026 earnings last week, and the company that everyone had spent June and July writing obituaries for is still standing. Cash reserves came in at $5.7 billion, the gross dollar value of Strategy's Treasury Reserve, with net reserves of $3.57 billion after senior claims and financial obligations. Both were up.
Getting there required Saylor to do the one thing he swore he never would. STRC, the company's high-yield fixed-income instrument, broke its $100 peg and sank to $70, and Strategy started selling Bitcoin to cover dividend costs.
The most recent batch went out between July 27 and August 2: 1,638 BTC for roughly $104.7 million at an average price of $63,957, plus another $290.6 million raised through common stock sales, per CoinDesk. Strategy's own X post on August 3 framed this as a $250 million boost to its USD Reserve and an $81 million buyback of STRC (912,143 shares), noting it had "increased USD Duration by 57 days to 2.3 years and tightened STRC's BTC Credit by 5 bps." What the post skipped: against a cost basis of $75,419 per BTC, that sale booked a loss of about $20 million.
#reserve
There are two ways to run a religion. Hold the line on doctrine and go broke, or quietly break your own commandment and live to preach another Sunday. Michael Saylor has picked door number 2, and the congregation, after a few weeks of shrieking, has mostly forgiven him. The uncomfortable thing for the Bitcoin faithful now is that he was probably right to do it.
Strategy Inc. reported Q2 2026 earnings last week, and the company that everyone had spent June and July writing obituaries for is still standing. Cash reserves came in at $5.7 billion, the gross dollar value of Strategy's Treasury Reserve, with net reserves of $3.57 billion after senior claims and financial obligations. Both were up.
Getting there required Saylor to do the one thing he swore he never would. STRC, the company's high-yield fixed-income instrument, broke its $100 peg and sank to $70, and Strategy started selling Bitcoin to cover dividend costs.
The most recent batch went out between July 27 and August 2: 1,638 BTC for roughly $104.7 million at an average price of $63,957, plus another $290.6 million raised through common stock sales, per CoinDesk. Strategy's own X post on August 3 framed this as a $250 million boost to its USD Reserve and an $81 million buyback of STRC (912,143 shares), noting it had "increased USD Duration by 57 days to 2.3 years and tightened STRC's BTC Credit by 5 bps." What the post skipped: against a cost basis of $75,419 per BTC, that sale booked a loss of about $20 million.
#reserve
1 month ago
For years, the electric vehicles (EVs) conversation has revolved around Tesla (TSLA). While Tesla captured headlines with rapid sales growth, industry-leading battery technology, and an ever-expanding lineup of EVs, legacy automakers like General Motors Company (GM) and Ford Motor Company (F) were seen trying hard to catch up. Today, as Tesla prioritizes its bold AI ambitions, its core automotive business is under pressure. Meanwhile, General Motors and Ford have quietly accelerated their own EV strategies. Both companies have invested billions in new platforms, expanded their EV portfolios, and are emerging as serious competitors in the U.S. EV market.
But only one of these legacy players is poised to win the EV race.
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ******* ysis you won't find anywhere else.
With a market cap of $77.9 billion, General Motors is one of the world's largest automakers, with a portfolio spanning Chevrolet, GMC, Cadillac, and Buick. For years, GM was criticized for moving too cautiously in the EV business while Tesla stormed ahead. But management repeatedly argued that the company would scale its EV business only if it improved its long-term profitability. Its recent Q2 earnings show that the strategy is beginning to pay off.
Its EV portfolio now includes the Chevrolet Equinox EV, Blazer EV, Cadillac LYRIQ, and the GMC Hummer EV, giving the company a presence across both mass-market and luxury segments. The initial phases of the EV boom rewarded companies that launched vehicles fast into the market. But this phase of EVs is more about which company is actually making money by selling them. And that is precisely what GM is trying to do. Instead of quickly ramping up production, GM has spent the past year restructuring its EV operations to better match actual consumer demand.
#tesla #chevrolet #cadillac #years
But only one of these legacy players is poised to win the EV race.
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ******* ysis you won't find anywhere else.
With a market cap of $77.9 billion, General Motors is one of the world's largest automakers, with a portfolio spanning Chevrolet, GMC, Cadillac, and Buick. For years, GM was criticized for moving too cautiously in the EV business while Tesla stormed ahead. But management repeatedly argued that the company would scale its EV business only if it improved its long-term profitability. Its recent Q2 earnings show that the strategy is beginning to pay off.
Its EV portfolio now includes the Chevrolet Equinox EV, Blazer EV, Cadillac LYRIQ, and the GMC Hummer EV, giving the company a presence across both mass-market and luxury segments. The initial phases of the EV boom rewarded companies that launched vehicles fast into the market. But this phase of EVs is more about which company is actually making money by selling them. And that is precisely what GM is trying to do. Instead of quickly ramping up production, GM has spent the past year restructuring its EV operations to better match actual consumer demand.
#tesla #chevrolet #cadillac #years
1 month ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved a 12% improvement in shipbuilding throughput year-to-date, driven by increased operational focus and progress toward a 15% full-year target.
Secured critical demand signals through finalized contracts for VCS Block VI and the next Columbia-class submarine, providing long-term stability for the workforce and supplier base.
Leveraged a 'distributed shipbuilding' strategy and is on track to increase distributed shipbuilding volume by 30% this year., utilizing offsite unit construction to create dual production paths and mitigate shipyard congestion.
Reported a fourth consecutive quarter of double-digit shipbuilding revenue growth, attributed to higher volumes in aircraft carriers, submarines, and amphibious **** ault ships.
#shipbuilding
Achieved a 12% improvement in shipbuilding throughput year-to-date, driven by increased operational focus and progress toward a 15% full-year target.
Secured critical demand signals through finalized contracts for VCS Block VI and the next Columbia-class submarine, providing long-term stability for the workforce and supplier base.
Leveraged a 'distributed shipbuilding' strategy and is on track to increase distributed shipbuilding volume by 30% this year., utilizing offsite unit construction to create dual production paths and mitigate shipyard congestion.
Reported a fourth consecutive quarter of double-digit shipbuilding revenue growth, attributed to higher volumes in aircraft carriers, submarines, and amphibious **** ault ships.
#shipbuilding
1 month ago
July 30, 2026, 11:57 am EDT
Lam Research
LRCX
-1.58%
stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide.
LRCX
-1.58%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#lrcx
Lam Research
LRCX
-1.58%
stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide.
LRCX
-1.58%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#lrcx
2 months ago
San Jose, California-based PayPal Holdings, Inc. (PYPL) operates a technology platform that enables digital payments on behalf of merchants and consumers. Valued at $51.4 billion by market cap, the company offers online payment solutions worldwide.
Shares of this fintech giant have notably underperformed the broader market over the past year. PYPL has declined 18.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, PYPL stock is down marginally, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#pypl #Stock #market #broader
Shares of this fintech giant have notably underperformed the broader market over the past year. PYPL has declined 18.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, PYPL stock is down marginally, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#pypl #Stock #market #broader
2 months ago
Four days after OpenAI disclosed that its models had escaped a cyber evaluation and compromised Hugging Face, CEO Sam Altman said humanity had entered science-fiction territory.
"We are now, like, in the singularity. This is the moment."— Sam Altman, July 25 episode of Relentless
Altman did not present the breach as evidence for that claim, but the timing gave his words an uncomfortable real-world backdrop.
OpenAI disabled its production safety classifiers to measure the models' maximum cyber capability. Its July 21 disclosure said they exploited a proxy zero-day, escaped isolation, reached the internet and used stolen credentials and other methods to enter Hugging Face's production systems. They pursued benchmark answers, not a self-selected goal, yet improvised against a live company beyond a boundary their operators expected to hold.
Reuters reported on July 24 that the intrusion ran from July 11 through July 13 and OpenAI took nearly a week after the first escape attempt to connect its test to the breach. Hugging Face had already disclosed it and contacted the FBI. An OpenAI spokeswoman alleged "several inaccuracies" without identifying them. This is not proof that AI has surpassed humanity or begun rewriting itself. It shows agents can sustain complex operations long enough to outrun their controls.
#face #escaped #humanity
"We are now, like, in the singularity. This is the moment."— Sam Altman, July 25 episode of Relentless
Altman did not present the breach as evidence for that claim, but the timing gave his words an uncomfortable real-world backdrop.
OpenAI disabled its production safety classifiers to measure the models' maximum cyber capability. Its July 21 disclosure said they exploited a proxy zero-day, escaped isolation, reached the internet and used stolen credentials and other methods to enter Hugging Face's production systems. They pursued benchmark answers, not a self-selected goal, yet improvised against a live company beyond a boundary their operators expected to hold.
Reuters reported on July 24 that the intrusion ran from July 11 through July 13 and OpenAI took nearly a week after the first escape attempt to connect its test to the breach. Hugging Face had already disclosed it and contacted the FBI. An OpenAI spokeswoman alleged "several inaccuracies" without identifying them. This is not proof that AI has surpassed humanity or begun rewriting itself. It shows agents can sustain complex operations long enough to outrun their controls.
#face #escaped #humanity
2 months ago
Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it's no surprise why.
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.
#industry #billion
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.
#industry #billion
2 months ago
Alphabet, the parent company of Google, reported a 298% rise in net income to $112.1bn for the second quarter of 2026 (Q2 2026), compared to $28.2bn in the same period the previous year.
Earnings per share (EPS) increased by 294% to $9.11 from $2.31 in Q2 2025.
The company's revenue grew by 24% to $119.8bn, compared to $96.4bn in the second quarter of 2025. Alphabet attributes this growth to robust performance across its operations, marking the 12th consecutive quarter of achieving double-digit revenue growth.
Operating income for the reported quarter increased year-over-year by 30% to $40.8bn.
Alphabet also recorded a net gain of $98bn in other income, primarily due to unrealised gains on equity securities.
#alphabet #reported
Earnings per share (EPS) increased by 294% to $9.11 from $2.31 in Q2 2025.
The company's revenue grew by 24% to $119.8bn, compared to $96.4bn in the second quarter of 2025. Alphabet attributes this growth to robust performance across its operations, marking the 12th consecutive quarter of achieving double-digit revenue growth.
Operating income for the reported quarter increased year-over-year by 30% to $40.8bn.
Alphabet also recorded a net gain of $98bn in other income, primarily due to unrealised gains on equity securities.
#alphabet #reported
2 months ago
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With inflation running above the Federal Reserve's target for 64 consecutive months, Moody's ****** ytics Chief Economist Mark Zandi says higher consumer prices are not an accident but a direct result of government policy decisions.
By breaking down the underlying economic math, Zandi points to trade tariffs imposed by the Donald Trump administration and restrictive immigration laws as the primary culprits preventing price stability in the current economy.
Americans largely view "persistently high inflation and the resulting higher cost of living their number one financial problem." Zandi agrees with this public sentiment, noting that top-line inflation sits at no less than 3.5%, which is well above the Federal Reserve's 2% target.
Don't Miss:
#inflation #higher #chief
With inflation running above the Federal Reserve's target for 64 consecutive months, Moody's ****** ytics Chief Economist Mark Zandi says higher consumer prices are not an accident but a direct result of government policy decisions.
By breaking down the underlying economic math, Zandi points to trade tariffs imposed by the Donald Trump administration and restrictive immigration laws as the primary culprits preventing price stability in the current economy.
Americans largely view "persistently high inflation and the resulting higher cost of living their number one financial problem." Zandi agrees with this public sentiment, noting that top-line inflation sits at no less than 3.5%, which is well above the Federal Reserve's 2% target.
Don't Miss:
#inflation #higher #chief
2 months ago
The milestone payment strengthens VivoSim's cash position while management projects significant revenue growth driven by expanding demand for its human-based preclinical testing platform.
VivoSim (NASDAQ:VIVS) received a $5 million milestone payment from Eli Lilly tied to the advancement of a previously sold drug candidate into Phase 2 studies.
The company expects more than 500% revenue growth in fiscal 2027, reflecting increasing adoption of its NAM contract research services.
VivoSim remains eligible for up to $45 million in additional milestone payments if future regulatory and commercial milestones are achieved.
Management says demand is being supported by growing pharmaceutical interest in New Approach Methodologies (NAMs) and AI-enabled human tissue models.
VivoSim (NASDAQ:VIVS) received a $5 million milestone payment from Eli Lilly tied to the advancement of a previously sold drug candidate into Phase 2 studies.
The company expects more than 500% revenue growth in fiscal 2027, reflecting increasing adoption of its NAM contract research services.
VivoSim remains eligible for up to $45 million in additional milestone payments if future regulatory and commercial milestones are achieved.
Management says demand is being supported by growing pharmaceutical interest in New Approach Methodologies (NAMs) and AI-enabled human tissue models.
2 months ago
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its "SMID Cap Growth Strategy". A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The Strategy delivered double-digit returns in the quarter but trailed the soaring benchmark. Underperformance was driven by underexposure to top AI infrastructure stocks as well as weaknesses in healthcare and consumer discretionary sectors. The market leadership expanded beyond mega-cap technology, indicating potential opportunities from a broader cyclical recovery and AI adoption. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, ClearBridge SMID Cap Growth Strategy highlighted Fabrinet (NYSE:FN). Fabrinet (NYSE:FN) is an optical packaging and precision optical, electro-mechanical, and electronic manufacturing services provider. On July 10, 2026, Fabrinet (NYSE:FN) closed at $471.13 per share, reflecting a market capitalization of $16.88 billion. Fabrinet (NYSE:FN) posted a one-month return of -25.87%, while its shares gained 58.92% over the past 52 weeks.
ClearBridge SMID Cap Growth Strategy the following regarding Fabrinet (NYSE:FN) in its Q2 2026 investor update:
"In IT, we added Fabrinet (NYSE:FN) to increase exposure to AI networking and data connectivity growth. Fabrinet is a leading contract manufacturer for optical communications components used in data center and telecom networks, where AI compute demand is driving a generational upcycle."
Fabrinet (NYSE:FN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 56 hedge fund portfolios held Fabrinet (NYSE:FN) at the end of the fourth quarter, compared to 42 in the previous quarter. In third quarter of 2026, Fabrinet (NYSE:FN) reported revenue of $1.214 billion, an increase of 39% year-over-year. While we acknowledge the potential of Fabrinet (NYSE:FN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its Q2 2026 investor letter, ClearBridge SMID Cap Growth Strategy highlighted Fabrinet (NYSE:FN). Fabrinet (NYSE:FN) is an optical packaging and precision optical, electro-mechanical, and electronic manufacturing services provider. On July 10, 2026, Fabrinet (NYSE:FN) closed at $471.13 per share, reflecting a market capitalization of $16.88 billion. Fabrinet (NYSE:FN) posted a one-month return of -25.87%, while its shares gained 58.92% over the past 52 weeks.
ClearBridge SMID Cap Growth Strategy the following regarding Fabrinet (NYSE:FN) in its Q2 2026 investor update:
"In IT, we added Fabrinet (NYSE:FN) to increase exposure to AI networking and data connectivity growth. Fabrinet is a leading contract manufacturer for optical communications components used in data center and telecom networks, where AI compute demand is driving a generational upcycle."
Fabrinet (NYSE:FN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 56 hedge fund portfolios held Fabrinet (NYSE:FN) at the end of the fourth quarter, compared to 42 in the previous quarter. In third quarter of 2026, Fabrinet (NYSE:FN) reported revenue of $1.214 billion, an increase of 39% year-over-year. While we acknowledge the potential of Fabrinet (NYSE:FN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
2 months ago
Empery Digital (Nasdaq: EMPD) sold 1,400 Bitcoin for $87.1 million within the first year of its pivot to a Bitcoin treasury strategy.
The sale represented roughly 48% of its Bitcoin holdings before the transaction.
The company, formerly electric powersports maker Volcon, pivoted to a Bitcoin treasury strategy in July 2025. Bitcoin treasury companies hold BTC on their balance sheets as a core corporate strategy, often using equity or debt financing to build their reserves.
Empery disclosed the sale in a July 10 filing and said it sold the Bitcoin from May 7 to July 10 at an average price of $62,200 per BTC.
Related: Standard Chartered doubles down on Bitcoin target despite MicroStrategy selloff
The sale represented roughly 48% of its Bitcoin holdings before the transaction.
The company, formerly electric powersports maker Volcon, pivoted to a Bitcoin treasury strategy in July 2025. Bitcoin treasury companies hold BTC on their balance sheets as a core corporate strategy, often using equity or debt financing to build their reserves.
Empery disclosed the sale in a July 10 filing and said it sold the Bitcoin from May 7 to July 10 at an average price of $62,200 per BTC.
Related: Standard Chartered doubles down on Bitcoin target despite MicroStrategy selloff
2 months ago
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2 months ago
Speculation about another Bitcoin sale from MicroStrategy intensified after an unconfirmed on-chain transfer showed 491 BTC leaving a company-linked wallet on July 1. Neither MicroStrategy nor its Executive Chairman, Michael Saylor, has confirmed any sale.
The rumor spread across X (Twitter) on Friday. Meanwhile, Bitcoin (BTC) traded higher after July 1, suggesting the market easily absorbed the alleged transaction.
Pseudonymous trader Light flagged the transfer, worth roughly $30 million at current prices. That equals just 0.058% of the 847,363 BTC Strategy reported in its latest SEC disclosure. The stack covers about 4% of bitcoin's 21 million coin supply.
The timing explains the attention. Strategy adopted a Bitcoin monetization framework plan on June 29, authorizing up to $1.25 billion in tactical sales to fund dividends and buybacks. Its raised 12% STRC preferred dividend took effect on July 1, the same day as the alleged transfer.
The company also completed its first Bitcoin sale since 2022 in late May, offloading 32 BTC to cover preferred stock dividends. Its only earlier sale came in December 2022.
The rumor spread across X (Twitter) on Friday. Meanwhile, Bitcoin (BTC) traded higher after July 1, suggesting the market easily absorbed the alleged transaction.
Pseudonymous trader Light flagged the transfer, worth roughly $30 million at current prices. That equals just 0.058% of the 847,363 BTC Strategy reported in its latest SEC disclosure. The stack covers about 4% of bitcoin's 21 million coin supply.
The timing explains the attention. Strategy adopted a Bitcoin monetization framework plan on June 29, authorizing up to $1.25 billion in tactical sales to fund dividends and buybacks. Its raised 12% STRC preferred dividend took effect on July 1, the same day as the alleged transfer.
The company also completed its first Bitcoin sale since 2022 in late May, offloading 32 BTC to cover preferred stock dividends. Its only earlier sale came in December 2022.
2 months ago
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According to the Zillow lender marketplace, the average 30-year fixed-rate mortgage rose by 8 basis points to 6.44% today, Friday, July 3, 2026. The average 20-year fixed rate increased by 4 basis points to 6.26%. The 15-year fixed rate was nearly unchanged (down 1 basis point) at 5.86%. The average 5/1 ARM rose by 5 basis points to 6.46%.
Read more: Weekly survey of mortgage lenders with the lowest rates: 6% is back (without fees)
Here are the current purchase rates, according to the latest Zillow data, for Friday, July 3, 2026:
30-year fixed: 6.44%
According to the Zillow lender marketplace, the average 30-year fixed-rate mortgage rose by 8 basis points to 6.44% today, Friday, July 3, 2026. The average 20-year fixed rate increased by 4 basis points to 6.26%. The 15-year fixed rate was nearly unchanged (down 1 basis point) at 5.86%. The average 5/1 ARM rose by 5 basis points to 6.46%.
Read more: Weekly survey of mortgage lenders with the lowest rates: 6% is back (without fees)
Here are the current purchase rates, according to the latest Zillow data, for Friday, July 3, 2026:
30-year fixed: 6.44%
