Logo
kowedo_so_wipzo_demo
3 days ago
With a market cap of $49.4 billion, Vistra Corp. (VST) is a leading integrated electricity and power generation company. The company provides essential energy resources to customers, businesses, and communities across the United States, with a strong focus on reliability, affordability, and sustainability.
Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Vistra fits this criterion perfectly. Vistra operates a diverse and efficient power generation portfolio spanning natural gas, nuclear, coal, solar, and battery energy storage, complemented by a customer-centric retail business.
Why It's Time to Load Up on Intel Stock
Google Plans to Build Mammoth Solar Farm on an Abandoned Coal Mine. This Penny Stock Just Won the Deal.
NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe

#Stock #energy #corp
kowedo_so_wipzo_demo
5 days ago
Ollie's Bargain Outlet Holdings Inc.'s (NASDAQ:OLLI) second quarter results were characterized by robust loyalty membership growth, store count expansion, and a notable boost in earnings despite weakness in comparable store sales. During the quarter, the retailer opened 15 new locations and shut down one store because of storm-related damages. This pushed its overall store count to 686 across 36 states, a year-over-year jump of 11.9%. The ongoing growth in its store network continues to be the core focus of Ollie's expansion roadmap, as the management recently confirmed its plans to open 75 new stores by the end of this fiscal year. Such a strategy strongly reflects on the extended growth potential of Ollie's existing business model.
Photo by Franki Chamaki on Unsplash
The company's loyalty program, Ollie's Army, continued to gain momentum during the recent quarter, raising its reach to 18.1 million members. This helped push net sales higher by 9.1% to $741.3 million, with the gain coming mainly from newly opened stores rather than sales at existing locations. Even with comparable sales trending downward, key profitability figures showed clear improvement.
With lower supply chain-related costs, gross margins expanded to 43.5%. A key factor behind this jump was the IEEPA tariff refunds, which contributed 380 basis points to gross margin on their own, in addition to broader reductions in tariff rates. This tariff-related benefit served as a meaningful cushion, helping to overcome the drop in comparable sales.
Together, these factors fueled substantial growth in the bottom line as the adjusted net income climbed 40.3% to $85.4 million, and adjusted net income per diluted share rose 43.4% to $1.42. This represented an outsized growth compared to overall sales growth, which highlights the impact of tariff refunds and margin improvements on the overall results.

#Growth #tariff
kowedo_so_wipzo_demo
11 days ago
NextEra Energy says an artificial intelligence (AI)–driven dispatch and outage-scheduling tool has saved its customers more than $20 million so far this year. Santee Cooper expects a custom AI weather-forecasting model to help it avoid spot-market purchases that can cost $100,000 an hour during extreme weather. Both utilities say the tools moved from concept to production in a matter of weeks, not years.The two companies detailed their AI deployments during a Sept. 2 virtual media roundtable hosted by Google Cloud, alongside Raiford Smith, the company's global director of power and energy industry. The session focused on Gemini Enterprise, Google Cloud's platform for building and deploying AI agents, and framed both utilities as evidence that AI in the sector has moved beyond generic chatbots and into tools built for specific, high-stakes operational decisions."Utilities are being asked to deliver greater reliability, lower costs, and a grid ready for what comes next," said Rich Argentieri, president of NextEra ***** ytics. Tami Wilson, vice president and chief financial officer of Santee Cooper, described the shift in similar terms, saying her utility is moving away from "legacy, clunky, ***** bersome processes" toward AI-driven financial and load forecasting to save time and money.
Argentieri walked through NextEra's Grid Composer platform, which the company built on the Gemini Enterprise Agent Platform and rolled out across Florida Power and Light's (FPL's) generating fleet. The platform pulls together real-time telemetry, load data, and generation profiles—what Argentieri estimated at roughly half a trillion data points a day—into a single model that compares manual dispatch decisions against an AI-optimized alternative.NextEra built the first version of the tool in less than 12 weeks, according to Argentieri. Since then, he said, the optimized dispatch and outage scheduling it enables have produced "over $20 million of savings to our customers" so far this year. NextEra has since made the underlying tools available to other utilities through a Google Cloud marketplace product it calls Optos, with Optos Composer—the version built for market and ***** et optimization—unifying generation, fuel, maintenance, trading, reserves, and storage decisions that Argentieri said have traditionally been managed by separate, siloed teams."All of those teams very much traditionally siloed. And not only the people, but all the data and the processes that go into that," Argentieri said, describing generation, transmission, and trading functions that rarely shared data before. Bringing those functions onto a single platform, he said, has let the company avoid "suboptimal decisions" and given teams visibility into how choices in one area affect costs elsewhere in the system.Argentieri also pointed to field applications. FPL technicians—he estimated 85% to 90% of the company's workforce—now use voice-activated tools to pull torque specifications or work-order gu
kowedo_so_wipzo_demo
12 days ago
After a brutal stretch, Strategy (MSTR) is winning back some believers. Canaccord Genuity recently raised its price target from $130 to $175 and kept a "Buy" rating on MSTR stock. ******* yst Joseph Vafi said the company's balance sheet is now "war-chested" with enough cash to do more than just cover its dividends. The stock, which is essentially a bet on Bitcoin (BTCUSD), jumped about 12% on Aug. 27 as the cryptocurrency rallied above $80,000. Formerly known as MicroStrategy and chaired by Michael Saylor, Strategy is the world's largest corporate holder of Bitcoin.
Strategy is coming off a rough patch. From mid-May to late June, MSTR stock was cut by well over half. When BTC crashed to around $58,000 in late June, Strategy sat on a paper loss of roughly $13 billion, about a fifth of what it paid for its coins. The recent rally flipped that loss back into a profit, with Bitcoin now trading above Strategy's average purchase price but below the $80,000 mark again, currently changing hands at around $77,300 per coin.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine

#mstr #price
kowedo_so_wipzo_demo
19 days ago
Puck, the subscription newsletter and events business, is in late-stage talks with private investment firm RedBird Capital Partners about a deal that would see RedBird becoming its largest shareholder, sources confirmed to Axios.
Why it matters: The deal, which values Puck at roughly $250 million, would set a strong industry benchmark for other media startups looking to liquidate.
By the numbers: Puck raised more than $17 million since it launched in 2021.
It acquired Air Mail, another subscription email startup with overlapping investors, in a cash-and-stock deal worth $16 million last year. Air Mail had raised more than $30 million across two funding rounds.
Neither Puck nor Air Mail were profitable at the time of the transaction, Axios reported.

#puck #axios
kowedo_so_wipzo_demo
20 days ago
CBRS crashed 40% from its May high after Q2 missed estimates, yet 10 of 11 ***** ysts still rate it Buy with a consensus target implying 57% upside.
NVDA fell just 7% and AMD dropped 10% over the same stretch, confirming CBRS's brutal selloff was company-specific, not a sector-wide retreat.
A $25 billion backlog anchored by a $20 billion OpenAI deal and plans to triple 2027 revenue form the backbone of the bull case.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cerebras Systems Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
Cerebras Systems (NASDAQ:CBRS) currently trades near $185.43, while the average Wall Street price target sits at $291.64. That gap implies roughly 57% of upside to consensus.

#billion #nvda
kowedo_so_wipzo_demo
21 days ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) provides financial management, payments and capital, compliance, and marketing products and services. On August 21, 2026, Intuit Inc. (NASDAQ:INTU) closed at $367.00 per share. The one-month return of Intuit Inc. (NASDAQ:INTU) was 20.76%, and its shares lost -44.14% over the past 52 weeks. Intuit Inc. (NASDAQ:INTU) has a market capitalization of $100.4 billion with a 52-week trading range between $252.84 - $705.08.
Guinness Global Innovators Fund stated the following regarding Intuit Inc. (NASDAQ:INTU) in its Q2 2026 investor letter:
"We initially bought Intuit Inc. (NASDAQ:INTU) for its market-leading position in mission-critical tax and accounting software, a deeply embedded QuickBooks platform with significant switching costs, and a strong consumer brand in TurboTax. QuickBooks' c.80% market share, high customer retention and accountant-led distribution created a durable competitive advantage, while Intuit's expanding ecosystem across payments, payroll, lending, Mailchimp, and tax services provided a clear runway for long-term growth and further monetisation. Toward the end of 2025 and in early 2026, markets became increasingly concerned with the 'Saaspocalypse', the implications of AI disruption of the software sector, causing sentiment on the stock to sour. While Intuit continued to deliver resilient results overall, its most recent earnings print changed the thesis for us. Revenue and earnings were modestly ahead of consensus, but the quarter was overshadowed by disappointing TurboTax performance, where revenue growth of 7% fell short of expectations (c.8%) and paid DIY returns declined sharply, particularly among price-sensitive, lower-income filers. This reignited concerns that Intuit's pricing power
kowedo_so_wipzo_demo
22 days 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.
Bitcoin bros have a new bro: Treasury Secretary Scott Bessent.
Days after Bessent announced the Treasury planned to double long-term debt buybacks from $2 billion to at least $4 billion, Bitcoin jumped to nearly $80,000. The rest of the crypto market followed. The question is: can it last?
Bitcoin is back, rebounding from its early-February 2026 lows after nearly 200 days of sideways action. It spent about 120 days falling from its $130,000 highs to as low as $59,800, or a 52% drop.
Why Bitcoin fell from such heights is a mix of conspiracy and the commodity's four-year cycle. After Bitcoin peaked in late December 2017, it took about 1,420 days to reach its then all-time high of ~$69,000 in December 2021. Bitcoin took the same amount of time to reach its October 2025 high of ~$130,000, only to fall once again.

#took
kowedo_so_wipzo_demo
23 days ago
Gossamer Bio has announced a private placement agreement valued at up to $250m, including $150m of committed capital intended to support the development and potential US Food and Drug Administration (FDA) approval of seralutinib.
Seralutinib is intended for the treatment of pulmonary arterial hypertension (PAH) and pulmonary hypertension ****** ociated with interstitial lung disease (PH-ILD).
The private investment comprises an initial closing, a subsequent closing contingent upon FDA acceptance of a new drug application (NDA) for seralutinib in PAH and warrants exercisable upon FDA approval.
The company plans to submit the NDA by September 2026. The proceeds will help advance seralutinib's clinical development and potential commercialisation, with net funds expected to sustain operations until 2028.
Gossamer recently regained global rights to seralutinib.

#Potential #approval
kowedo_so_wipzo_demo
26 days ago
California is about to find out whether taxing billionaires is an idea that works in practice the same way it works in a speech.
A ballot measure heading to voters in November is forcing that question into the open, and the fight it has triggered between a $10.6 billion investor and a sitting congressman says more about the difficulty of the idea than either man intended.
Mark Cuban spent the weekend of August 15 on X, tearing into Rep. Ro Khanna's defense of California's proposed 5% one-time tax on billionaire wealth.
What started as a policy disagreement became something more pointed, and the specifics of what each man said reveal exactly why wealth taxes that sound simple on paper tend to fall apart in the details.
The core of Cuban's argument isn't that billionaires shouldn't pay taxes. He's made clear he has no problem paying taxes. He paid $288 million to the IRS in a single year and said he was proud of it.

#taxes #billionaires #california #mark
kowedo_so_wipzo_demo
1 month ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The Treasury Department has finalized a rule that exempts U.S. firms and individuals from reporting beneficial ownership information to its Financial Crimes Enforcement Network (FinCEN).
"Treasury is eliminating a burdensome reporting requirement for millions of law-abiding business owners without compromising our national security," Treasury Secretary Scott Bessent stated in the announcement on Tuesday. Beneficial owners are identified as anyone who owns at least 25% of a business or exerts "substantial control" over the entity.
Additionally, foreign pooled investment vehicles registered in the U.S. are now exempt from reporting the beneficial ownership information of U.S. persons who control them. However, foreign reporting companies must still disclose beneficial ownership information for foreign individuals.
Don't Miss:

#treasury #ownership #information
kowedo_so_wipzo_demo
1 month ago
Updated Aug 07, 2026, 4:47 pm EDT / Original Aug 07, 2026, 10:23 am EDT
Boeing
BA
+0.96%
stock rose Friday after the Federal Aviation Administration ordered the inspection of some 737 MAX jets for cracks in a structure.
BA
+0.96%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#aviation #jones
kowedo_so_wipzo_demo
1 month ago
It is not often that TSMC (TSM) takes cues from Intel (INTC), but that is undoubtedly what's happening. According to The Information, the world's largest contract chipmaker is quietly building a new packaging technology modeled on Intel's EMIB. TSMC's own engineers are reportedly calling the project "EMIB-like" in-house. The company is developing it with a Taiwanese substrate maker, Kinsus Interconnect Technology. Following the report, TSMC's U.S.-listed shares rose about 8%, while Intel climbed roughly 11% on July 30. For a company that usually defines the industry's direction, TSMC borrowing ideas from Intel is worth a closer look.
The fight is all about how chips get packaged. TSMC's main method, CoWoS, uses a large and expensive silicon layer to link chips together. Intel's EMIB takes a leaner route, embedding tiny silicon bridges only where the chips actually connect. That makes it cheaper and potentially better suited to the increasingly large AI chip designs. The timing makes this sting more for the Taiwanese company. TSMC's CoWoS is sold out into 2027, with some customers waiting well over a year. That backlog is pushing buyers to look for alternate suppliers, and Intel is ready. Its newest version, EMIB-T, recently hit a 98% yield rate, matching CoWoS in that metric, and has already drawn interest from Google (GOOG) (GOOGL), Amazon (AMZN), and Nvidia (NVDA). Every customer who leaves over the wait chips away at TSMC's lead.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'

#emib #tsmc #taiwanese
kowedo_so_wipzo_demo
2 months ago
The reaction to SK Hynix's (SKHY) capex guidance on Wednesday only highlights the stunning summer rout in semiconductor stocks.
Shares of the South Korean chip play tanked as the company said it expects its capital expenditures to surge 50% this year to at least $31 billion. The company is attempting to meet the strong demand for its memory chips, which are playing a key role in the AI boom.
Quick insight: The SK Hynix rout will unlikely do anything to reawaken animal spirits in the chips ***** e. All the stocks of the closely watched Philadelphia Semiconductor Index (^SOX) are now trading below their 50-day moving averages, the first such occurrence since April 2025, according to FactSet data.
The SOX has declined 18.9% so far in July, and is on track for its largest monthly loss since 2008.
"Chip stocks are becoming oversold," strategists at The Kobeissi Letter wrote in a note.

#wednesday
kowedo_so_wipzo_demo
2 months ago
O'Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high volatility. This volatility is seen as an opportunity, despite the potential for 'dead money' in underperforming stocks. The firm remains cautious, focuses on owning durable businesses at reasonable prices, holding cash, and hedging risks to navigate unpredictability. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted Sotera Health Company (NASDAQ:SHC). Sotera Health Company (NASDAQ:SHC) is a US-based company that provides sterilization solutions, lab testing, and advisory services for the healthcare industry. On July 27, 2026, Sotera Health Company (NASDAQ:SHC) closed at $17.24 per share, reflecting a market capitalization of $4.92 billion. Sotera Health Company (NASDAQ:SHC) posted a one-month return of -2.87%, while its shares gained 42.01% over the past 52 weeks.
O'Keeffe Stevens Advisory stated the following regarding Sotera Health Company (NASDAQ:SHC) in its Q2 2026 investor update:
"Sotera Health Company (NASDAQ:SHC): We have been following Sotera Health for several years. The business is exceptional: a sterilization duopoly with Sterigenics and Steris combined controlling an estimated 70% of the sterilization market. Sotera's Sterigenics business boasts 50% EBITDA margins, mission-critical regulated services, and cobalt-60 production that is nearly impossible to replicate. Yet we never bought it because of one thing: Warburg Pincus held a material stake and was consistently selling into the market. We do not buy high quality businesses where forced sellers will pressure the stock regardless of fundamental improvement. We look for situations where forced sellers create dislocation, allowing us to buy a stock for cheaper than what it would trade for without such selling pressure. On the bip side, we look to sell into forced buyers pushing stock prices up irrespective of fundamentals. In early 2026, Warburg sold its last share. Combined with a valuation that was cheap given the quality of the business model, we thought it made sense to purchase the stock.
At their November 2024 Investor Day, management outlined a 2025-2027 plan targeting 5%-7% organic revenue growth and 5%-8% adjusted EBITDA growth, with at least 50bps of EBITDA margin expansion annually. Sterigenics represents over 60% of revenue, and we expect
kowedo_so_wipzo_demo
2 months ago
How much someone needs for retirement can vary greatly depending on where they live and what kind of lifestyle they want to maintain. According to a recent retirement survey from investment firm Schroders, in order to "retire comfortably," Americans estimate they'll need to have around $1.2 million saved up.
That's a high figure, but the good news is even if someone doesn't have a large lump sum saved up today, they can still potentially be on track to retire with that much by making regular monthly investments in the stock market. Here's a look at how much someone would need to invest each month to be on track to reach that goal.
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 »
The S&P 500 is a fairly safe way to invest in the stock market. The index tracks the top 500 U.S. stocks and provides investors with exposure to a broad mix of sectors. But to generate the best returns, specifically targeting growth stocks may be a better move for investors.
The Vanguard Growth ETF (NYSEMKT: VOO) does just that. Rather than trying to be too diversified, the exchange-traded fund (ETF) focuses on holding positions in the country's top growth stocks. That has enabled it to outperform the S&P 500 index funds in recent years. While the volatility from one year to the next can be high with growth stocks, for investors willing to hold on for not only years but decades, it can be a no-brainer option to invest in this type of fund.

#NVIDIA #signal #Invest #investors
kowedo_so_wipzo_demo
2 months ago
July 24, 2026, 2:45 am EDT
I tend to use “rapturous” too much. Must be all that Sunday school as a kid. So, let’s just say that with second-quarter financial results rolling in, the earnings growth rate is trending somewhere between fresh-baked manna and angels with trumpets. But will it be enough to smite the bears?
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#july #must #much
kowedo_so_wipzo_demo
2 months ago
What do an HVAC company and a power-and-cooling equipment supplier have in common? Comfort Systems USA (NYSE: FIX) and Vertiv Holdings (NYSE: VRT) are both riding the artificial intelligence (AI) boom thanks to the data center build-out happening behind the scenes.
The market has noticed. Over the past year, Comfort Systems' stock has risen 214%, while Vertiv's has risen 131%. They're tied to AI infrastructure in very different ways, which matters when you're trying to figure out what's really driving the gains.
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 »
Two under-the-radar infrastructure plays have already more than doubled. The question now is whether the fundamentals still support the story. Let's find out.
Comfort Systems is a specialized construction and building services company focused on the systems that make large facilities function. That includes mechanical, electrical, plumbing, HVAC, piping, controls, modular construction, monitoring, and fire-protection services.

#risen #infrastructure
kowedo_so_wipzo_demo
2 months ago
The dollar index (DXY00) is down by -0.10% today. The dollar is under modest pressure today amid a recovery in the yen, which rose from a 39-year low on the prospect of faster interest rate hikes from the BOJ. Losses in the dollar are limited due to today's +3% rally in WTI crude oil to a 6-week high, which raises inflation expectations that could prompt the Fed to tighten monetary policy, a supportive factor for the dollar. Also, higher T-note yields today have strengthened the dollar's interest rate differentials and are supportive of the dollar.
The US and Iran played down the prospect of peace talks as disruptions to global oil supplies continue to mount. The US conducted an 11th straight day of attacks on Iran in an effort to degrade the country's ability to threaten commercial shipping in the Strait of Hormuz. Iran retaliated by striking US bases in Bahrain, Kuwait, and Jordan. President Trump said on Tuesday that the US has "no interest" in meeting with Iran until they are ready for serious peace negotiations.
Why Persistent Inflation Isn't Enough to Prevent a Plunge in Gold Prices
Dollar Edges Higher as Crude Oil Prices and Bond Yields Climb
Dollar Supported by Higher Crude Prices

#prices #today #interest
kowedo_so_wipzo_demo
2 months ago
By Courtney Rozen
WASHINGTON, July 21 (Reuters) - TikTok U.S. chief security officer Will Farrell will testify before ‌a U.S. House committee on September 15, according ‌to a Congressional aide.
Farrell, who oversees "data privacy and cybersecurity" according to the company's website, will answer questions from members of the U.S. House Select Committee on China.
This is the first time a TikTok U.S. executive will testify publicly ‌in the U.S. House ⁠since the company's Chinese owner, ByteDance, finalized a deal to split the U.S. app ⁠from its global business. ByteDance has disclosed few details about the deal, and a hearing would allow lawmakers to ask questions about U.S. President Donald Trump's role in ‌brokering the split and Chinese involvement in the U.S. app.
The U.S. enacted a law in 2024 requiring ByteDance to sell the app or see it shut in the country. The U.S. Congress passed the law after ‌lawmakers expressed concerns that the company's management was beholden to the Chinese government, posing a national security risk.

#according
kowedo_so_wipzo_demo
2 months ago
July 20 (Reuters) - Hut 8, a crypto-mining turned AI data center company, said on Monday it has signed a second 15-year ‌lease worth $9.8 billion with an existing investment-grade customer, fully commercializing its ‌1-gigawatt Beacon Point campus in Texas.
Shares of the company, which have nearly doubled this year, rose about 5% in premarket trading.
Like several former bitcoin miners, Hut 8 has pivoted toward AI infrastructure, seeking to leverage power ******* ets and data center expertise developed during the cryptocurrency boom to serve AI customers.
Demand for compute infrastructure has ‌accelerated since the launch of ⁠generative AI services, prompting technology companies to commit hundreds of billions of dollars toward data centers packed with advanced ⁠chips from Nvidia and others.
The rush has shifted competition beyond semiconductors to power, transmission access and construction-ready sites, making electricity availability one of the industry's biggest constraints.
kowedo_so_wipzo_demo
2 months ago
Synopsys (SNPS) sits in a rare spot in the chip world. The company makes the software that engineers use to design semiconductors, and you cannot build a modern chip without it. So it doesn't matter which company wins the AI race. Whether it's Nvidia (NVDA), Apple (AAPL), or any other chipmaker, they all need these design tools to get there. Synopsys is the largest supplier of them.
That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ******* e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
kowedo_so_wipzo_demo
2 months ago
MAXJ caps S&P 500 gains at 11% in exchange for full downside protection, returning just 7% while SPY gained 20% last year.
MAXJ's full buffer only protects investors who buy at the period's start and hold through June. Mid-cycle buyers inherit a partially depleted shield.
SPY's 74% five-year return shows long-horizon investors overpay for MAXJ's cap; IVV paired with a Treasury ETF costs far less and keeps upside open.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
For every investor frozen at all-time highs and refusing to buy, BlackRock built a product with them in mind. The iShares Large Cap Max Buffer Jun ETF (NASDAQ:MAXJ) promises something that should not exist in public markets. You get the S&P 500's returns up to a cap, and if stocks fall, MAXJ aims to protect against 100% of losses over a 12-month window. The catch matters, and MAXJ investors need to understand it before they mistake insurance for a free lunch.
kowedo_so_wipzo_demo
2 months ago
Updated July 17, 2026, 11:45 am EDT / Original July 17, 2026, 6:41 am EDT
Tech was hit again on Friday by the worsening selloff in
chip makers
and other AI stocks.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
kowedo_so_wipzo_demo
2 months ago
XPeng Inc. (NYSE:XPEV) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On July 7, 2026, Autoliv announced that XPeng Inc. (NYSE:XPEV) and Autoliv Management signed a strategic cooperation framework agreement to support the development of safer mobility solutions for global markets. The companies said the partnership reflects their ambition to "strengthen collaboration across markets" and support future mobility development. Under the agreement, Autoliv and XPeng will expand collaboration across technology development, digitalization, supply chain coordination, sustainability, and global business expansion.
On July 1, XPeng announced vehicle delivery results for June and the second quarter of 2026. The company delivered 40,126 vehicles in June, bringing total second-quarter deliveries to 103,295 units. Deliveries of GX reached 6,739 units in June, and the model's 10,000th unit rolled off the production line. XPeng expects to debut the XPeng MONA L03 in China on July 2, with presale starting the same day, followed by a global market launch in July.
Image by Mikes-Photography from Pixabay
On May 29, Macquarie ***** yst Eugene Hsiao upgraded XPeng to Outperform from Neutral with an unchanged $19 price target after its Q1 results. Hsiao cited the company's margin-driven beat, with over 2 billion yuan in other revenue supported by VW technical services. Macquarie added that volume momentum is picking up and shares now have over 10% upside.
kowedo_so_wipzo_demo
2 months ago
Should investors prioritize the technological logistics of the Permian Basin or the carbon capture pivot in California? Choosing between Atlas Energy Solutions (NYSE:AESI) and California Resources (NYSE:CRC) requires weighing two very different energy strategies.
Atlas Energy Solutions focuses on sand and logistics for oil producers in West Texas, aiming for efficiency through scale. California Resources produces oil and gas while building a carbon sequestration business to navigate California's strict regulations. Comparing them helps you decide if you prefer an infrastructure play or a resource producer transitioning into carbon management.
Atlas Energy Solutions provides proppant and logistics for producers in the Permian Basin of West Texas and New Mexico. The company serves major exploration and production operators, with a high concentration: the ten largest customers generate approximately 82% of total revenue. Customer concentration like this adds a layer of risk to the business since the power segment depends on just two customers for over 30% of its revenue.
In FY 2025, revenue reached nearly $1.1 billion, representing 3.7% growth over the previous year. Despite the steady sales, the company reported a net loss of roughly $50.3 million for the fiscal period, almost a $110 million swing from profits in 2024. This performance marks a shift from earlier years when the company maintained positive net income and higher profitability across its operations.
As of its December 2025 balance sheet, the debt-to-equity ratio is nearly 0.5x. This ratio compares total debt to shareholder equity to show financial leverage. Free cash flow was negative at nearly $31 million, and note that stock-based compensation (SBC) represented roughly 28% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
kowedo_so_wipzo_demo
2 months ago
Cryptocurrency treasury firm Strategy (NASDAQ: $MSTR) left its holdings of Bitcoin (CRYPTO: $BTC) unchanged over the past week.
The company led by Chairman Michael Saylor made no Bitcoin purchases or sales in the last seven days, leaving its holdings unchanged at 843,775 BTC.
Instead, Strategy increased its U.S. dollar reserves by $466.7 million U.S. to $3 billion U.S. through at-the-market stock sales, according to the company's latest regulatory filing.
More From Cryptoprowl:
Robinhood Chain Sees Nearly 16,000 Meme Coin Launches in Single Day
kowedo_so_wipzo_demo
2 months ago
Hewlett Packard Enterprise Co (NYSE:HPE) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. HPE stock has gained more than 80% year-to-date and more than doubled over the past year. ******* ysts see more upside potential in the stock, projecting a 50% rise from the current level. Some 58 hedge funds are backing HPE stock.
Hewlett Packard Enterprise Co (NYSE:HPE) is expanding the market reach of its networking business following its acquisition of Juniper Networks. On June 30, HPE's technology distributor, ScanSource, said that it was adding Juniper products to the portfolio of HPE networking solutions it distributes.
ScanSource has been helping HPE to get a wide variety of its products to the market. It is a foundational channel partner that has been distributing HPE Aruba networking products across the US for nearly two decades. ScanSource said it would distribute Juniper products through its Launch Point program, which provides marketing strategies and sales support.
HPE's networking portfolio includes an AI-enabled platform for managing wireless, wireline, and software-defined networks.
Texas-based Hewlett Packard Enterprise Co (NYSE:HPE) is a global technology company that provides a broad array of enterprise-grade solutions. It provides IT infrastructure, cloud computing, AI deployment, storage, and networking solutions to businesses and governments.
kowedo_so_wipzo_demo
2 months ago
Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) has strengthened its executive leadership team with the appointment of experienced mining engineer Nick Strong as chief operating officer, as the company advances its integrated Telfer-Havieron mining hub in Western Australia.
Strong will join Greatland on October 5, 2026, taking responsibility for Telfer and Havieron operations, including oversight of the brownfield Havieron underground mining development.
Strong brings more than 25 years of operational and leadership experience across the mining industry, with a background spanning gold, base metals and other commodities.
His career includes senior roles with Northern Star Resources, Rio Tinto and Newcrest Mining, with experience managing large-scale underground and open pit mining operations, including at KCGM and Cadia.
Most recently, Strong served as general manager – Hemi & KCGM Growth at Northern Star Resources, where he directed approvals and operational growth workstreams after previously leading KCGM operations.
kowedo_so_wipzo_demo
2 months 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.
Samsung posted a monster preliminary quarter, and chip stocks sold off anyway. That sounds backward until you remember how much optimism was already baked into the AI trade. Samsung's operating profit surged almost 19-fold from last year, but investors dumped shares across Asia, Europe, and the U.S. as doubts grew about whether AI infrastructure spending can keep rising at this pace. In chip land, great numbers are only great if they beat the fantasy.
Global semiconductor stocks fell on Tuesday after Samsung Electronics released preliminary second-quarter results that looked spectacular on paper but failed to satisfy investors.
Samsung forecast operating profit of 89.4 trillion won, or about $58.4 billion, nearly 19 times higher than a year earlier. Revenue is expected to more than double to 171 trillion won. The profit figure also beat ******* yst expectations.
That still was not enough. Samsung shares fell around 7% in Seoul, while rival SK Hynix dropped about 6%. South Korea's KOSPI index slid almost 5%.