5 hours ago
Binance founder Changpeng Zhao (CZ) says this bear market has no shortage of money. Plenty of it is hunting for somewhere to go.
Elsewhere, Social Capital founder Chamath Palihapitiya said where he thinks it should land. Not in artificial intelligence (AI) chips.
CZ did not say where the money should go, but acknowledged that there was a lot of liquidity floating despite the bear market.
The numbers show why it is not going into crypto. Bitcoin (BTC) trades near $63,037. It is down 45% in a year. That is almost exactly half its October 6 record.
Meanwhile, the Social Capital founder Chamath Palihapitiya, a venture capitalist, entrepreneur, and investor, buys three things at once. Land, a power connection, and an empty building to hold the computers.
#capital #chamath #money
Elsewhere, Social Capital founder Chamath Palihapitiya said where he thinks it should land. Not in artificial intelligence (AI) chips.
CZ did not say where the money should go, but acknowledged that there was a lot of liquidity floating despite the bear market.
The numbers show why it is not going into crypto. Bitcoin (BTC) trades near $63,037. It is down 45% in a year. That is almost exactly half its October 6 record.
Meanwhile, the Social Capital founder Chamath Palihapitiya, a venture capitalist, entrepreneur, and investor, buys three things at once. Land, a power connection, and an empty building to hold the computers.
#capital #chamath #money
15 hours ago
There's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.
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Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#computers #market #investing
Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#computers #market #investing
2 days ago
Few chipmakers have rewarded investors as generously as Advanced Micro Devices (AMD). Over the past five years, the stock has surged 340.8%, leaving the technology-heavy Nasdaq Composite ($NASX) well behind after its 69.34% gain during the same period.
Much of that climb came during the last year and a half, when investors recognized that Advanced Micro had secured a front-row seat in the artificial intelligence (AI) boom. Rising demand for AI chips across data centers and personal computers has since given the company's growth story fresh momentum.
Ahead of ******* eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#investors #NASDAQ #nasx
Much of that climb came during the last year and a half, when investors recognized that Advanced Micro had secured a front-row seat in the artificial intelligence (AI) boom. Rising demand for AI chips across data centers and personal computers has since given the company's growth story fresh momentum.
Ahead of ******* eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#investors #NASDAQ #nasx
3 days ago
Apple said it is facing severe supply constraints that will affect sales of iPhones and Macs in the months ahead, underscoring the challenges looming over the company as Tim Cook prepares to hand over the CEO reins.
In his final earnings call as CEO, Cook said he has never been more optimistic about the opportunities ahead for Apple. "I am beyond excited," said Cook, who has led the company for 15 years and will pass the CEO baton to John Ternus in September. But Cook's confidence in the future stood in contrast to the picture that he and other executives painted of the current business conditions.
"We're seeing some very significant constraints currently, with limited flexibility in the supply chain," Cook said. "There's a quarter where we're going to be scrambling on the supply side," he acknowledged at another point.
The supply crunch is making it more difficult for Apple to obtain the advanced processors it needs for its phones and computers. And that translates into lower revenue.
Sales of the iPhone, which accounts for roughly half of Apple's business, will grow at a "mid-teens" percentage rate in the current quarter, Apple said, forecasting a significant deceleration from the 22% growth the iPhone business posted in the recently ended quarter. Total revenue in the current quarter will grow between 9% and 10% year-over-year, which was below the 12% rate expected by ***** ysts.
#business #sales
In his final earnings call as CEO, Cook said he has never been more optimistic about the opportunities ahead for Apple. "I am beyond excited," said Cook, who has led the company for 15 years and will pass the CEO baton to John Ternus in September. But Cook's confidence in the future stood in contrast to the picture that he and other executives painted of the current business conditions.
"We're seeing some very significant constraints currently, with limited flexibility in the supply chain," Cook said. "There's a quarter where we're going to be scrambling on the supply side," he acknowledged at another point.
The supply crunch is making it more difficult for Apple to obtain the advanced processors it needs for its phones and computers. And that translates into lower revenue.
Sales of the iPhone, which accounts for roughly half of Apple's business, will grow at a "mid-teens" percentage rate in the current quarter, Apple said, forecasting a significant deceleration from the 22% growth the iPhone business posted in the recently ended quarter. Total revenue in the current quarter will grow between 9% and 10% year-over-year, which was below the 12% rate expected by ***** ysts.
#business #sales
11 days ago
While artificial intelligence (AI) has been the buzz of Wall Street over the last two years, it's not the only trend responsible for lifting the market's major stock indexes to new heights. Investor hype surrounding quantum computing deserves its fair share of credit.
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
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 »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
11 days ago
Any concerns about a slowdown in artificial intelligence (AI) infrastructure spending were put to rest by one of the most important semiconductor companies in the world -- ASML Holding (NASDAQ: ASML) -- when it released its second-quarter results on July 15.
ASML's revenue and earnings blew past Wall Street's expectations. It also raised its full-year guidance. This terrific performance shouldn't come as a surprise considering the Dutch company's critical role in the global semiconductor market. ASML stock, which has already jumped nearly 50% in 2026, is now poised for stronger 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 »
Let's take a look at a simple reason why investors should consider buying this semiconductor stock following its solid Q2 report.
ASML reported Q2 revenue of 9.3 billion euros and net income of 2.92 billion euros. ******* ysts would have settled for net income of 2.62 billion euros on revenue of 8.8 billion euros. However, the booming demand for advanced chipmaking equipment to serve the growing appetite for AI chips deployed in data centers, smartphones, and personal computers (PCs) helped ASML easily crush expectations.
#NVIDIA
ASML's revenue and earnings blew past Wall Street's expectations. It also raised its full-year guidance. This terrific performance shouldn't come as a surprise considering the Dutch company's critical role in the global semiconductor market. ASML stock, which has already jumped nearly 50% in 2026, is now poised for stronger 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 »
Let's take a look at a simple reason why investors should consider buying this semiconductor stock following its solid Q2 report.
ASML reported Q2 revenue of 9.3 billion euros and net income of 2.92 billion euros. ******* ysts would have settled for net income of 2.62 billion euros on revenue of 8.8 billion euros. However, the booming demand for advanced chipmaking equipment to serve the growing appetite for AI chips deployed in data centers, smartphones, and personal computers (PCs) helped ASML easily crush expectations.
#NVIDIA
12 days ago
What a time for tech investors. Quantum computing looks like a remarkable follow-up to artificial intelligence (AI). Researchers at McKinsey estimate that quantum computing could create up to $2.7 trillion in economic value for companies worldwide by 2040. Quantum computers could unlock new possibilities across applications, ranging from drug discovery to cybersecurity and AI.
D-Wave Quantum (NYSE: QBTS) is a promising quantum computing company. Its quantum annealing systems are already commercially available, and the acquisition of Quantum Circuits earlier this year gives it a pathway to gate-model systems. As a result, the company can pursue a broad range of commercial opportunities.
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 »
But is D-Wave Quantum stock actually a millionaire-maker? Investors may want to temper their expectations.
Many millionaire-maker stocks start out really small. That's because it's usually much easier for a stock's market cap to grow from $500 million to $5 billion than it is to go from $50 billion to $500 billion. It's just difficult to grow large numbers for all but the most exceptional businesses. D-Wave Quantum's current market cap of $6.2 billion doesn't seem huge at first glance. That's until you look at the actual business, which is still in its infancy.
#wave #NVIDIA #computing #company
D-Wave Quantum (NYSE: QBTS) is a promising quantum computing company. Its quantum annealing systems are already commercially available, and the acquisition of Quantum Circuits earlier this year gives it a pathway to gate-model systems. As a result, the company can pursue a broad range of commercial opportunities.
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 »
But is D-Wave Quantum stock actually a millionaire-maker? Investors may want to temper their expectations.
Many millionaire-maker stocks start out really small. That's because it's usually much easier for a stock's market cap to grow from $500 million to $5 billion than it is to go from $50 billion to $500 billion. It's just difficult to grow large numbers for all but the most exceptional businesses. D-Wave Quantum's current market cap of $6.2 billion doesn't seem huge at first glance. That's until you look at the actual business, which is still in its infancy.
#wave #NVIDIA #computing #company
17 days ago
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 Value Index. The firm is optimistic about the long-term growth of hyperscalers and has increased its investments in this sector, citing their significant earnings potential and crucial role in AI adoption. Capital has also been redirected towards technology hardware stocks, especially semiconductors, which now make up a larger share of the S&P 500 Index. Semiconductor stocks have benefited from hyperscalers' spending, but the firm expresses caution about cyclical risk and volatility. However, the momentum-driven market negatively affected the Wedgewood fund's high-quality stocks, leading to a 25% return over the past 15 months, significantly underperforming the 90% gain of the S&P 500 Momentum ETF (SPMO). In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Wedgewood Partners highlighted Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is a leading multinational technology company that manufactures and markets smartphones, personal computers, tablets, wearables, and accessories. On July 16, 2026, Apple Inc. (NASDAQ:AAPL) closed at $333.26 per share. One-month return of Apple Inc. (NASDAQ:AAPL) was 11.83%, and its shares gained 57.81% over the past 52 weeks. Apple Inc. (NASDAQ:AAPL) has a market capitalization of $4.89 trillion.
Wedgewood Partners stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple Inc. (NASDAQ:AAPL), and Visa.
Apple was also a top contributor to performance during the quarter. Revenues grew 17%, driven by 22% growth in iPhone and 16% growth in services. The iPhone 17 family has catalyzed a solid upgrade cycle ahead of what we expect to be another strong launch later this year, featuring a new foldable form factor. Because input prices for DRAM have risen at a parabolic rate, the Company recently raised prices on some of its devices to pass these costs through. As one of the largest single purchasers of DRAM, the Company has strong negotiating leverage, but it can also implement hardware and software innovations to reduce its dependence on memory."
In its Q2 2026 investor letter, Wedgewood Partners highlighted Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is a leading multinational technology company that manufactures and markets smartphones, personal computers, tablets, wearables, and accessories. On July 16, 2026, Apple Inc. (NASDAQ:AAPL) closed at $333.26 per share. One-month return of Apple Inc. (NASDAQ:AAPL) was 11.83%, and its shares gained 57.81% over the past 52 weeks. Apple Inc. (NASDAQ:AAPL) has a market capitalization of $4.89 trillion.
Wedgewood Partners stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple Inc. (NASDAQ:AAPL), and Visa.
Apple was also a top contributor to performance during the quarter. Revenues grew 17%, driven by 22% growth in iPhone and 16% growth in services. The iPhone 17 family has catalyzed a solid upgrade cycle ahead of what we expect to be another strong launch later this year, featuring a new foldable form factor. Because input prices for DRAM have risen at a parabolic rate, the Company recently raised prices on some of its devices to pass these costs through. As one of the largest single purchasers of DRAM, the Company has strong negotiating leverage, but it can also implement hardware and software innovations to reduce its dependence on memory."
17 days ago
WASHINGTON, July 17 (Reuters) - U.S. factory production was unchanged in June, but grew at a robust pace in the second quarter, driven by an artificial intelligence build-up and businesses accumulating inventory in anticipation of shortages and higher prices due to the war in the Middle East.
The flat reading in manufacturing output last month reported by the Federal Reserve on Friday followed an upwardly revised 0.1% gain in May. Economists polled by Reuters had forecast production edging up 0.1% after a previously reported unchanged reading in May. Output increased 1.1% year-on-year in June.
It grew at a 4.7% annualized rate in the second quarter, the fastest in five years, after expanding at a 1.4% pace in the January-March quarter.
Businesses are spending heavily on AI, keeping manufacturing, which accounts for about 9.4% of the economy, afloat. Motor vehicles and parts production rose 0.7% over the month. Though output of computers and peripheral equipment fell 0.5%, it increased 9.2% year-on-year and rose at a 7.2% rate in the second quarter. Production of communications equipment increased 0.7% in June and grew at a 9.6% rate last quarter.
Output of semiconductors and related electronic components rose 0.5% last month and increased at a 10.2% pace in the second quarter. Production of long-lasting manufactured goods slipped 0.1% over the month, offseting a 0.2% gain in the output of non-durable goods.
The flat reading in manufacturing output last month reported by the Federal Reserve on Friday followed an upwardly revised 0.1% gain in May. Economists polled by Reuters had forecast production edging up 0.1% after a previously reported unchanged reading in May. Output increased 1.1% year-on-year in June.
It grew at a 4.7% annualized rate in the second quarter, the fastest in five years, after expanding at a 1.4% pace in the January-March quarter.
Businesses are spending heavily on AI, keeping manufacturing, which accounts for about 9.4% of the economy, afloat. Motor vehicles and parts production rose 0.7% over the month. Though output of computers and peripheral equipment fell 0.5%, it increased 9.2% year-on-year and rose at a 7.2% rate in the second quarter. Production of communications equipment increased 0.7% in June and grew at a 9.6% rate last quarter.
Output of semiconductors and related electronic components rose 0.5% last month and increased at a 10.2% pace in the second quarter. Production of long-lasting manufactured goods slipped 0.1% over the month, offseting a 0.2% gain in the output of non-durable goods.
20 days ago
Coming back from a far-flung vacation? Traveling abroad on a business trip? Just happen to find yourself within 100 miles of a U.S. border? I regret to inform you that U.S. Customs and Border Control (CBP) agents can search your phone, laptop, GPS system, smartwatch, or other electronic devices for virtually no reason. No particular suspicion of criminal activity is needed. No probable cause. No warrant.
At "the physical border, the functional equivalent of the border" (such as an incoming or outgoing flight at an international airport), or "the extended border," border policy is to allow device searches "with or without suspicion."
Wilmer Chavarria is trying to change this. The Vermont-based school superintendent is suing the Department of Homeland Security, arguing that his 4th Amendment rights were violated when border agents searched his personal and work devices as he was traveling back to the U.S. after visiting family in Nicaragua.
You may be surprised to learn just how expansive border policies around electronic device searches are.
According to a January 2026 policy directive, CBP agents can search "any device that may contain information in an electronic or digital form, such as computers, tablets, disks, drives, tapes, flash drives, SIM cards, global positioning systems, unmanned aircraft systems, vehicle infotainment systems, smart watches, mobile phones and other communication devices, cameras, music and other media players." If you're entering the country, exiting the country, or within 100 miles of a border, it's fair game.
At "the physical border, the functional equivalent of the border" (such as an incoming or outgoing flight at an international airport), or "the extended border," border policy is to allow device searches "with or without suspicion."
Wilmer Chavarria is trying to change this. The Vermont-based school superintendent is suing the Department of Homeland Security, arguing that his 4th Amendment rights were violated when border agents searched his personal and work devices as he was traveling back to the U.S. after visiting family in Nicaragua.
You may be surprised to learn just how expansive border policies around electronic device searches are.
According to a January 2026 policy directive, CBP agents can search "any device that may contain information in an electronic or digital form, such as computers, tablets, disks, drives, tapes, flash drives, SIM cards, global positioning systems, unmanned aircraft systems, vehicle infotainment systems, smart watches, mobile phones and other communication devices, cameras, music and other media players." If you're entering the country, exiting the country, or within 100 miles of a border, it's fair game.
23 days ago
As the race for quantum supremacy intensifies, investors are weighing the commercial momentum of D-Wave Quantum (NYSE:QBTS) against the specialized architecture of Rigetti Computing (NASDAQ:RGTI) to decide which is the better buy.
Both companies are pioneers in the quantum ****** e, yet they pursue different technical paths to reach quantum advantage. While D-Wave focuses on solving optimization problems today, Rigetti is building general-purpose quantum computers designed for broad future applications across diverse industries.
D-Wave Quantum specializes in quantum annealing, a specific type of computing designed to solve complex optimization problems such as logistics and manufacturing schedules. The company delivers these services through its Leap cloud platform, serving over 100 organizations including NASA and the Oak Ridge National Laboratory. Following the acquisition of Quantum Circuits Inc. in early 2026, the company now offers a dual-platform strategy that incorporates gate-model computing alongside its established annealing technology.
In its 2025 fiscal year (FY), revenue reached $24.6 million, representing a significant revenue growth of 178.5% compared to the prior year. Despite this rapid top-line expansion, the company reported a net loss of $355.1 million for the period. This trend reflects the high costs of scaling emerging technologies in the quantum computing sector, which remains highly competitive.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of 0.1x. This ratio measures total debt against shareholder equity, with a lower number indicating that a company is not heavily reliant on borrowed funds. The current ratio stands at 42.4x, which measures the ability to pay short-term liabilities with current ****** ets. Free cash flow was negative at $75.8 million, calculated as cash from operations minus capital expenditures.
Both companies are pioneers in the quantum ****** e, yet they pursue different technical paths to reach quantum advantage. While D-Wave focuses on solving optimization problems today, Rigetti is building general-purpose quantum computers designed for broad future applications across diverse industries.
D-Wave Quantum specializes in quantum annealing, a specific type of computing designed to solve complex optimization problems such as logistics and manufacturing schedules. The company delivers these services through its Leap cloud platform, serving over 100 organizations including NASA and the Oak Ridge National Laboratory. Following the acquisition of Quantum Circuits Inc. in early 2026, the company now offers a dual-platform strategy that incorporates gate-model computing alongside its established annealing technology.
In its 2025 fiscal year (FY), revenue reached $24.6 million, representing a significant revenue growth of 178.5% compared to the prior year. Despite this rapid top-line expansion, the company reported a net loss of $355.1 million for the period. This trend reflects the high costs of scaling emerging technologies in the quantum computing sector, which remains highly competitive.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of 0.1x. This ratio measures total debt against shareholder equity, with a lower number indicating that a company is not heavily reliant on borrowed funds. The current ratio stands at 42.4x, which measures the ability to pay short-term liabilities with current ****** ets. Free cash flow was negative at $75.8 million, calculated as cash from operations minus capital expenditures.
24 days ago
IQM Quantum Computers (Nasdaq:IQMX) has secured a contract with the LUMI AI Factory, led by CSC – IT Center for Science, to deliver a next-generation quantum computer that will be installed at CSC's facility in Finland.
The system, known as LUMI-IQ, is expected to be delivered in 2027 and will feature a 150-qubit quantum processing unit. It will be integrated with the LUMI AI Factory's existing high-performance computing and artificial intelligence infrastructure, with future upgrades planned to increase both processing power and qubit capacity.
According to IQM's prospectus published on July 1, 2026, the value of the contract is approximately equal to the company's total revenue for the financial year ended December 31, 2025.
The project will be jointly funded by the EuroHPC Joint Undertaking together with the governments of Finland, Czechia, Norway and Poland.
LUMI-IQ will be used to advance research into quantum error correction and fault-tolerant quantum computing while providing access to researchers, developers and industrial users across Europe.
The system, known as LUMI-IQ, is expected to be delivered in 2027 and will feature a 150-qubit quantum processing unit. It will be integrated with the LUMI AI Factory's existing high-performance computing and artificial intelligence infrastructure, with future upgrades planned to increase both processing power and qubit capacity.
According to IQM's prospectus published on July 1, 2026, the value of the contract is approximately equal to the company's total revenue for the financial year ended December 31, 2025.
The project will be jointly funded by the EuroHPC Joint Undertaking together with the governments of Finland, Czechia, Norway and Poland.
LUMI-IQ will be used to advance research into quantum error correction and fault-tolerant quantum computing while providing access to researchers, developers and industrial users across Europe.
24 days ago
ASML Holding (NASDAQ: ASML) is one of the most important companies in the global semiconductor ecosystem. The Dutch bellwether makes advanced chipmaking equipment used by leading foundries, memory manufacturers, and integrated device manufacturers (IDMs) to print chips that power a range of applications.
These advanced chips are made using ASML's extreme ultraviolet lithography (EUV) machines, which allow its customers to print billions of transistors onto a silicon wafer using light patterns. ASML is the only company that makes these EUV machines, which are used to fabricate advanced chips that go into artificial intelligence (AI) data centers, smartphones, personal computers (PCs), and other applications.
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 »
Not surprisingly, ASML stock has jumped by an impressive 50% so far in 2026. The company is going to release its second-quarter results on July 15, and there is a good chance it will report better-than-expected results and guidance.
Let's see why that may be the case.
These advanced chips are made using ASML's extreme ultraviolet lithography (EUV) machines, which allow its customers to print billions of transistors onto a silicon wafer using light patterns. ASML is the only company that makes these EUV machines, which are used to fabricate advanced chips that go into artificial intelligence (AI) data centers, smartphones, personal computers (PCs), and other applications.
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 »
Not surprisingly, ASML stock has jumped by an impressive 50% so far in 2026. The company is going to release its second-quarter results on July 15, and there is a good chance it will report better-than-expected results and guidance.
Let's see why that may be the case.
25 days ago
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Early bitcoin miners could mine 50 bitcoins per block using low-powered computers. Back then, the payout for mining just one block would be worth millions of dollars today. But at the time, bitcoin didn't have a tested market value. Famously, one early transaction involved buying two pizzas for 10,000 bitcoins.
The market and the mining landscape have changed since then. Bitcoin now trades in the high five figures, and mining difficulty has increased exponentially. So, is it profitable to mine crypto in 2026, or has the window closed for everyday investors?
The answer isn't a simple yes or no. An entire global industry has developed around bitcoin mining, powered by specialized hardware and access to low-cost electricity. However, crypto mining is a speculative venture, and many miners treat mining efforts as a bet on future prices. This perspective also opens up the opportunity to mine other cryptocurrencies that may not be as competitive as bitcoin.
In short, mining can still turn a profit, but you may have to consider mining altcoins (alternative coins) or HODL (hold on for dear life) to your mining rewards for future price appreciation. Even then, profitability isn't a given.
Early bitcoin miners could mine 50 bitcoins per block using low-powered computers. Back then, the payout for mining just one block would be worth millions of dollars today. But at the time, bitcoin didn't have a tested market value. Famously, one early transaction involved buying two pizzas for 10,000 bitcoins.
The market and the mining landscape have changed since then. Bitcoin now trades in the high five figures, and mining difficulty has increased exponentially. So, is it profitable to mine crypto in 2026, or has the window closed for everyday investors?
The answer isn't a simple yes or no. An entire global industry has developed around bitcoin mining, powered by specialized hardware and access to low-cost electricity. However, crypto mining is a speculative venture, and many miners treat mining efforts as a bet on future prices. This perspective also opens up the opportunity to mine other cryptocurrencies that may not be as competitive as bitcoin.
In short, mining can still turn a profit, but you may have to consider mining altcoins (alternative coins) or HODL (hold on for dear life) to your mining rewards for future price appreciation. Even then, profitability isn't a given.
26 days ago
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500's best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market's performance continued to rely on trends and baskets rather than company fundamentals. Significant events happened in Q2, including the theoretical end of the U.S. war with Iran and ***** eX's record IPO. Despite the positive sentiment, mega-cap tech companies performed poorly while semiconductor stocks and other data center buildout-related stocks rallied. The portfolio returned 12.5% in the second quarter compared to 14.9% for the S&P 500 Index, while YTD the fund returned 7.7% compared to 9.6% for the Index. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Middle Coast Investing highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 2, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.37 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 1.94%, and its shares lost 25.54% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.04 billion.
Middle Coast Investing stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor letter:
"CDW Corporation (NASDAQ:CDW) is a tech distributor. Instead of buying from Apple, Amazon, or HP directly, you might work through CDW. That gives you IP support along with the right array of hardware and software.
TD Synnex and Ingram Micro usually trade for lower price-to-earnings ratios than CDW. They are more focused on the raw distribution of computers, hardware, and actual gear than CDW. That has changed in 2026, though, as TD Synnex has soared, in large part due to its Hyve business unit. Hyve helps companies set up data center infrastructure, in the chain with SuperMicroComputer (SMCI), Dell (DELL), and similar beneficiaries of the AI boom.
In its second-quarter 2026 investor letter, Middle Coast Investing highlighted CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company that operates through its Commercial, Government, and Education segments. On July 2, 2026, CDW Corporation (NASDAQ:CDW) closed at $133.37 per share. One-month return of CDW Corporation (NASDAQ:CDW) was 1.94%, and its shares lost 25.54% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $17.04 billion.
Middle Coast Investing stated the following regarding CDW Corporation (NASDAQ:CDW) in its Q2 2026 investor letter:
"CDW Corporation (NASDAQ:CDW) is a tech distributor. Instead of buying from Apple, Amazon, or HP directly, you might work through CDW. That gives you IP support along with the right array of hardware and software.
TD Synnex and Ingram Micro usually trade for lower price-to-earnings ratios than CDW. They are more focused on the raw distribution of computers, hardware, and actual gear than CDW. That has changed in 2026, though, as TD Synnex has soared, in large part due to its Hyve business unit. Hyve helps companies set up data center infrastructure, in the chain with SuperMicroComputer (SMCI), Dell (DELL), and similar beneficiaries of the AI boom.
29 days ago
Apple Inc. (NASDAQ:AAPL) is one of the Best AI and Technology Stocks to Buy Now. On June 25, Evercore ISI maintained an "Outperform" rating on the company's stock with a price objective of $365. This comes after the company announced price increases throughout select Mac, iPad, and home devices. Apple Inc. (NASDAQ:AAPL) increased the prices across the product lineup, with these increases ranging between 17% to 25% on base-model Mac as well as iPad configurations.
The decision comes after the recent comments from its CEO regarding the memory supply constraints. It seems that the price hikes are due to the increased memory costs as DRAM and NAND pricing are now multiples higher compared to the previous year and significantly above levels at the beginning of the year when the company refreshed the product lines.
Furthermore, the firm stated that the intra-cycle price hike demonstrates that the magnitude and pace of cost pressure surpassed Apple Inc. (NASDAQ:AAPL)'s capability to absorb it. Even though the price increases are expected to support gross margins, intra-cycle hikes might lead to demand friction throughout Macs and iPads.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and home accessories.
While we acknowledge the potential of AAPL 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.
The decision comes after the recent comments from its CEO regarding the memory supply constraints. It seems that the price hikes are due to the increased memory costs as DRAM and NAND pricing are now multiples higher compared to the previous year and significantly above levels at the beginning of the year when the company refreshed the product lines.
Furthermore, the firm stated that the intra-cycle price hike demonstrates that the magnitude and pace of cost pressure surpassed Apple Inc. (NASDAQ:AAPL)'s capability to absorb it. Even though the price increases are expected to support gross margins, intra-cycle hikes might lead to demand friction throughout Macs and iPads.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and home accessories.
While we acknowledge the potential of AAPL 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.
29 days ago
Quantum computing's potential to accelerate complex computations opens a new frontier of technological innovation. Investors have piled into quantum computing stocks in anticipation of the investment opportunities quantum computing could create over the next decade.
D-Wave Quantum (NYSE: QBTS), an early-stage quantum computing company that's begun ramping up its commercial operations, has been one of the hottest names in the ******* e. Shares of D-Wave Quantum have traded between $12 and $46 over the past year and currently sit somewhere near the middle at $24 per share. With the business building momentum, is the stock a buy now? Here's why investors may want to hold off for now.
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 »
D-Wave Quantum is developing annealing and gate-model quantum computer systems, software, and services for commercial applications. The company hasn't generated much revenue to date, as quantum computers aren't yet reliable enough for everyday commercial applications. The business is just getting started, with trailing-12-month revenue of just $12.4 million.
That said, D-Wave Quantum's order backlog took a big leap in the first quarter of 2026. The company sold a computer system to Florida Atlantic University for $20 million. It inked a $10 million agreement with a Fortune 100 customer for cloud-based access to quantum computing, which investors could think of as quantum computing-as-a-service.
D-Wave Quantum (NYSE: QBTS), an early-stage quantum computing company that's begun ramping up its commercial operations, has been one of the hottest names in the ******* e. Shares of D-Wave Quantum have traded between $12 and $46 over the past year and currently sit somewhere near the middle at $24 per share. With the business building momentum, is the stock a buy now? Here's why investors may want to hold off for now.
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 »
D-Wave Quantum is developing annealing and gate-model quantum computer systems, software, and services for commercial applications. The company hasn't generated much revenue to date, as quantum computers aren't yet reliable enough for everyday commercial applications. The business is just getting started, with trailing-12-month revenue of just $12.4 million.
That said, D-Wave Quantum's order backlog took a big leap in the first quarter of 2026. The company sold a computer system to Florida Atlantic University for $20 million. It inked a $10 million agreement with a Fortune 100 customer for cloud-based access to quantum computing, which investors could think of as quantum computing-as-a-service.
1 month ago
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Artificial intelligence is supposed to scare us.
At least that's the message many people hear every day. AI will replace workers. Robots will take jobs. Computers will become smarter while humans struggle to keep up.
Jeff Bezos sees a completely different future.
Speaking at Italian Tech Week in October, the billionaire founder of Amazon and Blue Origin acknowledged that many people feel "nervous or anxious or even a little discouraged or depressed" about what's coming next. But he believes they're looking at one of the most exciting moments in human history the wrong way.
Artificial intelligence is supposed to scare us.
At least that's the message many people hear every day. AI will replace workers. Robots will take jobs. Computers will become smarter while humans struggle to keep up.
Jeff Bezos sees a completely different future.
Speaking at Italian Tech Week in October, the billionaire founder of Amazon and Blue Origin acknowledged that many people feel "nervous or anxious or even a little discouraged or depressed" about what's coming next. But he believes they're looking at one of the most exciting moments in human history the wrong way.
1 month ago
By Joe Cash
BEIJING, June 30 (Reuters) - China's factory activity returned to expansion in June, driven by demand for chips, computers and other AI-related products, as robust export orders and front-loading to the United States to get ahead of tariffs offset weakness elsewhere in the economy.
The data suggest global AI investment is providing an important cushion for manufacturers in China's $20 trillion economy, even as disruption from the Middle East conflict and a prolonged property slump continue to weigh on broader growth.
The official manufacturing purchasing managers' index (PMI) rose to 50.3 in June from 50.0 in May, according to a survey by the National Bureau of Statistics (NBS). It beat a median forecast of 50.0 in a Reuters poll.
"Exports to meet international demand for chips and other AI-related products, as well as front-loading to get ahead of new U.S. Section 301 tariffs due late July and improved domestic demand due to lower upstream costs underpinned the improvement," said Dan **** , China director of consultancy Eurasia Group.
BEIJING, June 30 (Reuters) - China's factory activity returned to expansion in June, driven by demand for chips, computers and other AI-related products, as robust export orders and front-loading to the United States to get ahead of tariffs offset weakness elsewhere in the economy.
The data suggest global AI investment is providing an important cushion for manufacturers in China's $20 trillion economy, even as disruption from the Middle East conflict and a prolonged property slump continue to weigh on broader growth.
The official manufacturing purchasing managers' index (PMI) rose to 50.3 in June from 50.0 in May, according to a survey by the National Bureau of Statistics (NBS). It beat a median forecast of 50.0 in a Reuters poll.
"Exports to meet international demand for chips and other AI-related products, as well as front-loading to get ahead of new U.S. Section 301 tariffs due late July and improved domestic demand due to lower upstream costs underpinned the improvement," said Dan **** , China director of consultancy Eurasia Group.
1 month ago
Almost every phone and laptop runs on memory chips called DRAM. A US lawsuit says the three firms that make almost all of them keep prices high by limiting supply.
This is not the first accusation against them. Days later, the same firms unveiled a $650 billion spending plan and blamed the shortage on the AI boom.
In 2005, Samsung admitted it fixed memory prices and paid a $300 million fine. It was the second-biggest penalty of its kind in US history. Some bosses went to prison. The new lawsuit says the companies later reinstated those same people in their jobs.
The new case is in a California federal court. The buyers suing include 14 people and three small computer shops. One of their law firms, Hagens Berman, won the payout from the original case years ago.
Here is the trick the lawsuit describes. Chips made for AI computers sell for far more than ordinary memory. Plaintiffs say the firms shifted factories toward AI memory chips and let everyday supplies run short. Ordinary memory prices then jumped about 700% in four years.
This is not the first accusation against them. Days later, the same firms unveiled a $650 billion spending plan and blamed the shortage on the AI boom.
In 2005, Samsung admitted it fixed memory prices and paid a $300 million fine. It was the second-biggest penalty of its kind in US history. Some bosses went to prison. The new lawsuit says the companies later reinstated those same people in their jobs.
The new case is in a California federal court. The buyers suing include 14 people and three small computer shops. One of their law firms, Hagens Berman, won the payout from the original case years ago.
Here is the trick the lawsuit describes. Chips made for AI computers sell for far more than ordinary memory. Plaintiffs say the firms shifted factories toward AI memory chips and let everyday supplies run short. Ordinary memory prices then jumped about 700% in four years.
1 month ago
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds. On June 8, Advanced Micro Devices, Inc.'s (NASDAQ:AMD) Chair and CEO, Dr. Lisa Su, announced the company's commitment to invest up to £2 billion over the next five years in the United Kingdom. Dr. Su made the announcement on the first day of London Tech Week, which took place from June 8 to June 12.
The investment will be made in chunks where there will be a package for infrastructure deployments, research collaborations, and ecosystem partnerships. All these investments, said Dr. Su, will be centered on AMD's Instinct GPUs, EPYC CPUs, and ROCm open software. These are the three pillars of AMD's AI compute stack.
The CEO detailed that AMD, together with Dell Technologies, is already collaborating with the University of Cambridge to expand its national AI infrastructure footprint. This includes supporting the new Zenith AI supercomputer. The supercomputer is a major UK AI-for-science platform funded by the Department for Science, Innovation and Technology (DSIT) and UK Research and Innovation (UKRI). It is designed to serve a broad range of scientific disciplines like healthcare research, climate modeling, materials science, and engineering simulation.
The two companies are also building the Sunrise fusion AI system, which is a second AI supercomputer at Cambridge. This one is funded by the Department for Energy Security and Net Zero, owned by the UK Atomic Energy Authority (UKAEA). Sunrise is dedicated exclusively to the fusion energy mission.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company. It designs and sells microprocessors, GPUs, and adaptive system-on-chip products for data centers, personal computers, gaming, and embedded markets.
The investment will be made in chunks where there will be a package for infrastructure deployments, research collaborations, and ecosystem partnerships. All these investments, said Dr. Su, will be centered on AMD's Instinct GPUs, EPYC CPUs, and ROCm open software. These are the three pillars of AMD's AI compute stack.
The CEO detailed that AMD, together with Dell Technologies, is already collaborating with the University of Cambridge to expand its national AI infrastructure footprint. This includes supporting the new Zenith AI supercomputer. The supercomputer is a major UK AI-for-science platform funded by the Department for Science, Innovation and Technology (DSIT) and UK Research and Innovation (UKRI). It is designed to serve a broad range of scientific disciplines like healthcare research, climate modeling, materials science, and engineering simulation.
The two companies are also building the Sunrise fusion AI system, which is a second AI supercomputer at Cambridge. This one is funded by the Department for Energy Security and Net Zero, owned by the UK Atomic Energy Authority (UKAEA). Sunrise is dedicated exclusively to the fusion energy mission.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company. It designs and sells microprocessors, GPUs, and adaptive system-on-chip products for data centers, personal computers, gaming, and embedded markets.
1 month ago
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage architecture design, a multi-year supply agreement, Micron's internal adoption of Claude, and a strategic equity investment by Micron in Anthropic's Series H funding round. Anthropic is the AI safety and research company behind the Claude family of AI models.
The most important aspect of the deal is a joint technical collaboration where the two companies will work together to **** yze how Micron's memory and storage subsystems perform across different AI workloads and interact across the full infrastructure stack. According to Micron, the goal is to improve performance, energy efficiency, and what the companies call token economics.
Built on top of that technical work is a multi-year supply agreement covering Micron's full data center portfolio. The supply agreement is intended to provide Anthropic with long-term access to Micron's data-center memory and storage portfolio, including HBM, DRAM, and SSDs. According to Tom Brown, co-founder and chief compute officer at Anthropic, this agreement addresses a key concern for any rapidly scaling AI lab, which is reliable access to the memory hardware its infrastructure depends on.
Micron also committed to deploy Anthropic's Claude models internally across its own engineering, manufacturing, and enterprise functions. Teams will use the tools to accelerate coding workflows and enable more advanced, agentic applications. The company will also become a strategic Anthropic backer through a Series H funding round.
Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company. It designs, manufactures, and sells memory and storage products, including DRAM, NAND flash, and solid-state drives for data centers, personal computers, mobile devices, and automotive markets.
The most important aspect of the deal is a joint technical collaboration where the two companies will work together to **** yze how Micron's memory and storage subsystems perform across different AI workloads and interact across the full infrastructure stack. According to Micron, the goal is to improve performance, energy efficiency, and what the companies call token economics.
Built on top of that technical work is a multi-year supply agreement covering Micron's full data center portfolio. The supply agreement is intended to provide Anthropic with long-term access to Micron's data-center memory and storage portfolio, including HBM, DRAM, and SSDs. According to Tom Brown, co-founder and chief compute officer at Anthropic, this agreement addresses a key concern for any rapidly scaling AI lab, which is reliable access to the memory hardware its infrastructure depends on.
Micron also committed to deploy Anthropic's Claude models internally across its own engineering, manufacturing, and enterprise functions. Teams will use the tools to accelerate coding workflows and enable more advanced, agentic applications. The company will also become a strategic Anthropic backer through a Series H funding round.
Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company. It designs, manufactures, and sells memory and storage products, including DRAM, NAND flash, and solid-state drives for data centers, personal computers, mobile devices, and automotive markets.
1 month ago
Meta Platforms, Inc. (NASDAQ:META) is one of the top trending US stocks to buy now. Reuters reported on June 22 that Kunal Shah, founder of the Indian fintech firm, will become Meta-owned WhatsApp's new leader, according to Meta Platforms, Inc.'s (NASDAQ:META) current head Will Cathcart statement on Monday in a post on X. It further stated that the announcement came after CRED announced it will raise about $900 million from Meta Platforms, Inc. (NASDAQ:META).
In a separate development, Meta Platforms, Inc. (NASDAQ:META) announced on June 22 that starting today, Instagram for TV is now available on Samsung Smart TVs in the United States. This includes 2020 model year TVs and newer, and combined with Amazon Fire TV and Google TV, Instagram is now available across the majority of connected TV devices in the country.
Users can send Reels directly from their phone to their TV in a few taps, with casting available on Google TV and Fire TV, including videos from the Saved tab. They can also catch up on what their friends and other creators are sharing, without the need for crowding around a phone.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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 a separate development, Meta Platforms, Inc. (NASDAQ:META) announced on June 22 that starting today, Instagram for TV is now available on Samsung Smart TVs in the United States. This includes 2020 model year TVs and newer, and combined with Amazon Fire TV and Google TV, Instagram is now available across the majority of connected TV devices in the country.
Users can send Reels directly from their phone to their TV in a few taps, with casting available on Google TV and Fire TV, including videos from the Saved tab. They can also catch up on what their friends and other creators are sharing, without the need for crowding around a phone.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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.
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research. Management stated that the Vera Rubin platform is "designed for the era of agents to advance scientific discovery by accelerating workloads such as climate modeling, computational fluid dynamics, quantum chemistry, and energy exploration".
In a separate development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare earth imports, and the award is part of President Donald Trump's move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare earth imports, and the award is part of President Donald Trump's move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
Apple Inc. (NASDAQ:AAPL) is one of the best trending AI stocks to watch in 2026. Apple Inc. (NASDAQ:AAPL) was downgraded by KGI Securities to Hold from Outperform on June 22, with the firm setting a price target of $315. In a separate development, Reuters reported on June 17 that CEO Tim Cook told the Wall Street Journal in an interview that Apple Inc. (NASDAQ:AAPL) plans to increase prices on its products due to the increasing memory and storage chip costs.
It further reported that an increase in AI-driven demand for data centers has led to fierce competition between consumer electronics companies for the decreasing supplies of the key components, which is resulting in sharp price hikes. Cook told WSJ that price increases are unfortunately "unavoidable" and that the company is doing its best to "mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable." He, however, did not disclose how much prices could hike, when they may occur, or which products could be impacted.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and sells smartphones, personal computers, wearables, accessories, and related products and services worldwide.
While we acknowledge the potential of AAPL 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
It further reported that an increase in AI-driven demand for data centers has led to fierce competition between consumer electronics companies for the decreasing supplies of the key components, which is resulting in sharp price hikes. Cook told WSJ that price increases are unfortunately "unavoidable" and that the company is doing its best to "mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable." He, however, did not disclose how much prices could hike, when they may occur, or which products could be impacted.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and sells smartphones, personal computers, wearables, accessories, and related products and services worldwide.
While we acknowledge the potential of AAPL 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
Meta Platforms, Inc. (NASDAQ:META) is one of the safe stocks for beginners to buy in 2026. Reuters discussed on June 25 that Kunal Shah, who is now taking charge of Meta Platforms, Inc.'s (NASDAQ:META) WhatsApp, who does not hold an engineering degree or Silicon Valley pedigree, has spent two decades building businesses around digital payments and consumer behaviour in India. Chief Product Officer Chris ****** wrote in an internal memo that Meta Platforms, Inc. (NASDAQ:META) was on the lookout for a leader with "an intuitive grasp of the immense, global product potential for WhatsApp". In the note reviewed by Reuters, ****** stated that: "Over the course of the (now many) conversations I've had with Kunal through this courting process, he has shown an immense entrepreneurial energy combined with a natural humanism".
In a separate development, DoubleVerify announced on June 22 the expansion of DV Authentic AdVantage™ to Meta Platforms, Inc. (NASDAQ:META) and TikTok. DoubleVerify is a software platform involved with verifying media quality, optimizing ad performance, and proving campaign outcomes. It stated that the solution combines pre-bid media quality protection, independent measurement, and AI-powered campaign optimization, allowing advertisers to bolster media quality, improve performance, and drive greater efficiency across digital advertising environments.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, DoubleVerify announced on June 22 the expansion of DV Authentic AdVantage™ to Meta Platforms, Inc. (NASDAQ:META) and TikTok. DoubleVerify is a software platform involved with verifying media quality, optimizing ad performance, and proving campaign outcomes. It stated that the solution combines pre-bid media quality protection, independent measurement, and AI-powered campaign optimization, allowing advertisers to bolster media quality, improve performance, and drive greater efficiency across digital advertising environments.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 23 that Jamendo has sued NVIDIA Corporation (NASDAQ:NVDA) in California federal court on Monday for the alleged misuse of its data and music to train audio-related AI systems. Jamendo, a music company owned by Winamp Group and based in Luxembourg, said in the lawsuit that NVIDIA Corporation (NASDAQ:NVDA) copied "hundreds of thousands of audio files and related metadata from its platform" to train Fugatto, which is an AI audio generator, and Audio Flamingo, an AI language model that describes sound. Reuters stated that spokespeople for NVIDIA Corporation (NASDAQ:NVDA) did not immediately respond to a request for comment on the lawsuit on Tuesday.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In another development, NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
Well, here we are then - 72 games down, just 32 to go.
Harry Kane and Thomas Tuchel have spoken in the past week about this World Cup being like two separate tournaments.
The first is in the books, and what fun it was - records broken, underdog stories galore, a Golden Boot race for the ages, and of course a smattering of controversy along the way.
Human beings have also proved the supercomputers wrong as seven of the eight best third-placed teams needed four points just to make it through to the 'second tournament', which starts on Sunday night.
It's a classic knockout packed with all your big names, dark horses and a couple of fairytale stories too.
Harry Kane and Thomas Tuchel have spoken in the past week about this World Cup being like two separate tournaments.
The first is in the books, and what fun it was - records broken, underdog stories galore, a Golden Boot race for the ages, and of course a smattering of controversy along the way.
Human beings have also proved the supercomputers wrong as seven of the eight best third-placed teams needed four points just to make it through to the 'second tournament', which starts on Sunday night.
It's a classic knockout packed with all your big names, dark horses and a couple of fairytale stories too.
1 month ago
After decades of declining costs, consumer electronics ranging from computers to video game consoles are jumping in price as the artificial intelligence boom drives a global shortage of memory and storage chips.
"The vast majority of the chips are going to the AI buildout and the data center revolution we're seeing," Wedbush Securities ***** yst Dan Ives told CBS News. "That's [fewer] chips for these regular consumer devices. That just further drives up prices."
On Thursday, Apple and Microsoft each said they were hiking prices on core products, including iPads, certain MacBook models and Xbox consoles, as strong demand for chips drives up the cost of electronic device components. Apple could also raise iPhone prices to offset rising manufacturing costs, according to ***** ysts at market researcher International Data Corporation (IDC).
IDC ***** yst Nabila Popal said Apple's price hikes were higher than she had expected. That suggests any iPhone price increases may also be higher than expected, perhaps as much as $200 for the iPhone Pro and Pro Max models.
"I think the days of $50 price increases are over," she said.
"The vast majority of the chips are going to the AI buildout and the data center revolution we're seeing," Wedbush Securities ***** yst Dan Ives told CBS News. "That's [fewer] chips for these regular consumer devices. That just further drives up prices."
On Thursday, Apple and Microsoft each said they were hiking prices on core products, including iPads, certain MacBook models and Xbox consoles, as strong demand for chips drives up the cost of electronic device components. Apple could also raise iPhone prices to offset rising manufacturing costs, according to ***** ysts at market researcher International Data Corporation (IDC).
IDC ***** yst Nabila Popal said Apple's price hikes were higher than she had expected. That suggests any iPhone price increases may also be higher than expected, perhaps as much as $200 for the iPhone Pro and Pro Max models.
"I think the days of $50 price increases are over," she said.
1 month ago
Meta Platforms, Inc. (NASDAQ:META) is one of the top trending US stocks to buy now. Reuters reported on June 22 that Kunal Shah, founder of the Indian fintech firm, will become Meta-owned WhatsApp's new leader, according to Meta Platforms, Inc.'s (NASDAQ:META) current head Will Cathcart statement on Monday in a post on X. It further stated that the announcement came after CRED announced it will raise about $900 million from Meta Platforms, Inc. (NASDAQ:META).
In a separate development, Meta Platforms, Inc. (NASDAQ:META) announced on June 22 that starting today, Instagram for TV is now available on Samsung Smart TVs in the United States. This includes 2020 model year TVs and newer, and combined with Amazon Fire TV and Google TV, Instagram is now available across the majority of connected TV devices in the country.
Users can send Reels directly from their phone to their TV in a few taps, with casting available on Google TV and Fire TV, including videos from the Saved tab. They can also catch up on what their friends and other creators are sharing, without the need for crowding around a phone.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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 a separate development, Meta Platforms, Inc. (NASDAQ:META) announced on June 22 that starting today, Instagram for TV is now available on Samsung Smart TVs in the United States. This includes 2020 model year TVs and newer, and combined with Amazon Fire TV and Google TV, Instagram is now available across the majority of connected TV devices in the country.
Users can send Reels directly from their phone to their TV in a few taps, with casting available on Google TV and Fire TV, including videos from the Saved tab. They can also catch up on what their friends and other creators are sharing, without the need for crowding around a phone.
Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables.
While we acknowledge the potential of META 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.