1 hr. ago
European football officials have issued a renewed directive on the use of Video ****** istant Referees (VAR), stressing that the technology should only intervene in cases of "blatantly incorrect" decisions or clear missed incidents.
The move follows a significant meeting last week involving referee chiefs from all 55 national ****** ociations and representatives from the International Football ****** ociation Board (Ifab), the body responsible for the game's laws.
The consensus reached aims to streamline officiating and reduce the impact of lengthy reviews.
A Uefa release stated: "VAR must only intervene in situations of 'clear and obvious' error, i.e. when a referee decision is blatantly incorrect or when the referee has missed a clear incident. VAR is not meant to re-referee the game, it is an essential support to the referees, who must remain at the centre of all decision-making. Lengthy, microscoping reviews are often a symptom revealing that the decision on the field was not clearly and obviously incorrect, and should therefore be limited."
VAR was a major point of contention at the World Cup (Getty)
#clear
The move follows a significant meeting last week involving referee chiefs from all 55 national ****** ociations and representatives from the International Football ****** ociation Board (Ifab), the body responsible for the game's laws.
The consensus reached aims to streamline officiating and reduce the impact of lengthy reviews.
A Uefa release stated: "VAR must only intervene in situations of 'clear and obvious' error, i.e. when a referee decision is blatantly incorrect or when the referee has missed a clear incident. VAR is not meant to re-referee the game, it is an essential support to the referees, who must remain at the centre of all decision-making. Lengthy, microscoping reviews are often a symptom revealing that the decision on the field was not clearly and obviously incorrect, and should therefore be limited."
VAR was a major point of contention at the World Cup (Getty)
#clear
4 hours ago
Yes -- by the numbers, Wall Street is treating Advanced Micro Devices (NASDAQ: AMD) as close to fully valued going into next week's report. The average price target on the stock is $570.60, about 9% above Friday's close of $521.95.
That cushion is thin for a stock this well-liked. Of the 51 ***** ysts covering AMD, 41 rate it a buy, 10 rate it a hold, and none rate it a sell. Nearly everyone recommends the stock. Almost ***** ody's math leaves room for much upside.
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 »
Additionally, published targets stretch from $320 to $1,250, so there's no shortage of disagreement about where the chipmaker is headed. But the average lands close to where the stock already trades.
The stock's valuation multiple explains the caution. At about $522, AMD trades at about 170 times earnings and about 59 times forward earnings estimates, with a market capitalization of about $851 billion. The trailing figure reflects where the profits were over the past year. The forward one ***** umes the growth keeps coming.
#NVIDIA #average #trades #times
That cushion is thin for a stock this well-liked. Of the 51 ***** ysts covering AMD, 41 rate it a buy, 10 rate it a hold, and none rate it a sell. Nearly everyone recommends the stock. Almost ***** ody's math leaves room for much upside.
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 »
Additionally, published targets stretch from $320 to $1,250, so there's no shortage of disagreement about where the chipmaker is headed. But the average lands close to where the stock already trades.
The stock's valuation multiple explains the caution. At about $522, AMD trades at about 170 times earnings and about 59 times forward earnings estimates, with a market capitalization of about $851 billion. The trailing figure reflects where the profits were over the past year. The forward one ***** umes the growth keeps coming.
#NVIDIA #average #trades #times
5 hours ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company
#week #billion #parisian
19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company
#week #billion #parisian
9 hours ago
These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
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 »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
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 »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
9 hours ago
Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it's no surprise why.
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.
#industry #billion
In particular, Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
Nvidia doesn't build a quantum chip, and it might not ever.
#industry #billion
10 hours ago
Micron Technology has been on a tear on the stock market in 2026, with its shares almost tripling this year, as of this writing. However, the memory specialist's gains have been eclipsed by a 242% surge in shares of Dell Technologies (NYSE: DELL).
Dell stock has benefited from a significant acceleration in revenue and earnings growth this year, primarily fueled by booming demand for its artificial intelligence (AI) servers. The good news for investors is that it isn't too late to buy Dell, as it is trading at an extremely attractive valuation even after its stunning rally in 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's look at the reasons why this AI stock could double your money in the next three years.
Market research firm IDC estimates that the global server market's revenue increased by 31% in the first quarter of 2026. IDC expects the server market to clock a solid annual growth rate of 25% through the end of the decade.
#NVIDIA #Stock
Dell stock has benefited from a significant acceleration in revenue and earnings growth this year, primarily fueled by booming demand for its artificial intelligence (AI) servers. The good news for investors is that it isn't too late to buy Dell, as it is trading at an extremely attractive valuation even after its stunning rally in 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's look at the reasons why this AI stock could double your money in the next three years.
Market research firm IDC estimates that the global server market's revenue increased by 31% in the first quarter of 2026. IDC expects the server market to clock a solid annual growth rate of 25% through the end of the decade.
#NVIDIA #Stock
10 hours ago
The MAGS ETF returned 158% since its April 2023 launch but has fallen 4% in 2026 while the S&P 500 gained 8%.
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.
#mags #april
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.
#mags #april
11 hours ago
A decade ago, Seattle was the poster child of American tech prosperity. Amazon and Microsoft had turned a midsize Pacific Northwest city into a magnet for engineers, executives, and capital, adding roughly 40,000 jobs per year at the peak of the boom, according to the Puget Sound Regional Council.
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.
#city
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.
#city
11 hours ago
The Red Sea heated up as the rising front in the U.S.-Iran war as Houthi rebels on Sunday attacked two refinery and export sites on Saudi Arabia's west coast. U.S. supplied Patriot missiles reportedly intercepted two ballistic missiles targeting oil installations in Yanbu. Damage to the Saudi refinery in Jizan was unconfirmed, but Al Jazeera reported a large column of smoke following the attack.
In Iran, as of Sunday morning, no new air attacks by U.S. or Israeli forces were reported since Friday.
But the Houthi-Saudi escalation appears set to make the Red Sea's choke-point effect on oil prices, supplies and tanker day rates central to the coming week's market action. Another focal point will be the Federal Reserve and its stance on rate hikes.
But the most prominent discussions will probably involve the balance sheets and artificial intelligence-related spending levels of Magnificent 7 names Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META), all of which report during the week.
Shares of Alphabet (GOOGL) dived nearly 8% and broke critical technical support last week as spending levels and guidance disappointed investors. That played a large role in dragging the Nasdaq below its early June lows, setting the stage for the index to dive to a test of support at its 200-day moving average.
#reported #large
In Iran, as of Sunday morning, no new air attacks by U.S. or Israeli forces were reported since Friday.
But the Houthi-Saudi escalation appears set to make the Red Sea's choke-point effect on oil prices, supplies and tanker day rates central to the coming week's market action. Another focal point will be the Federal Reserve and its stance on rate hikes.
But the most prominent discussions will probably involve the balance sheets and artificial intelligence-related spending levels of Magnificent 7 names Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META), all of which report during the week.
Shares of Alphabet (GOOGL) dived nearly 8% and broke critical technical support last week as spending levels and guidance disappointed investors. That played a large role in dragging the Nasdaq below its early June lows, setting the stage for the index to dive to a test of support at its 200-day moving average.
#reported #large
11 hours ago
Elon Musk gave Tesla (TSLA) investors a clearer picture of a key supply issue on July 22. He said Micron (MU) recently gave Tesla a "very significant allocation" of memory chips on "reasonable terms," and added that Micron is "making room for Tesla in the years to come."
Musk also said memory prices across the industry are "pretty insane" and were "the biggest price jump in anything I've ever seen." That matters because this looks like more than a short-term fix.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
What a Major Anthropic Chip Deal Really Means for AMD Stock
#tesla #Stock #major
Musk also said memory prices across the industry are "pretty insane" and were "the biggest price jump in anything I've ever seen." That matters because this looks like more than a short-term fix.
Dear ***** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
What a Major Anthropic Chip Deal Really Means for AMD Stock
#tesla #Stock #major
3 days ago
Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT).
Here are a few observations about last week's stock moves from Yahoo Finance AlphaSpace that may get your mind right heading into another frenzied week for investing.
So much for the many positives on the AI front from Alphabet's (GOOG, GOOGL) second quarter earnings report.
The market couldn't have cared less.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 billion to $205 billion from $180 billion to $190 billion, with a "significant" increase seen for 2027, executives said on the earnings call.
#market #second #quarter #Microsoft
Here are a few observations about last week's stock moves from Yahoo Finance AlphaSpace that may get your mind right heading into another frenzied week for investing.
So much for the many positives on the AI front from Alphabet's (GOOG, GOOGL) second quarter earnings report.
The market couldn't have cared less.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 billion to $205 billion from $180 billion to $190 billion, with a "significant" increase seen for 2027, executives said on the earnings call.
#market #second #quarter #Microsoft
3 days ago
Olivia Rodrigo stepped out in a micro minidress from Gimaguas held up by just two strings, making a striking fashion statement. The "drivers license" hitmaker is known for blending chic style with glamorous vibes. This time, she opted for a look that perfectly combined modern allure with laid-back fashion, making heads turn.
Olivia Rodrigo turned heads in a striking micro minidress by Gimaguas, held up by just two delicate strings. The singer-songwriter shared the look in a vibrant photo dump capturing a fun outing with friends. With this bold fit, Rodrigo continues to prove she is the ultimate queen of effortless fashion.
The photos perfectly resonate with her signature aesthetic: relaxed, laid-back fashion that never compromises on glamor. For the occasion, she turned to the Spanish label Gimaguas. Founded by twin sisters Claudia and Sayana Durany, the brand is celebrated for its clean silhouettes and craft-inspired designs — both of which were reflected in Rodrigo's dress.
The dress featured two thin straps and a deep neckline for a bold touch. The upper bodice was a sleek black colour, which then flared into a pink skirt with a pleated design. The dress had a flowing design that lent it a soft and feminine vibe, while the deep back further elevated its daring appeal.
In one of the photos, she paired the look with black sunglasses while posing for the camera. Rodrigo kept her makeup and hair as understated as possible, wearing her hair down with a soft pink lip shade that perfectly complemented the outfit.
#gimaguas #perfectly #dress #micro
Olivia Rodrigo turned heads in a striking micro minidress by Gimaguas, held up by just two delicate strings. The singer-songwriter shared the look in a vibrant photo dump capturing a fun outing with friends. With this bold fit, Rodrigo continues to prove she is the ultimate queen of effortless fashion.
The photos perfectly resonate with her signature aesthetic: relaxed, laid-back fashion that never compromises on glamor. For the occasion, she turned to the Spanish label Gimaguas. Founded by twin sisters Claudia and Sayana Durany, the brand is celebrated for its clean silhouettes and craft-inspired designs — both of which were reflected in Rodrigo's dress.
The dress featured two thin straps and a deep neckline for a bold touch. The upper bodice was a sleek black colour, which then flared into a pink skirt with a pleated design. The dress had a flowing design that lent it a soft and feminine vibe, while the deep back further elevated its daring appeal.
In one of the photos, she paired the look with black sunglasses while posing for the camera. Rodrigo kept her makeup and hair as understated as possible, wearing her hair down with a soft pink lip shade that perfectly complemented the outfit.
#gimaguas #perfectly #dress #micro
3 days ago
Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
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 this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
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 this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
3 days ago
Following Advanced Micro Devices Inc.'s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology ****** ysts are issuing aggressive price targets and bullish forecasts for the chipmaker.
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief ****** yst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Daniel Newman of Futurum Equities cited AMD's rapidly expanding hardware ecosystem and customer momentum following major keynote announcements. Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD's total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors. Newman noted AMD is well-positioned across an accelerator total addressable market reaching $1.4 trillion by 2030.
$AMD Futurum Equities reiterates Buy and ups PT to $800.
Top 5 takes from today's event by rolfbulk pic.twitter.com/GgpY2nzqtB
#futurum #newman #price #billion
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief ****** yst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Daniel Newman of Futurum Equities cited AMD's rapidly expanding hardware ecosystem and customer momentum following major keynote announcements. Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD's total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors. Newman noted AMD is well-positioned across an accelerator total addressable market reaching $1.4 trillion by 2030.
$AMD Futurum Equities reiterates Buy and ups PT to $800.
Top 5 takes from today's event by rolfbulk pic.twitter.com/GgpY2nzqtB
#futurum #newman #price #billion
3 days ago
Billionaire David Tepper made the bulk of his fortune investing on Wall Street, so it's understandable that people would peek into his hedge fund's holdings to get a look at where he's placing his bets. As of the first quarter (Q1), Tepper's hedge fund, Appaloosa Management, had $5.93 billion in ******* ets under management, with a surprising amount of that coming from a little-known energy company.
Vistra (NYSE: VST) was 5.12% of Appaloosa's portfolio, its seventh-largest holding. The six above it are Amazon, Micron, Alphabet, Uber, Taiwan Semiconductor Manufacturing, and Alibaba, all of which fall into the tech bucket.
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 »
So, why are Tepper and Appaloosa so high on Vistra? Let's take a look.
Vistra is an energy company that makes money in two main ways. The first is through retail, supplying power to around 5 million residential, commercial, and industrial customers.
#vistra #tepper
Vistra (NYSE: VST) was 5.12% of Appaloosa's portfolio, its seventh-largest holding. The six above it are Amazon, Micron, Alphabet, Uber, Taiwan Semiconductor Manufacturing, and Alibaba, all of which fall into the tech bucket.
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 »
So, why are Tepper and Appaloosa so high on Vistra? Let's take a look.
Vistra is an energy company that makes money in two main ways. The first is through retail, supplying power to around 5 million residential, commercial, and industrial customers.
#vistra #tepper
3 days ago
The TJX Companies, Inc. (TJX), headquartered in Framingham, Massachusetts, operates as an off-price apparel and home fashions retailer. With a market cap of $171.7 billion, the company operates off-price retail concepts and e-commerce sites in the U.S., Canada, and Europe that offer a wide range of brand name and designer merchandise. The leading off-price retailer is expected to announce its fiscal second-quarter earnings for 2027 soon.
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#company
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#company
3 days ago
Alphabet (NASDAQ:GOOGL), a search, ads, video, cloud, and AI infrastructure platforms provider, closed at $317.69, down 7.13%. Investors are reacting to higher AI-related spending and watching whether cloud growth can support returns on that build-out. Trading volume reached 68.6M shares, coming in about 111% above its three-month average of 32.5M shares. Alphabet IPO'd in 2004 and has grown 12,557% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.20% to 7,409, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among internet content and information, digital advertising, and cloud services rivals, Microsoft closed at $381.58, down 2.24%, and Meta Platforms finished at $606.10, down 3.36%.
On the surface, it was a great-looking quarter for Alphabet as:
sales rose 24%
search revenue increased 17%
#shares #googl
The S&P 500 (SNPINDEX:^GSPC) fell 1.20% to 7,409, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among internet content and information, digital advertising, and cloud services rivals, Microsoft closed at $381.58, down 2.24%, and Meta Platforms finished at $606.10, down 3.36%.
On the surface, it was a great-looking quarter for Alphabet as:
sales rose 24%
search revenue increased 17%
#shares #googl
3 days ago
X-Energy (XE) is back in the spotlight on Wednesday after gaining 7.22% on intraday trading following news that it will participate in a Trump administration-backed initiative aimed at accelerating nuclear reactor deployment for artificial intelligence (AI) data centers. However, the stock gave up that quick gain at the closing bell and closed with a 2.03% drop as investors fully digested the news.
This comes after a difficult few months for the advanced nuclear developer, whose shares remain 50% below their April IPO price despite the recent bounce.
Dear **** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#following
This comes after a difficult few months for the advanced nuclear developer, whose shares remain 50% below their April IPO price despite the recent bounce.
Dear **** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#following
3 days ago
The S&P 500 Index ($SPX) (SPY) on Thursday fell -1.49%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -1.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) fell -2.26%. September E-mini S&P futures (ESU26) fell -1.50%, and September E-mini Nasdaq futures (NQU26) fell -2.23%.
Stock indexes fell sharply amid a double whammy of soaring oil prices and a decline of -7% in Alphabet following its earnings report released after Wednesday's close. Alphabet raised its capital spending forecast for this year to $205 billion from $190 billion, spending more than double its 2025 capital spending and raising concern that the company will struggle to earn a sufficient return on its outsized AI investment. Tesla fell by an even larger -14% after its earnings report late Wednesday, which also showed a surge in capital spending and raised questions about Elon Musk's intention to refocus Tesla on AI and robots.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#report #NASDAQ #september
Stock indexes fell sharply amid a double whammy of soaring oil prices and a decline of -7% in Alphabet following its earnings report released after Wednesday's close. Alphabet raised its capital spending forecast for this year to $205 billion from $190 billion, spending more than double its 2025 capital spending and raising concern that the company will struggle to earn a sufficient return on its outsized AI investment. Tesla fell by an even larger -14% after its earnings report late Wednesday, which also showed a surge in capital spending and raised questions about Elon Musk's intention to refocus Tesla on AI and robots.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#report #NASDAQ #september
3 days ago
European chipmaker STMicroelectronics (STM) early Thursday beat ***** yst estimates for the second quarter but disappointed with its Q3 sales guidance. STM stock fell on the news.
The Geneva, Switzerland-based company earned an adjusted 31 cents a share on sales of $3.49 billion in the June quarter. ***** ysts polled by FactSet had expected earnings of 27 cents a share on sales of $3.46 billion. On a year-over-year basis, STMicro earnings jumped 417% while sales increased 26%.
For the current quarter, it forecast revenue of $3.7 billion, missing views for $3.79 billion. In last year's Q3, it posted sales of $3.19 billion. Its outlook translates to year-over-year sales growth of 16%.
However, it predicted Q4 revenue will be "above $4 billion," vs. estimates for $4 billion. In last year's Q4, it generated sales of $3.33 billion.
On the stock market today, STM stock plunged 18.7% to close at 53.49.
#Stock #estimates
The Geneva, Switzerland-based company earned an adjusted 31 cents a share on sales of $3.49 billion in the June quarter. ***** ysts polled by FactSet had expected earnings of 27 cents a share on sales of $3.46 billion. On a year-over-year basis, STMicro earnings jumped 417% while sales increased 26%.
For the current quarter, it forecast revenue of $3.7 billion, missing views for $3.79 billion. In last year's Q3, it posted sales of $3.19 billion. Its outlook translates to year-over-year sales growth of 16%.
However, it predicted Q4 revenue will be "above $4 billion," vs. estimates for $4 billion. In last year's Q4, it generated sales of $3.33 billion.
On the stock market today, STM stock plunged 18.7% to close at 53.49.
#Stock #estimates
4 days ago
Nvidia Corporation's (NVDA) reported decision to delay the launch of its RTX 50 Super due to soaring GDDR7 memory prices may seem like bad news for the GPU market, but it could create an unexpected opportunity for Micron Technology (MU). According to Wedbush, the delay highlights just how tight the memory market has become, reinforcing the pricing power of memory suppliers like Micron rather than signaling weakening demand.
The reported issue is not with Nvidia's GPU chips themselves but with the cost of the new 3GB GDDR7 memory modules used in the upgraded graphics cards. Industry reports suggest these chips now cost roughly three times as much as traditional 2GB modules, making it difficult for Nvidia and its board partners to launch new products without significantly increasing retail prices. So, Nvidia has allegedly postponed the rollout despite hardware already being ready for distribution.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to ****** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
#delay
The reported issue is not with Nvidia's GPU chips themselves but with the cost of the new 3GB GDDR7 memory modules used in the upgraded graphics cards. Industry reports suggest these chips now cost roughly three times as much as traditional 2GB modules, making it difficult for Nvidia and its board partners to launch new products without significantly increasing retail prices. So, Nvidia has allegedly postponed the rollout despite hardware already being ready for distribution.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to ****** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
#delay
4 days ago
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR's (CAD) 17.3%, MSCI AC TR's (CAD) 16.4%, and the S&P TSX TR's 6.9% returns. The YTD's 1.8% return also trailed the indices. The firm is underwhelmed by the portfolio's performance in the quarter; however, the firm emphasizes long-term performance over short-term results. The firm aims to achieve positive absolute returns adjusted for risk over a complete market cycle. The underperformance is not due to the business fundamentals but the momentum-driven rallies in AI-linked stocks. The firm maintains patience and discipline in capital allocation, with valuation as crucial for long-term returns. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, White Falcon Capital Management highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On July 22, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $552.33 per share, reflecting a market capitalization of $900.63 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of 0.99%, while its shares gained 231.77% over the past 52 weeks.
White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor update:
"Before we do that, let's talk about Advanced Micro Devices, Inc. (NASDAQ:AMD). We purchased our initial position in AMD in October 2022 at about $80 per share when the stock was depressed due to weak outlook for its end markets. As is often the case with the market, when it does not like a stock or a sector it discounts it severely and we were able to purchase a cyclical stock (yes, semiconductor stocks were cyclical then!) with a net-cash balance sheet at a depressed multiple of depressed earnings. Our investment was underpinned by our confidence in AMD's management team, its engineering culture, and its ability to consistently deliver competitive products. It turns out that CPU's, AMD's core product, are needed for Agentic AI! The stock took off earlier this year and is currently trading at above $500 per share. From our perspective, the upside we captured was not due to any attempt to predict AI's trajectory, but simply the result of owning a quality company in a secularly growing sector, run by a strong management team at a sensible valuation.
As we've said before, high-quality businesses possess optionality that simply isn't available to mediocre businesses and even as these businesses trade at higher multiples, this optionality is often undervalued. Today, the world can't seem to buy enough semiconductor stocks, and AMD trades at a valuation that reflects a ve
In its Q2 2026 investor letter, White Falcon Capital Management highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD). Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company that designs and manufactures of AI accelerators, microprocessors, and graphics processing units. On July 22, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) closed at $552.33 per share, reflecting a market capitalization of $900.63 billion. Advanced Micro Devices, Inc. (NASDAQ:AMD) posted a one-month return of 0.99%, while its shares gained 231.77% over the past 52 weeks.
White Falcon Capital Management stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its Q2 2026 investor update:
"Before we do that, let's talk about Advanced Micro Devices, Inc. (NASDAQ:AMD). We purchased our initial position in AMD in October 2022 at about $80 per share when the stock was depressed due to weak outlook for its end markets. As is often the case with the market, when it does not like a stock or a sector it discounts it severely and we were able to purchase a cyclical stock (yes, semiconductor stocks were cyclical then!) with a net-cash balance sheet at a depressed multiple of depressed earnings. Our investment was underpinned by our confidence in AMD's management team, its engineering culture, and its ability to consistently deliver competitive products. It turns out that CPU's, AMD's core product, are needed for Agentic AI! The stock took off earlier this year and is currently trading at above $500 per share. From our perspective, the upside we captured was not due to any attempt to predict AI's trajectory, but simply the result of owning a quality company in a secularly growing sector, run by a strong management team at a sensible valuation.
As we've said before, high-quality businesses possess optionality that simply isn't available to mediocre businesses and even as these businesses trade at higher multiples, this optionality is often undervalued. Today, the world can't seem to buy enough semiconductor stocks, and AMD trades at a valuation that reflects a ve
4 days ago
Goldman Sachs Trust's $2.4 billion portfolio signals strong institutional conviction on NVIDIA and Microsoft, with **** yst targets 25-31% above current prices.
Alphabet posted 82% quarterly earnings growth while Amazon holds 62 buy ratings, reinforcing the AI infrastructure thesis across the entire mega-cap cohort.
NVIDIA's 7-day retail sentiment dropped 21 points while prediction markets price a $216 July close versus the $302 **** yst consensus target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Wall Street's institutional consensus on the mega-cap tech complex housed in Goldman Sachs Trust's $2.4 billion, 724-position portfolio is unambiguously bullish, with **** yst price targets sitting 31.0% and 25%+ above current prices on the two names carrying the widest gaps. Buy-side conviction has not blinked despite a rough July for the group, and the smart money is positioned for a re-rating higher on AI infrastructure earnings power.
#analyst #institutional
Alphabet posted 82% quarterly earnings growth while Amazon holds 62 buy ratings, reinforcing the AI infrastructure thesis across the entire mega-cap cohort.
NVIDIA's 7-day retail sentiment dropped 21 points while prediction markets price a $216 July close versus the $302 **** yst consensus target.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Wall Street's institutional consensus on the mega-cap tech complex housed in Goldman Sachs Trust's $2.4 billion, 724-position portfolio is unambiguously bullish, with **** yst price targets sitting 31.0% and 25%+ above current prices on the two names carrying the widest gaps. Buy-side conviction has not blinked despite a rough July for the group, and the smart money is positioned for a re-rating higher on AI infrastructure earnings power.
#analyst #institutional
4 days ago
By Max A. Cherney and Stephen Nellis
SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco.
AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.
AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which it is marketing as a rival to a similar design from Nvidia, which is rolling out its second-generation product this year.
The company also is expected to formally launch its Venice central processing unit (CPU) for data centers.
#center #francisco #hardware #rival
SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco.
AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.
AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which it is marketing as a rival to a similar design from Nvidia, which is rolling out its second-generation product this year.
The company also is expected to formally launch its Venice central processing unit (CPU) for data centers.
#center #francisco #hardware #rival
4 days ago
By Nathan Vifflin and Ozan Ergenay
July 23 (Reuters) - European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted to weaker near-term performance and elevated growth expectations.
Soitec shares jumped around 23% after the French semiconductor materials supplier beat sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.
The company guided for revenue growth of more than 30% in the second quarter and said revenue from its Photonics-SOI business was expected to more than double from slightly above $100 million in the prior year.
By contrast, STMicroelectronics fell 15% after reporting quarterly profit below expectations, with investors focused on the pace of recovery in its automotive and industrial markets.
#semiconductor #soitec #fell
July 23 (Reuters) - European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted to weaker near-term performance and elevated growth expectations.
Soitec shares jumped around 23% after the French semiconductor materials supplier beat sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.
The company guided for revenue growth of more than 30% in the second quarter and said revenue from its Photonics-SOI business was expected to more than double from slightly above $100 million in the prior year.
By contrast, STMicroelectronics fell 15% after reporting quarterly profit below expectations, with investors focused on the pace of recovery in its automotive and industrial markets.
#semiconductor #soitec #fell
4 days ago
The Dallas Cowboys entered minicamp and the buildup to the start of training camp with a somewhat different feel. While the Cowboys are constantly under the microscope, it's been oddly quiet among ******* ysts and reporters about the team thus far in the offseason. And as the Cowboys and the rest of the NFL gear up for the new season, one interesting move also flew under the radar, as the team decided to hire Dak Prescott's former backup quarterback, Will Grier, to its coaching staff.
ESPN's Todd Archer was the first to break the news that Grier, who retired on July 15, would be joining the staff as an offensive ******* istant. The 31-year-old signal-caller signed with the Carolina Panthers before the draft and, according to Archer, nearly joined the Cowboys coaching staff instead of continuing to play at that point.
Grier spent the 2021 and 2022 seasons with the Cowboys before returning to the team in 2024 and 2025 for his second stint. He also spent time with the Carolina Panthers, Cincinnati Bengals, New England Patriots, Los Angeles Chargers, and Philadelphia Eagles, though only in a limited capacity.
Now Grier will reunite with Prescott and the Cowboys ahead of the 2026 NFL season, just in a new role as the longtime quarterback looks to potentially carve out a future career in coaching.
This article originally appeared on For The Win: Dak Prescott gets familiar face in Dallas as Cowboys hire former backup QB
#Coaching #staff #prescott
ESPN's Todd Archer was the first to break the news that Grier, who retired on July 15, would be joining the staff as an offensive ******* istant. The 31-year-old signal-caller signed with the Carolina Panthers before the draft and, according to Archer, nearly joined the Cowboys coaching staff instead of continuing to play at that point.
Grier spent the 2021 and 2022 seasons with the Cowboys before returning to the team in 2024 and 2025 for his second stint. He also spent time with the Carolina Panthers, Cincinnati Bengals, New England Patriots, Los Angeles Chargers, and Philadelphia Eagles, though only in a limited capacity.
Now Grier will reunite with Prescott and the Cowboys ahead of the 2026 NFL season, just in a new role as the longtime quarterback looks to potentially carve out a future career in coaching.
This article originally appeared on For The Win: Dak Prescott gets familiar face in Dallas as Cowboys hire former backup QB
#Coaching #staff #prescott
4 days ago
Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips.
The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI's record backlog of $60 billion in the fourth quarter of fiscal year 2026.
Investors took the backlog as a hint of strong demand for AI servers using Nvidia GPUs.
For illustration purposes only. Photo by Cookie Cutter on Pexels
For its part, Dell Technologies (NYSE:DELL) in May this year posted an 88 percent jump in revenues to $43.8 billion for the first quarter of the fiscal period ending May 28.
#percent #demand
The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI's record backlog of $60 billion in the fourth quarter of fiscal year 2026.
Investors took the backlog as a hint of strong demand for AI servers using Nvidia GPUs.
For illustration purposes only. Photo by Cookie Cutter on Pexels
For its part, Dell Technologies (NYSE:DELL) in May this year posted an 88 percent jump in revenues to $43.8 billion for the first quarter of the fiscal period ending May 28.
#percent #demand
4 days ago
With a year-to-date (YTD) of over 23%, Energy Transfer (ET) is outperforming the S&P 500 Index ($SPX) by a big margin this year. In my previous article, I noted that ET could deliver decent returns in the medium term and discussed the possibility of a rally in Q4 2025. The stock has since risen over 20% even as the gains have come this year instead of in the final quarter of 2025 as I had expected. Nonetheless, with ET stock now up significantly from its 2025 lows, let's explore whether it is still a buy or if it's now too late to enter this midstream energy company.
To begin with, let's look at ET's dividend, as it is among the key metrics to watch for midstream companies that are known to pay fat dividends. The company increased its quarterly dividend by 3% to $0.3350 per share in January. The increase was towards the lower end of the 3%-5% annual dividend growth that ET is targeting. Currently, Energy Transfer offers a dividend yield of 6.6%, among the highest in the midstream energy **** e.
Microsoft Is Deepening Ties with AI Giant Mistral. What That Actually Means for MSFT Stock Investors.
Chevron Leads 3 Dividend Aristocrats Paying Up to 4% and Beating the S&P 500
How Nvidia Stock Could Be the Biggest Winner from Super Micro's Preliminary Results
#year #company #nonetheless
To begin with, let's look at ET's dividend, as it is among the key metrics to watch for midstream companies that are known to pay fat dividends. The company increased its quarterly dividend by 3% to $0.3350 per share in January. The increase was towards the lower end of the 3%-5% annual dividend growth that ET is targeting. Currently, Energy Transfer offers a dividend yield of 6.6%, among the highest in the midstream energy **** e.
Microsoft Is Deepening Ties with AI Giant Mistral. What That Actually Means for MSFT Stock Investors.
Chevron Leads 3 Dividend Aristocrats Paying Up to 4% and Beating the S&P 500
How Nvidia Stock Could Be the Biggest Winner from Super Micro's Preliminary Results
#year #company #nonetheless
4 days ago
Soon-to-be former Amazon (AMZN) Web Services (AWS) veteran Dave Brown will be joining Facebook parent Meta (META) to bolster the latter's cloud ambitions. Brown, who was with AWS for 19 years, will leave his post in July, according to internal communications at AWS.
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#cloud #internal
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#cloud #internal
4 days ago
With a market cap of $233.5 billion, Linde plc (LIN) is a global leader in industrial gases and engineering, delivering innovative technologies and high-quality solutions across diverse industries worldwide. Committed to making the world more productive, the company helps customers improve efficiency while supporting sustainability through decarbonization, clean energy, and advanced gas processing solutions.
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
