Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
Excluding Tariff Refunds, Apple's Margin Slips As iPhone And Mac Set June-Quarter Records
Demand is not the worry. iPhone revenue rose 22% from a year earlier in the June quarter and Mac revenue rose 29%, both June-quarter records. Management says the brake on sales is supply of the advanced nodes its chips are made on.
Reported gross margin was 50.1% in the June quarter, but tariff refunds supplied about two points of it. Without them, the margin fell 120 basis points from 49.3% in the March quarter, and the September-quarter guide takes off another 160 basis points at its midpoint. On $466.8 billion of revenue over the past year, each point of gross margin is worth about $4.7 billion of gross profit.
And Management Says Memory Prices Explain All Of That Slide

#gross #tariff #year

October WTI crude oil (CLV26) closed up +3.02 (+3.25%) on Wednesday, and October RBOB gasoline (RBV26) closed down -0.0419 (-1.29%).
Crude oil and gasoline prices settled mixed on Wednesday, with crude oil climbing to a 3.25-month high. Crude prices are soaring amid concerns that escalating attacks across the Middle East will further disrupt global oil supplies.
Crude Oil Prices Rise as Global Supplies Tighten
Abundant US Nat-Gas Supplies Pressure Prices
Crude Oil Prices Soar on Escalation of Middle East Hostilities

#october #middle

Sept 03, 2026, 10:53 am EDT
The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. The levies should help domestic makers of things, and it has with cars.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

#jones #commerce

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its "Baron Fifth Avenue Growth Fund". The letter can be downloaded here. The fund achieved a strong quarter, gaining 24.6% (Institutional Shares), outperforming the Russell 1000 Growth Index (16.7%) and the S&P 500 (15.2%). Year to date, it's up 11.7%, surpassing its benchmarks. The first half of 2026 mirrored the previous year, with a 10.4% drawdown in Q1 due to geopolitical tensions, similar to last year's tariff-related decline. However, the fund rebounded with a 24.6% gain in Q2 after a cease-fire and declining oil prices. Stock selection drove the outperformance, contributing 940bps, while sector allocation detracted 152bps. In a volatile market, the firm remains focused on identifying high-quality, competitively advantaged companies and is optimistic about long-term prospects, investing when prices align with intrinsic values. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Baron Fifth Avenue Growth Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a notable contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On August 31, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $415.32 per share. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) fell 0.44% over the past month, while its shares gained 81.85% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.97 Trillion.
Baron Fifth Avenue Growth Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor letter:
"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's largest contract chipmaker and the leading manufacturer of advanced logic semiconductors used in modern AI accelerators. Shares rose 41.6% during the quarter as the company continues to report stellar financial results underpinned by AI demand with revenue growth of 35% year-on-year and EPS growth of 58%, with 66% gross margins and 58% operating margins. High-performance computing now represents the majority of TSMC's business. AI demand is consuming so much leading-edge capacity that smartphone and PC production is increasingly shifting to older technology nodes, reversing a dynamic that defined the foundry industry for much of the past decade. Management also raised its full-year outlook and increased capital spending to support demand that remains well above available supply. We retain long term conviction in TSMC and view its leading-edge manufacturing monopoly, pricing power, and technology roadmap as durable advantages that support a long duration of growth."

#company #fund #

Jonathan Bensamoun's startup Fi is a rare breed in the VC landscape.
The smart pet collar startup is approaching $100 million in annual recurring revenue and, despite not raising capital for the past five years, doesn't plan to do so anytime soon.
"If you can do it without, why wouldn't you?" Bensamoun said of just fundraising for the sake of it. The issue is not whether he can, but the cost that capital comes at.
"I think it's a trap, I think you de-rich yourself and your investors … when you fundraise," said Bensamoun, whose company previously raised nearly $40 million across three rounds, according to PitchBook data. "And you bring someone with a lot of influence on the business, so there is a risk factor there."
Bensamoun points to the buzzy startup Juicero, a $700 Wi-Fi-connected juice press that raised $120 million. The company imploded just 16 months after launching when it was discovered that users didn't need the expensive machine to squeeze the juice.

#company #raised

IBD Composite Rating
Industry Group Ranking
Emerging Pattern

#composite #rating #emerging #pattern

By Mary Guzman
When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit's liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real value is at least 10x by any reasonable measure OTHER than what they sold for in a time of liquidation. I would argue that Spirit could and should have had those **** ets valued and kept a running tally long before bankruptcy and, in fact, as a matter of diligence.
Court filings show Google acquired more than 100 million internal emails, 500 million Teams messages, 7.5 billion de‑identified passenger records, 7.2 billion competitor pricing observations, and 30 million lines of code during the bankruptcy auction. These were not mere "data." They were (assuming they were actually owned by Spirit and protected properly) Spirit's trade secrets—the accumulated operational knowledge of a 17,000‑employee enterprise.
And Spirit was forced to let them go for pennies.
This should alarm every CEO, board member, investor, and lender. Spirit's failure wasn't the auction, though they should have been able to attract many more bidders than the two that participated. It was the years preceding it. From all appearances, the airline never formally inventoried its trade secrets, never valued them, may or may not ever have protected them with proper rigor, and never insured them. When the crisis came, Spirit had no idea what it owned or what it was worth.

#trade #liquidation #sold

Saudi Aramco has announced more than $3.7 billion in potential agreements with French companies as the oil giant moves to strengthen its supply chain and expand the use of artificial intelligence and other digital technologies across its operations.
The agreements and memorandum of understanding were announced during a French-Saudi investment roundtable attended by Aramco President and CEO Amin Nasser.
The package includes a corporate procurement agreement covering drilling equipment and a purchase agreement for oil country tubular goods, or OCTG, a category of steel pipe used in drilling and well construction.
Aramco Digital also signed an MoU establishing a framework for potential cooperation in industrial artificial intelligence, virtual twin and digital twin technologies, including possible applications in the oil and gas sector.
Aramco said the partnerships could improve operational continuity and efficiency while supporting technology transfer, capability development and supply chain resilience. The company did not identify the French counterparties in its announcement or disclose how the potential $3.7 billion value is divided among the individual agreements.

#digital #agreements #chain

Moody's Corporation (MCO), with a market capitalization of approximately $87.2 billion, is a global financial intelligence company. The New York-based company provides credit ratings, research, data, **** ytics, and decision solutions to help organizations **** s risk and make informed decisions.
Shares of the financial intelligence giant have considerably underperformed the broader market over the past year. MCO has declined 1.2% over this period, while the broader S&P 500 Index ($SPX) has advanced 20.5%. On a year-to-date basis, MCO has also continued to underperform, declining 1.5%, compared with the index's 12.1% gain over the same period.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week

#data #intelligence #year

December British pound (B6Z26) futures present a buying opportunity on more price strength.
See on the daily bar chart for the December British pound futures that prices are in an uptrend and have just hit a 13-week high. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator is in a bullish posture, as the blue MACD line is above the red trigger line and both lines are trending up. Sterling bulls have the overall near-term technical advantage.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#chart #macd #House

Azure crossed $100B in annual revenue with 43% growth, while Google Cloud surged 82%, leaving every other hyperscaler well behind.
Microsoft generated $20B in free cash flow despite $36B in capex, while Alphabet went FCF-negative and suspended buybacks to fund AI buildout.
Microsoft's $678B contracted backlog makes it the steadier compounder, while Alphabet carries 27% modeled upside for investors willing to absorb more risk.
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.
Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) both closed their latest quarters with cloud growth that dwarfed the rest of the hyperscaler field. Microsoft posted $90.01 billion in fiscal Q4 revenue, while Alphabet delivered $119.80 billion in its Q2. Both are pouring cash into AI infrastructure at a scale no rival can match, and their results just showed why the gap is widening.

#NASDAQ

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Mortgage rates stubbornly remain near a one-year high as the bond market is weighed down by inflation, employment concerns, and Mideast turmoil. What will it take for mortgage rates to move lower?
See today's best rates.
As of August 13, Freddie Mac reported that the average 30-year fixed-rate mortgage rate was 6.67%. This is two basis points lower than last week. At this time in July 2025, mortgage rates averaged 6.58%, nine basis points lower
The average 15-year fixed mortgage rate this week was 5.96%, down five basis points from last week, and 25 basis points higher than this time last year.

#mortgage #points #rate #week

If you received a letter from the IRS, you'd take it seriously. Unfortunately, fraudsters know that, and they're using it to their advantage in a snail mail scam targeting crypto holders.
According to a press release from the IRS's Criminal Investigation division, an international fraud network has been sending out letters that look like they're coming from the federal agency. The hallmark feature of these messages is that they urge recipients to create an account on a "Digital ***** et Compliance Portal." There's also a QR code that leads to an unofficial IRS- lookalike website that claims to help people register.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

#according

Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts.
The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and buildings designed for high-density racks. Core Scientific supplies that infrastructure, while the companies will jointly design facilities around AMD Instinct GPUs, EPYC CPUs, and ROCm software. For AMD, reserving compatible capacity can turn customer interest into installable systems rather than stranded chip demand, although the agreement discloses no GPU-purchase commitment.
For illustration purposes only. Photo by Brett Sayles on Pexels
The full 2.5 GW is not firm capacity. Core Scientific said the partnership is anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue. That company estimate is not recognized revenue, and no disclosed GPU-purchase commitment lets investors translate it into AMD chip sales.
Advanced Micro Devices, Inc. (NASDAQ:AMD) will receive market-priced warrants to buy Core Scientific common stock, subject to commercial conditions. That feature aligns AMD with the infrastructure provider's execution and gives it potential equity upside. It may also dilute existing CORZ holders if warrants vest and are exercised, but the companies did not disclose enough terms to quantify that effect.

#core #devices

New vehicle sales in Thailand expanded by 17% to 58,724 units in June 2026, up from 50,079 units a year earlier, according to the latest data released by the Federation of Thai Industries (FTI). The market was driven higher by continued strong demand for passenger battery electric vehicles (BEVs), sales of which surged by 140% year-on-year to 22,275 units last month, while sales of internal combustion engine (ICE) passenger vehicles declined by 34% to 8,114 units.
The Thai domestic vehicle market continued to recover last month, supported by a pick-up in economic activity in the country in recent months. The latest government data show that GDP growth accelerated to 2.8% year-on-year in the first quarter of 2026, up from 2.5% in the fourth quarter of 2025, helped by a sharp rise in government spending and stronger private investment growth, while private consumption growth eased slightly.
In the first six months of 2026, Thailand's domestic vehicle market expanded by almost 15% to 346,966 units, from 302,694 units a year earlier. Sales of pickup trucks fell by 4% to 71,271 units in this period, while sales of light passenger vehicles increased by 22% to 261,319 units, driven mainly by a 93% surge in mostly Chinese battery electric vehicle (BEV) sales to 104,418 units and a 21% increase in hybrid electric vehicle sales to 81,502 units, while sales of internal combustion engine (ICE) passenger vehicles fell by 25% to 54,506 units.
Vehicle production in the country fell by 1% to 717,212 vehicles year-to-date, reflecting an 8% drop in exports to 421,144 units, with shipments to markets in the Middle East disrupted by the US-Iran conflict.
The FTI said it expects vehicle production in the country to reach 1.45 million units in 2026, including 550,000 for sale domestically and 900,000 for export. GlobalData is forecasting light vehicle sales to rise by 5% to 647,000 units this year, after growing by 9% to 618,000 units in 2025, followed by a 5% rise to 679,000 units in 2027.

#passenger

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There has long been an elephant in the Federal Open Market Committee's room as it tries to accomplish its mission of promoting maximum employment and stable prices. It's just much, much bigger now, and it's hard to ignore a $2 trillion elephant.
That's roughly how much the US government is issuing in new Treasury bills and bonds each year as the country's budget deficit swells. Its massive spending problem isn't new: The US has run a deficit for more than two decades, helped along by the 2008 financial crisis and the COVID-19 pandemic. But the economy is looking relatively healthy now, with inflation down from its decades-high record in 2022, shrinking to 3.5% in June. Weekly jobless claims just dropped to their lowest level since 1969. And yet the government is still issuing increasing amounts of debt. Economists say it's unsustainable.
Reducing the federal deficit may be Congress's job, but the central bank, led by Chair Kevin Warsh, has to contend with the economic effects of Treasury borrowing as it determines whether to hike, cut or hold interest rates steady. A committee that already is split on where interest rates should head will gather this week to decide what's next as a growing chorus of experts point to the problem the federal deficit poses.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.

#much

Keysight Technologies, Inc. (KEYS) provides electronic design and test solutions worldwide. The company has a market capitalization of $56 billion and operates through the Communications Solutions Group and Electronic Industrial Solutions Group segments. The company is expected to release its Q3 2026 earnings soon.
Ahead of the event, ****** ysts expect the company's EPS to be $2.16 on a diluted basis, up 40.3% from $1.54 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
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

#solutions #company #group #keysight

Charles Schwab (SCHW) just posted its biggest quarter ever. Revenue hit a record $7.1 billion, up 21% from a year ago, beating Wall Street forecasts. Adjusted earnings of $1.62 per share also topped the consensus near $1.55.
The broker also opened direct Bitcoin (BTC) and Ethereum (ETH) trading for retail clients. Still, SCHW shares barely moved, trading near $102.91 after the report.
Almost every number came in strong. Net income rose 32% to $2.8 billion. Client ******* ets grew 22% to a record $13.08 trillion.
Clients did the heavy lifting. They placed a record 11.9 million trades a day, up 57% from last year. Margin balances nearly doubled to $165.1 billion, a sign clients are taking bigger swings.
There is one catch. Schwab earned 19% less per trade than a year ago, at $1.64. Sheer volume, not pricing, drove the 28% jump in trading revenue.

#billion #schwab

Dodge & ******* Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and ******* Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and ******* Stock Fund highlighted its new purchase, Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 21, 2026, Visa Inc. (NYSE:V) closed at $355.82 per share. One-month return of Visa Inc. (NYSE:V) was 7.10%, and its shares gained 0.15% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $676.68 billion.
Dodge and ******* Stock Fund stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
Visa Inc. (NYSE:V) is expanding beyond transaction processing into fraud prevention, data ******* ytics, and digital commerce. We believe the shares are undervalued at less than 24 times forward earnings, a price that reflects investor concerns over potential regulatory headwinds, including proposed caps on credit card interest rates and fees. Given Visa's high operating margins, strong free cash flow, and growth opportunities beyond its core business, we believe investors are underestimating the durability of its competitive advantages."

#Visa #strong #technology

Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here. In the quarter of 2026, the Praetorian Capital Fund LLC (the "Fund") depreciated by 4.39% net of fees. The firm anticipates significant volatility from quarter to quarter due to the Fund's concentrated portfolio approach and emphasis on asymmetric opportunities. Both the Event-Driven book and the fund's core portfolio declined moderately in the quarter. The letter highlighted the market's complexity and noted a setback in the portfolio this quarter despite strong first-quarter earnings. Conversely, the letter also noted that the AI buildout represented a substantial capital misallocation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Praetorian Capital highlighted Universal Technical Institute, Inc. (NYSE:UTI). Universal Technical Institute, Inc. (NYSE:UTI) is an educational institution that provide training and support services for students in transportation, skilled trades and healthcare education programs. On July 17, 2026, Universal Technical Institute, Inc. (NYSE:UTI) closed at $40.31 per share. One-month return of Universal Technical Institute, Inc. (NYSE:UTI) was 0.27%, and its shares gained 25.17% over the past 52 weeks. Universal Technical Institute, Inc. (NYSE:UTI) has a market capitalization of $2.25 billion.
Praetorian Capital stated the following regarding Universal Technical Institute, Inc. (NYSE:UTI) in its Q2 2026 investor update:
"Technical Colleges; Lincoln Educational Services (LINC – USA) and Universal Technical Institute, Inc. (NYSE:UTI). These two technical colleges are helping to train the next generation of skilled tradespeople and medical workers. As AI reduces the demand for office workers, many millions of existing workers must be reskilled, while high school graduates will naturally seek out better job opportunities that offer higher wages, with less career risk.
LINC and UTI are the two largest technical colleges in the US. I expect them to continue opening new campuses and growing student counts. Based on management guidance, they're both quite cheap looking out a few years, net of startup costs for new campuses. I think they'll dramatically overshoot guidance in terms of new student starts, utilization and recruitment costs, leading to substantial margin growth on relatively fixed-cost structures."

#universal #investor

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It turns out, there might be some justice for school teachers, who have the dubious distinction of playing a vital role in society while earning a comparatively low annual income.
That justice comes in the form of the millions of dollars that many of them consistently hold in their savings and investment accounts, according to the National Study of Millionaires, a research project by personal finance expert Dave Ramsey's company, Ramsey Solutions (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold

U.S. Tiger Securities upgraded Coinbase Global (NASDAQ: COIN) stock.
Coinbase is the largest United States-based cryptocurrency exchange, letting retail and institutional users buy, sell, store, and trade digital ***** ets like Bitcoin (BTC) and Ethereum (ETH).
Beyond exchange services, Coinbase operates Base, an Ethereum layer-2 network, and offers staking, custody, and stablecoin infrastructure through USDC. Its revenue is closely tied to crypto trading volumes, making the stock a direct proxy for broader market sentiment.
As per ***** yst Bo Pei on July 7, the upgrade is directly related to Bitcoin's price action rather than Coinbase-specific catalysts.
The firm believes Bitcoin has likely entered the final quarter of the current bear-market process.

Newmont Corporation (NEM), headquartered in Denver, Colorado, acquires, explores, and develops mineral properties. Valued at $100.9 billion by market cap, the company produces and markets gold, copper, silver, zinc, and lead. The world's leading gold company is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of the event, **** ysts expect NEM to report a profit of $2.20 per share on a diluted basis, up 53.9% from $1.43 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear Microsoft Stock Fans, Mark Your Calendars for August 1
Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued?
From Zero to $15 Billion, Qualcomm's AI Roadmap Gets a Boost From Modular Acquisition

The Covid era seemingly changed the balance of power between employers and employees forever as remote work and telecommuting became the norm.
However, what was once thought to be a worker revolution actually just turned out to be the zenith of a blip in the status quo.
Workplace perks are disappearing and remote working roles are becoming harder to find, according to a new study from Kickresume, an AI-powered career-building tool, keeping employees put longer.
This new workplace trend has been dubbed "The Great Hunkering Down."
Current job market data shows there are fewer job openings. People are holding onto their jobs for longer, and have less bargaining power. As a result, companies are offering fewer perks, with many workplaces now requiring employees back in the office full-time.

After a brutal June selloff in many of the market's biggest tech and artificial intelligence (AI) stocks, investors have started looking beyond the usual mega-cap names. With most of Big Tech trading in the red amid profit-taking and valuation concerns, the companies supplying the AI ecosystem have quietly continued to outperform.
One of these names is Jabil (JBL), a manufacturing and AI infrastructure specialist. JBL stock has soared 68% year-to-date (YTD) and 66% in the past six months alone, fueled by explosive demand for AI servers, networking equipment, and data-center infrastructure. The company reported a strong third quarter, and now investors are evaluating whether this under-the-radar AI stock still has room to run.
Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better
Nvidia Is Still a Bargain. ****** ysts See 57% Upside in NVDA Stock.
Dear Microsoft Stock Fans, Mark Your Calendars for August 1

Rocket Lab (RKLB) stock soared on June 29 after the company announced a definitive agreement to acquire Iridium Communications (IRDM) for $54 per share.
As investors cheered the cash-and-stock deal that values IRDM at an enterprise value of $8 billion, RKLB rallied past its 100-day moving average (MA), signaling shifting momentum in favor of the bulls.
Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better
Nvidia Is Still a Bargain. ***** ysts See 57% Upside in NVDA Stock.
This Lesser-Known Dividend Stock Is Beating the S&P 500 in 2026 and Yields More Than 3%