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Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Best AI and Technology Stocks to Buy Now. On June 29, Cantor Fitzgerald analyst C.J. Muse lifted its price objective on the company’s stock to $300 from $220 and maintained a “Neutral” rating on the shares. Notably, the AI infrastructure buildout is being regarded as the generational semiconductor cycle, which […]
Marvell Technology Inc. (NASDAQ:MRVL) is one of BlackRock’s 30 most important AI stocks right now. On June 29, Timothy Arcuri from UBS increased his target price for Marvell Technology Inc. (NASDAQ:MRVL) from $230 to $340, leading to an adjusted upside of almost 39% at current level. The analyst also reiterated a Buy rating on the […]
Nvidia supplier Hon Hai Precision Industry Co. (Foxconn) reported a stronger-than-expected 40% increase in quarterly sales, driven by sustained demand for AI-related products. The company anticipates continued momentum in AI server shipments and overall growth quarter-on-quarter and year-on-year, despite facing a shortage of memory chips. This performance comes as major tech companies like Alphabet, Amazon, Meta, and Microsoft are significantly increasing their AI investments.
Nvidia (NVDA) significantly outperformed other AI stocks for years but saw a shift in the first half of this year, with investors rotating to Advanced Micro Devices (AMD) and Intel (INTC), causing them to soar while Nvidia had a modest gain. The author predicts Nvidia will outpace AMD and Intel in the second half due to its plans to dominate the CPU market with new releases and its attractive valuation. Nvidia is launching its first stand-alone CPU and a superchip this fall, and its stock is currently valued at about 22x forward earnings, appearing "dirt cheap" compared to its peers.
Microsoft Corporation has made Anthropic’s Claude models generally available in its Foundry, allowing organizations to integrate Claude into their Azure environments. These deployments leverage Azure infrastructure powered by Nvidia’s GB300 Blackwell Ultra GPUs, stemming from a partnership between Microsoft, Nvidia, and Anthropic. This development enables enterprises to build agentic applications within their familiar Microsoft Azure ecosystem, marking a significant step from AI experimentation to production.
Nvidia's Kyber rack system, designed to house its 2027 Rubin Ultra chips, has been delayed until 2028 due to manufacturing difficulties with a key circuit board. This setback raises concerns about Nvidia's aggressive annual release schedule pushing manufacturing limits and could provide an opening for rivals like AMD and Google in the high-end AI market. While Nvidia's current-generation Rubin systems are on track to ship this fall, the delay of Kyber and the cancellation of a backup plan leave Nvidia without a proven solution for expanding its scale-up world size for Rubin Ultra.
Singaporean prosecutors have filed additional charges, including money laundering, against Alan Wei Zhaolun, a key suspect in an AI server fraud case involving Nvidia Corp. chips. This action is part of Singapore's increased efforts to curb the illicit diversion of these chips. Wei Zhaolun pleaded not guilty, and his bail has been revoked, with the amount raised to over S$1.2 million.
Mark Gurman of Bloomberg reported that Apple plans to skip higher-end M6 chips to focus on an AI-centric M7 generation for its Pro and Max chips starting in 2027. This means a base M6 processor is expected for entry-level Macs as early as 2026, but the more powerful M6 versions will be bypassed. A subsequent report from July 1, 2026, further detailed upcoming MacBook Pro and iPad Pro refreshes in 2027, aligning with this strategy.
Italy's competition authority, the AGCM, has launched a formal investigation into Apple concerning whether it restricts rival cloud storage providers from offering full-device backups on its iOS and iPadOS operating systems. The probe stems from a whistleblower complaint alleging that Apple withholds necessary APIs, thereby nudging users towards its own iCloud service, which offers a limited free tier. This investigation falls under the European Union's Digital Markets Act, which mandates gatekeepers to ensure interoperability and equal access to operating system components for competing services.
This article discusses the security of Apple's Touch ID button on MacBooks, explaining how it works and why it's considered safe. It highlights the use of the Secure Enclave for storing encrypted fingerprint data and compares its security to Face ID. The piece reassures users that despite Face ID being theoretically more secure, Touch ID on Macs provides top-class authentication.
Market analyst Ming-Chi Kuo predicts that Apple's first foldable iPhone, expected in the second half of 2026, will likely launch with limited supply, mirroring the iPhone X's rollout. Despite an anticipated high price of $2,300 to $2,500, strong demand is expected to lead to immediate sellouts and extended delivery times. The true sustainable demand for the foldable device will become clearer in 2027 after production stabilizes.
Apple Inc. is strategically shifting its focus toward high-margin services to drive long-term profitability and valuation, complementing its robust hardware business. The services segment, including digital content, cloud, and subscriptions, offers stable cash flows and deeper monetization from its large user base. This approach helps reduce reliance on volatile hardware upgrade cycles and is a key factor for investors assessing Apple's future growth and market positioning.
Apple Inc. supplier Luxshare Precision Industry Co. is reportedly planning to price its Hong Kong listing at the maximum amount, aiming to raise HK$24.3 billion ($3.1 billion). The company intends to price shares at HK$63.28 each, which is a 13% discount to its Shenzhen closing price. Luxshare is a Shenzhen-based components manufacturer that assembles products like iPhones and AirPods.
Intel has increased prices for both its consumer desktop and enterprise server chips, with hikes ranging from $30-$50 for consumer chips and significantly more for high-end data center processors, some by hundreds or thousands of dollars. The company attributes these changes to "current market dynamics," including rising supply chain costs and strong demand for specific high-performance computing SKUs. This move follows similar price adjustments by Apple, highlighting a broader trend of hardware price increases due to macroeconomic inflation in the tech sector.
Seemingly good news didn't boost the stock as one might have expected. Just don't read too much into the market's response.
<p>Investors are flocking to ETF.com's comparison tool — and the matchups they're running reveal a lot about where market curiosity is concentrated. Here are the three ETF pairings that generated the most organic traffic in the first half of 2026.</p>
If you want plain vanilla S&P 500 exposure, two funds dominate the shortlist: SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) and Vanguard S&P 500 ETF (NYSEARCA:VOO). They hold the same 500 companies in the same weights, so on paper the choice looks like a coin flip. In practice, price, liquidity, and share-size friction separate them. One ... VOO vs. SPLG: Same S&P 500, So Why Pay More Than You Have To?
The Vanguard S&P 500 ETF (VOO) and the Invesco QQQ ETF (QQQ) can both serve as long-term holdings. But one is clearly better suited than the other.
You can't know the one thing you need to know about timing the market.
The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard S&P 500 ETF (NYSEARCA:VOO) both get pitched as reasonable core holdings, but they are not interchangeable. VOO owns the entire large-cap U.S. earnings stream. QQQ owns a concentrated slice of it, weighted toward software, semiconductors, and platform companies. Over the past decade that difference produced a return ... QQQ vs. VOO: Should the Nasdaq-100 or the S&P 500 Be Your Core Holding?
If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) expecting a clean 3x version of the Nasdaq-100, look at the last five years. The index proxy Invesco QQQ Trust (NASDAQ:QQQ) returned 107.69%. Triple that is 323%. TQQQ actually returned 177.7%. That gap, roughly 145 percentage points of missing upside on a rising index, is the hidden cost ... The $82 Annual Fee Is Just the Start: TQQQ’s Hidden Cost Structure Explained
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI and Technology Stocks to Buy Now. On June 18, Bloomberg reported that the company plans to sell its custom-made AI chips for use in other companies’ data centers. This is a critical expansion of its efforts to cut into AI-giant Nvidia’s dominance. Peter DeSantis, Amazon.com, Inc. (NASDAQ:AMZN)’s AI chief, […]
Amazon.com (NasdaqGS:AMZN) is ramping up an ultra-fast delivery service in India as part of a broader push into rapid e-commerce fulfillment. The company is committing significant spending to AI and cloud infrastructure in India to support this expansion. Amazon has begun commercial rollout of its Leo satellite broadband service, following progress in deploying its satellite constellation. The new Leo offering is set to compete directly with existing satellite internet providers such as...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Park Ha Biological Technology inked a strategic cooperation with Amazon.com Inc. (NASDAQ:AMZN) as part of its global expansion plan targeting the North American Personal care market. The Chinese technology-driven skincare brand has already begun executing […]
Stocktwits data showed retail sentiment remained ‘bullish’ around SPY and QQQ.
Tesla's vehicle sales significantly surpassed Wall Street's modest expectations in the second quarter, delivering 480,126 vehicles worldwide, a 25% increase from the previous year. Despite this positive outcome, the company's shares fell after a period of gains. Although Tesla had its best second quarter, it still lagged behind China's BYD Co. in global electric car sales, and the company is increasingly focusing on AI, autonomy, and robotics as future revenue drivers.
Tesla has implemented a new policy to cap employee AI spending at $200 per week, following a similar move by Uber, which set a $1,500 monthly limit after its annual AI budget was exhausted quickly. This trend highlights a shift in enterprise AI adoption where companies are now focused on managing the escalating costs associated with advanced AI model usage. The challenge for companies is no longer encouraging AI adoption but managing the financial implications, potentially benefiting software providers that optimize AI usage.
Tesla's global sales increased by 25% in the second quarter of 2026, delivering over 480,000 vehicles, indicating a potential recovery after previous sales drops. This growth was significantly driven by a 77% surge in European sales, attributed to higher pump prices, EV incentives, and an easing of consumer backlash against Elon Musk. Despite losing its top EV maker spot to China's BYD, Tesla is also expanding into autonomous driving and humanoid robots.
Goldman Sachs (GS) has issued callable equity-linked notes tied to the performance of Micron (MU), NVIDIA (NVDA), and Tesla (TSLA) common stocks. These notes offer a conditional monthly coupon of $16.667 per $1,000 (1.6667% monthly) if each underlying stock is at or above 50% of its initial price on observation dates, and may be automatically called starting June 2027 with a maturity expected July 6, 2029. The estimated value on the trade date is $925–$955 per $1,000 face amount, and investors face principal at risk, meaning they could lose their entire investment if a trigger event occurs where all final prices are below initial prices, with payment based on the lesser performing stock.
Corning is partnering with NVIDIA to build three optical fiber facilities in North Carolina and Texas, creating 3,000 jobs. An AI expert, Matt Rosen, notes that Texas is succeeding by not letting regulations hinder business, contrasting with warnings about AI replacing jobs. Corning's CEO emphasizes the company's rapid growth and focus on advanced manufacturing hires, despite global competition in data center development.
Billionaire Philippe Laffont identifies NVIDIA (NVDA) as a top AI stock. Bit Origin recently acquired $11 million worth of NVIDIA's Blackwell B300 AI infrastructure assets to be deployed in a Malaysian data center, generating an expected $360,000 in monthly revenue. This acquisition comes as NVIDIA AI chip prices have significantly increased in China's black market due to U.S. crackdowns on illicit exports and high demand from Chinese companies, highlighting NVIDIA's critical role and growing value in the global AI ecosystem.
TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.
Apple (AAPL) is reportedly prepping for a 2027 hardware push that will go beyond the usual chip refresh. The Cupertino giant is testing new iPad Pro models and working on a redesigned MacBook Pro, a Bloomberg report cited by Seeking Alpha noted, setting up what could become one of its more ...
Apple (NasdaqGS:AAPL) is planning a major expansion of its iPhone lineup between H2 2026 and H1 2027, including at least five new models. The company is preparing its first foldable iPhone and is targeting production of around 10 million units. Apple also plans to introduce a premium iPhone Ultra model at the top of the range. To address memory chip supply constraints, Apple is diversifying to Chinese suppliers that are on a Pentagon blacklist, despite political and reputational risks. For...
Can a busy year for Apple product releases move the needle for a company of this size?
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
The Taiwanese company said it is monitoring “the impact of the volatile global political and economic situation,” without elaborating.
Apple would announce the foldable iPhone in September but might not ship it until the fourth quarter, Ming-Chi Kuo said.
Tim Cook's massive investment has had a decisive impact on Apple's bottom line.
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.
NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to accelerate physical AI adoption in real world environments. NVIDIA will become a strategic investor in Verkada and work on AI search and safety applications for buildings and other physical spaces. The company also appointed former Microsoft executive Nicholas Parker as EVP, Worldwide Field Operations, signaling a change in its go to market leadership. NVIDIA enters this news cycle with its stock at $194.83 and very large...
The worst-performing "Magnificent Seven" stock of 2026 owns about a quarter of one of the biggest IPOs in the pipeline.
Microsoft stock looks like a screaming deal at these levels.
Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.
Microsoft has become a big beneficiary of the AI boom.
Microsoft Corporation (NASDAQ:MSFT) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 30, Microsoft Corp (NASDAQ: MSFT) confirmed the general availability of Anthropic’s Claude models in Foundry. Organizations can now run Claude within their Azure environments while leveraging Microsoft authentication, billing, and governance controls. Claude Models in Microsoft […]
Microsoft Corp. (NASDAQ:MSFT) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional holder, with 7.99% or 593.33 million outstanding shares in the company, as per the filings on March 31. As of the close of July 2, the consensus sentiment around Microsoft Corp. (NASDAQ:MSFT) was also strongly bullish. […]
Nelson Global Press Release Simpson Associates partners with Nelson Global to strengthen data security, compliance and governance with Microsoft Purview YORK, United Kingdom, July 06, 2026 (GLOBE NEWSWIRE) -- Simpson Associates, a leading UK data transformation consultancy and Microsoft solutions partner, has announced a new partnership with Nelson Global, supporting the multinational organisation in strengthening how they manage data risk and regulatory obligations using Microsoft Purview. Stre
Saints & Masters (S&M), a leading global technology advisory and execution firm with a strong focus on cloud services and AI-led innovation, has acquired the entire stake in the Bengaluru-based cloud and AI solutions provider Xencia Technology Solutions, adding deep Microsoft capabilities to its growing multicloud practice. With the acquisition, S&M is targeting revenue of over ₹1,000 crore from its Microsoft Cloud business over the next few years, reflecting its ambition to become a key enabler
In late June 2026, JPMorgan Chase & Co. announced a planned increase in its quarterly common dividend to US$1.65 per share from US$1.50, alongside Board authorization for a new US$50.00 billion share repurchase program and several senior leadership changes, including appointing Doug Petno and Troy Rohrbaugh as Co-Presidents. These capital return moves, paired with recent earnings that exceeded revenue and EPS expectations and ongoing analyst estimate upgrades, highlight how management is...
Gold prices seemed to be mounting a comeback, but JPMorgan just made the rally harder to trust. Investors expected the shiny yellow metal to continue pushing higher into year's end, buoyed by rate-cut hopes, central-bank buying, and safe-haven demand. Reuters reported that spot gold was up over 2% ...
JPM, BAC, C and WFC kick off Q2 bank earnings on July 14 as rising estimates and loan growth keep investors focused on the reporting season.
JPMorgan turns cautious on gold and cuts its Q4 2026 forecast by 25% to $4,500 from around $6,000 per ounce.
Cybersecurity threats may pose a greater long-term risk to banks than traditional credit losses, with artificial intelligence increasing the potential for attacks that could rapidly trigger liquidity stress, according to JPMorgan. In a research note led by analyst Kian Abouhossein, the bank argued that next-generation AI models, including Mythos and GPT-5.
JPMorgan Chase passed the Fed's bank stress test and is now returning more cash to shareholders, but its valuation is a bit of a worry.
lululemon faces its first potential full-year revenue decline since IPO, driven by Americas weakness. Read why I am downgrading LULU stock to Sell.
lululemon athletica is upgraded to Strong Buy as valuation now reflects a compelling discount to its turnaround potential. Click for this LULU stock update.
As these companies try to solve a new AI bottleneck, their stock prices keep climbing.
NVIDIA Corp. (NASDAQ:NVDA) is one of BlackRock’s 30 most important AI stocks right now. On June 29, the company shared that Anthropic’s Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and […]
The Taiwanese company said it is monitoring “the impact of the volatile global political and economic situation,” without elaborating.
Tesla's Q1 FY26 growth impressed, but demand, pricing pressure, and costs may cap margins. Click for more on TSLA stock.
Tesla (TSLA) is bringing its robotaxi pitch to another major U.S. city. The electric-vehicle maker said Friday its robotaxi service is now available in Miami, another move in Elon Musk’s effort to turn Tesla’s self-driving software into a broader ride-hailing business. The move is important because ...
The state of California is offering new incentives to first-time electric vehicle buyers, with legislation passed for purchases without an application needed. The new incentives could help Rivian Automotive and Lucid Group, while notably ignoring Tesla Inc. New First-Time Buyer...
Tesla (NASDAQ:TSLA) and BYD (OTC:BYDDF) sit at opposite poles of the electric vehicle world. Tesla just posted a sharp Q1 margin rebound while pouring cash into robotics and autonomy. BYD, the world’s largest new energy vehicle maker by volume, keeps flooding global markets with affordable EVs and plug-in hybrids. The businesses barely resemble each other ... Tesla vs BYD: Two Paths to EV Leadership, One Winner
How does a company crush its own sales target and get punished for it?
Tesla (NasdaqGS:TSLA) is expanding its robotaxi service to Miami, moving beyond its initial operations in Texas and California. The company is rolling out production-line Cybercabs that are now undergoing on-road testing in Miami. This marks a new phase in Tesla’s autonomous ride-hailing push and adds another competitor to existing robotaxi operators such as Alphabet’s Waymo. Tesla is best known for its electric vehicles and energy products, but the company has long framed autonomous...
Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.
The electric vehicle maker just raised its full-year outlook -- and the hard part starts now.
The investor who called the housing crash just published his bets against three of the market's favorite stocks.
A photo finish in market value -- and a chasm in everything underneath it.
The debate over a possible Tesla-SpaceX merger is getting harder to ignore.
Artificial intelligence, semiconductors, automotive and space technology dominated headlines during the week.
Analyst Gary Black said higher gas prices likely drove EV demand more than FSD/autonomy enthusiasm.
Tesla (TSLA) finally gave investors the number they had been waiting for. The electric-vehicle maker produced a lot more automobiles than Wall Street expected in the second quarter, giving bulls a much-needed data point following a tough stretch for CEO Elon Musk’s company. But the stock market did ...
Medtronic (MDT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Trump's latest crypto remarks reinforce a broader White House strategy centered on stablecoins, the U.S. dollar and digital financial leadership.
Brian Armstrong co-founded Coinbase (Nasdaq: COIN) in 2012 and turned it into the largest cryptocurrency exchange in the United States within a span of a few years. The billionaire, best known for aggressively pushing for clearer crypto regulation in Washington, doesn't shy away from voicing his ...
Coinbase Global (NasdaqGS:COIN) has teamed up with Visa and Mastercard to launch the Open Standard stablecoin network, including a new USD-backed stablecoin. The collaboration focuses on using stablecoins for everyday payments across card networks and digital wallets. Coinbase has also become one of the largest corporate political spenders in the 2026 U.S. midterm elections, targeting crypto-related policy and regulation. Coinbase Global enters this phase with a share price of $165.48 and a...
