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This Earnings Season Is the Stock Market’s Biggest Test
Barrons.com80d agoneutral
This Earnings Season Is the Stock Market’s Biggest Test

Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.

Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors
Barrons.com81d agoneutral
Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.81d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?
24/7 Wall St.81d agobullish
Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?

Intel (NASDAQ:INTC) has done the unthinkable. Shares are up 443.35% over the past year, transforming a left-for-dead turnaround story into one of the market’s most talked-about rallies. The question is whether the run has more room or whether the price has outrun the fundamentals. Our 24/7 Wall St. price target for Intel is $103.26 over ... Price Prediction: Intel Soared 450% in a Year. Will The Rally Continue?

'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.
Investor's Business Daily81d agoneutral
'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.

JEPI vs. JEPQ: Which Is the Better Buy in July?
24/7 Wall St.81d agobullish
JEPI vs. JEPQ: Which Is the Better Buy in July?

The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) delivers the fatter distributions. In July 2026, that trade-off looks less balanced than usual, and the winner may not be the one ... JEPI vs. JEPQ: Which Is the Better Buy in July?

Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price
24/7 Wall St.81d agoneutral
Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price