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Nvidia Has Built an AI Empire. Here’s What It Could Be Worth
24/7 Wall St.15d agoneutral
Nvidia Has Built an AI Empire. Here’s What It Could Be Worth

NVIDIA's Data Center revenue more than doubled year over year, yet the stock sits well below its 52-week high while Wall Street debates a bold price target that would require nearly 90% gains. The math to get there is tighter than you'd expect.

AI is the latest addiction — Does it need to be regulated like cigarettes?
Yahoo Finance Video15d agoneutralVIDEO
AI is the latest addiction — Does it need to be regulated like cigarettes?

Salesforce (CRM) kicked off its Dreamforce 2026 conference this week, where the company unveiled its new AI-powered AIforce platform. Salesforce CEO Marc Benioff weighs in on how AI should be regulated, comparing the new technology to the addictive nature of cigarettes and social media on younger users.

Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion
TIKR15d agoneutral
Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion

Key Stats for Chevron StockPrice change for Chevron stock for Last 1 Year: 32%$CVX Stock Price as of Sep. 16: $21252-Week High: $218$CVX Stock Price Target: $223What Happened?Chevron (CVX) stock is drawing fresh attention after Goldman Sachs raised its price target to $240 a share from $225, even though shares actually slipped 2.

Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion
Insider Monkey15d agoneutral
Coherent (COHR): Unmet Hyperscaler Demand Fuels Aggressive Capacity Expansion

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions
Insider Monkey15d agoneutral
Corning’s (GLW) Leadership Advantage in Adapting to Tech Transitions

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

What to Watch: CRAM
24/7 Wall St.15d agoneutral
What to Watch: CRAM

A brand-new ETF targeting China's memory chip supply chain just posted a 4% gain on one of its first trading days, but with no published holdings and a regulatory environment that can reprice the entire sector within days, the real story is what happens next.

Renewed Demand Momentum Lifts WillScot Holdings (WSC)
Insider Monkey15d agoneutral
Renewed Demand Momentum Lifts WillScot Holdings (WSC)

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

Generac Up on Amazon Agreement; Coreweave Kicks Off Fundraising | Stock Movers
Bloomberg15d agoneutralVIDEO
Generac Up on Amazon Agreement; Coreweave Kicks Off Fundraising | Stock Movers

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.

Elemental Royalty redefines dividends with blockchain gold
InvestorsHub15d agoneutral
Elemental Royalty redefines dividends with blockchain gold

A pioneering move in corporate payouts allows shareholders of Elemental Royalty (NASDAQ:ELE) to receive their upcoming quarterly dividend in either traditional fiat currency or digital gold. Dividend election detailsDividend amount: US$0.

HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness
Insider Monkey15d agoneutral
HF Sinclair (DINO) Strengthens from Its Refining Segment Despite Sector Weakness

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]