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The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration
24/7 Wall St.91d agoneutral
The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration

The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration

U.S. Refiners Are Running “Incredibly Hard.” Here’s Why Gas Prices Aren’t Falling
24/7 Wall St.91d agobearish
U.S. Refiners Are Running “Incredibly Hard.” Here’s Why Gas Prices Aren’t Falling

Crude oil has fallen sharply from its spring highs, yet many drivers are still paying far more at the pump than they were expecting. In a recent CNBC segment, Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, argued that tight gasoline supplies, U.S. refiners already running “incredibly hard,” and a potentially pivotal ... U.S. Refiners Are Running “Incredibly Hard.” Here’s Why Gas Prices Aren’t Falling

The World Cup Was Supposed to Be a Disaster. It’s Printing Money Instead
24/7 Wall St.91d agoneutral
The World Cup Was Supposed to Be a Disaster. It’s Printing Money Instead

Before the tournament kicked off, the consensus take on the 2026 FIFA World Cup was mostly logistical dread. Sixteen host cities across three countries, visa backlogs, transit strain, security theater at a scale the U.S. had never attempted. Instead, the money is showing up. Jorge Mas, the managing owner and CEO of Inter Miami CF, ... The World Cup Was Supposed to Be a Disaster. It’s Printing Money Instead

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival
24/7 Wall St.91d agobearish
Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working on building a cloud infrastructure business to sell AI compute.” The stock responded, jumping 7.56% on July 1 as investors digested the idea ... Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition
24/7 Wall St.91d agobullish
Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition

ServiceNow (NYSE:NOW) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles. ServiceNow’s January 28, 2026 Q4 report showcased an enterprise AI workflow engine still compounding at 20%+. Adobe’s June 11, 2026 Q2 earnings report delivered record revenue, a raised outlook, and a leadership shake-up all at once. Agentic AI Lifts NOW. Creative ... Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition

Airlines Get a Wall Street Lift as Goldman, TD Cowen Raise Targets on Delta, United, Southwest, American
24/7 Wall St.91d agoneutral
Airlines Get a Wall Street Lift as Goldman, TD Cowen Raise Targets on Delta, United, Southwest, American

Wall Street sent a coordinated bullish signal to the airline sector as Goldman Sachs analyst Catherine O’Brien and TD Cowen analyst Tom Fitzgerald raised their price targets across most major U.S. carriers. Goldman lifted its targets on shares of Delta Air Lines (NYSE:DAL), United Airlines (NASDAQ:UAL), Alaska Air Group (NYSE:ALK), American Airlines (NASDAQ:AAL) and JetBlue ... Airlines Get a Wall Street Lift as Goldman, TD Cowen Raise Targets on Delta, United, Southwest, American

Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge
24/7 Wall St.91d agoneutral
Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their Competitive Edge

Palantir Technologies (NASDAQ:PLTR) co-founder and CEO Alex Karp argued this week that generative AI sales to enterprises are structurally broken. In his words, “something has gone completely wrong” in the industry, and customers buying token-based access to frontier large language models are paying to expose their intellectual property and their “alpha” while getting little value ... Palantir CEO: “Something Has Gone Completely Wrong” In AI. Alex Karp Says Enterprises Are Paying To Lose Their C

The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026
24/7 Wall St.91d agoneutral
The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names ... The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started
24/7 Wall St.91d agoneutral
The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation
24/7 Wall St.91d agobullish
Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

Mastercard (NYSE:MA) and American Express (NYSE:AXP) both closed the books on Q1 2026 with headline beats, but the businesses underneath tell very different stories. One collects a toll on global commerce. The other funds the plastic in wealthy wallets. With credit card delinquencies sitting at 2.92% and still normalizing, the contrast in risk exposure matters. ... Mastercard Vs. American Express: Buy Mastercard to Secure Risk-Free Network Fees and Pure Margin Insulation

CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?
24/7 Wall St.91d agoneutral
CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?

CoreWeave (NASDAQ:CRWV) is under real pressure. The stock fell almost 14% on Wednesday, market cap has slipped under $50 billion to $46.75 billion, and the balance sheet is finally getting the attention bulls spent a year asking you to ignore. CoreWeave rents GPU compute to AI customers, with Meta and OpenAI anchoring a $99 billion ... CoreWeave Just Slipped Under $50 Billion. Is the Debt Finally Catching Up?