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Goldman Sachs turns bearish on Barbie maker
TheStreet80d agoneutral
Goldman Sachs turns bearish on Barbie maker

Wall Street has spent most of 2026 losing patience with Mattel (MAT), and Goldman Sachs just made that clear. The firm downgraded the toy giant to its lowest rating and set a price target below where the stock currently trades. For the company behind Barbie and Hot Wheels, this is a tough ...

Samsung Electronics to move up start of chip factory in Yongin to 2029, source says
Reuters80d agoneutral
Samsung Electronics to move up start of chip factory in Yongin to 2029, source says

Samsung Electronics aims ‌to bring ‌forward operation of its ​chip fabrication site in the city of Yongin, south of ‌Seoul, ⁠to 2029 from 2030-2031, as the ⁠chipmaker seeks to keep up ​with surging ​demand ​for memory ‌chips used in AI infrastructure, a source told Reuters on Monday. Samsung did not ‌immediately respond ​to Reuters' ​request ​for comments. Yonhap ‌News Agency first ​reported ​about the change of the plan ​on ‌Sunday.

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
The Wall Street Journal80d agoneutral
The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits

Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.

Palantir CEO has a blunt verdict on OpenAI and Anthropic
TheStreet80d agoneutral
Palantir CEO has a blunt verdict on OpenAI and Anthropic

Palantir posted the highest revenue growth rate in its history in the first quarter of fiscal year 2026. U.S. commercial revenue jumped 133%. The company raised its full-year guidance by 10 points. By any operational measure, things are going well. And yet Alex Karp walked onto CNBC's Squawk Box ...

Bloomberg80d agoneutral
Traders Grapple With World That’s Good for Dollar, Bad for Bonds

(Bloomberg) -- What’s good for the US dollar isn’t always good for US bonds — but investors are finding ways to work around it.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71OpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Launches Fresh Iran Strikes as Tehran Declares Hormuz ClosedHormuz Route Open Despite Iran Declaration, Maritime Group SaysGates Heir’s Shopping App Claimed Sales It Didn’t DriveEven as the greenback draws support from a r

Michael Burry sends strong warning on AI development path
TheStreet80d agoneutral
Michael Burry sends strong warning on AI development path

Michael Burry has been posting "The end is nigh" on his Substack. He quoted the Joker from Tim Burton's Batman: "Dancing with the devil in the pale moonlight." He called AI enthusiasm "mass addiction" and predicted it "may die a death by a thousand cuts." He shorted Micron at $1,051.87 on July 1 ...

Nvidia partner sued over five critical products
TheStreet81d agoneutral
Nvidia partner sued over five critical products

Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...

Big banks kick off Q2 earnings, June CPI offers inflation insights: What to watch this week
Yahoo Finance Video81d agoneutralVIDEO
Big banks kick off Q2 earnings, June CPI offers inflation insights: What to watch this week

Yahoo Finance's Brooke DiPalma takes a closer look at the top stories for investors to watch this week, including the latest CPI reading and quarterly earnings reports from Netflix (NFLX), Taiwan Semiconductor Manufacturing Company (TSM), JPMorgan (JPM), Bank of America (BAC), Wells Fargo (WFC), Goldman Sachs (GS), Citigroup (C), and Morgan Stanley (MS).

Dollar General offers retro prices
TheStreet81d agoneutral
Dollar General offers retro prices

Dollar General has seen growth in a key customer area, driven by the challenging economy. Citigroup analyst Paul Lejuez asked about those wealthier customers during the chain's first-quarter earnings call. "You talked a bit about the trade-in customer in the $100,000-plus range. We hear a lot of ...

Tesla merger with SpaceX won't save investors, top analyst says
TheStreet81d agoneutral
Tesla merger with SpaceX won't save investors, top analyst says

Tesla investors who have bet on Elon Musk and his electric vehicle company have been rewarded for their faith time and again. The stock seems immune to prolonged downturns, even when Tesla (TSLA) fails to deliver on one of Musk's grandiose promises. And when he does deliver, the stock also pushes ...

Is Meta Platforms a good long-term investment?
TheStreet81d agoneutral
Is Meta Platforms a good long-term investment?

If you can find a fortune teller bold enough to share their secrets, they’ll probably tell you that predicting the future has less to do with what's inside their crystal ball than with what you see around you. The same is true for investing. While crystal balls belong at state fairs, successful ...

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes
24/7 Wall St.81d agoneutral
Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

Two retirees can both pull $100,000 from $2 million income portfolios and still land in very different places after tax. If one stream is mostly qualified dividends and the other is mostly ordinary income, the first retiree may keep about $79,000 after a 15% federal qualified-dividend rate and 6% state tax. The second may keep ... Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

This is how rich SpaceX workers are after the IPO
TheStreet81d agoneutral
This is how rich SpaceX workers are after the IPO

Juan Hernandez, who now works as a welder at Jeff Bezos-owned rival Blue Origin, is one of more than 4,400 current and former SpaceX employees who became millionaires on paper when the company went public. When SpaceX hired Juan Hernandez as a welder in 2015, the company offered him $10,000 in ...

Mark Cuban has strong words on AI companies and job losses
TheStreet81d agoneutral
Mark Cuban has strong words on AI companies and job losses

Oracle's annual filing cited AI adoption among the drivers of 21,000 job cuts in fiscal 2026. Snap cut 1,000 people and the CEO said rapid AI advances meant a smaller team could do the same work. At college graduation ceremonies this spring, speakers who brought up AI got booed. By May, Challenger, ...