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Here’s What Jefferies Thinks About NVIDIA Corporation (NVDA)
Insider Monkey109d agoneutral
Here’s What Jefferies Thinks About NVIDIA Corporation (NVDA)

NVIDIA Corporation (NASDAQ:NVDA) is one of the Top Stocks to Buy and Hold for the Long Term. On June 12 Jefferies released a research note saying that the reported delays in two key AI data center technologies including the 800V HVDC power systems and co-packaged optics are not disrupting the timelines for semiconductor companies. ​Regarding […]

PepsiCo’s 3.9% Yield Is a Safe-Haven Masterclass
24/7 Wall St.109d agoneutral
PepsiCo’s 3.9% Yield Is a Safe-Haven Masterclass

The 10-year Treasury at 4.48% has made every dividend payer fight for capital. PepsiCo (NASDAQ: PEP), the global snack and beverage giant behind Pepsi, Lay’s, Gatorade, and Doritos, just announced its 54th consecutive annual dividend increase. With the stock at $144.27 and a yield near 3.96%, the question for income investors is simple: is this ... PepsiCo’s 3.9% Yield Is a Safe-Haven Masterclass

Wall Street Has 38 Buy Ratings on Shopify and One Sell. But We Disagree.
24/7 Wall St.109d agoneutral
Wall Street Has 38 Buy Ratings on Shopify and One Sell. But We Disagree.

Our 24/7 Wall St. price target for Shopify (NASDAQ:SHOP) is $106.90, which sits just below the current quote of $112.49. That implies -4.97% downside over the next 12 months, and our model carries a 90% confidence reading. The call is hold. Shopify is a high-quality compounder trading near fair value after a sharp reset. 24/7 ... Wall Street Has 38 Buy Ratings on Shopify and One Sell. But We Disagree.

Wall Street Analyst Calls for S&P 500 Soaring to 9000. Here’s Why the Stock Market Melt Up Could Be Just Beginning.
24/7 Wall St.109d agobullish
Wall Street Analyst Calls for S&P 500 Soaring to 9000. Here’s Why the Stock Market Melt Up Could Be Just Beginning.

Julian Emanuel, chief equity derivatives and quantitative strategist at Evercore, just laid out one of the most aggressive Wall Street scenarios yet for the S&P 500. In a CNBC segment on June 16, 2026, Emanuel walked through a framework that puts his base case at 7,750 and his bull case at 9,000. The 9,000 number ... Wall Street Analyst Calls for S&P 500 Soaring to 9000. Here’s Why the Stock Market Melt Up Could Be Just Beginning.

SpaceX Buys Cursor Fresh Off An $86 Billion IPO
Moby109d agobullish
SpaceX Buys Cursor Fresh Off An $86 Billion IPO

Days after raising a record $85.7 billion in its IPO, SpaceX agreed to acquire AI coding startup Anysphere in a $60 billion stock deal, giving Elon Musk a foothold in one of AI’s fastest-growing software markets.

Famed Venture Capital Fund Says this Stock is Like Buying Nvidia in 2023
24/7 Wall St.109d agobullish
Famed Venture Capital Fund Says this Stock is Like Buying Nvidia in 2023

When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an ... Famed Venture Capital Fund Says this Stock is Like Buying Nvidia in 2023

How SpaceX mania made Musk more money in 1 day than 'Bill Gates' entire net worth'
Yahoo Finance Video109d agoneutralVIDEO
How SpaceX mania made Musk more money in 1 day than 'Bill Gates' entire net worth'

Scott Melker discusses SpaceX's (SPCX) trading frenzy, outlines the skepticism surrounding the company's valuation, and puts CEO Elon Musk's wealth into context. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

A new technology is learning how to move money
TheStreet109d agoneutral
A new technology is learning how to move money

For the past two years, the story of AI on Wall Street has mostly been about speed. Faster research, faster summaries, faster answers to questions an analyst would otherwise spend an afternoon on. That story is now changing shape. The systems now being built are not just answering questions about ...

You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
24/7 Wall St.109d agobearish
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street

The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs. Every AI server requires massive amounts of DRAM and ... You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street

Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking
24/7 Wall St.109d agobearish
Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Archer Aviation Could Double as FAA Certification Nears
24/7 Wall St.109d agoneutral
Archer Aviation Could Double as FAA Certification Nears

Archer Aviation (NYSE:ACHR) has had a rough year. After running up above $14.62 in the last 52 weeks, the eVTOL hopeful now trades at $5.08, down 32.45% year to date. Our 24/7 Wall St. price target for Archer Aviation is $11.51 over the next 12 months, implying 126.61% upside. The model rates Archer a buy ... Archer Aviation Could Double as FAA Certification Nears

Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?
24/7 Wall St.109d agoneutral
Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?

At $7.35, SoundHound AI (NASDAQ:SOUN) screens as a wait-and-watch setup, with research framing suggesting a more attractive entry near $6.50 on macro-driven weakness. The voice AI specialist absorbed a brutal June sell-off despite announcing a $100 million acquisition of LivePerson. SoundHound builds an independent voice and agentic AI platform spanning automotive, restaurants, financial services, and ... Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisiti