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Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
24/7 Wall St.111d agoneutral
Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore

The semiconductor rally has continued to act as a trader’s playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry. Balchunas has his fair ... Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore

Wall Street’s Interest Rate Panic Makes This Unstoppable 5.2% Yielding Juggernaut an Even Better Buy Right Now
24/7 Wall St.111d agobullish
Wall Street’s Interest Rate Panic Makes This Unstoppable 5.2% Yielding Juggernaut an Even Better Buy Right Now

Realty Income (NYSE:O) is structured for multi-decade income generation because its triple-net lease architecture, monthly dividend discipline, and recession-tested tenant base together produce the kind of compounding income stream a retirement portfolio can lean on without supervision. Wall Street’s current fixation on the 4.48% 10-year Treasury yield has pushed REIT sentiment into a defensive crouch, ... Wall Street’s Interest Rate Panic Makes This Unstoppable 5.2% Yielding Juggernaut an Even

Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?
24/7 Wall St.111d agoneutral
Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?

At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a

Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave
24/7 Wall St.111d agoneutral
Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave

Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has roughly doubled this year, and that single fact is the reason to slow down rather than chase. SOXQ is up 89% year to date and 157% over the past year, which is what happens when an industry projected to clear $1.3 trillion in annual revenue this year runs into ... Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave

IBIT vs. FBTC: Which Spot Bitcoin ETF Should Actually Hold Your Coins?
24/7 Wall St.111d agoneutral
IBIT vs. FBTC: Which Spot Bitcoin ETF Should Actually Hold Your Coins?

Spot bitcoin ETFs settled into a two-horse race almost immediately after the January 2024 SEC approval, and the top two contenders are iShares Bitcoin Trust ETF (NASDAQ:IBIT) and Fidelity Wise Origin Bitcoin Fund (NYSEARCA:FBTC). Both hold actual bitcoin, both charge 0.25%, and both have tracked the coin to within a rounding error since launch. The ... IBIT vs. FBTC: Which Spot Bitcoin ETF Should Actually Hold Your Coins?

A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
24/7 Wall St.111d agoneutral
A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases
24/7 Wall St.111d agoneutral
We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

I’ll cut to the chase. Oklo (NYSE:OKLO) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our 24/7 Wall St. price target for Oklo is $95.63 over the next 12 months, implying 66.35% upside. The recommendation is buy, with moderate confidence reflecting the pre-revenue ... We See 66% Upside in Oklo as Pre-Revenue Nuclear Execution Risk Eases

Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation
24/7 Wall St.111d agoneutral
Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

A CNBC segment that ran last week opened with a sentence you do not normally hear from a buyer. “It’s stupid. It’s unreasonable… The valuation is really, really aggressive, in my opinion,” said Marvin Jung, a regional director of operations in veterinary care. Then he told CNBC he had requested roughly 1,000 shares of SpaceX ... Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
24/7 Wall St.111d agobullish
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t

Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA) itself, the supposed only AI trade worth making, returned ... Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t

Home Depot Shares to Hit $450 in 2028? Here’s the Math
24/7 Wall St.111d agoneutral
Home Depot Shares to Hit $450 in 2028? Here’s the Math

Home Depot (NYSE:HD) is the largest home improvement retailer in America, and right now it’s stuck in a frustrating holding pattern. CEO Ted Decker told investors after Q1 that “the underlying demand in our business was relatively similar to what we saw throughout fiscal 2025, despite greater consumer uncertainty and housing affordability pressure.” Translation: the ... Home Depot Shares to Hit $450 in 2028? Here’s the Math

Musk’s SpaceX $1 Trillion Revenue Goal
24/7 Wall St.111d agoneutral
Musk’s SpaceX $1 Trillion Revenue Goal

Elon Musk thinks SpaceX (NASDAQ: SPCX) will have $1 trillion in revenue in 2031. Its revenue last year was just shy of $19 billion. According to CNBC, Goldman Sachs forecasts $470 in 2030. Morgan Stanley’s forecast is $330 billion. In other words, Musk has an immensely large target based on mainstream expectations. What is not ... Musk’s SpaceX $1 Trillion Revenue Goal

Prediction: Will Lucid Stock Double This Year?
24/7 Wall St.111d agoneutral
Prediction: Will Lucid Stock Double This Year?

Lucid (NASDAQ:LCID) is the luxury EV maker that just delivered 5,345 vehicles in Q4 2025, up 72% year over year, yet trades at $5.20. The stock is down 50.8% year to date and 75.93% over the past year. CEO Marc Winterhoff told investors “our focus remains on operational and financial discipline, sustainable growth, and continued ... Prediction: Will Lucid Stock Double This Year?

Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever
24/7 Wall St.111d agoneutral
Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever

Sequoia Capital partner Shaun Maguire went on CNBC last week and said SpaceX (NASDAQ:SPCX), freshly trading, looks to him “more like Nvidia three years ago” than Tesla (NASDAQ:TSLA). He also said he plans to hold his shares “forever.” Sequoia is a longtime SpaceX backer, so the incentive to talk his book is obvious. Still, the comparison is ... Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever

Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs
24/7 Wall St.111d agoneutral
Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new ... Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

Tesla’s “Misleading” Numbers
24/7 Wall St.111d agoneutral
Tesla’s “Misleading” Numbers

Regulators in Sweden and the Netherlands say Tesla (NASDAQ: TSLA) has provided them with “misleading data,” according to Reuters. This data involved Tesla’s “Full Self-Driving” (FSD) system. The regulators said that Tesla supplied the data. Regulators added that the figures were part of Tesla’s attempt to get approval for its broad use. At the heart ... Tesla’s “Misleading” Numbers