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Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else
24/7 Wall St.112d agoneutral
Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else

Jensen Huang spent most of NVIDIA (NASDAQ:NVDA)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset. His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. ... Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else

3 Beaten Down AI Infrastructure Stocks to Buy in June
24/7 Wall St.112d agobullish
3 Beaten Down AI Infrastructure Stocks to Buy in June

AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory keeps accelerating. NVIDIA (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) are the picks-and-shovels triangle of the AI buildout: silicon, custom accelerators and networking, and the ... 3 Beaten Down AI Infrastructure Stocks to Buy in June

A Historically Cheap High Yield Dividend Aristocrat That Is a Screaming Buy for Passive Income Investors
24/7 Wall St.112d agobullish
A Historically Cheap High Yield Dividend Aristocrat That Is a Screaming Buy for Passive Income Investors

Franklin Resources (NYSE:BEN) offers long-term investors a compelling income profile because its 40-plus year streak of annual dividend increases, 4.15% yield, and quiet pivot into high-margin alternative assets give patient retirees a paycheck that compounds without requiring a single trade. The case here rests on reliability. At $31.81 with a forward P/E of 11 and ... A Historically Cheap High Yield Dividend Aristocrat That Is a Screaming Buy for Passive Income Investors

SpaceX’s IPO Was Enormously Successful, but Did It Break the Rest of the Space Industry?
24/7 Wall St.112d agoneutral
SpaceX’s IPO Was Enormously Successful, but Did It Break the Rest of the Space Industry?

The stock market has spent much of the past two years rewarding category leaders. Investors have poured capital into dominant companies with clear competitive advantages while becoming increasingly selective about everyone else. That trend was on full display Friday when SpaceX (NASDAQ:SPCX) completed the largest IPO in history, raising $75 billion at $135 per share ... SpaceX’s IPO Was Enormously Successful, but Did It Break the Rest of the Space Industry?