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Honeywell Aerospace CEO: Supply-Base Investment Is Top Priority After Spinoff
24/7 Wall St.88d agoneutral
Honeywell Aerospace CEO: Supply-Base Investment Is Top Priority After Spinoff

The newly independent Honeywell Aerospace (NASDAQ:HONA) began trading today following its separation from parent Honeywell (NASDAQ:HON). CEO Jim Currier appeared on CNBC today to lay out a deliberately narrow set of capital-allocation priorities for the new publicly traded company, with the plan for cash flow to unlock capacity in the supply base before going anywhere ... Honeywell Aerospace CEO: Supply-Base Investment Is Top Priority After Spinoff

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
24/7 Wall St.89d agobearish
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.89d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Investing.com89d agobullish
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Pal

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.89d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics, Terawulf, and More
24/7 Wall St.89d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics, Terawulf, and More

Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,

What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure
24/7 Wall St.89d agobearish
What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 months, beating the Russell 2000 by roughly two points and outpacing the passive small-cap value benchmark by a wider ... What AVUV Investors Need to Watch: Rate Cuts and Regional Bank Exposure

Michael Burry just made a rare bullish bet on Big Tech
TheStreet89d agoneutral
Michael Burry just made a rare bullish bet on Big Tech

Contrarian investors make their reputations by being right when everyone else is wrong. The harder trick is knowing when their own bearishness has run its course. The best of them can flip without flinching. Few investors carry a heavier bearish reputation than Michael Burry. The Scion Asset ...

FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts
24/7 Wall St.89d agoneutral
FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts

The Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF) pays a semi-annual distribution sourced from dividends of developed-market companies outside the United States. The question for income-focused holders is whether that stream remains durable as energy, banking, and pharma cash flows shift under tariff pressure and Middle East disruption. FNDF tracks the Russell RAFI Developed ... FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payou

Australia's Firmus Technologies strikes AI access deal with Nvidia
Reuters90d agoneutral
Australia's Firmus Technologies strikes AI access deal with Nvidia

Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership ‌with Nvidia Corp to help provide emerging AI firms with more ‌cost-effective access to computing power. • Firmus said the deal would see it buy Nvidia infrastructure ​and sell Nvidia‑powered cloud services to "AI Native" customers, among others, in an agreement that would earn the U.S.-listed chip giant product revenue and a share of cloud revenue. • Firmus said it expected to earn up to $30 ⁠billion in revenue during the first six years of the deal, based on customer commitments.

Amazon quietly raises price tag on the AI boom
TheStreet90d agoneutral
Amazon quietly raises price tag on the AI boom

Amazon (AMZN) is telling investors that the artificial intelligence boom comes with a very real price tag. And Wall Street needs to take note. Amazon Web Services quietly posted an update to the pricing for Amazon EC2 Capacity Blocks for ML, a reservation product that allows customers to lock in ...

Bloomberg91d agoneutral
Tech Equity Sales Renew AI Debt-Binge Worries

(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee