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Is NVIDIA Funding Its Own Stock Rally?
Trefis4d agobullish
Is NVIDIA Funding Its Own Stock Rally?

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market
Barrons.com4d agoneutral
A Rejuvenated AI Trade May Not Be Enough to Save the Stock Market

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.

How to organize AI governance: Is it a job for the pope?
Yahoo Finance Video4d agoneutralVIDEO
How to organize AI governance: Is it a job for the pope?

Market Hang's panel talks about the challenges of organizing AI governance, the moral issues in the oversight process, and whether a third-party group, such as the pope, should be the solution. Defiance ETFs CIO Sylvia Jablonski, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Interactive Brokers Chief Strategist Steve Sosnick, and Yahoo Finance Executive Editor Brian Sozzi discuss.

A CEO Shakeup Just Tanked This Stock. How to Play It Here.
Barchart4d agoneutral
A CEO Shakeup Just Tanked This Stock. How to Play It Here.

MHK fell 7% after CEO Jeff Lorberbaum's pre-retirement stock sales. With a reasonable valuation -- 11.9x 2026 EPS multiple with an 11.2% FCF yield -- mortgage-rate headwinds could pressure remodel demand into 2027. Risk-tolerant investors ought to buy now.

Planet Labs PBC (PL) Opens Berlin Facility, Is The 45% Undervaluation Convincing?
Simply Wall St.4d agoneutral
Planet Labs PBC (PL) Opens Berlin Facility, Is The 45% Undervaluation Convincing?

Planet Labs PBC (PL) opened a new 5,700-square-meter satellite manufacturing facility in Berlin, hosting Germany’s Federal Minister for Economic Affairs and Energy. This marks a fresh operational milestone for the Earth observation specialist. For shareholders, Planet Labs PBC’s story has been mixed in the near term and strong over longer horizons. The 1-day and 7-day share price returns of 3.96% and 5.37% contrast with a 30-day share price decline of 23.42% and a 90-day slide of 40.17%. At...

Tesla (TSLA) Heads To Civil Rights Trial After Record 580 Megawatt Battery Dispatch
Simply Wall St.4d agoneutral
Tesla (TSLA) Heads To Civil Rights Trial After Record 580 Megawatt Battery Dispatch

Tesla (NasdaqGS:TSLA) faces a civil rights trial over racial harassment and discrimination claims tied to its Fremont Assembly plant. The case centers on allegations from Black workers who say they experienced racist slurs, graffiti and unequal treatment on the factory floor. Separately, Tesla and Sunrun coordinated what they describe as the largest residential distributed home battery dispatch event so far in California. Both the Fremont civil rights trial and the large Tesla Sunrun home...

Amgen (AMGN) Posted Positive Phase 3 Results In Sjögren's Disease
Simply Wall St.4d agoneutral
Amgen (AMGN) Posted Positive Phase 3 Results In Sjögren's Disease

Amgen (NasdaqGS:AMGN) reported positive Phase 3 trial results for dazodalibep in Sjögren's disease, targeting a major unmet autoimmune need. The company described dazodalibep as a potential first-in-class therapy, following successful outcomes in patients with Sjögren's disease. Amgen received an FDA label update for IMDELLTRA in extensive-stage small cell lung cancer, reducing recommended patient monitoring times. The dazodalibep Phase 3 success and IMDELLTRA monitoring change both reshape...

What Are AMAT Stock Bears Missing?
Trefis4d agobearish
What Are AMAT Stock Bears Missing?

Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factory spending. The stock is down 27% over the past three months. So how large is the services business.