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Block (XYZ) Stock Still Looks Expensive After Its 68% Five Year Slump
Simply Wall St.85d agobearish
Block (XYZ) Stock Still Looks Expensive After Its 68% Five Year Slump

Block stock enters this valuation review with a clear tension, as the Excess Returns intrinsic value estimate suggests about 21.2% upside while market multiples lean the other way, and a 5 year share price decline still hangs over recent gains. Over the past 5 years, Block has fallen 67.9%, which means long term holders are still deep in the red despite the more recent recovery. Recent upgrades that highlight AI driven efficiencies and product execution can support higher earnings...

Monolithic Power Systems (MPWR) Joins Russell Top 200, Is The Premium Already Priced In?
Simply Wall St.85d agobearish
Monolithic Power Systems (MPWR) Joins Russell Top 200, Is The Premium Already Priced In?

Index moves shift Monolithic Power Systems into large cap territory Monolithic Power Systems (MPWR) has moved into the large cap universe after being added to the Russell Top 200 Index and Russell Top 200 Growth Benchmark, while exiting the Russell Midcap indices. These index changes often prompt portfolio adjustments from funds that track or reference these benchmarks, which can lead to periods of heavier trading volume as investors respond to the new large cap classification. See our latest...

Did Enbrel’s Price Cap Reprieve and New Recalls Just Rebalance Amgen’s (AMGN) Risk‑Reward Profile?
Simply Wall St.85d agobearish
Did Enbrel’s Price Cap Reprieve and New Recalls Just Rebalance Amgen’s (AMGN) Risk‑Reward Profile?

In early June 2026, a federal judge granted Amgen a preliminary injunction blocking Colorado’s proposed 70% price cap on its rheumatoid arthritis drug Enbrel, while the company also initiated several voluntary Class II recalls of Corlanor and Sensipar batches in the United States over foreign substances and CGMP deviations. This mix of regulatory relief on Enbrel’s pricing and ongoing quality-related recalls raises important questions about how investors weigh pricing power against...

Fiserv (FISV) Following Leadership Changes Is The Selloff A Bargain Or Warranted
Simply Wall St.85d agobearish
Fiserv (FISV) Following Leadership Changes Is The Selloff A Bargain Or Warranted

Fiserv (FISV) is back in focus after President Dhivya Suryadevara resigned for good reason under her employment terms. Two long-serving executives are stepping in to oversee the Financial Solutions business during the transition. See our latest analysis for Fiserv. Recent headlines around a potential sale of Fiserv's STAR debit network and leadership changes have coincided with a sharp reset in expectations. The stock's year to date share price return is down 19.6% and 1 year total...

A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
24/7 Wall St.85d agobearish
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?
Simply Wall St.85d agobearish
QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?

QUALCOMM (QCOM) has just been removed from several Russell growth and defensive indices, a mechanical shift that can affect passive fund flows and how the stock is grouped alongside other semiconductor and AI companies. See our latest analysis for QUALCOMM. QUALCOMM’s latest index removals come after a strong run, with the stock posting a 50.30% 90 day share price return but giving back some ground with a 13.64% 30 day share price decline, while the 1 year total shareholder return stands at...