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Why GE Vernova (GEV) Is Up 7.3% After Russell Top 50 Nod And AI Power Orders
Simply Wall St.91d agobearish
Why GE Vernova (GEV) Is Up 7.3% After Russell Top 50 Nod And AI Power Orders

GE Vernova’s recent inclusion in the Russell Top 50 Index, alongside rising orders for its power generation and grid equipment from AI-driven data centers, has reinforced its position as a major player in global electrification and decarbonization. This combination of index membership and AI-related infrastructure demand is increasing the company’s visibility with institutional investors and highlighting the importance of its gas turbine, grid, and electrification businesses in meeting...

Zoom (ZM) Stock Still Looks Undervalued Following A 77% Five Year Fall
Simply Wall St.91d agobearish
Zoom (ZM) Stock Still Looks Undervalued Following A 77% Five Year Fall

Zoom Communications stock is back in focus after a long stretch of weak 5 year returns, yet the current valuation checks and intrinsic value estimate both point to the shares trading at a discount to what the underlying cash flows may justify. Over the last 5 years, Zoom Communications shareholders have seen the stock fall 77.1%, which still frames today’s pricing in the context of a long, drawn out reset. Zoom’s push into AI powered tools for its Virtual Agent platform, including the new...

Blackstone (BX) Sells Northern Virginia Data Centers In $3.5 Billion Digital Realty Deal
Simply Wall St.91d agobearish
Blackstone (BX) Sells Northern Virginia Data Centers In $3.5 Billion Digital Realty Deal

Blackstone (NYSE:BX) is exiting major Northern Virginia data center investments in a US$3.5b transaction with Digital Realty. The deal involves Blackstone selling significant data center stakes that were originally acquired within the past three years. Blackstone and Digital Realty plan to keep working together on new digital infrastructure projects in the U.S. and Europe. For investors watching Blackstone, this US$3.5b exit from Northern Virginia data centers highlights how the company is...

QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Simply Wall St.91d agobearish
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices

QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices. The index changes follow a period of AI related announcements, infrastructure launches, partnerships, acquisitions and new revenue targets. The adjustments affect how the stock is represented in prominent benchmarks that many passive funds track. For investors watching QUALCOMM, the index removals arrive just after a busy stretch of AI focused updates that aim to expand the business beyond its...

Microsoft Stock Defies Tech Slump as Its Biggest Weakness Becomes Its Strength
Barrons.com91d agobearish
Microsoft Stock Defies Tech Slump as Its Biggest Weakness Becomes Its Strength

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.

Skyworks Solutions (SWKS) Joins Two Russell Defensive Indexes
Simply Wall St.91d agobearish
Skyworks Solutions (SWKS) Joins Two Russell Defensive Indexes

Skyworks Solutions (NasdaqGS:SWKS) has been newly added to the Russell 1000 Value-Defensive Index. The company has also joined the Russell 1000 Defensive Index, highlighting its inclusion in key defensive equity benchmarks. Skyworks Solutions enters these indices at a time when its stock has faced pressure, with the share price at $65.93 and the stock down 7.7% over the past week and 12.7% over the past month. Over longer periods the stock has also declined, including 12.1% over the past...

EU top court dismisses Google fight against record €4.1 billion EU fine
Reuters Videos91d agobearishVIDEO
EU top court dismisses Google fight against record €4.1 billion EU fine

<body><p>STORY: Google on Thursday lost its fight against a record fine imposed by EU antitrust regulators eight years ago.</p><p>It was fined for using its Android mobile operating system to block rivals...</p><p>Thursday's court ruling is likely to boost Europe's crackdown on Big Tech.</p><p>The European Commission had originally handed out a $4.95 billion fine to Google...</p><p>for its agreements which forced phone manufacturers to pre-install Google Search, the Chrome browser and the Google Play app store on their Android devices.</p><p>And prevented them from using rival Android systems.</p><p>A lower tribunal reduced the fine in 2022.</p><p>Google then appealed to the Luxembourg-based Court of Justice of the European Union, Europe's highest.</p><p>But the court sided with the EU antitrust enforcer.</p><p>A Google spokesperson said the judgment failed to take into account its efforts to ensure Android is open, interoperable and free.</p><p>Google has racked up close to $12.6 billion in EU fines in the last decades for various antitrust infringements.</p></body>

AI Earnings Could Start to Fall Short of Expectations
Barrons.com91d agobearish
AI Earnings Could Start to Fall Short of Expectations

AI earnings could start to fall short of expectations, undermining both equity prices and the capital expenditure boom, economists at Capital Economics said in a research note. The economists think equity prices may have a bit further to rise in the near term but will eventually pull back, with the S&P 500 estimated to fall to 6500 by end-2027. Meanwhile, AI-related revenue will likely be weighed by a decline in prices driven by increased competition and innovation.

Super Micro Tries to Reassure on Taiwan Probe but Markets Aren’t Convinced
Barrons.com91d agobearish
Super Micro Tries to Reassure on Taiwan Probe but Markets Aren’t Convinced

Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology company in Taiwan.

Why Lockheed Martin (LMT) Is Up 6.1% After Massive Missile-Defense Contracts And Index Shift
Simply Wall St.91d agobearish
Why Lockheed Martin (LMT) Is Up 6.1% After Massive Missile-Defense Contracts And Index Shift

In late June 2026, Lockheed Martin was awarded a seven-year undefinitized contract action for up to US$35.00 billion to rapidly expand THAAD interceptor production, while also securing a separate US$3.00 billion U.S. Army contract for Sentinel A4 radar systems and being reclassified in several Russell equity indices. Together with recent expansions of its U.S. munitions manufacturing footprint and a positive analyst upgrade, these awards underscore how sustained demand for missile defense...

Is Albemarle (ALB) Quietly Recasting Its Energy Storage Story Through Cost Cuts And Asset Sales?
Simply Wall St.91d agobearish
Is Albemarle (ALB) Quietly Recasting Its Energy Storage Story Through Cost Cuts And Asset Sales?

In recent months, Albemarle has drawn renewed analyst attention as rising lithium demand for data center battery storage and other energy transition uses coincides with the company tightening capital spending, idling higher-cost assets, and divesting non-core operations to sharpen its focus on energy storage. This combination of operational streamlining, stronger free cash flow and balance sheet, and more optimistic earnings revisions has lifted confidence that Albemarle’s energy storage...

Lucid Group (LCID) Cuts 18% Of Jobs And Removes COO In Major Restructure
Simply Wall St.91d agobearish
Lucid Group (LCID) Cuts 18% Of Jobs And Removes COO In Major Restructure

Lucid Group (NasdaqGS:LCID) has announced an organizational restructuring that includes an 18% reduction of its U.S. workforce. The company is eliminating the Chief Operating Officer role as part of an overhaul of its executive structure. Lucid Group is consolidating manufacturing operations, including the elimination of a factory shift, to streamline production. Management positions these moves as steps to reduce costs and support a faster path toward profitability. Lucid Group, an...

Super Micro says two Taiwan staff detained in probe involving its AI servers
Reuters91d agobearish
Super Micro says two Taiwan staff detained in probe involving its AI servers

Super Micro said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being ‌questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips. The servers ‌are made by Super Micro and contain Nvidia chips, which are subject to U.S. export controls prohibiting export to China. The four workers were among ​six people questioned earlier this week when Taiwan's Keelung District Prosecutors' Office said it had launched a second round of searches in the probe.

Can Klarna Group (NYSE:KLAR) Stay Reasonable After The 28% Drop?
Simply Wall St.91d agobearish
Can Klarna Group (NYSE:KLAR) Stay Reasonable After The 28% Drop?

Klarna Group stock has staged a short term rebound but is still down sharply for the year, leaving investors weighing whether the recent news flow and business developments justify what remains a mixed verdict from the broader valuation checks. Year to date, Klarna Group shares have fallen 28.5%, so the recent double digit bounce sits within a wider drawdown that investors are still assessing. The Swedish court ruling in PriceRunner's favor may support sentiment around Klarna's commerce...

Oracle stock falls for a seventh session as filing risk lands
TheStreet92d agobearish
Oracle stock falls for a seventh session as filing risk lands

Oracle shares closed lower for a seventh straight session on Tuesday, slipping 0.82% to $146.55, according to a Seeking Alpha report. The stock has now fallen more than 55% from its 52 week high near $346, according to Seeking Alpha market data. What makes this stretch different is not the price ...

How Johnson Controls’ Addition to Major Russell Growth Indices May Influence JCI Investors
Simply Wall St.92d agobearish
How Johnson Controls’ Addition to Major Russell Growth Indices May Influence JCI Investors

On 27 June 2026, Johnson Controls International plc was added to multiple Russell Growth benchmarks, including the Russell 1000 Growth, Russell 3000 Growth, Russell 3000E Growth, and Russell Top 200 Growth indices. This broad index inclusion could increase Johnson Controls International’s visibility among growth-focused institutional investors, potentially influencing how the market assesses its role in building technologies and services. We’ll now examine how Johnson Controls...

CoreWeave (CRWV) Is Down 15.1% After Meta Weighs Selling Excess AI Compute Capacity – What's Changed
Simply Wall St.92d agobearish
CoreWeave (CRWV) Is Down 15.1% After Meta Weighs Selling Excess AI Compute Capacity – What's Changed

In late June 2026, CoreWeave launched ARIA, an AI research agent embedded in Weights & Biases that automates experiment analysis and continuous model improvement, while also expanding its AI cloud footprint in Europe through a renewable-powered co-location deal with Conapto and a multi-exabyte storage partnership with Backblaze. At the same time, investor anxiety has risen as Meta Platforms, a major CoreWeave customer, explores selling its own excess AI compute capacity, intensifying...