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Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?
24/7 Wall St.74d agobearish
Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?

Red Cat Holdings (NASDAQ:RCAT) stock is down 26% over the past month and down 8% today to $7.86, putting the drone maker at the heart of a broader shakeout in defense-tech names. The question is whether the group is out of fuel or simply cooling off after a large run higher. The answer looks mixed across ... Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?

Nvidia highlights Vera CPU strategy as AI infrastructure debate evolves
Proactive74d agoneutral
Nvidia highlights Vera CPU strategy as AI infrastructure debate evolves

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...

The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly Paycheck
24/7 Wall St.74d agoneutral
The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly Paycheck

Retirees living off a portfolio care about one thing above all: when the checks show up. The five names below all pay monthly, and the anchor of the group, Realty Income (NYSE:O), has now declared unbroken monthly payments documented back to at least 1999, an income streak few dividend stocks on any US exchange can ... The Super-High-Yield Retirement Stocks That Turn a Nest Egg Into a Monthly Paycheck

Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US
24/7 Wall St.74d agoneutral
Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Price Prediction: SMCI Will Double on This Date
24/7 Wall St.74d agoneutral
Price Prediction: SMCI Will Double on This Date

Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.

AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?
24/7 Wall St.74d agoneutral
AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?

Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta