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SMCI Pushes Into Edge AI as Asian Supply Chain Stocks Surge Over 600%
Super Micro Computer is expanding its edge AI computing lineup. Meanwhile, Asian AI infrastructure suppliers have been the market's biggest winners in the first half of 2026.
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Alphabet Stock Doubled in a Year. Is There Still Upside?
Alphabet’s stock has doubled in the past year and just joined the Dow. But massive AI spending and lofty valuations are fueling a debate over whether the rally can continue.
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Micron Tumbles 5% but Wall Street Still Sees $2,000 — Here’s the Bull vs. Bear Case
Micron tumbled 5.49% on July 2, but Wall Street analysts are still pounding the table, with one target at $2,000. The bull case rests on AI-driven memory demand that management says will stay tight into 2027; the bear case comes from Michael Burry, who just disclosed a short.
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Tesla Q2 Deliveries Beat Estimates, So Why Did the Stock Tumble 7.5%?
Tesla delivered 480,126 vehicles in Q2, topping Wall Street forecasts, but the stock plunged 7.49% on the day. Investors are pricing in margin pressure from aggressive price cuts and lingering concerns over full-year guidance.
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MSTR Breaks Its 'Never Sell Bitcoin' Vow, Authorizes Up to $1.25B in BTC Sales
Strategy (MSTR) has authorized the sale of up to $1.25 billion in bitcoin for the first time, breaking CEO Michael Saylor’s long-standing pledge. The stock rose 7.90% on the news.
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Over 140 Giants Unite to Launch Open USD Stablecoin, Coinbase Among Founders
A consortium of over 140 banking, payments, and tech heavyweights is launching Open USD, a stablecoin with zero-fee minting and redemption that passes reserve yields back to partners. Coinbase is a founding partner.
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Palantir CEO Blasts AI Industry as 'Completely Wrong' — Says Token Pricing Bleeds Enterprise IP With Zero Value
Palantir CEO Alex Karp says the enterprise AI sales model is "completely wrong," arguing token-based pricing forces companies to expose their IP for little return. Meanwhile, two wealth managers trimmed their TSMC positions.
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Eli Lilly vs. Johnson & Johnson: Dividend King vs. Growth Juggernaut
A new analysis pits Eli Lilly’s explosive GLP-1 growth against Johnson & Johnson’s 60-year dividend streak, highlighting two starkly different investment styles in healthcare.
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Nvidia Bets on Revenue-Share Model as Palantir CEO Blasts AI’s ‘Broken’ Business
Nvidia rolls out a revenue-sharing model for startups, swapping compute for future profits. Meanwhile, Palantir CEO Alex Karp says the generative AI sales model is “structurally broken,” warning enterprises are paying to expose their IP.
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OpenAI Offers U.S. Government a 5% Stake Worth $42.6 Billion to Ease Political Heat
OpenAI is proposing to hand the U.S. government a 5% equity stake valued at roughly $42.6 billion, a move seen as a bid to defuse Washington pressure. The talks are still early-stage, with no formal response from the White House.
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Apple Closes at $308.63 as Markets Shut for July 4; JPMorgan Adds a High-Yield Stock to Its Top Picks
Apple closed the holiday-shortened week at $308.63, up 4.84%. JPMorgan refreshed its July top-ideas list with a new high-dividend pick, while the Treasury selected BlackRock and Vanguard ETFs for Trump Accounts.
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Boeing Rises 3.6% as UK, Italy, Japan Ink £4.6B GCAP Fighter Jet Contract
The UK, Italy, and Japan formally awarded a £4.6 billion contract to the Edgewing consortium to develop a sixth-generation fighter jet. Boeing shares jumped 3.6% on the news.