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Apple Inc. $AAPL Stock Position Raised by Gibbs Wealth Management

My 3 Favorite Value Stocks to Buy Right Now

Key Points Amazon's P/E ratio keeps falling despite a surging stock price. It is not too late to capitalize on Target's stock price recovery. Nvidia's stock price has not risen in proportion to the company's growth in recent years.10 stocks we like better than …

STMicroelectronics (ENXTPA:STMPA) Stock Looks Overvalued While Its 124% Return Stays Strong

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to …

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy?

Key Points A 30% correction doesn't automatically make Micron a bargain. Investors have become more cautious about how long Micron's strong profits can last. As long as demand for AI infrastructure and advanced memory continues to grow, Micron could continue increasing its revenue and …

Cisco Systems-Aktie notiert nach Quartalszahlen stabil

Geron (GERN) Is Up 14.7% After Issuing First RYTELO Revenue Guide And Narrowing Losses - Has The Bull Case Changed?

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 …

Earnings beats ease concerns over record U.S. stock rally - WSJ

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported. About 86% of the more than …

Super Micro Computer Aktie: Über 60 Milliarden Dollar Aufträge

Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain. Investor attention has largely focused on visible hardware …

Intel Foundry Lands a Major New Client Worth Watching

Key Points Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips. Intel's high valuation may not make this deal actionable to shareholders, at least for now. These 10 stocks could mint the next …

Is the Worst Finally Over for Palantir Stock?

Key Points The company delivered outstanding growth and raised guidance again. Explosive commercial AI adoption, accelerating revenue growth, and improving profitability suggest Palantir's long-term investment thesis remains intact. Palantir's Q2 results may have marked a turning point in investor sentiment.10 stocks we like better …

Western Digital Aktienprognose: Kann WDC nach Kursrückgang trotz Gewinnsprung noch steigen?

Cadence Design Systems Stock Sits in an 19% Drawdown. The Numbers Say the Market Is Wrong.

Cisco Systems Inc (CSCO) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Palantir Is Worth $413 Billion. The $500 Billion Line Sits Almost Exactly at Its Record High.

Key Points At Palantir's current share count of about 2.4 billion, a $500 billion valuation implies a stock price of about $208. The stock's record high of $207.52, set in early November, sits less than 1% below that level. Second-quarter revenue rose 93% year …

What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI …

STMicroelectronics (ENXTPA:STMPA) Lifted Guidance, Is The Stock Fully Priced?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets …

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

Why the Market Continues to Sleep on Micron's Growth Potential

Key Points Micron's memory business is highly cyclical. Longer-term agreements could mitigate the effects of a downcycle.10 stocks we like better than Micron Technology › The behavior of Micron(NASDAQ: MU) stock has shown extreme volatility, particularly over the last year. The stock made gains …

AMD just made bold move to challenge Nvidia

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought …

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance …

First Solar (FSLR) After Tariffs And Guidance, Buying Opportunity Or Fairly Valued?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a …

Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold …

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft’s earnings reports.The best “Magnificent Seven” stock to buy now.Hidden Gems earning highlights.Maibag: Buy single stocks or bet on several companies in …

DTD2 Prognose — Kursziel für 2027

Is Microchip Technology (MCHP) Fairly Valued On Strong Earnings And Data Center Growth?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microchip Technology (MCHP) drew strong investor attention after its June quarter earnings topped both company and analyst guidance, supported by broader demand recovery, higher factory …

Western Digital Fell 20% This Week. Here’s What Could Drive Shares in 2026

AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for …

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, …

Cisco Is Deploying AI Agents to All 90,000 Employees. Here’s What the Economics Look Like.

Cisco is not running a pilot program. Starting at the end of July 2026, the company is deploying a personalized AI agent to every single one of its 90,000 employees. This is a structural overhaul of how a Fortune 500 company operates, moving beyond …

First Solar (FSLR) Is Up 18.5% After Cad-Tel Edge Widens Under New U.S. Solar Tariffs

In late July 2026, First Solar reported second-quarter 2026 results showing sales of US$1,056.19 million and net income of US$422.57 million, while also reaffirming full-year guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of volume sold. …

Motorola Solutions Q2 Earnings Call Highlights

Key Points Interested in Motorola Solutions, Inc.? Here are five stocks we like better. Motorola Solutions reported a record second quarter, with revenue up 13%, non-GAAP EPS rising 24% to $4.41, and non-GAAP operating margin expanding to 32.9%. Growth was broad-based across Products and …

Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet …

Apple brings Alibaba's Qwen AI model to Mac users in China

[Apple Store at 5th Ave in Manhattan, New York City] ozgurdonmaz/iStock Unreleased via Getty Images Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) has published a guide for Mac users in mainland China explaining how to connect Alibaba's (BABA [https://seekingalpha.com/symbol/BABA]) Qwen artificial intelligence service to the company’s Siri and …

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Key Points Billionaire investor Stanley Druckenmiller has a long track record of success. His Duquesne Family office only holds one "Magnificent Seven" stock, and it cut way back on that one in Q1. Sandisk, Seagate, Broadcom, and Micron are among the tech names he …

Microchip Q1 Earnings: Data Center Sales Nearly Doubled and a $1 Billion Year Is Next