US markets saw a mix of sector-specific and geopolitical developments on Tuesday, with Samsung’s earnings causing a sharp selloff in memory-chip stocks that weighed on SanDisk and other memory names. Gold prices slipped as investors weighed Middle East tensions against expectations for Federal Reserve policy. Oil prices climbed after reports of attacks on vessels near… Continue reading Evening digest: Samsung hits chip stocks, oil jumps on Hormuz tensions
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Physical AI emerges as Wall Street’s next AI trade: stocks to consider
The artificial intelligence investment story is beginning to evolve beyond chatbots and data centers, with an increasing number of strategists and technology leaders pointing to robotics, autonomous vehicles and humanoid machines as the next frontier for long-term growth. While generative AI has dominated markets over the past two years, investors are increasingly exploring what many… Continue reading Physical AI emerges as Wall Street’s next AI trade: stocks to consider
Corning stock falls: why are analysts backing the stock?
Corning Inc. (GLW) shares fell more than 4% on Tuesday, extending a sharp pullback as investors continued to sell artificial intelligence-related stocks despite analysts maintaining a positive long-term outlook on the glass and optical networking company. The stock dropped 5.4% to $184.33 and was on track for its fifth consecutive daily decline. Over the current… Continue reading Corning stock falls: why are analysts backing the stock?
BofA is bearish on Adobe: the stock is still rising today
Adobe Inc. (ADBE) shares rose about 4.6% on Tuesday even after Bank of America reinstated coverage of the software company with an Underperform rating. The brokerage argued that generative artificial intelligence is weakening Adobe’s competitive position despite the stock trading near the lower end of its historical valuation range. Bank of America set a price… Continue reading BofA is bearish on Adobe: the stock is still rising today
Could SpaceX be an $800 stock? This analyst thinks so
SpaceX’s (SPCX) valuation has been in the spotlight ever since its historic June 12th initial public offering (IPO) that tagged a market cap of nearly $2 trillion on the space infrastructure and AI titan. And while many believe the company is trading at a stretched multiple, Brian Gesuale, a Raymond James analyst, issued a contrarian… Continue reading Could SpaceX be an $800 stock? This analyst thinks so
Cloudflare stock jumps as Scotiabank upgrades on AI growth outlook
Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock. The brokerage upgraded Cloudflare to Sector Outperform from Sector Perform and increased its price target to $300 from $225,… Continue reading Cloudflare stock jumps as Scotiabank upgrades on AI growth outlook
Google, RWE back $469M funding round for Proxima Fusion
German nuclear fusion startup Proxima Fusion has raised €411 million ($469.69 million) in a fresh funding round, securing backing from a range of investors, including national energy company RWE AG and Alphabet Inc.’s Google. The company said the capital will support its efforts to develop a nuclear fusion power plant that it hopes will become… Continue reading Google, RWE back $469M funding round for Proxima Fusion
What’s driving US critical minerals stocks higher on Tuesday?
Critical minerals stocks are ripping higher this morning on the back of a powerful macro catalyst: unprecedented direct US military-industrial integration. On July 7th, the US Army said it has selected REalloys (ALOY) to build and operate the first-ever commercial critical mineral processing facility directly on a US military installation. This notable escalation of the… Continue reading What’s driving US critical minerals stocks higher on Tuesday?
Nvidia stock remains under pressure on Tuesday: what’s hurting the AI darling?
Nvidia stock (NVDA) fell on Tuesday after a report that Chinese artificial intelligence startup DeepSeek is developing its own inference chip added to investor concerns that major AI customers are increasingly looking to reduce their dependence on Nvidia’s hardware. Shares of the chipmaker dropped 1.9% to $191.82 in early trading. If the decline holds, the… Continue reading Nvidia stock remains under pressure on Tuesday: what’s hurting the AI darling?