While temperatures have been scorching across much of the U.S., AI chip stocks have cooled off, with the sector facing increased selling pressure this summer. The dip appears largely centered on concerns that AI infrastructure spending could slow. However, hyperscalers have largely indicated that their capital expenditures will only increase next year, and Bank of America recently projected that w...
While temperatures have been scorching across much of the U.S., AI chip stocks have cooled off, with the sector facing increased selling pressure this summer. The dip appears largely centered on concerns that AI infrastructure spending could slow. However, hyperscalers have largely indicated that their capital expenditures will only increase next year, and Bank of America recently projected that worldwide, cloud and AI data center capex will jump by 40% to 50% year over year to around $1.5 trillion in 2027. With data center infrastructure spending still booming, this pullback could be a great chance to scoop up these three AI semiconductor stocks . Nvidia (NASDAQ: NVDA) remains the king of AI infrastructure, and following the pullback, it trades at just 15 times analysts' estimated earnings for its fiscal 2028 (which ends in January 2028). That's a bargain for a company that is still delivering rapid revenue growth, including 85% growth last quarter. Continue reading
Frank Brennan IBM ( IBM ) said it has brought major updates, including new multi-agent capabilities, to its agentic software development platform IBM Bob. The updates also include built-in AI cost and use analytics and pre-built, specialized workflows for modernizing enterprise systems. The U.S. tech giant said that Bob matches models to tasks, coordinates AI execution across agents, and provides ...
Frank Brennan IBM ( IBM ) said it has brought major updates, including new multi-agent capabilities, to its agentic software development platform IBM Bob. The updates also include built-in AI cost and use analytics and pre-built, specialized workflows for modernizing enterprise systems. The U.S. tech giant said that Bob matches models to tasks, coordinates AI execution across agents, and provides organizations with visibility into productivity, quality, performance, and cost via the newly launched Bobalytics to help enterprises optimize AI at scale. "The bar for enterprise AI is no longer a better coding assistant. It's an end-to-end agentic development partner that works inside any system development teams already use, with the governance, security, and cost controls enterprises require. We built Bob to solve the problems enterprises actually have, and the updates we're announcing today are the foundation for everything that comes next," said Neel Sundaresan, GM, Automation and AI, at IBM. More on IBM IBM's Big AI Move Warrants Attention, But Not An Upgrade IBM: Slow, Steady With Room For Multiple Expansion (Rating Upgrade) IBM's Next Big Tailwind Has Arrived (Rating Upgrade) Supermicro partners with Red Hat, Everpure to simplify edge AI deployments Rapidus plans to establish its 2nm foundry process at or less than TSMC's pricing
The US military struck Iran for a second day and Tehran retaliated against American allies in the Persian Gulf, raising fears that the tit-for-tat attacks may derail talks on a permanent peace deal. SK Hynix’s US listing is more than seven times oversubscribed, according to people familiar with the matter, underscoring strong investor appetite despite recent volatility in the Korean memory chipmak...
The US military struck Iran for a second day and Tehran retaliated against American allies in the Persian Gulf, raising fears that the tit-for-tat attacks may derail talks on a permanent peace deal. SK Hynix’s US listing is more than seven times oversubscribed, according to people familiar with the matter, underscoring strong investor appetite despite recent volatility in the Korean memory chipmaker’s shares. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. (Source: Bloomberg)
Key PointsAbel made Alphabet one of Berkshire Hathaway's largest holdings, and is backing its AI infrastructure expansion with a $10 billion private placement.
Key PointsAbel made Alphabet one of Berkshire Hathaway's largest holdings, and is backing its AI infrastructure expansion with a $10 billion private placement.
DBM Global ( DBMG ) declares cash dividend of $3.12/share , totaling $12M. Payable Aug. 3; for shareholders of record July 20; ex-div July 20. As the largest stockholder of DBMG, INNOVATE ( VATE ) will receive approximately $11M of the total $12M dividend payout. See DBMG Dividend Scorecard, Yield Chart, & Dividend Growth. More on DBM Global Dividend scorecard for DBM Global Financial information ...
DBM Global ( DBMG ) declares cash dividend of $3.12/share , totaling $12M. Payable Aug. 3; for shareholders of record July 20; ex-div July 20. As the largest stockholder of DBMG, INNOVATE ( VATE ) will receive approximately $11M of the total $12M dividend payout. See DBMG Dividend Scorecard, Yield Chart, & Dividend Growth. More on DBM Global Dividend scorecard for DBM Global Financial information for DBM Global
The iShares Core S&P Small-Cap ETF (NYSEMKT:IJR) gives investors concentrated exposure to the S&P SmallCap 600, while the Vanguard Small-Cap ETF (NYSEMKT:VB) offers a broader, lower-cost slice of the small-cap market. Investors looking for small-company growth often compare these two funds. Both target smaller U.S. companies, but their underlying indexes and stock-selection rules lead to different...
The iShares Core S&P Small-Cap ETF (NYSEMKT:IJR) gives investors concentrated exposure to the S&P SmallCap 600, while the Vanguard Small-Cap ETF (NYSEMKT:VB) offers a broader, lower-cost slice of the small-cap market. Investors looking for small-company growth often compare these two funds. Both target smaller U.S. companies, but their underlying indexes and stock-selection rules lead to different holdings counts and sector tilts -- which affects how they perform across different market cycles. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
In a July 6, 2026, SEC filing, Pacific Excel Wealth Advisors, Inc. reported a new position in XPEL (NASDAQ:XPEL) with an estimated $3.7 million trade based on quarterly average pricing. According to an SEC filing dated July 6, 2026, Pacific Excel Wealth Advisors, Inc. initiated the stake in XPEL during the prior quarter. The move established the San Antonio-based protective film manufacturer as a ...
In a July 6, 2026, SEC filing, Pacific Excel Wealth Advisors, Inc. reported a new position in XPEL (NASDAQ:XPEL) with an estimated $3.7 million trade based on quarterly average pricing. According to an SEC filing dated July 6, 2026, Pacific Excel Wealth Advisors, Inc. initiated the stake in XPEL during the prior quarter. The move established the San Antonio-based protective film manufacturer as a significant holding within the firm's portfolio. The position ended the quarter with a valuation of $4.1 million. The firm's total reportable 13F assets were $258.4 million across 228 positions. XPEL was a new position for the firm, representing 1.6% of reportable 13F assets. Continue reading