After a blockbuster first half for U.S. equities, investors are entering the back half of the year with a more complicated backdrop. With the Nasdaq 100 trading near record highs thanks to the AI-fueled rally, investors are weighing whether earnings can continue to justify elevated valuations, how quickly the Federal Reserve may hike interest rates and whether geopolitical risks could spark renewed volatility. That backdrop makes valuation an increasingly important consideration. CNBC Pro screened the Nasdaq 100 for stocks that combine strong fundamentals with attractive prices and came up with the following names: Each of these stocks is a member of the Invesco QQQ Trust (QQQ) , has a buy rating or equivalent from least 55% of the analysts covering the stock, offers at least 35% upside to the average analyst price target, and trades at a forward price-to-earnings ratio below the Nasdaq 100's forward multiple of roughly 27. Chip giant Nvidia is the biggest stock on the list and also the most widely endorsed by analysts, with 83.3% of those covering it rating it a buy. Bitcoin corporate buyer Strategy is the smallest company represented, with a market value of $35.3 billion. At its current price, it has about 200% upside potential based on the analysts' average price target. It's also priced at just 8.2 times projected earnings. Behind Strategy, fintech giant Intuit offers the second-highest implied upside, with analysts' average price target pointing to gains of about 74%. About 70% of the analysts that cover it give it a buy rating.

AMD Confirms EPYC "Venice" Zen 6 CPUs Launch on July 22-23 at Advancing AI Event TechPowerUp

美股存储芯片指数初步收涨约5%，费城半导体指数涨约3%。 标普500指数初步收涨0.7%，科技板块涨1.6%，可选消费板块涨1.2%，能源板块跌1.6%，日用消费品板块跌1.7%。 纳斯达克100指数初步收涨1.6%，成分股中，Lumentum初步收涨11.3%，Arm控股涨9.1%，闪迪涨7.5%，拉姆研究涨5.6%，Meta涨4.8%，西部数据涨4.4%，美光涨4.2%连续两个交易日反弹，特斯拉涨2.9%，Diamondback Energy跌2.4%，百事可乐跌3.3%，AXON跌3.6%，开市客跌4.1%。

Mysterious AMD Ryzen 7 4700LE 'Zen 2' desktop CPU appears in a new prebuilt PC paired with an RTX 3050 TweakTown

The following companies are expected to report earnings prior to market open on 07/10/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Delta Air Lines, Inc. (DAL)is reporting for the quarter ending June 30, 2026. The airline company's consensus ear

Riwoe’s commanding new book traces a Chinese Australian family across four generations – all connected by one old longan tree It’s the year 2049 and Daniel Connelly is 75 years old. Eccentric and lonely after decades of self-imposed isolation, his existence is “spartan”, a “relentless searching, a yearning for pieces that fit together to make a new whole”. He spends his days making sculptures from broken pottery; the shards of his life. During a warm winter’s day, Daniel steps outside to find that the longan tree in his garden has fallen during a storm. The tree was an heirloom of sorts – a family emblem of home and belonging for generations before him. Continue reading...

Western Digital (NASDAQ: WDC) could be one of the quieter winners of the AI buildout as data storage becomes harder to ignore. The upside case is built on cloud demand, pricing power, and AI-driven data growth, but the stock's huge rally raises a tougher question about expectations. Stock prices used were the market prices of June 25, 2026. The video was published on July 7, 2026. Continue reading

格隆汇7月10日｜据The Information：Cursor正开发AI智能代理，欲对标Claude Cowork。

As the digital divide closes, investors are asking whether AT&T (NYSE:T) or Verizon Communications (NYSE:VZ) is the better choice for income and stability in a high-speed, 5G-connected world. AT&T has pivoted back to its roots, focusing on its fiber-to-the-home and wireless bundling strategy. Verizon maintains the nation's largest wireless subscriber base while aggressively acquiring fiber infrastructure to match its rival. Both companies offer high dividends but carry significant debt, making this comparison a study in balance-sheet management. AT&T operates a massive connectivity business providing wireless and fiber broadband under brands like Cricket and AT&T Fiber. The company serves approximately 145 million wireless subscribers and nearly 2.5 million business customers across North America. As the landscape for communication stocks evolves, it is expanding its 'Build-A-Plan' bundling service and acquiring fiber assets from Lumen Technologies (NYSE:LUMN) . Continue reading

Sundry Photography/iStock Editorial via Getty Images Introduction Although cybersecurity concerns have become increasingly common as AI models have become better, I think the real concern came after Anthropic decided to not release their latest model, Mythos. Project Glasswing arose after Anthropic considered Mythos having reached a “level of coding capability where they can surpass all but the most skilled humans at finding and exploiting software vulnerabilities.” With Anthropic only sharing this model with its partners, this added fuel to the cybersecurity concerns, and therefore companies like CrowdStrike Holdings, Inc. ( CRWD ) have increased 83% since project Glasswing. CrowdStrike is one of, if not the only, SaaS that has done well in the SaaSpocalypse, and I believe it has to do with two catalysts having the same component: Security. Before I explain my thesis, I want to discuss how the SaaSpocalypse applies to CrowdStrike and why I think it is immune. I have written multiple reports on how AI affects different kinds of SaaS companies, and this is yet another case of AI probably increasing the value proposition of its services and making it even more indispensable. In a relatively short time, CrowdStrike is still very popular, with more than 88,000 organizations relying on its products. The essence of its product is having a sensor on every device in the corporation. Every laptop, desktop, server, and cloud workload. This sensor running across the organization’s entire fleet feeds one unified platform that the organization has standardized its workflows on Falcon. It becomes THE security tool for the entire organization, and removing it would mean retooling security operations across the enterprise. Its land-and-expand strategy, similar to ServiceNow ( NOW ), works via customers starting with a few modules and adding over time. Modules such as cloud security, identity, exposure management, etc., increase the moat and the retention. Net retention , which meas...

ngkaki/iStock via Getty Images Investment Overview The stock of AstraZeneca PLC ( AZN ) has fallen in value by >6% in early trading today, as the Anglo-Swedish pharma giant reported the unexpected news that its CARDIO-TTRansform Phase 3 study of its drug Wainua (eplontersen): did not meet the primary efficacy endpoint of the composite outcome of cardiovascular ("CV") mortality and recurrent CV clinical events up to 140 weeks compared with placebo. Wainua was generally well tolerated, with a safety profile consistent with previous results. Ionis Pharmaceuticals, Inc. ( IONS ), the developer of eplontersen and partner of AstraZeneca ( AZN ) on the program, also experienced a significant decline in its stock price of ~20%, to a price of ~$66 per share. Ionis' market cap valuation has fallen to ~$10.8bn. AstraZeneca ADRs are now worth ~$175 per share, and the pharma's market cap valuation is presently ~$270.6bn. Analysis - Why Eplotersen's Study Fail Is Such A Significant Setback For Ionis & AstraZeneca When I covered Ionis in a note for Seeking Alpha in late May, I assigned the stock a Strong Buy rating, noting that Ionis was a California-based biopharma company focused on oligonucleotide antisense technology (using RNA to intercept genetic messaging and increase, decrease, or alter the production of specific proteins) that had secured approvals for multiple drugs: Spinraza, indicated to treat spinal muscular atrophy ("SMA"); Tegsedi, indicated for polyneuropathy of hereditary transthyretin amyloidosis ("hATTR"); Waylivra, for familial chylomicronemia syndrome ("FCS") (approved in Europe, Canada, and Brazil, but not the U.S.); Wainua (eplontersen), in polyneuropathy of hereditary transthyretin-mediated amyloidosis ("ATTRv-PN"); Qalsody, in adults with amyotrophic lateral sclerosis ("ALS") with an SOD1 mutation; Tryngolza, in familial chylomicronemia syndrome ("FCS") in 2024, and in Severe Hypertriglyceridemia and Acute Pancreatitis Risk Reduction (approval in June this...

Fourth T20i: England, 159-1 beat India, 158-6, by 9 wickets Brook scores 79, Salt 59 to win with six overs remaining England’s recent heatwave continued in Bristol, India wilting to lose their cool, the game and the series in what turned into another bizarrely one-sided encounter. Timid with the bat, poor in the field, error-prone with the ball and swift to accept the inevitability of defeat, this was a complete horror show from the world champions and a performance of complete dominance from Harry Brook’s burgeoning team, who won by nine wickets and will overtake their opponents as world No1 if they win the final game of the series in Southampton on Saturday. Two days earlier it was England’s bowlers who shredded their opponents on their way to a 125-run win at Trent Bridge. This time, well as their bowlers performed to limit India to 159, it was their batters – and one of them in particular. Chasing an obviously under-par total, England started slowly and awkwardly and Jos Buttler was dismissed early for eight – the former captain’s form is a genuine issue, and he has not scored an international half-century in this format since the Old Trafford runfest against South Africa last September, a run of 18 innings in which he has averaged just 15.16. But his departure brought out his successor, Brook scooped his second ball for six, and from that moment there was no stopping him. Continue reading...

In trading on Thursday, shares of Sabine Royalty Trust (Symbol: SBR) crossed below their 200 day moving average of $73.39, changing hands as low as $72.77 per share. Sabine Royalty Trust shares are currently trading off about 1.1% on the day. The chart below shows the one year

In trading on Thursday, shares of the ARK Next Generation Internet ETF (Symbol: ARKW) crossed above their 200 day moving average of $146.33, changing hands as high as $148.77 per share. ARK Next Generation Internet shares are currently trading up about 1.6% on the day. The cha

At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 06/30/2026 reporting period, and noticed that State Street SPDR S&P 500 ETF Trust (Symbol: SPY) was held by 41 of these funds. When hedge fund managers appear to be thinking alik

Eli Lilly makes the best-selling GLP-1 drug, and sales are accelerating.

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

Key PointsMore Americans than ever are using GLP-1 drugs.

In trading on Thursday, shares of Stifel Financial Corporation's 6.125% Dep Shares Non-Cumulative Preferred Stock Series C (Symbol: SF.PRC) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.5312), with shares changing hands as low as $21.81 on the

In trading on Thursday, shares of Ready Capital Corp's 6.25% Series B Cumulative Convertible Preferred Stock (Symbol: RC.PRC) were yielding above the 13.5% mark based on its quarterly dividend (annualized to $1.5625), with shares changing hands as low as $11.10 on the day. T

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Freeport-McMoran Copper & Gold (Symbol: FCX), where a total of 68,325 contracts have traded so far, representing approximately 6.8 million underlying shares. That am

格隆汇7月10日｜以色列总理办公室：以色列总理内塔尼亚胡与美国总统特朗普进行了通话，达成继续在各个领域协调的共识。

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Steven Madden Ltd. (Symbol: SHOO), where a total of 6,817 contracts have traded so far, representing approximately 681,700 underlying shares. That amounts to about 53.9%

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in TeraWulf Inc. (Symbol: WULF), where a total of 232,939 contracts have traded so far, representing approximately 23.3 million underlying shares. That amounts to about 69%

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Lumentum Holdings Inc (Symbol: LITE), where a total of 26,060 contracts have traded so far, representing approximately 2.6 million underlying shares. That amounts to abo

在规模达4.3万亿美元的韩国股市中，围绕三星电子和SK海力士的散户杠杆交易热情已升至极端水平。据相关证券机构数据，这两只芯片股及追踪其两倍日收益的杠杆ETF合计占韩国市场交易额的73%以上，集中度较5月底杠杆ETF上市前大幅攀升。 三星与SK海力士合计占KOSPI基准指数54%的权重。5月27日，16只基于这两只股票的2倍杠杆及反向ETF正式挂牌交易，初衷是引导散户资金回流本土市场。然而，杠杆ETF的顺周期机制——标的上涨时被动增持、下跌时被动减持——在市场转向时迅速放大抛压。6月下旬，相关交易占比一度达到84%的峰值。 KOSPI指数周三收盘下跌5.4%，自6月峰值累计回调20%，正式跌入技术性熊市。仅7月7日至8日，三星电子和SK海力士双双跌逾6%，挂钩两只股票的单股杠杆ETF普遍暴跌12%至13%，多只产品跌破发行价。今年韩国股市已累计触发6次熔断，占2000年以来总次数的一半。 监管机构对此表示遗憾。韩国金融监督院院长承认批准此类产品存在负面副作用，甚至半开玩笑称当时应该不惜一切代价阻止发行。韩国央行在金融稳定报告中警告，杠杆ETF可能加剧结构性集中度风险，一旦市场预期逆转，杠杆效应下的同向买卖将激化单向资金流动。 部分分析师将当前回调视为牛市背景下的调整，但承认集中度问题已拖累市场广度和情绪。基金经理指出，杠杆ETF的强制调仓机制与韩国半导体行业的基本面不确定性相叠加，只会进一步放大波动。据估算，市场每波动1%，杠杆ETF目前就会产生约90亿美元的机械式调仓需求。 责任编辑：张俊 SF065

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Netflix Inc (Symbol: NFLX), where a total volume of 244,778 contracts has been traded thus far today, a contract volume which is representative of approximately