SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has become the strangest stock in the S&P 500. Shares are up 634.87% year to date, dwarfing the 67.8% gain on the VanEck Semiconductor ETF. Behind the move is a genuine business transformation. Q3 FY26 revenue hit $5.95 billion, up 251.03% year over year, with datacenter revenue exploding 645%. ... Can SanDisk Outperform the Semiconductor Sector in 202...
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has become the strangest stock in the S&P 500. Shares are up 634.87% year to date, dwarfing the 67.8% gain on the VanEck Semiconductor ETF. Behind the move is a genuine business transformation. Q3 FY26 revenue hit $5.95 billion, up 251.03% year over year, with datacenter revenue exploding 645%. ... Can SanDisk Outperform the Semiconductor Sector in 2026?
It hasn't been a good year for Intuit (NASDAQ: INTU) . The stock is down by more than 50% year to date as investors worry that artificial intelligence could weaken demand for many of the company's core products, including TurboTax. However, a stock can only fall by so much before it's considered undervalued, especially given that Intuit is still gaining market share in key industries. Image source...
It hasn't been a good year for Intuit (NASDAQ: INTU) . The stock is down by more than 50% year to date as investors worry that artificial intelligence could weaken demand for many of the company's core products, including TurboTax. However, a stock can only fall by so much before it's considered undervalued, especially given that Intuit is still gaining market share in key industries. Image source: Getty Images. Continue reading
British wildcard Arthur Fery will play for a place in the Wimbledon final after extending his sensational run with a stunning victory over Flavio Cobolli.
British wildcard Arthur Fery will play for a place in the Wimbledon final after extending his sensational run with a stunning victory over Flavio Cobolli.
At midday, the S&P 500 (SNPINDEX:^GSPC) fell 0.91% to 7,435.81, the Nasdaq Composite (NASDAQINDEX:^IXIC) declined 0.92% to 25,584.75, and the Dow Jones Industrial Average (DJINDICES:^DJI) lost 1.51% to 52,126.81 as renewed U.S.-Iran tensions triggered another oil spike and geopol
At midday, the S&P 500 (SNPINDEX:^GSPC) fell 0.91% to 7,435.81, the Nasdaq Composite (NASDAQINDEX:^IXIC) declined 0.92% to 25,584.75, and the Dow Jones Industrial Average (DJINDICES:^DJI) lost 1.51% to 52,126.81 as renewed U.S.-Iran tensions triggered another oil spike and geopol
Stellantis Transmission plant. Chrysler Pacifica Limited at the Stellantis plant for Dodge, Chrysler, and Jeep. MY:2026 jetcityimage/iStock Editorial via Getty Images Stellantis N.V.’s ( STLA ) $26.3 billion headline net income loss for 2025 – compared to a $5.97 billion profit in 2024 – was largely driven by write-offs and accounting adjustments related to the realignment of its failed battery-el...
Stellantis Transmission plant. Chrysler Pacifica Limited at the Stellantis plant for Dodge, Chrysler, and Jeep. MY:2026 jetcityimage/iStock Editorial via Getty Images Stellantis N.V.’s ( STLA ) $26.3 billion headline net income loss for 2025 – compared to a $5.97 billion profit in 2024 – was largely driven by write-offs and accounting adjustments related to the realignment of its failed battery-electric vehicle (BEV) strategy, as well as a large unsold vehicle inventory overhang created by previous management. The adjusted operating loss was substantial as well , not only a case of accounting that required reconciliation. 2027 Ram 2500 Power Wagon turbodiesel (Stellantis NV) For the past year, unit sales of vehicles have been improving, with Q1 2026 consolidated shipments of 1.4 million vehicles, up 11% over a year ago. North America sales, for all of the first half, are up 10% over the same 2025 period. Brands galore As has been pointed out by many, Stellantis embodies the metaphor of a merger-driven dog’s breakfast of brands and global automotive enterprises—Chrysler, Dodge, Jeep, Ram, Fiat, Peugeot, Citroen, Maserati, Alfa Romeo, and others. The company has been cobbled together over decades in a number of configurations. Profitability and growth have ebbed and flowed. The latest merger, fusing Fiat Chrysler and Peugeot into Stellantis, took place only five years ago. STLA’s increase in unit sales over the past year provides a narrow and fragile proof point for the automaker’s potential turnaround; the central issue that remains is whether STLA can leverage growing unit sales into growing revenue, operating profit, and cash flow. Fresh evidence will be available on July 30 when Q2 and H1 2026 financial results are released. The latest 2026 guidance from management is to expect mid-single-digit revenue growth and a low-single-digit positive adjusted operating margin, with positive industrial free cash flow not expected until 2027. EPS that fellow below estimates i...
Exclusive: The details behind the financial transactions that bankers have flagged up to the National Crime Agency The rise in public support for Reform UK – and Nigel Farage’s own prediction that he expects to be the UK’s next prime minister – has put the party and its leader in unfamiliar territory. Their policies and candidates are coming under greater scrutiny, and now, so is their funding. Co...
Exclusive: The details behind the financial transactions that bankers have flagged up to the National Crime Agency The rise in public support for Reform UK – and Nigel Farage’s own prediction that he expects to be the UK’s next prime minister – has put the party and its leader in unfamiliar territory. Their policies and candidates are coming under greater scrutiny, and now, so is their funding. Continue reading...
Code generation is emerging as one of the most popular applications for large language models (LLMs), but not all agents are equally good at all development tasks. Google created a benchmark earlier this year to evaluate how LLMs perform in Android app development, and Android Bench is getting a big update today. The leaderboard now includes a raft of new models, and Google has adopted a new frame...
Code generation is emerging as one of the most popular applications for large language models (LLMs), but not all agents are equally good at all development tasks. Google created a benchmark earlier this year to evaluate how LLMs perform in Android app development, and Android Bench is getting a big update today. The leaderboard now includes a raft of new models, and Google has adopted a new framework that should be easier to use. Developers are invited to run their own tests and submit feedback that could shape the future of Android Bench. While they are popular coding tools, LLMs don't get everything right. Separating the useful outputs from straight-up slop means choosing the right tool. Android Bench aims to demonstrate which AI agents do best on a suite of 100 Android development tasks. After launching Android Bench in March, Google has added metrics like cost and efficiency, as well as open-weight models. To keep Android Bench relevant, Google is updating the test with eight new models, including all the latest heavy-hitters: Claude Fable 5, Claude Sonnet 5, Claude Opus 4.8, GLM 5.2, Kimi K2.7 Code, MiniMax M3, Qwen 3.7 Plus, and Qwen 3.7 Max. Read full article Comments
Choreograph (Konstantin Yuganov)/iStock via Getty Images Virtuix Is Plugging Into Meta's Network: The Potential Growth Catalyst For VTIX Virtuix Holdings Inc. ( VTIX ) developed the market that currently exists for omni-directional treadmills. Their lead product, Omni One, is a hardware add-on that enables Virtual Reality (VR) users to walk anywhere without bumping into walls, making VR more immer...
Choreograph (Konstantin Yuganov)/iStock via Getty Images Virtuix Is Plugging Into Meta's Network: The Potential Growth Catalyst For VTIX Virtuix Holdings Inc. ( VTIX ) developed the market that currently exists for omni-directional treadmills. Their lead product, Omni One, is a hardware add-on that enables Virtual Reality (VR) users to walk anywhere without bumping into walls, making VR more immersive and more like the Holodeck you remember from Star Trek. Their alignment with the “Made for Meta” program positions them to reach an estimated 6.0 million Meta Quest users inside the largest XR (Extended Reality) ecosystem. Being the first to achieve scale in the META ecosystem could materially improve product awareness and overall adoption and place a competitive moat around it. The stock is trading at a 60%+ discount to the IPO price of $8.75, and investors may want to take advantage of the discount and speculate on the exponential growth of the META launch. Company Background Investors may not realize that Virtuix formed the market for omni-directional treadmills used in VR back in 2013. They have been at this a while and are hands down the leader in this market segment. Their product is patented, and they have a number of competitors that have a similar form factor, but none has the “Made for Meta” seal of approval. They operate globally in 45 countries. They also have amassed a library of 50+ games. The META Moat The “Made for Meta” tagline suggests compatibility, but the real benefit to VTIX is distribution. Virtuix gets to market their hardware to META’s entire user base. It's going to be more difficult for other competitors to get what amounts to a META endorsement of their product. For competitors entering the market, they will not only have to differentiate themselves as a better experience but also prove it is compatible and of similar quality. The Omni One is a high-ticket item selling at $2595 wholesale, so users are more deliberate versus impulsive in thei...
另有两大行业动态：企业发动 AI 推广先锋扭转员工抵触情绪；顶尖名校学生放弃实习，投身创业冲刺赛道 OpenAI 首席执行官山姆・奥特曼 职场核心看点 大型科技企业舆论风向突变，彻底推翻 “AI 将大规模消灭工作岗位” 的悲观论调。随着大众对 AI 的负面担忧持续发酵，各大 CEO 一改此前末日式表述，转而传递全新观点：人工智能只会大幅提升员工生产效率，而非取代人类。 企业借力内部 AI 先锋，化...
另有两大行业动态：企业发动 AI 推广先锋扭转员工抵触情绪；顶尖名校学生放弃实习，投身创业冲刺赛道 OpenAI 首席执行官山姆・奥特曼 职场核心看点 大型科技企业舆论风向突变，彻底推翻 “AI 将大规模消灭工作岗位” 的悲观论调。随着大众对 AI 的负面担忧持续发酵，各大 CEO 一改此前末日式表述，转而传递全新观点：人工智能只会大幅提升员工生产效率，而非取代人类。 企业借力内部 AI 先锋，化解员工抵触 并非所有白领都愿意接纳公司重金投入的 AI 工具。企业管理层开始挖掘员工中的 AI 推广先锋 ，由他们带动全员落地 AI 工具、提升普及率。 一家管理规模 80 亿美元的资管公司联合创始人，因无视自身推行的全员到岗办公规定遭到解雇，如今他起诉昔日同事。大量企业强制员工线下办公，否则予以辞退，但这类严苛约束极少落实到管理层身上。 AI 巨头免费赠送算力，抢占初创企业市场份额 各大 AI 厂商免费开放海量算力资源，意在锁定长期收入。企业认为，早期笼络初创创始人，能让自家工具深度嵌入新公司全生命周期成长。部分初创企业拿到的算力补贴总额超 300 万美元，等同于美国种子轮融资的中位规模。 微软 Xbox 事业部裁员超 3000 人，占该部门总人数五分之一。疫情期间游戏行业大举扩招，近年却深陷裁员潮。 劳动力市场现状 顶尖学生放弃华尔街暑期实习，奔赴硅谷追逐创业梦。各类创业扶持项目提供导师指导、行业人脉对接，部分还免费提供住宿，吸引大批优等生投身旧金山 AI 创业浪潮；不少参与者坦言，暑期结束后可能不再返校完成学业。 2026 年就业市场整体超预期平稳。美国今年招聘规模虽未爆发式增长，但整体持续回暖；截至目前，月均新增就业岗位约 9.2 万个。对比 2025 年下半年月均净流失 8000 个岗位，改善幅度显著。 银发创业潮兴起：退休人群扎堆创办企业 美国 55 至 64 岁新注册创业者数量十年间上涨 22%。这类创业者表示，创业既能释放数十年积累的技能与行业经验，也能尝试全新赛道，终于拥有自主掌控事业的话语权。 责任编辑：郭明煜
Brothers91/E+ via Getty Images Shares of MasTec ( MTZ ) have been trading as a full beneficiary of the derivative of the AI boom as the added confidence made management pursue a substantial bolt-on acquisition. The company announced the acquisition of a smaller peer at very compelling valuations, and moreover, the company structured the deal well, issuing a lot of relatively expensive stock as cur...
Brothers91/E+ via Getty Images Shares of MasTec ( MTZ ) have been trading as a full beneficiary of the derivative of the AI boom as the added confidence made management pursue a substantial bolt-on acquisition. The company announced the acquisition of a smaller peer at very compelling valuations, and moreover, the company structured the deal well, issuing a lot of relatively expensive stock as currency to buy the new business. This makes the deal very accretive, as this helps amidst demanding valuations, which remain demanding following the deal. This makes me cautious and hard-pressed to develop great conviction on MasTec here, this name being extended as an AI derivative as well in recent times. Acquiring The Superior Group MasTec has reached a definitive agreement to acquire The Superior Group, a transaction designed to enhance its infrastructure capabilities across data centers and mission-critical end markets. With a history going back to 1925, the company has grown to become one of the largest national electric contractors, employing some 3,000 workers across the nation. These provide services like design, preconstruction, construction, project management, engineering, prefabrication, and more. The company is expected to generate between $1.6 and $1.7 billion in sales this year, with its EBITDA performance seen between $225 million and $250 million. This implies that the company is valued at just 1 times sales and 7 times EBITDA, both of which look very reasonable, as MasTec is spending $1.65 billion to acquire the business. Current owners of The Superior Group will obtain $1.175 billion in cash and are granted $475 million in stock of MasTec. The deal will expand MasTec's expertise and exposure to data centers and power generation while adding a huge workforce population, which is really scarce nowadays, while bringing a strong leadership team as well. Note that the company guided for spectacular growth with the acquired activities seen boosting 2027 sales to...
The dollar advanced for a second straight session as escalating fears of a return to full-scale war between the US and Iran prompted investors to seek shelter. The Bloomberg Dollar Spot Index climbed as much as 0.2% Wednesday after President Donald Trump said the US would probably launch further strikes on Iran. The dollar gauge is poised for the best two-day rally in more than a week. “The dollar...
The dollar advanced for a second straight session as escalating fears of a return to full-scale war between the US and Iran prompted investors to seek shelter. The Bloomberg Dollar Spot Index climbed as much as 0.2% Wednesday after President Donald Trump said the US would probably launch further strikes on Iran. The dollar gauge is poised for the best two-day rally in more than a week. “The dollar continues to benefit from its enduring safe-haven status,” said Nathan Thooft , a senior portfolio manager at Manulife Investment Management. Earlier this week, the US launched strikes on Iran and revoked a waiver that allowed Tehran to sell its oil globally after ships in the Strait of Hormuz were attacked. Oil prices surged while equities retreated globally as risk sentiment soured in response to the fresh flare-up. Since the US is the world’s largest oil producer and most oil trading is done in dollars, the currency benefits from a surge in energy prices. The gain in the greenback follows one of its best months in the past year. In June, the dollar was supported by Federal Reserve Chairman Kevin Warsh signaling at his first policy meeting his commitment to bring price stability, which sparked traders to recalculate and add to expectations for monetary tightening in the US. Erik Nelson , a strategist at Wells Fargo, who is sticking to his tactical short bias on the dollar, said the “rally is getting tired” especially since he thinks there is less of a chance of a July interest-rate hike. Interest-rate swaps showed traders see about a 33% chance that the Fed will raise rates at its meeting later this month. Read More: Real Yields Rise to One-Year High on Strong Economy, Hawkish Fed “The dollar strength and hawkish Fed narrative should come back later in summer and early fall,” said Nelson. “We’re waiting for better levels and cleaner positioning to reengage with long dollar.” What Bloomberg Strategists say... “Any dollar boost from renewed geopolitical tensions in the Mid...