Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks To Buy. On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said aggressive customer pricing pressure helped create today’s memory shortage by leaving the industry underinvested before AI demand increased. Mehrotra said, “Certain customers drove pricing significantly down in our industry.” He […]
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Stocks To Buy. On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said aggressive customer pricing pressure helped create today’s memory shortage by leaving the industry underinvested before AI demand increased. Mehrotra said, “Certain customers drove pricing significantly down in our industry.” He […]
Live cattle futures are showing $1.35 to $1.85 losses across most contracts on Wednesday. Cash has been slow early this week with very little action early. The Wednesday Fed Cattle Exchange online auction showed no sales on the 1,356 head, with bids at $245. Feeder cattle futures are own 60...
Live cattle futures are showing $1.35 to $1.85 losses across most contracts on Wednesday. Cash has been slow early this week with very little action early. The Wednesday Fed Cattle Exchange online auction showed no sales on the 1,356 head, with bids at $245. Feeder cattle futures are own 60...
Lean hog futures are showing midday gains of 82 cent to $3 across most contracts on Wednesday. USDA’s national base hog price was reported at $96.89 on Wednesday morning. The CME Lean Hog Index was back up 11 cents on July 2 at $91.66. USDA’s pork carcass cutout value was...
Lean hog futures are showing midday gains of 82 cent to $3 across most contracts on Wednesday. USDA’s national base hog price was reported at $96.89 on Wednesday morning. The CME Lean Hog Index was back up 11 cents on July 2 at $91.66. USDA’s pork carcass cutout value was...
Robert Way Nvidia ( NVDA ) was in focus on Wednesday as the tech giant said its open source Nemotron 3 Ultra AI model has surpassed closed models in cost. Open-source framework Langchain said its Deep Agents harness for Nemotron 3 Ultra was able to complete more tasks at a higher throughput at 10 times less inference cost per run than some “leading” closed models, Nvidia said in a statement . When...
Robert Way Nvidia ( NVDA ) was in focus on Wednesday as the tech giant said its open source Nemotron 3 Ultra AI model has surpassed closed models in cost. Open-source framework Langchain said its Deep Agents harness for Nemotron 3 Ultra was able to complete more tasks at a higher throughput at 10 times less inference cost per run than some “leading” closed models, Nvidia said in a statement . When measured against LangChain’s Deep Agents benchmark, Nemotron 3 Ultra also had business task parity with the highest-scoring models, Nvidia added. “The way to build better agents is to keep improving the system around the model,” said Harrison Chase, cofounder and CEO of LangChain, in the release. “Memory, tool use, evaluation and model behavior compound when teams can tune them together. Our work with NVIDIA shows that enterprises can get strong performance from an open stack while keeping control over the agent systems they are building.” Nvidia also noted that Abridge, Amdocs and Box ( BOX ) are embedding specialized agents directly into their platforms, and EY is expanding its implementation of Nvidia capabilities around its NemoClaw blueprints. Nvidia shares were modestly higher in late afternoon trading on Wednesday. More on Nvidia Nvidia: It's About To Get Much Worse Nvidia: The Outlier In AI Remains A Buy Nvidia: Jensen's Anti-ASICs Alliance (Rating Downgrade) Nvidia flashes buy signals at decade-low valuation - 22V Prime Intellect raises $130M at $1B valuation to help enterprises train AI models
X plans to send users direct messages when posts they’ve liked, replied to, or reposted receive Community Notes, an update aimed at addressing criticism that the platform’s crowdsourced fact-checking system often arrives too late to curb misinformation.
X plans to send users direct messages when posts they’ve liked, replied to, or reposted receive Community Notes, an update aimed at addressing criticism that the platform’s crowdsourced fact-checking system often arrives too late to curb misinformation.
wildpixel/iStock via Getty Images Shares of pure-play cell therapy concern Legend Biotech Corporation ( LEGN ) recently jumped 42% on news that its early-stage CAR-T cell candidate LB2501 showed promise against non-Hodgkin lymphoma. This somewhat stemmed a seven-month, 64% decline (July 2025 to February 2026) in its stock price due to looming competition for its relapsed/refractory multiple myelom...
wildpixel/iStock via Getty Images Shares of pure-play cell therapy concern Legend Biotech Corporation ( LEGN ) recently jumped 42% on news that its early-stage CAR-T cell candidate LB2501 showed promise against non-Hodgkin lymphoma. This somewhat stemmed a seven-month, 64% decline (July 2025 to February 2026) in its stock price due to looming competition for its relapsed/refractory multiple myeloma therapy Carvykti. With a very underpenetrated multiple myeloma indication for BCMA-directed therapies (<5% in a 2L-4L setting in 2025) and recent progress against solid tumors, Legend’s rally merited another visit. LEGN - 5-Year Chart (Seeking Alpha) When we last looked at Legend in early May 2025, its stock was trading in the low-$30 area, and a covered call strategy was recommended as concerns regarding any competitive threats to its sole commercial asset, Carvykti (ciltacabtagene autoleucel), over the ensuing 18 months appeared overblown with Street FY26 net revenue projections characterized as conservative. With the stock slightly below where it was when that trade was recommended, it was still a profitable transaction, and one I have " rolled " a few times now. May 2026 Company Presentation As a reminder, Legend Biotech Corporation is a Cayman Islands-domiciled, Somerset, New Jersey-headquartered biopharmaceutical concern focused on the development and marketing of cell therapies for the treatment of cancers and autoimmune diseases. The company has one commercial asset, Carvykti, for the treatment of second-line or later (2L+) relapsed refractory multiple myeloma (RRMM) that is marketed in collaboration with Johnson & Johnson ( JNJ ). It is also advancing 14 clinical programs, consisting of either label-expansion opportunities for Carvykti or earlier stage candidates—two of which will be discussed below. Legend was founded in 2014 as a division of Chinese biotech GenScript ( GNNSF ) and went public in 2020, raising net proceeds of $450.1 million at $23 per ADS. Share...
A recent sell-off in high-flying chipmakers and momentum stocks is being viewed by Wall Street as an orderly unwinding of profits rather than a fundamental flaw in the artificial intelligence boom.
A recent sell-off in high-flying chipmakers and momentum stocks is being viewed by Wall Street as an orderly unwinding of profits rather than a fundamental flaw in the artificial intelligence boom.
Robert Way Warner Bros. Discovery ( WBD ) is developing next-generation advertising using agentic AI powered by Amazon Web Services (AWS). “We're embarking on the next frontier of advertising where convergence brings linear and digital together on a single platform—each retaining its essence, yet with the fluidity to plan, package, and optimize across both," said Dr. Nage Sethu, SVP, Technology—Co...
Robert Way Warner Bros. Discovery ( WBD ) is developing next-generation advertising using agentic AI powered by Amazon Web Services (AWS). “We're embarking on the next frontier of advertising where convergence brings linear and digital together on a single platform—each retaining its essence, yet with the fluidity to plan, package, and optimize across both," said Dr. Nage Sethu, SVP, Technology—Converged Advertising and Linear Systems, Warner Bros. Discovery. Earlier this year, Warner Bros. ( WBD ) developed a new platform allowing for agentic automation for direct response, advanced audience forecasting, and enhanced measurement. This streamlines the ad-buying process for Warner Bros. inventory. The platform enables advertisers to leverage new ad formats, including interactive ads, while giving viewers more customized ad content. “By building its next-generation ad tech platform with agentic AI from AWS, WBD demonstrates its commitment to innovation and its focus on building a more agile, intelligent advertising ecosystem. By combining world-class content and audiences with advanced AI cloud capabilities, WBD is creating new opportunities to enhance advertiser outcomes and drive long-term growth,” the company said. More on Warner Bros. Discovery WBD: Thanks To Oracle, Warner Just Might Be The Newest AI Stock Paramount Skydance And Warner Bros. Discovery Face An Uphill Battle Netflix, Disney, WBD And The Streaming Media Landscape Warner Bros.' HBO Max nabs 122 Emmy nominations Oregon AG is asking for a judge to delay Paramount's planned Warner Bros. purchase
Coffee Lovers, Take Note: Lavazza Sounds Alarm, Suggest It May Be Time To Stock Up Following the largest daily surge in Arabica coffee futures since the Dot-Com bubble, the head of Italian coffee giant Lavazza Group warned that prices are unlikely to fall over the next two years. Giuseppe Lavazza, chairman of the Italian roaster, was quoted by Bloomberg as saying, "The market needs to have stabili...
Coffee Lovers, Take Note: Lavazza Sounds Alarm, Suggest It May Be Time To Stock Up Following the largest daily surge in Arabica coffee futures since the Dot-Com bubble, the head of Italian coffee giant Lavazza Group warned that prices are unlikely to fall over the next two years. Giuseppe Lavazza, chairman of the Italian roaster, was quoted by Bloomberg as saying, "The market needs to have stability before it's time to think about a reduction of prices." Lavazza explained that it will take two harvests and a massive rebuilding phase to replenish inventories and ease supply constraints, making lower prices unlikely over the next two years. On Monday, Arabica futures in New York posted their biggest jump in 26 years , as worsening weather in Brazil and shrinking exchange-managed stockpiles fueled a rally. The violent move higher was not just weather-driven. A big short squeeze also materialized. That sent 60-day volatility to the highest since 2014 levels - a period where weather-driven supply shock in Brazil dented global supplies. Making matters worse is the El Niño weather phenomenon that will start emerging in the months ahead and will create adverse weather conditions not just for top-grower Brazil but for other agri belts around the world. " I think we are living in a long-lasting period of instability and uncertainty ," Lavazza warned, adding, "Instability is the new constant." Lavazza noted, "We need a couple of very strong crops from Brazil and Vietnam to rebuild stability. So maybe the first good crop is arriving," but we don't yet have evidence it will be as good as was expected at the end of 2025. He added: "The coffee market now shows fundamental changes compared to the past. We are living in an environment we don't know very well." The takeaway for coffee lovers is simple: stock up. Tyler Durden Wed, 07/08/2026 - 14:45
$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move. At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for ... Airbnb’s $90 Billion Growth Story Is Far From Peaking
$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move. At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for ... Airbnb’s $90 Billion Growth Story Is Far From Peaking
Arthur Fery makes history at Wimbledon by defeating Italy's Flavio Cobolli in straight sets to become the first British wildcard and only the second in tournament history, to reach the semi-finals.
Arthur Fery makes history at Wimbledon by defeating Italy's Flavio Cobolli in straight sets to become the first British wildcard and only the second in tournament history, to reach the semi-finals.
David Becker/Getty Images News Jordi Visser, the head of AI Macro Nexus Research for 22V, highlighted a compelling technical setup for Nvidia ( NVDA ), suggesting a potential turning point for the semiconductor giant. In a Wednesday social media post, he detailed how the stock is currently flashing key buy signals after a period of underperformance relative to the broader tech sector. According to...
David Becker/Getty Images News Jordi Visser, the head of AI Macro Nexus Research for 22V, highlighted a compelling technical setup for Nvidia ( NVDA ), suggesting a potential turning point for the semiconductor giant. In a Wednesday social media post, he detailed how the stock is currently flashing key buy signals after a period of underperformance relative to the broader tech sector. According to Visser, Nvidia’s ( NVDA ) early correction may have paved the way for a highly attractive entry point, blending strong technical support with a historically low fundamental valuation . He explained that the stock's recent price action is notable for several reasons: Early sector peak: NVDA reached its high on May 14th, acting as a leading indicator. This occurred three weeks before the broader AI infrastructure trade peaked, and more than a month before the VanEck Semiconductor ETF ( SMH ) and memory stocks hit their highs. Moving average breakout: The stock is poised to close Wednesday's session above its 20-day moving average for the first time since June 2, indicating a potential shift in short-term momentum. Crucial support: Despite the recent summer pullback, NVDA has successfully held its long-term 200-day moving average. Buy signal & valuation: The stock has triggered a Moving Average Convergence Divergence buy signal, all while trading at what Visser describes as its "lowest valuation in a decade." Jordi Visser More on Nvidia Nvidia: It's About To Get Much Worse Nvidia: The Outlier In AI Remains A Buy Nvidia: Jensen's Anti-ASICs Alliance (Rating Downgrade) Prime Intellect raises $130M at $1B valuation to help enterprises train AI models Nvidia rises as it looks to partner with competitors; China reportedly allows sales
CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.
CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.