MarketWatch |
Popis: MarketWatch, a leading publisher of business and financial news, offers users up-to-the minute news, investment tools, and subscription products.
|
||||||
CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud0:31 Meta’s reported interest in monetizing its AI infrastructure is leading investors to question the sustainability of neocloud business models. This is the best time ‘in a generation’ to buy space and defense stocks, analysts say0:31 Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. Where can I invest my kid’s ‘Trump account’ money? The Treasury Department just answered that question.23:57 The money in “Trump accounts” has to be invested in low-cost index funds — and now parents and investors are learning which funds they can actually use. ServiceNow and Salesforce shares now look like buys, as ‘Armageddon’ fears are too extreme, analyst says23:57 A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real. Here’s what’s worth streaming in July 2026 on Netflix, Hulu, HBO Max and more23:57 Why it’s a good month to save on streaming, despite the return of ‘Enola Holmes’ to Netflix and ‘Silo’ to Apple This unheralded sector may be the one sure thing for bulls in July23:23 The Nasdaq-100 is known for almost always rising in July, but REITs have done even better, as they remain undefeated since 2008. Is Meta ‘giving up’ on cutting-edge AI? Wall Street is divided over potential cloud pivot.23:23 Meta shares popped on reports of a new cloud-computing venture, but some analysts wonder if that would signal disappointing uptake of internal AI offerings. Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses20:32 Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said. |