Tesla, Bank of America and Merck lead today's featured research, highlighting growth drivers, risks and outlooks shaping these widely watched stocks.
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Why a Tesla-SpaceX Merger Is No Sure Thing
6 days agoBNP Paribas analyst James Picariello doesn’t see a Tesla-SpaceX merger happening any time soon. He ticks off several reasons why.
Barrons.com
Apple’s major chip-supply agreement with Broadcom is part of its larger goal to increase manufacturing in the U.S.
Investor's Business Daily
Space is the hot new sector on Wall Street, and market optimism has sent Jeff Bezos’ Blue Origin valuation to the moon. Wednesday, CNBC reported that Blue Origin raised $10 billion, valuing the rocket company at $130 billion. Blue Origin didn’t return a request for comment.
Barrons.com
Record deliveries weren't enough to impress investors, but a robotaxi expansion was. Here's why Tesla's future may depend far more on AI than on cars.
Motley Fool
Yahoo Finance Technology Editor Dan Howley explains what you need to know about OpenAI's (OPAI.PVT) upcoming launches.
Yahoo Finance Video
The stock recently jumped significantly on reports that Wall Street deemed exciting.
Motley Fool
Capital Power (CPX.TO) said Wednesday it entered a long-term energy supply agreement to provide 250
MT Newswires
Meta begins construction on its first data center in Canada, a CA$13 billion-plus project in Sturgeon County, Alberta, that will employ 4,000 skilled trade workers at peak construction.
Blockspace
SAP stock has fallen 47.3% over the past year, yet the valuation checks currently point to a company that screens as undervalued on traditional earnings and asset based multiples rather than clearly overpriced. Over the last 12 months, SAP has declined 47.3%, which puts the focus squarely on whether the market has overreacted to recent weakness after several years of positive longer term returns. On the positive side, SAP's push into agentic AI, data analytics and cloud ERP partnerships with...
Simply Wall St.
Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal; and travel-related stocks like Carnival (CCL), United (UAL), and Delta (DAL).
Yahoo Finance Video
<body><p>STORY: ::Apple is spending $30 billion in Broadcom chips deal</p><p>::Stephen Nellis/Technology Correspondent</p><p>::July 8, 2026</p><p>"Apple and Broadcom on Wednesday announced a $30 billion deal that runs through 2031 for Broadcom to supply chips to Apple. Now, this isn't a completely new relationship between Apple, the maker of the iPhone and the iPad, and Broadcom, one of its longtime suppliers. In 2023, the two companies said that they had a multibillion, multiyear deal to supply chips from a factory in Fort Collins, Colorado to Apple. But what this is a major expansion of that partnership. So Apple will be getting 15 billion chips from that factory in Colorado, and Broadcom is saying that it will spend $1.5 billion to expand and modernize its manufacturing capacity there. For Apple, this is part of a broader push in the last few years to source more of the critical components in its iPhones and other products from the United States. Now, this has been a big focus of U.S. President Donald Trump, who really wants to see Apple make an iPhone in the United States. Well, that's probably not possible in the short term, according to most analysts. What is possible is sourcing more and more of the critical pieces inside the devices from the United States, regardless of where they're assembled. And that's a big part of what this represents for the deal between Apple and Broadcom announced on Wednesday."</p><p>Broadcom shares rose more than 4%, while Apple shares were down marginally.</p><p>Apple said on Wednesday the deal, which was struck earlier this week and runs through 2031, covers FBAR filters - or radio-frequency chips used for wireless connectivity in its devices - that it had been developing with Broadcom since at least 2023.</p></body>
Reuters Videos
Apple's Memory Strategy Faces China Risk
6 days agoCXMT sourcing could deepen geopolitical supply-chain tensions
GuruFocus.com
Consumer stocks declined late Wednesday afternoon with the State Street Consumer Staples Select Sect
MT Newswires
SemiAnalysis estimates that Anthropic could be worth $6 trillion by the end of next year if its growth rate stays intact.
Blockspace
Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD
MT Newswires
Sunrun plans to install compute nodes inside residential homes and pay people to power the miniature data centers.
Barrons.com
Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25
24/7 Wall St.
Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the market wants tech giants to pony up.
Fortune
IREN Limited (NASDAQ:IREN) is among the best under-the-radar stocks. On July 2, Forbes reported that IREN Limited (NASDAQ:IREN)’s board approved a four-year equity compensation package valued at $788 million for co-founders and co-CEOs Will Roberts and Daniel Roberts. They are receiving more than 9 million shares each that vest through 2030. The company said the program […]
Insider Monkey
Google Paid Him $986,000 in a Single Year. Here’s Why He Still Left: ‘Life-Changing Money’
6 days agoNearly $1 million in pay wasn’t enough to keep this former Google employee at the company.
Entrepreneur
Updated filing increases expected restructuring costs while the company continues its turnaround and workforce reductions.
GuruFocus.com
QUBT could benefit as Microsoft's accelerated quantum-safe security push boosts focus on post-quantum cybersecurity, with analysts seeing 111% upside.
Zacks
Corning Incorporated (NYSE:GLW) is one of the Best Stocks To Buy. On June 24, Corning Incorporated (NYSE:GLW)’s board announced a quarterly dividend of $0.28 per share, with payment scheduled for September 29, 2026, to shareholders of record on August 31, 2026. Earlier, on June 8, Reuters reported that Amazon signed a multi-billion-dollar agreement with Corning […]
Insider Monkey
CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.
Zacks