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This $200 Billion Semiconductor Giant Could Be the Next Nvidia

In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s a $200 billion company I think could be the one investors should be paying attention to right now. The Number Marvell Technology (NASDAQ:MRVL) closed July 2, 2026 ... This $200 Billion Semiconductor Giant Could Be the Next Nvidia

24/7 Wall St.
Micron Stock: A Different Cycle, For Better Or For Worse

Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.

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The ‘Magic Number’ To Retire Comfortably Just Rose 15%. Most Americans Aren’t Even Close.

If you just saw that America’s retirement “magic number” jumped 15% in a single year, you probably winced at your 401(k) balance. The story behind that number is more nuanced, and more actionable, than the shock value suggests. Americans now believe they need $1.46 million to retire comfortably, up $200,000 from $1.26 million from the ... The ‘Magic Number’ To Retire Comfortably Just Rose 15%. Most Americans Aren’t Even Close.

24/7 Wall St.
AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development

Certara has announced a partnership with NVIDIA to enhance its AI platform for drug discovery and development by incorporating the NVIDIA BioNeMo Agent Toolkit. This collaboration aims to unify Certara's biosimulation software, regulatory expertise, and datasets with AI-driven agents that provide specialized insights for life sciences. The toolkit enables AI agents to function autonomously, complementing biosimulation models and scientific expertise to accelerate the drug development process...

Simply Wall St.
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

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Cognizant Technology Solutions (CTSH) Following Google Cloud AI Deal Has Valuation Back In Focus

Cognizant Technology Solutions (CTSH) is back in focus after announcing a broader partnership with Google Cloud around Gemini Enterprise. The expanded collaboration includes new client offerings and deeper internal use of Google’s AI tools across its global workforce. See our latest analysis for Cognizant Technology Solutions. The partnership news follows a difficult stretch for Cognizant Technology Solutions shareholders, with the share price down 45.94% year to date and the 1-year total...

Simply Wall St.
Is AI Unlocking New Pathways for Microsoft Corporation (MSFT)?

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]

Insider Monkey
French antitrust watchdog orders Meta to resume talks with media groups over publishing fees

PARIS, July 8 (Reuters) - France's competition authority on Wednesday ordered Meta Platforms to put forward a payment plan and resume talks with French media groups that ‌are seeking a year of unpaid fees for the use of their content online. The ‌case is one of a growing number between publishers and tech companies over the use of content published on social media ​or used for AI training that have triggered litigation.

Reuters
Bath & Body Works Shares Fall After Goldman Sachs Downgrade (BBWI)

Bath & Body Works (NYSE:BBWI) shares dropped 4. 1% in pre-market trading on Wednesday after Goldman Sachs downgraded the specialty retailer to Sell, citing concerns over weakening consumer sentiment, brand perception and the risks associated with its evolving distribution strategy.

InvestorsHub

Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.

Investing.com
Apple Loses EU Appeal Over App Store and iOS Gatekeeper Status (AAPL)

Apple (NASDAQ:AAPL) has failed in its attempt to overturn European Union rules that classify the App Store and the iOS operating system as “gatekeeper” services under the bloc’s Digital Markets Act (DMA). EU Court Backs Digital Markets Act DecisionThe EU’s General Court in Luxembourg upheld the European Commission’s decision to designate both the App Store and iOS as core platform services subject to the DMA.

InvestorsHub
Berkshire Hathaway (BRK.A) Could Be 20% Below Fair Value As Abel Backs Alphabet

The shift in leadership at Berkshire Hathaway (BRK.A) to Greg Abel, paired with a new US$10b private placement in Alphabet, has put fresh attention on how Berkshire’s stock reflects this change. See our latest analysis for Berkshire Hathaway. Against this backdrop, Berkshire Hathaway’s 30 day share price return of 3.06% and 90 day share price return of 4.93% sit alongside a 1 year total shareholder return of 5.69% and 5 year total shareholder return of 80.08%. This suggests longer term...

Simply Wall St.