Semiconductor stocks were in the green on Monday, but Morgan Stanley says recent weakness in the category suggests investors are increasingly looking beyond chipmakers and toward a broader set of beneficiaries from the artificial intelligence boom. In a note released on Monday, the brokerage said the recent weakness in US semiconductor shares suggests market leadership
Strategy MSTR (formerly known as Microstrategy), the largest corporate holder of Bitcoin, disclosed on Monday that it sold 3,588 Bitcoins for approximately $216 million last week. The sale was part of a newly introduced treasury framework designed to support preferred stock obligations and strengthen its cash reserves. The software company sold 1,363 Bitcoins between June
ZIM Integrated Shipping Services (ZIM) stock is under immense pressure this morning following a massive regulatory roadblock to its highly anticipated buyout. The sell-off even saw ZIM sink below its 20-day and 50-day moving averages on Monday, signaling the bears are beginning to take back control across multiple timeframes. Following today’s weakness, ZIM shares are
While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA’s relatively muted H1 performance in the dust, both processing underdogs capitalized on massive rotational capital and a critical broadening of the artificial intelligence (AI) infrastructure narrative.
Nvidia stock (NVDA) edged higher on Monday but continued to lag the broader semiconductor rally as investors remained cautious about the company’s ability to capture the next wave of artificial intelligence infrastructure spending. The stock rose 0.5% to $195.86 in early trading, well behind the wider chip sector. The iShares Semiconductor ETF gained 4.3%, led
All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it’s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank.
Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions. The stock rose as much as 5.7% during morning trading to a
Europe’s major stock markets ended higher on Friday, with the pan-European STOXX 600 and Germany’s DAX reaching fresh record highs as investors welcomed easing expectations for near-term US interest rate hikes and rotated into cyclical sectors. The STOXX 600 climbed 0.7% to close at a record high after touching an intraday peak of 652.35, registering
A Goldman Sachs economist expects artificial intelligence to displace more than 15 million US workers over the next decade, but argues that the resulting job losses are likely to be temporary as new occupations emerge and the economy adapts to technological change. In a recent research report titled “An AI Job Apocalypse?”, Goldman Sachs senior
Oil prices were little changed on Friday, with benchmark crude posting only modest gains as investors balanced optimism over ongoing US-Iran negotiations against rising Middle East oil supplies and persistent concerns about global demand. Brent crude futures rose 0.19%, to $71.94 a barrel, while US West Texas Intermediate (WTI) crude edged up 0.13% to $68.78.