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A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

Dow Jones Futures: The Nasdaq composite sold off Monday on Trump’s Strait of Hormuz blockade. Micron, Sandisk, SK Hynix and SpaceX dived.

Almost every advanced AI chip on the planet is built in one place. Nvidia’s Blackwell processors, Apple’s silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to …

Apple almost never sues, so when Tim Cook personally greenlit a complaint accusing OpenAI of stealing trade secrets and smuggling hardware prototypes out the door, Wall Street and Silicon Valley both took notice. The question now is whether the case disrupts OpenAI’s IPO plans before a single share is priced.

Netflix secured exclusive global streaming rights to the MLB Home Run Derby as a live event. This marks Netflix’s first major live sports broadcast in the U.S. and internationally. The move expands Netflix’s content slate beyond scripted and unscripted entertainment into live sports. For investors tracking NasdaqGS:NFLX, this step into live sports comes at a time when the stock has faced pressure, with the share price at $73.83 and the 1 year return down 41.5%. Over a 3 year period the…

With Microsoft and Chevron joining forces to build a self-powered $7-billion AI data center 20 miles south of Pecos and with other companies envisaging similar plans, Waco economist Ray Perryman says there are justifiable concerns about ensuring that data centers do not lead to problems with the electricity supply or transmission capacity, although many of those concerns are being addressed. …

It’s not Christmas in July, but investors are seeing red. Stocks struggled to start the week between renewed hostilities in the on-again, off-again war in Iran and a lack of support from artificial intelligence and tech stocks. The Dow Jones Industrial Average ended down 0.3% while the S&P 500 lost 0.8% and the Nasdaq Composite fell 1.6%.

It’s pushing into an adjacent market that’s quite promising.

Brinker International (EAT) is drawing fresh attention as its stock has tracked closely with the S&P 500. Same-store sales indicate strong demand at existing Chili’s and Maggiano’s locations, even though the company has opened few new restaurants. See our latest analysis for Brinker International. Over the past year, Brinker International has shown strong momentum, with a 24.91% year to date share price return and a 14.45% 1 year total shareholder return. The 3 year total shareholder return…

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron…

President Donald Trump said the U.S. would resume a blockade of Iranian ships transiting the Strait of Hormuz.

A household name is on the discount rack, but slow progress and new pressures raise the question of whether this is a true bargain or just a broken business.

STORY: U.S. stocks ended lower on Monday, with the Dow losing about a quarter of a percent, the S&P 500 falling roughly eight-tenths of a percent and the Nasdaq dropping more than one-and-a-half percent.:: ArchiveOil prices jumped after President Donald Trump announced he would reinstate a blockade on Iranian ports in the latest escalation of U.S.-Iran hostilities.Alexander Morris is CEO and chief investment officer of F/m Investments.”Anyone watching the market today is really seeing what happens when there is confusion in the market, of information. We have a weekend where we think that Iran is sorting itself out, and then the blockade is back on. The ceasefire is teetering, but we’re shooting at each other. Confusion is back. The dollar is down. The [yield] curve is up. It seems like the market is starting to price back in the fact that any of the good news bits that we had previously thought might be the start of the end are actually maybe just the end of the beginning.”Chip stocks, which have tended to lead the market through both rally and selloff, slid on Monday, with SanDisk, Marvell Technology and Intel dropping between about 6% and 12.5%.And after a stellar Nasdaq debut on Friday, U.S.-listed shares of South Korean chipmaker SK Hynix sank more than 9%.On the flip side, energy stocks led the gainers, as crude prices surged more than 9%. Shares of Chevron added more than 3% while Exxon Mobil climbed 4%.Higher oil costs fueled worries that strained supply and upward price pressures could broaden into long-term, systemic inflation.To that end, the Labor Department is expected to release its consumer and producer price indexes this week, which will give markets and the Federal Reserve a glimpse at the extent to which the on-again-off-again U.S.-Iran war affected price growth in June.

The energy tech firm is running hot, but its long-term behavior offers a different story for your portfolio.

The technology company needs to overcome doubts over the cost of its AI infrastructure build out ad its reliance on OpenAI.

RSP promises diversification away from mega-cap dominance, but the costs hiding beneath its expense ratio tell a story most investors never think to ask about before buying in.

The latest trading day saw SolarEdge Technologies (SEDG) settling at $52.13, representing a -5.53% change from its previous close.

In the most recent trading session, Clearway Energy (CWEN) closed at $33.19, indicating a -1.43% shift from the previous trading day.