AMD has surged over 40% since my prior coverage, with analysts now raising targets to $165 and $175. Micron's Q3 results confirmed AI memory demand, with HBM revenue up 50% sequentially, directly benefiting AMD's Instinct GPUs. AMD projects 60%+ annual AI revenue growth, driven by MI300 adoption and expanding cloud deployments of EPYC Turin processors.

The biggest potential headwinds have thus far missed the marketplace, and may have already blown past us.

V deepens its FIS partnership to equip small banks with top-tier digital payment tools and boost transaction growth.

As reported by the New York Times, Uber Technologies ( UBER ) is in early talks to acquire the US subsidiary of Pony.ai ( PONY ), a Chinese-American autonomous vehicle company. This move comes as Alphabet's ( GOOGL ) Waymo and Tesla ( TSLA ) ramp up competition in the robotaxi space, pressuring Uber to strengthen its position in autonomous transportation.

Bank of America has labeled Alphabet Inc (NASDAQ:GOOG) as one of the best-positioned consumer AI companies despite concerns over AI disruption to its core ad business. “We think fears of AI disruption to GOOGL's core ad business are overblown,” Bank of America analysts wrote in a note, adding valuation of 11 times EV/EBITDA “provides an attractive entry point.

Bit Digital Inc (NASDAQ:BTBT) has this week announced a flurry of shifts, which analysts at Noble Capital Markets believe will result in a significant change to the company. The company outlined a strategic exit from bitcoin mining, a potential IPO of its WhiteFiber subsidiary, and a $150 million equity raise.

FELG offers high growth exposure but is heavily concentrated, increasing idiosyncratic risk and potential volatility. Current macroeconomic signals—slowing GDP, softening labor market, and inflation pressures—warrant caution for aggressive growth allocations. Despite admirable long-term returns, FELG has underperformed recently and faces competition from cheaper, better-performing growth ETFs.

As the S&P 500 index becomes uncertain in its price action amid rising economic and geopolitical tensions in the United States, the technology sector takes the lead in terms of price action and growth. Fundamentally, most companies in this space are largely immune to the concerns and risks prevalent in today's stock market environment.

INTU, NVMI, NEM, and PGY make the cut as top liquid stocks, with each boasting strong liquidity, growth attributes and operational efficiency.

Quantum computing is one of the most transformative emerging technologies, with the potential to revolutionize industries from healthcare to finance. Two companies at the forefront of this field are IonQ, Inc. IONQ and International Business Machines IBM.

I'm upgrading Braze to a buy as the stock has continued to slide despite a recent beat-and-raise quarter. Braze stands out with ~20% revenue growth, robust customer expansion, strong retention, improving profitability, and a clean balance sheet. Despite macro headwinds, Braze's valuation is compelling at 3.2x EV/FY26 revenue, especially versus slower-growing, pricier peers like Salesforce and HubSpot.

Shares in London-listed precious metals miners took a hit on Friday afternoon, with Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) down 2.5% and Fresnillo PLC (LSE:FRES) dropping 3.2%, as gold prices extended their decline on reports of a breakthrough in US-China trade negotiations. The price of gold fell below $3,300, with analysts noting a shift in investor appetite towards riskier assets and away from traditional safe havens.

IonQ, D-WAVE QUANTUM and Quantum Computing Inc. stocks represent some of the most compelling bleeding edge technology opportunities in the market today.

The Magnificent Seven are often in the spotlight, but not because of any major shifts in their businesses. Some could call it a proverbial flip of the narrative switch to shine the lights on the usual suspects to stir up some fresh buying activity.

ABBV adds $24B in market cap as Skyrizi and Rinvoq drive growth post-Humira, with more upside from a strong pipeline.

Amgen aims to challenge obesity drug leaders with MariTide, a potential monthly treatment now in late-stage trials.

In trading on Friday, shares of Nike crossed above their 200 day moving average of $71.77, changing hands as high as $72.84 per share. Nike shares are currently trading up about 14.8% on the day.

NEW YORK, June 27, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP , a global investor rights law firm, reminds purchasers of Fortrea Holdings, Inc. (NASDAQ: FTRE) (“Fortrea”) securities between July 3, 2023 and February 28, 2025 (the “Class Period”), inclusive, of the important August 1, 2025 deadline to seek appointment as lead plaintiff in the securities class action lawsuit.

CHICAGO--(BUSINESS WIRE)--Exelon (Nasdaq: EXC) will hold its second quarter 2025 earnings conference call at 9:00 a.m. CT / 10:00 a.m. ET on Thursday, July 31, 2025. The conference call will be led by Exelon President and CEO, Calvin Butler, and Exelon Executive Vice President and CFO, Jeanne Jones. To listen to or view the upcoming earnings presentation, please access the live listen-only webcast here. The audio webcast link will also be available on the Investor Relations page and will be arc.

Bitcoin believers and passive income hunters can get huge monthly cash distributions from the MSTY ETF.