TXN pulled in $850M in Q2 CHIPS incentives. Intel is ramping 18A high-volume manufacturing in Arizona and Oregon, backed by a US government equity stake and a $5B NVIDIA investment related to AI infra
As artificial intelligence investing broadens beyond chips and large language models into robotics and automation, newer thematic ETFs are positioning themselves around what many investors call the ne
Focusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury. Five standout stocks—VICI, EMN, AES, KM

Q2 Earnings: 2 Winners and 1 Loser So Far

05:41pm, Thursday, 16'th Jul 2026
So far in the Q2 cycle, several companies, including Micron and Citigroup, have been standouts, whereas preliminary results from IBM have been disappointing.
The Trump administration is pressuring foreign memory chipmakers to expand their U.S.
Data centers receive sharp criticism for their high water usage, but the impact on the broader water industry and for investors is also about infrastructure bottlenecks, regulation, and emerging techn

The Hidden Winners Inside SCHD - July 2026

05:18am, Tuesday, 14'th Jul 2026
SCHD has returned just under 2% in the past month, outperforming the S&P 500 ETF SPY by almost 100 bps. Year-to-date, almost 30 SCHD holdings have a return that's more than double that of SPY which ha
When a late-stage clinical trial misses a primary endpoint, the market reaction rarely distributes evenly across the board. The fallout often reveals undeniable fundamental truths about single-asset e

Picking the Winners of the Honeywell Breakup

01:30pm, Saturday, 11'th Jul 2026
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
The State Street Utilities Select Sector SPDR ETF (XLU) has long been viewed as a defensive investment, preferred by investors seeking stable cash flows, consistent dividends, and lower volatility.
iShares U.S. Insurance ETF (IAK) earns a Very Attractive rating for its superior allocation to profitable, undervalued insurance stocks. IAK's holdings deliver an 18% ROIC, 4% FCF yield, and a low 0.8
Rackspace Technology Inc. (NASDAQ:RXT) is moving the conversation away from raw GPU capacity and toward who actually owns the AI outcomes those chips enable.
A sharp rotation trade has taken over markets to start the second half of 2026, with investors dumping the year's biggest winners and piling into beaten-down names.
Jim Cramer used his July 9, 2026 CNBC Stop Trading segment to plant a flag on managed care, framing CVS Health (NYSE:CVS | CVS Price Prediction) as the consolidation winner in a sector where insurers
Micron is thriving from a memory chip shortage. Nebius is rapidly expanding its footprint.
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