Turing moves 10% of its AI training workload to AMD chips, signaling potential competition for Nvidia in the AI hardware market. Japanese self-driving startup Turing has shifted 10% of its AI training workload from Nvidia to AMD chips, marking its first diversification awa
DHL Group raised its 2026 earnings guidance after reporting a 29% jump in pre-tax income for Q2. DHL Group increased its 2026 EBIT forecast to exceed 6.5 billion euros, up from 6.2 billion euros, following a 29% rise in pre-tax income for the second quarter. Revenue grew 1
VanEck Uranium ETF posts a $3.17 1-year return vs Vanguard Energy ETF’s $114.93, trading higher risk for nuclear sector exposure. The VanEck Uranium and Nuclear ETF (NLR) and Vanguard Energy ETF (VDE) offer divergent energy sector plays, with NLR focusing on uranium and nu
Quick Read - GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins. - Alphabet is pulling packaging decisions in-house by delivering TPUs directly to customer data centers, threatening to...
Quick Read - KO's premium 26x multiple and below-Treasury dividend yield signal an overvalued defensive play, while DUK trades at a more reasonable 19x earnings. - Duke's 7.6 GW of contracted AI data center demand, which CEO Harry Sideris calls structural, anchors its $103...
Quick Read - RMBS trades near 24/7 Wall St.'s $111 fair value target after a 32% pullback from its $174 peak, earning a HOLD rating. - Rambus dominates DDR5 and HBM4E memory markets, but 26 insider sells, zero buys, and a DOJ antitrust subpoena cloud the bull case. - Act now:...<
The firm allocated 2.0% of its reportable equity assets to IREN, valued at $3.1 million as of July 6, 2026. TTRF Capital Ltd disclosed a new 66,817-share position in IREN Limited (NASDAQ:IREN) in a July 6, 2026 SEC filing. The stake, valued at $3.1 million, represents 2.0%
Pfizer’s 7% dividend yield reflects market concerns over sustainability despite a 57% payout ratio based on $2.99 EPS estimates. Pfizer’s 7% dividend yield has attracted income investors, but the elevated yield may signal underlying risks. The company’s payout ratio stands
SpaceX receives highest price target from major bank, citing 87% upside and dominance in space infrastructure and AI. Morgan Stanley initiated coverage of SpaceX with an Overweight rating and a $300 price target, the most bullish call among major Wall Street banks. The tar
This is the sixth and final piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the methodology and the companies Over the subsequent few weeks, the series has looked at Cur
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