10:02 PM | Wednesday | Jul 1, 2026
PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a warning sign, and the strategists on CNBC this week landed on both. Jay Woods of Freedom Capital Markets thinks the second half starts...
$4 Trillion in Deals Is Coming. Wall Street Hasn't Seen an M&A Wave This Big in a Decade
PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a warning sign, and the strategists on CNBC this week landed on both. Jay Woods of Freedom Capital Markets thinks the second half starts...
$4 Trillion in Deals Is Coming. Wall Street Hasn't Seen an M&A Wave This Big in a Decade
While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.
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I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the pullback to $200.09 has only made me more aggressive.
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Valar Atomics, a nuclear power startup, said on Wednesday it is partnering with Nvidia to develop a small data center in Utah that the companies claim will show how computing facilities needed for AI can conserve water.
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Compare sector allocations, risk profiles, and long-term growth potential as these two funds target distinct corners of the US equity market.
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Seven stocks, including SpaceX, now have market caps above $2 trillion. Many of these same stocks sank in June due to concerns about the ongoing memory chip shortage.
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Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA).
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Nvidia is rarely cheaper on a forward P/E basis than the S&P 500.
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Prior to the start of 2026, Freedom Capital Markets Chief Market Strategist Jay Woods named Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) and Tesla (NASDAQ:TSLA) as his favorite Magnificent Seven stocks for the year.
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I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds.
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Nvidia remains a structural long-term AI compounder, but I see near-term risk of valuation compression and capex digestion. Hyperscaler capex is pushing limits, with commitments outpacing earnings and free cash flow, raising the risk of a slowdown. NVDA's customer concentration and $119B in supply commitments heighten the importance of demand durability and downstream ROIC.
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Jensen Huang has taken to calling robotics and physical AI the next trillion-dollar opportunity for Nvidia NVDA-1.68%, and the market takes the company's CEO at his word. Nvidia's physical-AI revenue has run past $9 billion over the trailing 12 months, up from $6 billion the year before, and analysts now treat robots as its second act.
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If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that's not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of)...
New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
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Nvidia stock (NVDA) edged lower on Wednesday as investors appeared to take profits across semiconductor stocks following a record-breaking first half for the sector. Shares of Nvidia fell 2.15% to $195.79 in early trading.
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For some reason or another, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) just can't seem to get going.
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NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days.
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Michael Burry is betting against Tesla, Caterpillar, and an array of chip stocks. Burry said the leading chip index was overvalued, and he was "shocked" to be short Caterpillar.
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Live Updates Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Wells Fargo's Q3 Outlook 51 minutes ago Live Wells Fargo is betting on a strong summer for stocks, telling clients the Q3 sets up nicely for a rally before midterm election...
Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Nike didn't make the cut. Grab the names FREE today. Evercore ISI Reiterates Outperform Rating on Nvidia 1 hour ago Live Analysts at Evercore ISI just reiterated an outperform rating on Nvidia (NASDAQ: NVDA), saying...
Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data
MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.
Read full articleNvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well.
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The July 2026 Top 25 High-Growth Dividend Stocks list targets high-quality companies with strong dividend growth and attractive valuations. The list's average starting yield is 1.13%, with a collective 5-year dividend growth rate of 16.24% and an estimated +23% annual long-term return. Key standouts include Nvidia (NVDA) for growth and undervaluation, Accenture (ACN) and Intuit (INTU) for high yields, and Monolithic Power (MPWR) for dividend growth.
Following the steep correction in June, Nvidia (NASDAQ: NVDA) stock price is set to remain flat by July 31, 2026, per the prediction made on July 1 by the Finbold AI Agent.
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Technical analyst TradingShot has projected a possible $165 drop in Nvidia (NASDAQ: NVDA) stock, with the decline expected by late August 2026.
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In 2000, a “robot” mostly meant a caged arm bolted to a car line, repeating one welded seam. Most could not see, none could leave their cells unsupervised, and a full installation ran into six figures.
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Nvidia is growing at a faster pace than Marvell. Marvel has several strong partners in the industry.
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Nvidia stock is still looking to establish a floor around the $200 level amid a recent selloff.
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This elite group of businesses represents a significant share of the overall market.
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AMD could become the fourth chip company in the trillion-dollar club.
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Nvidia is the leader in the high-growth AI chip market. The company has generated record levels of earnings thanks to its AI strengths.
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Three Magnificent Seven stocks are entering July with fresh catalysts that could matter as Q2 earnings season approaches. Alphabet, Amazon and Nvidia are not cheap in the traditional sense.
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Nvidia's recent run has been amazing. There is more where that came from.
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I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds.
Read full article
Nvidia remains a structural long-term AI compounder, but I see near-term risk of valuation compression and capex digestion. Hyperscaler capex is pushing limits, with commitments outpacing earnings and free cash flow, raising the risk of a slowdown. NVDA's customer concentration and $119B in supply commitments heighten the importance of demand durability and downstream ROIC.
Read full article
Jensen Huang has taken to calling robotics and physical AI the next trillion-dollar opportunity for Nvidia NVDA-1.68%, and the market takes the company's CEO at his word. Nvidia's physical-AI revenue has run past $9 billion over the trailing 12 months, up from $6 billion the year before, and analysts now treat robots as its second act.
Read full article
If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that's not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of)...
New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
Read full article
Nvidia stock (NVDA) edged lower on Wednesday as investors appeared to take profits across semiconductor stocks following a record-breaking first half for the sector. Shares of Nvidia fell 2.15% to $195.79 in early trading.
Read full article
For some reason or another, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) just can't seem to get going.
Read full article
NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days.
Read full article
Michael Burry is betting against Tesla, Caterpillar, and an array of chip stocks. Burry said the leading chip index was overvalued, and he was "shocked" to be short Caterpillar.
Read full article
Live Updates Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Wells Fargo's Q3 Outlook 51 minutes ago Live Wells Fargo is betting on a strong summer for stocks, telling clients the Q3 sets up nicely for a rally before midterm election...
Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking