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Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio
The post Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio appeared first on 24/7 Wall St..
If you plan to leave work before Medicare eligibility and own a large brokerage account, the marketplace premium tax credit still runs off your tax return and never asks what you have saved. A household retiring at age 60 with a $2 million portfolio can qualify for Affor
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5
Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy
The post Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy appeared first on 24/7 Wall St..
Jim Cramer opened Squawk on the Street on the first trading day of September with a market backdrop he described in blunt terms. Two ships had been fired on in the Strait of Hormuz, Treasury yields were pushing higher across the curve, and diesel prices were climbing amid a supply picture already strained by Ukrainian strikes on Russian refining capacity and U.S. refi
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5
She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why.
The post She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why. appeared first on 24/7 Wall St..
Take a retiree who starts Social Security at 62, picks up a part-time job paying $30,000 a year, and then suddenly sees $2,760 withheld from their benefits. The checks stopped coming for months with no clear explanation. Most people in that position assume the money is gone for good. But a little-known rule can bring those withheld
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5
NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat
The post NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat appeared first on 24/7 Wall St..
Two AI infrastructure names are surging on separate company-specific catalysts, and the broader chip fund is barely moving alongside them. The split says today’s buying is concentrated in two names, not a sector-wide bid on the semiconductor complex.
NVIDIA (NASDAQ:NVDA) stock is up 4% to $225.96 midday after Bloomberg reported that the chipmaker is in advanced
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Prediction: Intel Stock Could Have a Major Catalyst Ahead
The post Prediction: Intel Stock Could Have a Major Catalyst Ahead appeared first on 24/7 Wall St..
Intel (NASDAQ:INTC) closed at $89.51 on August 31, 2026, up 267.6% over the past year on the back of an Intel 18A ramp, an NVIDIA equity investment, and a data center business with AI momentum.
Our 24/7 Wall St. price target for Intel is $101.53, pointing to upside from here, with a buy recommendation and high model confidence.
24/7 Wall St.
24/7 Wall St. Price Target Summary
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Value
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Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why
The post Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why appeared first on 24/7 Wall St..
Dell (NYSE:DELL) just reported one of the largest single-quarter guidance raises in enterprise hardware history, and the number under the microscope is the one Jeff Clarke put front and center: $60.9 billion in AI server orders booked in a single quarter, with an ending AI backlog of $95 billion. Dell Technologies also said its pipeline is still larger
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2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate
The post 2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate appeared first on 24/7 Wall St..
Two of the market’s most reliable dividend payers just cut checks to shareholders within days of each other. Procter & Gamble (NYSE:PG) paid $1.0885 per share on August 17, 2026, while Colgate-Palmolive (NYSE:CL) paid $0.53 per share on August 14, 2026. Both are Dividend Kings. Both operate in the same aisle at the grocery store. Only one grades higher on the metrics that matter right now.
S
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MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade
The post MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade appeared first on 24/7 Wall St..
A private Chinese AI lab that most American investors have never heard of stood up at a Goldman Sachs conference on Monday and told a story that should worry anyone holding the AI infrastructure trade. Yeyi Yun, co-founder of MiniMax, said first-half revenue grew more than 280% and had already reached 1.5 times the prior full year, wi
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Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
The post Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants appeared first on 24/7 Wall St..
Two of the technology sector’s most recognizable dividend payers just moved cash to shareholders, and the checks could not tell more different stories. Cisco Systems (NASDAQ:CSCO) sent its $0.42 quarterly payment on July 22, 2026, with the next installment lined up for October 21. International Business Machines (NYSE:IBM) is cutting checks for $1.69 per share on September 10, 2026, extending
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The AI Infrastructure Stock Nobody Talks About Enough
The post The AI Infrastructure Stock Nobody Talks About Enough appeared first on 24/7 Wall St..
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21
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He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It.
The post He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It. appeared first on 24/7 Wall St..
A Roth IRA is supposed to be the cleanest asset a spouse can inherit. Contributions were already taxed. Qualified withdrawals come out tax-free. Yet a $250,000 Roth balance can still shrink after a spouse dies, and the culprit is usually what the surviving spouse does with it in the first year, combined with a few federal tax rules that punish the wrong choice.
The scena
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Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story?
The post Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story? appeared first on 24/7 Wall St..
Software is the day’s clearest sore spot at midday, with a handful of the year’s biggest AI-era winners giving back ground even as the broader large-cap technology tape barely moves. That split is the actual story of the session, and it explains why several unrelated names are sinking together while the index stays quiet.
The iShares Expan
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AI Is Really Really Taking Jobs Today
The post AI Is Really Really Taking Jobs Today appeared first on 24/7 Wall St..Will AI take jobs, or is the claim just a mirage? New data from the Federal Reserve Bank of Dallas shows that AI as a human replacement has started and is accelerating. The jobs being taken match many forecasts of vulnerable sectors. The information also indicates the job destruction will spread.
In a new research paper titled “Job postings show early signs of AI automation impact,” the authors report, “A new analysis
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Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For
The post Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For appeared first on 24/7 Wall St..
Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by NVIDIA (NASDAQ:NVDA), according to Bloomberg reporting on September 1, 2026. It follows another cloud agreement Anthropic signed the previous week. Neil Campling, senior strategist, framed the deal as part of a sector-wide race for scarce compute.
Anthropic and Lambda are private, so the
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Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
The post Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity appeared first on 24/7 Wall St..
Eli Lilly (NYSE:LLY) just posted one of the most dominant quarters in Big Pharma history. Revenue grew 48% year over year to $22.974 billion in Q2 2026, Mounjaro alone brought in $9.943 billion, and management raised full-year EPS guidance to $35.50 to $36.50.
Shares closed at $1,156.73, up 8.16% year to date. Modest, given the numbers. So here is the question I want to answer: can Lil
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Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips
The post Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips appeared first on 24/7 Wall St..
Palantir Technologies (NASDAQ:PLTR) won a U.S. Army production award this morning to build the service’s next-generation targeting ground stations, and the stock is falling anyway. The move captures a rotation story more than a company story. Software is being sold today, and Palantir stock is trading in that basket rather than with the defense contractors whose contract it jus
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Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out?
The post Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out? appeared first on 24/7 Wall St..
Two programmatic advertising names are running higher by midday Wednesday while the broader technology index barely moves, an unusual split for a corner of the market that usually trades as one basket. Magnite (NASDAQ:MGNI) and The Trade Desk (NASDAQ:TTD), the two ad-tech companies that have shipped agentic AI products this cycle, are both up several perc
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Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead
The post Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead appeared first on 24/7 Wall St..
Every few years, someone at a dinner party names Sarasota, and half the table nods. It has become the reflexive answer to “where should we retire,” the way Naples was a decade earlier. The question worth asking is whether the reflex still pencils, and if not, where the same retirement dollar buys a comparable life.
Why Sarasota Stopped Being a Bargain
Sarasota h
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The Bull Case for This Stock Is Getting Harder to Ignore
The post The Bull Case for This Stock Is Getting Harder to Ignore appeared first on 24/7 Wall St..
Amazon (NASDAQ: AMZN) is having the kind of year that reminds investors why they own it. Shares are up 15.43% year to date and 17.55% in the past month alone, riding a July earnings report that CEO Andy Jassy summed up bluntly: “AWS is booming.”
Cloud growth just hit its fastest pace in 18 quarters, advertising is compounding at a mid-20s clip, and management is pouring roughly $200 bil
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Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It
The post Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It appeared first on 24/7 Wall St..
Two CNBC voices looked at the same stock inside the same 12-hour window and reached opposite conclusions about what it needs. Jim Cramer wants NVIDIA (NASDAQ:NVDA) to launch a buyback roughly equal to a tenth of its market value to fix what he sees as broken price discovery. New Street Research’s Pierre Ferragu says the earnings will do the wo
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Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio
The post Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Sub
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5
Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy
The post Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy appeared first on 24/7
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She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why.
The post She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found
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NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat
The post NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat appeared first on 24/7
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Prediction: Intel Stock Could Have a Major Catalyst Ahead
The post Prediction: Intel Stock Could Have a Major Catalyst Ahead appeared first on 24/7 Wall St..
Intel (NASDAQ:INTC)
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Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why
The post Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why appeared
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2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate
The post 2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate appeared first on 24/7 Wall St..
Two of the market’
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MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade
The post MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastruc
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Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
The post Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants appeared first on 24/7 Wall St..
Two of the technology
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The AI Infrastructure Stock Nobody Talks About Enough
The post The AI Infrastructure Stock Nobody Talks About Enough appeared first on 24/7 Wall St..
Cisco Systems (NASDAQ:CS
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He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It.
The post He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It. appeared first on 24/7 Wal
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Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story?
The post Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story? appear
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AI Is Really Really Taking Jobs Today
The post AI Is Really Really Taking Jobs Today appeared first on 24/7 Wall St..Will AI take jobs, or is the claim just a
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Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For
The post Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For appeared first on 24/7 Wall St.
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Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
The post Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity appeared first on 24/7 Wall St..
Eli Lill
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Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips
The post Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips appeared first on 24/7 Wall St..
Palant
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Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out?
The post Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out? appeared f
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Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead
The post Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead appeared first on 24/7 Wall S
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Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio
The post Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads…
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Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy
24/7 Wall St. · 1d ago
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She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why.
24/7 Wall St. · 1d ago
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NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat
24/7 Wall St. · 1d ago
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Prediction: Intel Stock Could Have a Major Catalyst Ahead
24/7 Wall St. · 1d ago
Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why
24/7 Wall St. · 1d ago
2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate
24/7 Wall St. · 1d ago
MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade
24/7 Wall St. · 1d ago
Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
The post Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants appeared first on 24/7 Wall St..
Two of the technology sector…
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The AI Infrastructure Stock Nobody Talks About Enough
24/7 Wall St. · 1d ago
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He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It.
24/7 Wall St. · 1d ago
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Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story?
24/7 Wall St. · 1d ago
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AI Is Really Really Taking Jobs Today
24/7 Wall St. · 1d ago
Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For
24/7 Wall St. · 1d ago
Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
24/7 Wall St. · 1d ago
Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips
24/7 Wall St. · 1d ago
Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out?
The post Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out? appeared first on 24…
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Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead
24/7 Wall St. · 1d ago
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The Bull Case for This Stock Is Getting Harder to Ignore
24/7 Wall St. · 1d ago
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Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It
24/7 Wall St. · 1d ago
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Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio
The post Retire at 60 With $2 Million Saved and the Government May Still Pay Part of Your Health-Insurance Bill. The Subsidy Reads Your Tax Return and It Has Never Once Asked About Your Portfolio appeared first on 24/7 Wall St..
If you plan to leave work before Medicare eligibility and own a large brokerage account, the marketplace premium tax credit still runs off your tax return and never asks what you have saved. A household retiring at age 60 with a $2 million portfolio can qualify for Affor
0
5 👁
Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy
The post Cramer Called the September Open Unholy and Then Named the One Stock He Would Still Buy appeared first on 24/7 Wall St..
Jim Cramer opened Squawk on the Street on the first trading day of September with a market backdrop he described in blunt terms. Two ships had been fired on in the Strait of Hormuz, Treasury yields were pushing higher across the curve, and diesel prices were climbing amid a supply picture already strained by Ukrainian strikes on Russian refining capacity and U.S. refi
0
5 👁
She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why.
The post She Retired at 62 and Kept a $30,000 Part-Time Job. Social Security Withheld $2,760 That Year. She Never Found Out Why. appeared first on 24/7 Wall St..
Take a retiree who starts Social Security at 62, picks up a part-time job paying $30,000 a year, and then suddenly sees $2,760 withheld from their benefits. The checks stopped coming for months with no clear explanation. Most people in that position assume the money is gone for good. But a little-known rule can bring those withheld
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NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat
The post NVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat appeared first on 24/7 Wall St..
Two AI infrastructure names are surging on separate company-specific catalysts, and the broader chip fund is barely moving alongside them. The split says today’s buying is concentrated in two names, not a sector-wide bid on the semiconductor complex.
NVIDIA (NASDAQ:NVDA) stock is up 4% to $225.96 midday after Bloomberg reported that the chipmaker is in advanced
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Prediction: Intel Stock Could Have a Major Catalyst Ahead
The post Prediction: Intel Stock Could Have a Major Catalyst Ahead appeared first on 24/7 Wall St..
Intel (NASDAQ:INTC) closed at $89.51 on August 31, 2026, up 267.6% over the past year on the back of an Intel 18A ramp, an NVIDIA equity investment, and a data center business with AI momentum.
Our 24/7 Wall St. price target for Intel is $101.53, pointing to upside from here, with a buy recommendation and high model confidence.
24/7 Wall St.
24/7 Wall St. Price Target Summary
Metric
Value
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Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why
The post Dell’s Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here’s Why appeared first on 24/7 Wall St..
Dell (NYSE:DELL) just reported one of the largest single-quarter guidance raises in enterprise hardware history, and the number under the microscope is the one Jeff Clarke put front and center: $60.9 billion in AI server orders booked in a single quarter, with an ending AI backlog of $95 billion. Dell Technologies also said its pipeline is still larger
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2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate
The post 2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate appeared first on 24/7 Wall St..
Two of the market’s most reliable dividend payers just cut checks to shareholders within days of each other. Procter & Gamble (NYSE:PG) paid $1.0885 per share on August 17, 2026, while Colgate-Palmolive (NYSE:CL) paid $0.53 per share on August 14, 2026. Both are Dividend Kings. Both operate in the same aisle at the grocery store. Only one grades higher on the metrics that matter right now.
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MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade
The post MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade appeared first on 24/7 Wall St..
A private Chinese AI lab that most American investors have never heard of stood up at a Goldman Sachs conference on Monday and told a story that should worry anyone holding the AI infrastructure trade. Yeyi Yun, co-founder of MiniMax, said first-half revenue grew more than 280% and had already reached 1.5 times the prior full year, wi
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Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
The post Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants appeared first on 24/7 Wall St..
Two of the technology sector’s most recognizable dividend payers just moved cash to shareholders, and the checks could not tell more different stories. Cisco Systems (NASDAQ:CSCO) sent its $0.42 quarterly payment on July 22, 2026, with the next installment lined up for October 21. International Business Machines (NYSE:IBM) is cutting checks for $1.69 per share on September 10, 2026, extending
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The AI Infrastructure Stock Nobody Talks About Enough
The post The AI Infrastructure Stock Nobody Talks About Enough appeared first on 24/7 Wall St..
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21
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He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It.
The post He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It. appeared first on 24/7 Wall St..
A Roth IRA is supposed to be the cleanest asset a spouse can inherit. Contributions were already taxed. Qualified withdrawals come out tax-free. Yet a $250,000 Roth balance can still shrink after a spouse dies, and the culprit is usually what the surviving spouse does with it in the first year, combined with a few federal tax rules that punish the wrong choice.
The scena
0
3 👁
Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story?
The post Snowflake Drops 4% Before Its Earnings Report, Datadog Falls 6%: Is the Software Selloff the Real Story? appeared first on 24/7 Wall St..
Software is the day’s clearest sore spot at midday, with a handful of the year’s biggest AI-era winners giving back ground even as the broader large-cap technology tape barely moves. That split is the actual story of the session, and it explains why several unrelated names are sinking together while the index stays quiet.
The iShares Expan
0
3 👁
AI Is Really Really Taking Jobs Today
The post AI Is Really Really Taking Jobs Today appeared first on 24/7 Wall St..Will AI take jobs, or is the claim just a mirage? New data from the Federal Reserve Bank of Dallas shows that AI as a human replacement has started and is accelerating. The jobs being taken match many forecasts of vulnerable sectors. The information also indicates the job destruction will spread.
In a new research paper titled “Job postings show early signs of AI automation impact,” the authors report, “A new analysis
0
2 👁
Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For
The post Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For appeared first on 24/7 Wall St..
Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by NVIDIA (NASDAQ:NVDA), according to Bloomberg reporting on September 1, 2026. It follows another cloud agreement Anthropic signed the previous week. Neil Campling, senior strategist, framed the deal as part of a sector-wide race for scarce compute.
Anthropic and Lambda are private, so the
0
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Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
The post Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity appeared first on 24/7 Wall St..
Eli Lilly (NYSE:LLY) just posted one of the most dominant quarters in Big Pharma history. Revenue grew 48% year over year to $22.974 billion in Q2 2026, Mounjaro alone brought in $9.943 billion, and management raised full-year EPS guidance to $35.50 to $36.50.
Shares closed at $1,156.73, up 8.16% year to date. Modest, given the numbers. So here is the question I want to answer: can Lil
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Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips
The post Palantir Falls 7% Despite Army TITAN Production Award, Salesforce Slips appeared first on 24/7 Wall St..
Palantir Technologies (NASDAQ:PLTR) won a U.S. Army production award this morning to build the service’s next-generation targeting ground stations, and the stock is falling anyway. The move captures a rotation story more than a company story. Software is being sold today, and Palantir stock is trading in that basket rather than with the defense contractors whose contract it jus
0
3 👁
Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out?
The post Magnite Rallies 6%, Trade Desk Climbs 5%, AppLovin Barely Budges: Is Agentic Ad-Tech Broadening Out? appeared first on 24/7 Wall St..
Two programmatic advertising names are running higher by midday Wednesday while the broader technology index barely moves, an unusual split for a corner of the market that usually trades as one basket. Magnite (NASDAQ:MGNI) and The Trade Desk (NASDAQ:TTD), the two ad-tech companies that have shipped agentic AI products this cycle, are both up several perc
0
1 👁
Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead
The post Everyone’s Chasing Sarasota. Smart Retirees Are Quietly Buying Here Instead appeared first on 24/7 Wall St..
Every few years, someone at a dinner party names Sarasota, and half the table nods. It has become the reflexive answer to “where should we retire,” the way Naples was a decade earlier. The question worth asking is whether the reflex still pencils, and if not, where the same retirement dollar buys a comparable life.
Why Sarasota Stopped Being a Bargain
Sarasota h
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2 👁
The Bull Case for This Stock Is Getting Harder to Ignore
The post The Bull Case for This Stock Is Getting Harder to Ignore appeared first on 24/7 Wall St..
Amazon (NASDAQ: AMZN) is having the kind of year that reminds investors why they own it. Shares are up 15.43% year to date and 17.55% in the past month alone, riding a July earnings report that CEO Andy Jassy summed up bluntly: “AWS is booming.”
Cloud growth just hit its fastest pace in 18 quarters, advertising is compounding at a mid-20s clip, and management is pouring roughly $200 bil
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Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It
The post Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It appeared first on 24/7 Wall St..
Two CNBC voices looked at the same stock inside the same 12-hour window and reached opposite conclusions about what it needs. Jim Cramer wants NVIDIA (NASDAQ:NVDA) to launch a buyback roughly equal to a tenth of its market value to fix what he sees as broken price discovery. New Street Research’s Pierre Ferragu says the earnings will do the wo
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