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SG Morning Brief | Chips Crash Again as Hormuz Attack, Iran Waiver Revoked, Samsung Selloff Converge
US OvernightThe S&P 500 fell 0.45% to 7,503.85, the Nasdaq dropped 1.16% to 25,818.69, and the Dow lost 130.76 points (-0.25%) to 52,925.15. Three separate catalysts converged to pummel the chip sector: Iran attacked a Qatari LNG tanker near the Strait of Hormuz, the US Treasury revoked the waiver t...
Longport
Wed, Jul 8
Top Calls on Wall Street: Nvidia, Apple, SpaceX, Tesla, Figma, Shopify & More
Here are Tuesday’s biggest calls on Wall Street:KeyBanc reiterates Nvidia as overweightKey said the stock remains best positioned.We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry.JPMorgan reiterates Apple as overweightThe firm raised i...
Tiger News
Tue, Jul 7
Why Nu Stock Plunged 20% in the First Half of the Year
Key PointsNu is growing fast and expanding into new markets.It had been getting expensive, but it's not anymore.10 stocks we like better than Nu Holdings ›(function(){var m=document.getElementById("pit-8ef05efa-94ac-487f-9225-0a798cedec5e");if(!m||!window.IntersectionObserver)return;var c=m;while(c&...
The Motley Fool
Tue, Jul 7
Sandisk Stock Is Up Nearly 635% in 2026. Can It Still Go Higher?
Key PointsSandisk is thriving thanks to soaring memory demand.The undersupply in the memory space could last for many more years. 10 stocks we like better than Sandisk ›(function(){var m=document.getElementById("pit-53d8a2fb-9ab0-44c2-8538-0a5d41ba5354");if(!m||!window.IntersectionObserver)return;va...
The Motley Fool
Tue, Jul 7
Will SpaceX Plunge Below $100 Before the End of 2026? History Provides a Decisive Answer.
Key PointsElon Musk's SpaceX rewrote the record books on June 12 with an initial public offering (IPO) that ended up raising $85.7 billion, including the underwriters' overallotment.Historically, large-scale IPOs have struggled during their first year as public companies. Additionally, SpaceX's uniq...
The Motley Fool
Tue, Jul 7
Delek US vs. Par Pacific: Which Energy Stock Is a Better Buy in 2026?
Key PointsDelek US maintains a highly integrated logistics network and a strategic inventory agreement to support its refining operations across the Gulf Coast.Par Pacific operates a geographically diverse footprint with strong retail presence and specialized assets in Hawaii and the Pacific Northwe...
The Motley Fool
Tue, Jul 7
Why Palantir Stock Plummeted Last Month But Is Soaring in July
Key PointsPalantir stock lost ground last month as investors continued to punish AI software companies. Concerns that the company's contract with the UK's NHS won't be renewed also contributed to sell-offs. The stock has seen significant recovery in July amid multiple bullish catalysts. 10 stocks we...
The Motley Fool
Tue, Jul 7
Why Archer Aviation Stock Plummeted Last Month But Is Gaining in July
Key PointsConcerns about rising interest rates prompted big sell-offs for Archer Aviation last month. The stock is rebounding this month amid some potentially promising news for the eVTOL industry. 10 stocks we like better than Archer Aviation ›(function(){var m=document.getElementById("pit-89bb386a...
The Motley Fool
Tue, Jul 7
Meta Platforms Just Gave a Massive Warning to CoreWeave and Nebius. Is It Time to Sell These AI Infrastructure Stocks?
Key PointsCoreWeave and Nebius build and rent out AI data centers, and they are likely to face competition from one of their most important customers.However, Meta's move into the neocloud market may not dent CoreWeave and Nebius' impressive momentum.The demand for dedicated AI data centers is excee...
The Motley Fool
Tue, Jul 7
Move Over SpaceX: These 2 Space Stocks Are Nipping at Its Heels
Key PointsSpaceX does everything from orbital launches to mobile broadband to artificial intelligence to owning X (formerly known as Twitter).Its satellite-to-surface broadband arm, however, faces new and motivated competition.Meanwhile, a rival rocket company now offers a complete lineup of special...
The Motley Fool
Tue, Jul 7
After Plummeting 27% in 2026, Is Palantir Stock Finally a Buy? 3 Words From Palantir CEO Alex Karp May Reveal the Answer
Key PointsPalantir specializes in developing comprehensive data visualizations called ontologies. According to Palantir CEO Alex Karp, other SaaS vendors are beginning to copy Palantir's ontology approach.While rising competition could be a headwind for Palantir, the overall market for AI-driven so...
The Motley Fool
Tue, Jul 7
VOO vs. QQQ: Which Index Fund Is the Better Buy for Long-Term Investors?
Key PointsThe Vanguard S&P 500 ETF (VOO) provides broader diversification, with 505 holdings compared to 103 in the Invesco QQQ Trust (QQQ).QQQ has delivered higher total returns over the last five years but has also shown significantly higher historical price volatility.Vanguard S&P 500 ETF is the ...
The Motley Fool
Tue, Jul 7
If I Could Tell All Investors 1 Thing About the SpaceX IPO, It's This
Key PointsThe SpaceX IPO made history, and now many investors are wondering whether to buy.Short-term investing can be incredibly risky, especially with volatile stocks.Investing for the long-term is safer, but there's a big caveat.10 stocks we like better than Space Exploration Technologies ›(funct...
The Motley Fool
Tue, Jul 7
Could Roivant Sciences Be a Multibagger Stock Over the Next 5 Years?
Key PointsRoivant Sciences anticipates three commercial launches over the next few years, led by brepocitinib.The stock is arguably expensive now, even with aggressive revenue estimates for 2031.That's not good, considering how much can still go wrong between now and then.10 stocks we like better th...
The Motley Fool
Tue, Jul 7
Should You Buy Tesla Stock Before July 22?
Key PointsTesla recently published Q2 delivery figures, massively beating Wall Street's estimates. Despite the encouraging turnaround, Tesla stock plummeted after the report.Tesla's valuation profile suggests a lot of optimism is already priced into the stock.These 10 stocks could mint the next wave...
The Motley Fool
Tue, Jul 7
Micron Technology Just Dropped a $50 Billion Revenue Bombshell. Time to Buy the Stock?
Key PointsThe memory chip market will remain tight for at least another year.Micron's revenue and profits could continue soaring during that time frame. 10 stocks we like better than Micron Technology ›(function(){var m=document.getElementById("pit-8fedbc05-49dd-4e68-92ef-9ed58bda3f29");if(!m||!wind...
The Motley Fool
Tue, Jul 7
Is Meta Platforms About to Follow in the Footsteps of Elon Musk's SpaceX?
Key PointsMeta Platforms is the parent company of social media apps Facebook, Instagram, and WhatsApp, which 3.5 billion people use every day. The company is aggressively developing artificial intelligence (AI) models to improve its content recommendation systems, yielding positive results. Meta mi...
The Motley Fool
Tue, Jul 7
Did BigBear AI Investors Just Shoot Themselves in the Foot? Or Did They Set the Stock Up to Soar?
Key PointsBigBear.ai has increased its share count tenfold over the past five years.The company recently asked shareholders to approve authorization of a doubling of the share count.This could give management flexibility or just lead to massive dilution.10 stocks we like better than BigBear.ai ›(fun...
The Motley Fool
Tue, Jul 7
This New Memory ETF Has Already Doubled. Is It Still a Buy?
Key PointsThe DRAM – Roundhill Memory ETF is a great way to get exposure to international memory stocks.The memory market remains red hot, and the stocks are still cheap. 10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›(function(){var m=document.getElementById("pit-fbee3a8e...
The Motley Fool
Tue, Jul 7
The Dividend ETF Quietly Outperforming the S&P 500
Key PointsThe iShares Core High Dividend ETF has gained more than 15% this year. The ETF has benefited from its higher exposure to high-yielding energy stocks. It has also benefited from its high concentration in healthcare stocks. 10 stocks we like better than iShares Trust - iShares Core High Divi...
The Motley Fool
Tue, Jul 7
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