24/7 Wall St.

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Latest posts

Everyone watches gas prices. But diesel may be the inflation signal you REALLY need to watch. Diesel prices are up roughly 50% in a year, compared with around 30% for gasoline. Why does that matter? Because diesel powers the trucks moving an enormous share of the products Americans buy every day. When transportation costs climb, those increases can work their way through the supply chain and eventually show up in prices at retailers, grocery stores, and restaurants like McDonald’s. Higher diesel → higher transportation costs → pressure on consumer prices. This could be one of the most overlooked inflation signals right now.

X (Twitter)

10 hr

0:55

Could Anthropic really become a $2 TRILLION company? The AI valuation race is entering territory that would have sounded absurd just a few years ago. With Anthropic emerging as one of the biggest names in artificial intelligence, comparisons with giants like NVIDIA and private-market powerhouse SpaceX are getting harder to ignore. A potential Anthropic IPO at this kind of valuation wouldn’t just be another tech listing. It could become one of the biggest market stories in years. Is AI creating the next generation of trillion-dollar companies, or are expectations getting ahead of reality?

X (Twitter)

1 day

0:42

Walmart’s stores are growing. Its e-commerce business is growing MUCH faster. Walmart same-store sales rose just 2.6%, while e-commerce jumped roughly 24% last quarter. That gap tells an interesting story about where one of America’s biggest retailers is finding growth, and why Walmart’s enormous network of stores and fulfillment infrastructure could be such a powerful advantage. Is $WMT quietly becoming an e-commerce powerhouse?

X (Twitter)

2 days

0:45

Even the world’s richest person isn’t immune to a rough market. Can Musk climb back above the trillion-dollar mark?

X (Twitter)

3 days

0:17

It’s gone? 📹: @daytrading on Instagram

X (Twitter)

4 days

Dell is quietly becoming an AI infrastructure powerhouse. And the numbers behind its latest quarter are hard to ignore. Read the full article for more. f.mtr.cool/dvzqlmlfum

X (Twitter)

5 days

0:51

Altria, the company behind Marlboro in the U.S., offers a massive dividend while facing a cigarette business with some very real long-term challenges. Would you buy $MO for the dividend?

X (Twitter)

6 days

0:50

Tesla, Rivian, and GM are all betting heavily on the future of autonomous driving. But right now, is Tesla still the company everyone else is chasing?

X (Twitter)

1 wk

Another AI shortage is creating some HUGE stock moves. AXT is surging as prices for indium phosphide, a critical material used in high-speed optical networking, climb amid tight supply. Coherent and Lumentum are moving higher too as the AI data center buildout puts even more pressure on the optics supply chain. Could this obscure material become the next major AI bottleneck? Read the full story on 24/7 Wall St. f.mtr.cool/iqudofftux

X (Twitter)

1 wk

0:51

Could this overlooked AI infrastructure stock be setting up for a big 2027? Solaris Energy Infrastructure has taken a hit, but the bull case is getting interesting. The company has power infrastructure, long-term contracts with major technology companies, and an existing relationship with SpaceX, potentially putting it at the center of the massive power buildout needed for AI data centers. Is Solaris a sleeper AI stock investors should be watching now? Watch the latest episode of The AI Investor Podcast on YouTube for the full breakdown. f.mtr.cool/uaimnclbdw

X (Twitter)

1 wk

0:16

Amazon Web Services went from $21 million in annual revenue to $21 million every HOUR. 🤯 Is AWS the greatest business Amazon ever built?

X (Twitter)

1 wk

HPE is up more than 150% this year, and Morgan Stanley just turned even more bullish. But after a run like THAT, is Hewlett Packard Enterprise ($HPE) still a buy, or are investors arriving at the party too late? See what the numbers say in this article. f.mtr.cool/tmfemghaiy

X (Twitter)

1 wk

Everyone’s watching AI chips. But what if the REAL winners are concrete, plumbing, and power? A $5 trillion AI buildout could create some surprising opportunities. Read the full story on 24/7 Wall St. f.mtr.cool/mxzwffnygr

X (Twitter)

1 wk

0:45

Norway just raked in $184 billion. Why? Hint: Nvidia and Apple.

X (Twitter)

1 wk

1:07

Could a ban on China transceivers redraw the optics map? Applied Optoelectronics, Fabrinet, Coherent, Lumentum are all in play. Subscribe to the AI Investor Podcast to learn more! f.mtr.cool/ujlytibick

X (Twitter)

2 wks

0:54

If McDonald's is a canary in the coal mine, what does that say about everyone else? Lower-income customers are pulling back. Is Walmart next? $MCD $WMT

X (Twitter)

2 wks

0:53

Memory crunch could hit Apple. If margins slip, shares slip. $AAPL

X (Twitter)

2 wks

0:37

SpaceX is bringing a teaspoon to a data center flood. Microsoft and Amazon are pouring oceans. Does winning the AI race come down to talent or whoever spends the most money?

X (Twitter)

2 wks

0:13

Make better choices. Follow The AI Investors Podcast, and become wise. 🦉 f.mtr.cool/rtvtgonsoz 📹: @desh.group

X (Twitter)

2 wks

Is watching every Federal Reserve press conference basically “astrology for middle-aged men”? Investor Ben Carlson argues the Fed truly matters only during major financial crises, while most routine rate decisions create far more headlines than lasting economic impact. Is Wall Street paying too much attention to every word from the Fed? Read the full article and decide whether Carlson has a point. f.mtr.cool/tbxnjvdzwn

X (Twitter)

2 wks