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05.05.26 - 00:12
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Wealthy, Rich, or Upper Class? The retirement numbers at every tier (24/7 Wall St.)
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Words like “wealthy,” “rich,” and “upper class” get tossed around interchangeably, but in retirement planning they're not synonyms. Each describes a distinct slice of the U.S. wealth distribution, and the dollar gap between them has widened sharply since 2020. Here's what it actually takes to land in each tier — and what your money buys ... Wealthy, Rich, or Upper Class? The retirement numbers at every tier...
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04.05.26 - 23:12
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Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up (24/7 Wall St.)
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Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia's chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There's no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand 'Off the Charts,' Supply Can't Keep Up...
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04.05.26 - 22:54
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Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125% (24/7 Wall St.)
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The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly's Q1 2026 earnings report backs that up. Lilly's Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%...
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04.05.26 - 22:00
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KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs (24/7 Wall St.)
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KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs...
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04.05.26 - 21:48
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Magna Stock Craters 10% as Strong Q1 Fails to Lift Full-Year Outlook (24/7 Wall St.)
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Magna International (NYSE:MGA) delivered a clean beat in the first quarter of 2026, only to see its stock punished for it. Shares fell as much as 10% intraday after the company trimmed its full-year sales guidance, undoing a chunk of the rally that had carried the stock 11.27% from April 6 through the May 1 earnings report. Going ... Magna Stock Craters 10% as Strong Q1 Fails to Lift Full-Year Outlook...
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04.05.26 - 21:42
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Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April (24/7 Wall St.)
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The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April...
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04.05.26 - 21:36
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Ford Stock Poised for 22% Jump (24/7 Wall St.)
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Our 24/7 Wall St. price target for Ford (NYSE:F) is $14.59 over the next 12 months, implying 22.78% upside from the current price of $11.88. Our recommendation is buy, with a confidence level of 90%. Ford's raised full-year guidance, expanding Ford Pro software base, and deeply discounted forward multiple form the foundation of our call. ... Ford Stock Poised for 22% Jump...
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04.05.26 - 21:24
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How Nvidia’s Jensen Huang Used The Innovator’s Dilemma to Dominate (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) chief Jensen Huang treats Clayton Christensen's The Innovator's Dilemma as his personal operational doctrine. On a recent Motley Fool Money podcast episode, the hosts discussed how Huang has spent decades using the theory as a defense playbook, going as far as to hire Christensen as a consultant, and structuring the company around the threat ... How Nvidia's Jensen Huang Used The Innovator's Dilemma to Dominate...
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04.05.26 - 21:12
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Live: onsemi Q1 Earnings Tonight. Can the Stock Continue Its 90% YTD Rally? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. What Could Move the Stock 4 minutes ago Live Potential Bull Case Triggers: Non-GAAP EPS above ... Live: onsemi Q1 Earnings Tonight. Can the Stock Continue Its 90% YTD Rally?...
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04.05.26 - 21:06
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A Couple With $3.1 Million Disagrees on Whether to Take Social Security at 62 or 70 (24/7 Wall St.)
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At 62, with $3.1 million saved and a comfortable life ahead, this couple faces one of the most consequential financial decisions of their retirement: when to claim Social Security. He wants to start at 62. She wants to wait until 70. For this specific household, the math points clearly in one direction. The Situation at ... A Couple With $3.1 Million Disagrees on Whether to Take Social Security at 62 or 70...
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04.05.26 - 21:06
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Meta Platforms vs Snap: Who′s Really Winning Digital Ads? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven ad pricing. Snap finally swung to a $45.21 million quarterly profit by leaning on subscriptions and small advertisers. Same industry, very different business stories. One Sells Pricing ... Meta Platforms vs Snap: Who's Really Winning Digital Ads?...
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04.05.26 - 21:00
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Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum? (24/7 Wall St.)
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Investors are watching Tempus AI (NASDAQ:TEM) ahead of first-quarter results due after the close tomorrow. The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value. From Pelosi Halo to Show-Me Story Pelosi's market-beating track record has turned her trades ... Can Nancy Pelosi's Favorite AI Stock Hope to Regain Its Momentum?...
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04.05.26 - 21:00
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Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months (24/7 Wall St.)
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Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months...
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04.05.26 - 21:00
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Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push (24/7 Wall St.)
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Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push...
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04.05.26 - 21:00
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Live: Will Palantir Beat Q1 Earnings Tonight After Market Close? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. What Analysts Are Watching Just now Live Palantir's consensus analyst price target of $185.06 implies meaningful ... Live: Will Palantir Beat Q1 Earnings Tonight After Market Close?...
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04.05.26 - 20:48
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XRP Climbs Above $1.40: The 1.16B Wall at $1.45 That XRP Has to Clear (24/7 Wall St.)
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XRP (CRYPTO: XRP) is trading at $1.41 today after a modest 2% gain over the last 24 hours, climbing back toward $1.45—a level it struggled to clear in the last days of April. The coin had been trading in the $1.35-$1.39 range since the start of May, but is now settling around $1.41. XRP has ... XRP Climbs Above $1.40: The 1.16B Wall at $1.45 That XRP Has to Clear...
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04.05.26 - 20:24
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GameStop ($11B Market Cap) Makes $56B Offer for eBay (24/7 Wall St.)
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GameStop, an $11 billion company, is offering $56 billion in cash and stock for a $45 billion rival. That is the math behind GameStop's (NYSE:GME) bid for eBay (NASDAQ:EBAY), unveiled by CEO Ryan Cohen this past weekend. On Friday, eBay shares jumped over 10% in extended trading, and GameStop rose around 5%. Cohen's “Big Game ... GameStop ($11B Market Cap) Makes $56B Offer for eBay...
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04.05.26 - 20:18
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This health insurer lost 2 million customers — and made $1.5 Billion anyway. Here’s how (24/7 Wall St.)
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When Centene Corporation reported its first-quarter results in late April, the numbers told two stories that seemed impossible to reconcile. The St. Louis-based insurer had hemorrhaged customers, watching its Affordable Care Act marketplace membership collapse from 5.6 million to 3.6 million in just one year — a drop of roughly 2 million people. Yet the ... This health insurer lost 2 million customers — and made $1.5 Billion anyway. Here's how...
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04.05.26 - 20:18
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Does Lumentum’s 1,444% Surge Come to an End Tomorrow? (24/7 Wall St.)
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Investors are watching Lumentum (NASDAQ: LITE) ahead of fiscal third-quarter results tomorrow after the close. Shares are up 1,444.1% over the past year and 157.72% year-to-date. The bar could not be higher. From GPUs to Glass: The AI Infrastructure Shift The AI trade has migrated from GPUs to the data center infrastructure layer, and optical ... Does Lumentum's 1,444% Surge Come to an End Tomorrow?...
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