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24/7 Wall St. Nachrichten

24/7 Wall Street publiziert News und Analysen zum amerikanischen Aktienmarkt. Die unabhängige Redaktion veröffentlicht etwa 100 News am Tag.
 
07.05.26 - 13:36
Airbnb CEO Brian Chesky: Hitting a $100 Billion Valuation ‘Became the Saddest Day of My Life’ (24/7 Wall St.)
 
Here is the retirement insight most planners miss: the dollar target you are chasing will feel like nothing the morning after you hit it. Hit $1 million, $2 million or whatever the target happens to be, and life is supposed to feel different. Airbnb (NASDAQ:ABNB) co-founder Brian Chesky just torched that assumption from the inside. ... Airbnb CEO Brian Chesky: Hitting a $100 Billion Valuation 'Became the Saddest Day of My Life'...
07.05.26 - 13:36
State Street Calls It “The first $1 trillion ETF will land this year” (24/7 Wall St.)
 
State Street's 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund ETF (NYSEARCA:VOO), which closed Monday at $660 with $839 billion in net assets as of early May. VOO sits roughly $160 billion shy ... State Street Calls It “The first $1 trillion ETF will land this year”...
07.05.26 - 13:36
Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close (24/7 Wall St.)
 
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here's Why That Gap May Close...
07.05.26 - 13:36
The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays (24/7 Wall St.)
 
The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays...
07.05.26 - 13:36
If AI Continues Scaling From Here, Micron’s Current Price Could Look Embarrassingly Cheap (24/7 Wall St.)
 
Few stocks embody the AI infrastructure trade quite like Micron Technology (NASDAQ:MU). Shares are up 108% year-to-date and an eye-watering 715% over the past year, riding a memory supercycle that CEO Sanjay Mehrotra calls a once-in-a-generation opportunity. With the stock trading near $657 and HBM demand still outrunning supply, the question now is how much ... If AI Continues Scaling From Here, Micron's Current Price Could Look Embarrassingly Cheap...
07.05.26 - 13:18
State Street’s 12X Metals Inflow Forecast Points Investors Toward Silver Miners Wall Street Ignores (24/7 Wall St.)
 
State Street's 2025 prediction recap delivered the headline number gold bugs and silver bulls have been waiting for. “Precious metals had an unprecedented year with 12X the inflows year-over-year, and +50% performance in 2025,” the firm wrote on page 42. That single line reframes how to think about positioning in 2026, and it points investors ... State Street's 12X Metals Inflow Forecast Points Investors Toward Silver Miners Wall Street Ignores...
07.05.26 - 12:36
Hard Financial Truths Boomers Must Face (24/7 Wall St.)
 
If you're a Baby Boomer, retirement is either already here or getting very close. But for many Boomers, the reality of retirement may be more financially challenging than expected. Several factors could put pressure on retirement income. Concerns include Social Security's shrinking buying power and uncertainty surrounding the program's funding. Even retirees with savings may ... Hard Financial Truths Boomers Must Face...
07.05.26 - 12:06
If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV (24/7 Wall St.)
 
State Street's 2026 Global ETF Outlook calls for $2.1 trillion of US ETF inflows this year, with the lion's share flowing into three core funds: Vanguard S&P 500 ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Vanguard Total Stock Market ETF (NYSEARCA:VTI). Each charges 3 basis points, each defaults into model portfolios, and each ... If the 10-Year Treasury Crosses 4.6%, Here's What Happens to VOO and IVV...
07.05.26 - 04:00
Fastenal (FAST): The Quiet Compounder Nobody Talks About Is a Buy-and-Hold-Forever Stock (24/7 Wall St.)
 
Fastenal (NASDAQ:FAST) is a stock built to be owned for decades, because it sells the boring, essential consumables that keep American industry running, and it has quietly compounded capital through every cycle without ever asking for attention. The case for putting it in a retirement portfolio and leaving it alone rests on three pillars: a ... Fastenal (FAST): The Quiet Compounder Nobody Talks About Is a Buy-and-Hold-Forever Stock...
07.05.26 - 03:30
State Street’s 2026 Outlook Exposes Why Most Investors Still Underweight Gold After Its 50% Rally (24/7 Wall St.)
 
State Street's 2026 Global ETF Outlook revisits its prior-year forecasts and flags a finding most investors glossed over: precious metals returned roughly 50% in 2025, and US precious metals ETFs now hold about $310 billion in assets. That is a generational run, and yet typical retail and advisor portfolios still carry low-single-digit gold exposure. Three ... State Street's 2026 Outlook Exposes Why Most Investors Still Underweight Gold After Its 50% Rally...
07.05.26 - 02:42
Beyond SpaceX — Firefly Is the Space Stock You Can Actually Buy Today (24/7 Wall St.)
 
Elon Musk's SpaceX is going to make history this year as it looks to touch down with a blistering-hot IPO that might match the heat of its rocket fuel. Of course, the price of admission into what could be a $2 trillion titan could have the potential to be off the charts. And for that ... Beyond SpaceX — Firefly Is the Space Stock You Can Actually Buy Today...
07.05.26 - 02:24
2 Top AI Stocks To Put On Your Shortlist (24/7 Wall St.)
 
The AI rally that's driven the S&P 500 and Nasdaq to all-time highs has felt like it was hitting a crescedo for three years straight. But as hyperscalers push their own capital expenditure commitments higher and higher (Meta just raised their 2026 capex estimates to $145), and new entrants like Elon Musks's SpaceX are expected to ... 2 Top AI Stocks To Put On Your Shortlist...
07.05.26 - 01:06
The S&P 500 and Nasdaq Defy Gravity And Hit Record Highs (24/7 Wall St.)
 
Markets abhor uncertainty, and today both the S&P 500 and Nasdaq rallied to record highs on the hope that the anxiety and overhang from the US / Iran conflict may be coming to a close. Now, we've been here before. In the past few weeks seemingly imminent ceasefires, agreements, or some other abatement in tension ... The S&P 500 and Nasdaq Defy Gravity And Hit Record Highs...
07.05.26 - 01:00
Fluence (FLNC) Stock Soars 27% Tonight As Hyperscaler Orders Steal the Show (24/7 Wall St.)
 
After the market closed tonight, Fluence Energy (NASDAQ: FLNC) dropped its fiscal Q2 2026 results, and the earnings report is a study in contrasts. Revenue badly missed, but the bottom line beat, backlog hit a record, and the company landed master supply agreements with two hyperscalers. Shares had already closed up 6.86% at $13.56 before ... Fluence (FLNC) Stock Soars 27% Tonight As Hyperscaler Orders Steal the Show...
07.05.26 - 00:42
Here Is What I Would Tell a Tech Founder Heading Into a Tax-Free Decade of Early Retirement (24/7 Wall St.)
 
A 56-year-old former tech founder walks away from her company with $4.2 million spread across four buckets: a $1.8 million traditional 401(k), a $900,000 Roth 401(k), a $180,000 HSA, and a $1.32 million taxable brokerage. She wants to spend $180,000 a year from age 56 through 65, then turn on Social Security. The money is ... Here Is What I Would Tell a Tech Founder Heading Into a Tax-Free Decade of Early Retirement...
06.05.26 - 22:54
The smartphone era is ending the way it started: with Apple (24/7 Wall St.)
 
In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple...
06.05.26 - 22:42
The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year (24/7 Wall St.)
 
International equities have quietly outrun the U.S. market over the past twelve months, and the Fidelity Enhanced International ETF (NYSEARCA:FENI) has ridden that wave hard. The fund returned roughly 32% over the year ending May 1, 2026, with 8% of that coming year-to-date. It makes U.S. investors look up from their S&P 500 index funds ... The Sneaky International ETF That's Quietly Outrunning the S&P 500 This Year...
06.05.26 - 22:42
How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends? (24/7 Wall St.)
 
An $80,000 annual income sits at a meaningful threshold. It roughly matches the combined Social Security benefit. It is higher than the typical individual paycheck, but close enough to the middle-class mainstream that replacing it with portfolio income is a practical retirement question rather than a fantasy exercise. The question this piece answers is concrete: ... How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends?...
06.05.26 - 22:24
Williams Eyes 13% Upside on AI Data Center Boom (24/7 Wall St.)
 
Williams Companies (NYSE:WMB) has quietly become one of the best-performing large-cap energy infrastructure names of the past year, riding a wave of natural gas demand from AI data centers, LNG exports, and coal-to-gas switching. With shares at $75.41 and recently brushing a 52-week high of $76.45, investors want to know whether the run has more ... Williams Eyes 13% Upside on AI Data Center Boom...
06.05.26 - 21:54
Load Up on Nuclear Before the Data Center Energy Race Accelerates (24/7 Wall St.)
 
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates...
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