Stock Market

The post Taiwan Semiconductor Vs. ASML: If I Had to Choose One For the Next 5 Years, It’s This One appeared first on 24/7 Wall St.. Taiwan Semiconductor Manufacturing (NYSE:TSM) and ASML (NASDAQ:ASML) sit at opposite ends of the same AI supply chain. TSMC makes the chips, and ASML builds the EUV machines that print them. Both beat their guidance in July. TSMC just reported September revenue up 54.6% year over year, ahead of its October 15 earnings report. AI Wafers Carry TSMC While Upgrade

The post Apartment Supply Is Finally Tightening. These 4 REITs Could Reward Investors appeared first on 24/7 Wall St.. Apartment REITs are heading into a better period for income investors. The flood of new construction that held down rents for three years is fading, and tenant demand is holding up. Mid-America Apartment Communities (NYSE:MAA) said second-quarter absorption across its markets ran at 1.8 times new delivery, which means tenant moved into more apartments than builders finished. The

The post The 401(k) Withdrawal Mistake That Could Cost Retirees Thousands appeared first on 24/7 Wall St..Many Americans spend decades building their 401(k)s and IRAs, carefully saving for the day they can finally retire. But once the paychecks stop, another important financial decision takes over: Which accounts should you withdraw money from first? Get the sequence wrong, and you could wind up paying more in taxes than necessary. A common approach is to spend money from taxable brokerage accou

The post CoreWeave’s Debt is Substantiated By Clear Demand So I Keep Adding appeared first on 24/7 Wall St.. My CoreWeave (NASDAQ:CRWV) position grew again, and today’s selloff made me want to buy more. The stock closed at $81.58, down 7.77% on the day, after a report on OpenAI revenue pulled AI infrastructure stocks lower. My buying continues because CoreWeave owns the rarest asset in technology: AI computing capacity that is already running, already under contract and getting more

The post Applied Digital Has Fallen Hard Over 1 Year: One Lead Analyst Says It’s Going to Nearly Triple in Price appeared first on 24/7 Wall St.. Applied Digital (NASDAQ:APLD) currently trades at $23.85, while analysts’ average price target stands at $65.37. That gap implies 174% upside. Applied Digital builds and rents AI data center campuses to hyperscalers. It has roughly 1.41 GW of critical IT load rents across five campuses and about $36B in contracted lease revenue over initial

The post At 72 He’ll Still Be Working Three Days a Week, and Social Security Will Quietly Recalculate His Check Every Year. He’ll Never Have to File a Thing appeared first on 24/7 Wall St.. At 72, a retiree who works three days a week can see his Social Security deposit rise automatically in some months. This is because Social Security automatically recalculates benefits for working beneficiaries each year and raises the monthly check if new earnings qualify. Your Paycheck Still Feed

The post Duke Is Building a $32 Million ER With No Inpatient Beds. A Medicare Patient Who Needs Admission May Pay for the ER, the Ambulance and the Hospital appeared first on 24/7 Wall St.. Duke Health has received approval for a $32 million, 24-hour freestanding emergency department in Garner. It will treat chest pain, strokes and broken hips. It has no inpatient beds. That matters most to Medicare patients who need hospital admission. Imagine a 72-year-old on Original Medicare arrives with che

The post Nvidia Has Already Made Investors Rich. Here’s Where the Stock Could Be Headed Next appeared first on 24/7 Wall St.. Chief executive Jensen Huang summed up the business in four words on the latest earnings call: “Now, compute is revenue.” NVIDIA (NASDAQ:NVDA) started out selling graphics cards to gamers. Today it sells whole AI factories: the Vera CPU, the Rubin GPU, NVLink and Spectrum-X networking. Investors have been well paid along the way. Shares are up 26.86% year-to-d

The post GlobalFoundries Can Profit From AI Without Making GPUs appeared first on 24/7 Wall St.. GlobalFoundries’ agreement with TSMC establishes a substantial manufacturing role in the advanced AI packaging supply chain. The agreement expands GlobalFoundries’ AI exposure without requiring a return to leading-edge GPU fabrication. Continued investment in silicon interposers supports the packaging expansion discussed in my earlier glass article, while commercialization of glass follows a separate

The post $10,000 in VGT the Day ChatGPT Launched Is Now $30,500. QQQ Turned the Same Money Into $26,100 appeared first on 24/7 Wall St.. A $10,000 investment in the Vanguard Information Technology ETF (NYSEARCA:VGT) on Nov 30, 2022, the day OpenAI released ChatGPT, would now be worth $30,482 with dividends reinvested. The same money in the Invesco QQQ Trust (NASDAQ:QQQ) grew to $26,095, which puts VGT ahead by $4,387. That’s 34% a year for VGT and 28% for QQQ over 3.85 years. Both funds ar

The post Meta’s Muse Is Getting Blocked at the Door. The Target Still Says $900+ appeared first on 24/7 Wall St.. The 24/7 Wall St. price target for Meta Platforms (NASDAQ:META) is $906.46. From the current price of $721.31, that implies 25.67% upside. We rate the stock a buy, and our model’s confidence is high. 24/7 Wall St. Metric Value Current Price $721.31 Price Target from 24/7 Wall St. $906.46 Upside/Downside 25.67% Recommendation BUY Confidence Level 90% Me

The post Southern Company vs. NextEra Energy: One Stock Pulls Far Ahead on Sustainability appeared first on 24/7 Wall St.. A retirement-focused investor may be considering whether to own Southern Company (NYSE:SO) or NextEra Energy (NYSE:NEE) right now. Both are regulated electric utilities that benefit from data center demand in the Southeast and Florida. Both have also lost ground over the past year, with Southern down 7.58% and NextEra down 5.56%. The two dividends grow at very different rate

The post The AI Boom’s Hidden Cost: Wholesale Prices Are Surging 41% in America’s Largest Electricity Market appeared first on 24/7 Wall St.. Number in Focus: 41.1% Quanta Services (NYSE:PWR) grew second-quarter 2026 revenue 41.1% year over year to $9.56 billion. That is almost exactly the 41% increase the U.S. Energy Information Administration forecasts for 2026 wholesale electricity prices in PJM, the country’s largest power market. Quanta’s revenue growth is a reported result from

The post How to Keep Medicare Premiums at the Base Rate for Life With a $1.2 Million 401(k) appeared first on 24/7 Wall St.. A $1.2 million traditional 401(k) can trigger the Medicare income surcharge through higher Part B and Part D premiums once required distributions begin. The standard 2026 Part B premium is $202.90 a month for single filers with modified adjusted gross income (MAGI) at or below $109,000 and joint filers at or below $218,000. Above those lines, you pay an income-related mont

The post America’s Debt Nightmare Could Get $6 Trillion Worse — Rising Interest Rates Are to Blame appeared first on 24/7 Wall St.. Borrowers of every kind — homeowners, businesses, and the federal government — can live comfortably with yesterday’s interest rates until tomorrow’s refinancing bill arrives. With U.S. debt already exceeding $40 trillion, Washington has little room for borrowing costs to move against it.  Investors face a related challenge: distinguishing businesse

The post One of the Most Important AI Stocks Isn’t Nvidia. It’s TSMC appeared first on 24/7 Wall St.. Our 24/7 Wall St. price target for Taiwan Semiconductor Manufacturing (NYSE:TSM) is $552.36. With shares at $472.36, that points to 16.9% upside over the next 12 months. Metric Value Current Price $472.36 24/7 Wall St. Price Target $552.36 Upside/Downside 16.9% Recommendation BUY Confidence Level 90% TSMC earns a buy rating with high confidence in this model. NVIDIA

The post Fastly Spikes 15% as Oppenheimer Upgrades to Outperform With $35 Target; Datadog Rises 4%, Cloudflare Gains 2% appeared first on 24/7 Wall St.. Fastly (NYSE:FSLY) shares gained 15% to $29.04 after Oppenheimer upgraded the edge network operator to Outperform from Neutral. The call highlights how directly Fastly’s traffic-metered business sits in front of fast-growing artificial intelligence (AI) workloads, a link Oppenheimer believes the market hasn’t fully priced. Meanwhile,

The post Waited Two Months After the Tariff Crash to Buy VOO? It Cost You $1,500 on Every $10,000 appeared first on 24/7 Wall St.. A $10,000 stake in the Vanguard S&P 500 ETF (NYSEARCA:VOO), bought at the end of April 2025, was worth $14,260 at the Oct. 8, 2026 close. The same amount put into VOO at the end of June 2025 is worth $12,758. That $1,502 gap came from one decision. The late buyer waited until the tariff news felt calm to buy VOO. The selloff began when President Trump announced t

The post Moderna Climbs 5% on NASDAQ 100 Entry; Pfizer Inches Higher, BioNTech Ticks Up appeared first on 24/7 Wall St.. Moderna (NASDAQ:MRNA) stock trades at $207.80, up 5%, after its addition to the NASDAQ 100 took effect. That entry places a company once valued as a COVID-19 vaccine maker inside one of the most widely tracked growth benchmarks in the market. Meanwhile, Pfizer (NYSE:PFE) stock is at $28.02, up 0.7%, a far smaller gain than the one in Moderna stock. Additionally, BioNTech (NASD

The post Joby Sinks 9% as Barclays Cuts to Underweight, Archer Climbs 5% on Overweight Call; EHang Rises 5% appeared first on 24/7 Wall St.. Joby Aviation (NYSE:JOBY) stock is at $5.26, down 9% in early trading after Barclays cut its rating on the shares to Underweight. Meanwhile, Archer Aviation (NYSE:ACHR) stock is at $4.95, up 5%, climbing as the same bank turned bullish on the rival air taxi maker, according to Barclays. A single firm taking opposite views on two companies building the same