$PG 0.33 Weak

Notable posts

• @WOLF_Financial neutral 704 eng

  HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

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• @StockMKTNewz neutral 174 eng

  $13.6 BILLION PORTFOLIO UPDATE Terry Smith and Fundstrat just updated their $13.6B portfolio ... This is everything they owned as of the end of Q2 - Marriott $MAR: $958.3M - Stryker $SYK: $917.4M - Waters $WAT: $852.7M - Visa $V: $693.0M - Uber Technologies $UBER: $645.3M - Mastercard $MA: $639.5M - Google $GOOGL: $633.7M - Church & Dwight $CHD: $625.5M - Procter & Gamble $PG: $598.1M - Microsoft $MSFT: $595.6M - Meta Platforms $META: $592.5M - Automatic Data Processing $ADP: $582.6M - Fortinet $FTNT: $557.6M - Taiwan Semiconductor $TSM: $548.5M - IDEXX Laboratories $IDXX: $536.9M - Texas Instruments $TXN: $536.3M - Philip Morris $PM: $527.1M - Netflix $NFLX: $499.1M - GE Vernova $GEV: $481.5M - AppLovin $APP: $358.9M - TJX Companies $TJX: $344.3M - Nextracker $NXT: $340.3M - Veeva $VEEV: $145.0M - Yum! Brands $YUM: $88.9M - MSCI $MSCI: $30.0M - Medpace $MEDP: $27.7M - Nutanix $NTNX: $27.4M - Badger Meter $BMI: $25.9M - Clorox $CLX: $25.9M - Rollins $ROL: $25.9M - Manhattan Associates $MANH: $24.1M - Napco $NSSC: $23.1M - Fair Isaac $FICO: $21.5M - Sabre $SABR: $18.8M - InterDigital $IDCC: $17.1M - Vertiv $VRT: $14.0M - Verisign $VRSN: $14.0M - O'Reilly Automotive $ORLY: $15.0M - Doximity $DOCS: $13.6M - ADMA Biologics $ADMA: $13.8M - Paycom $PAYC: $12.7M

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• @WOLF_Financial bearish 29 eng

  THE NASDAQ CLOSED 2% LOWER TODAY AS A GLOBAL TECH SELLOFF CENTERED ON MEMORY CHIPS RATTLED MARKETS FROM ASIA TO WALL STREET It started overnight. South Korea's SK Hynix, a memory-chip leader, closed down more than 12%, dragging the Kospi down nearly 10% in a single day. Then it crossed the ocean: - Micron $MU: -11% - Sandisk: -12% - Qualcomm $QCOM: -8% - Seagate $STX: -6% - AMD: -5% - Intel $INTC: -4% The chip ETFs took it on the chin too. The VanEck Semiconductor ETF $SMH fell 6%. The S&P 500 dropped 1.43% and the Nasdaq slid 2.21%, while the Dow held just below flat as money rotated into defensives like Walmart $WMT, P&G $PG and J&J $JNJ. IBM popped 5% on a JPMorgan upgrade. The twist: SpaceX $SPCX, down three straight days into Monday, actually closed up 6% today. One Morgan Stanley PM's read on the chip rout: the AI winners aren't expensive, they're "crowded," and this kind of sharp pullback is "healthy."

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