GuruFocus

4 days ago | gurufocus.com | John Dorfman

June 23, 2025 (Maple Hill Syndicate) – The U.S. bombing of Iranian nuclear sites, with the possibility of retaliation by Iran, poses new risks for U.S. stock investors. With four defense stocks and two energy stocks in my standard portfolio, I feel reasonably well positioned. Once a year in this column, I give a snapshot of my holdings in a typical medium-risk account. My biggest concentration at present is in industrial stocks, most of which are defense stocks.

1 week ago | gurufocus.com | Faizan Farooque

Analog Devices (ADI, Financials) received a bullish upgrade from Cantor Fitzgerald, which raised its rating to Overweight and hiked the price target to $270 from $250, citing the company's strong positioning in the industrial sector. Shares last traded at $227.44, giving the stock a potential upside of nearly 19%. Cantor called Analog Devices “best-in-class” within the analog semiconductor group and its top long-term pick in the space.

1 week ago | gurufocus.com | Faizan Farooque

Nvidia (NVDA, Financials) and Foxconn are in talks to deploy humanoid robots at a new AI server manufacturing plant in Houston, marking a potential first for both companies in integrating human-like robotics into mass production, Reuters reported Friday, citing two unnamed sources. If finalized, the deal would be Nvidia's first use of humanoid robots in manufacturing and Foxconn's first AI server plant to utilize them on a production line.

1 week ago | gurufocus.com | Faizan Farooque

Norway plans to introduce a temporary ban on new cryptocurrency mining operations that rely on energy-intensive technologies, the government said Friday, citing electricity conservation and minimal economic benefits. “The Labour Party government has a clear intention to limit the mining of cryptocurrency in Norway as much as possible,” Karianne Tung, Minister for Digitalization and Public Administration, said in a statement.

1 week ago | gurufocus.com | Faizan Farooque

Bitcoin (BTC-USD) has continued to climb in 2025, reaching a market capitalization of $2.1 trillion, even as the U.S. national debt surpasses $37 trillion, according to Cointelegraph. The contrast between fiat-driven fiscal expansion and Bitcoin's fixed-supply model has drawn growing interest from institutions, sovereign funds, and individual investors.