New: Accenture has told employees it will only fund $29 per month of Claude use. Meaning that employees who often spend as much as $1,000 a month are now scrambling to find ways to keep access to the tool. A sign of the continuing crack down of AI 404media.co/accenture-tells-…

SanDisk $SNDK lays out its FY28–FY30 targets: Mid-to-high teens revenue growth ~80% non-GAAP gross margin ~50% adjusted FCF margin The company also expects to return 100% of excess cash to shareholders.

Investicon is back. And this year, it’s our strongest event yet. On August 27th in Dublin, David Gardner (@DavidGFool ), Pieter Slegers (@QCompounding), Eric Bleeker @bleekertech and @emmetlsavage will join us for a private audience of serious investors, alongside other guest speakers. A full day to hear how great investors think, where they see opportunity, and the kinds of businesses they believe could become tomorrow’s winners. Find out more: investicon.ie

On the latest episode of the AI Investor Podcast, we're breaking down one of the biggest questions facing investors today: What's the best way to invest in AI through ETFs? @bleekertech, Chief Investment Officer of 24/7 Wall St., ranks four of the most popular AI ETFs from A to F, including AIQ, BOTZ, WTAI, and IVES. Then he reveals the AI investment strategy he personally prefers and explains where he believes investors can find the best long-term opportunities. If you've been wondering whether AI ETFs are worth it, which funds offer the strongest exposure, or how to position your portfolio for the AI boom, this episode is for you. Eric has issued 50 AI stock recommendations since late 2024, with an average return of more than 194% as of June 2, 2026. Do you own any AI ETFs? Which one is your favorite? Listen now and see how Eric ranks the biggest names in AI investing. youtube.com/watch?v=r43CbeJ4…

Hi everyone, Since December, I’ve become deeply involved in the AI investing world, and it’s been fascinating. I hadn’t considered that engineering intuition could also be used to explore investment ideas, but that’s exactly what pulled me into this space. Anyway, I started listening to the AI Investors Podcast hosted by @bleekertech and Austin Smith, and became intrigued by how the AI investment narrative really plays out. I applied to write for 247wallst.com and have been publishing there since March. Some of the names I’ve been exploring so far: $BE $CAT $ONTO $AIXA $AAOI $MU $LRCX A couple of articles I especially enjoyed working on: $BE: advantages over traditional power generation, key risks, and long-term outlook 247wallst.com/investing/2026… $LRCX: next-generation etching tools that could become critical for subnanometer AI chips later this decade 247wallst.com/investing/2026… Anyway, the idea is to repost here what I publish on 247wallst, share thoughts and ideas, and discuss the next big players in the game. This is my first post, so enjoy! :)