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24/7 Wall St.5d agoneutral

Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

NVIDIA (NASDAQ:NVDA) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84 as the AI infrastructure cycle delivers another record quarter. The question is whether a $5.49 trillion company can still meaningfully reward new money at these levels. NVIDIA designs the GPUs, networking fabric, and software stack powering roughly nine-tenths of ... Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

24/7 Wall St.5d agoneutral

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Motley Fool5d agobullish

SpaceX and Google Already Have a $100 Billion Connection. Their Next Project Could Propel Their Partnership Even Further

AI demand is fueling the prospect of launching data center satellites into space.

GOOG GOOGL

Trefis5d agoneutral

How Microsoft Stock Rises 50% To $600

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

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Barrons.com5d agobearish

Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

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Benzinga5d agobullish

Uber-Waymo Partnership On The Rocks? Exec Shares 'Scary' SF Robotaxi Moment, Slam AV Rollout

Uber Technologies Inc.’s (NYSE:UBER) partnership with Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo could reportedly hit a sour note as executives from the ride-hailing giant have criticized the latter’s expansion. Waymo’s Expansion, Scary San Francisco Moment Uber executives have painted AV-only operators like Waymo as less scalable and less reliable than a hybrid approach, with human drivers and Robotaxis being offered on ride-hailing platforms, Business Insider reported on Thursday. Read

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Reuters5d agoneutral

Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing appetite for tech holdings.

AMZN GOOG GOOGL META MSFT

Motley Fool5d agoneutral

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications

Soaring artificial intelligence (AI) spending may cut the cord on one of Wall Street's biggest tailwinds.

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Insider Monkey5d agoneutral

Google in Talks with SpaceX to Launch Data Centers into Space

Alphabet Inc. (NASDAQ:GOOG) is included among the 10 Best US Stocks to Invest in According to Billionaires. Alphabet Inc. (NASDAQ:GOOG) is a holding company with segments that include Google Services, Google Cloud, and Other Bets. Alphabet Inc. (NASDAQ:GOOG)’s Google announced on May 12 that it was in discussions with Elon Musk’s SpaceX and others regarding […]

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Motley Fool6d agoneutral

The "Magnificent Seven" Has Gained $4.8 Trillion Since the Start of April. Here's Why That's a Risk to the S&P 500 and Nasdaq-100.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

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Bloomberg6d agobearish

Alphabet Sells Biggest Yen Bond on Record by Foreign Issuer

(Bloomberg) -- Alphabet Inc. sold ¥576.5 billion ($3.6 billion) of bonds in the biggest ever yen deal by a non-Japanese company as competition to fund data centers and AI infrastructure intensifies.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help

GOOG GOOGL

GuruFocus.com6d agoneutral

Alphabet's $60 Billion AI Debt Blitz Puts Credit Markets On Alert

Alphabet's global bond push highlights rising AI funding needs and growing pressure on overseas credit markets.

GOOG GOOGL

Motley Fool6d agobullish

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $4 Trillion Club

Artificial intelligence could be Amazon's ticket into the ultra-exclusive $4 trillion club.

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TheStreet6d agoneutral

BuzzHPC targets $200M in AI revenue while Big Tech is still burning cash

While the biggest names in tech are burning billions to build AI infrastructure, BuzzHPC is already running close to 80% EBITDA margins and generating real revenue. Craig Tavares, President and COO of BuzzHPC — a subsidiary of Hive Digital Technologies — joined TheStreet Roundtable to lay out a ...

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Motley Fool6d agoneutral

Meta Platforms Looks Like a Bargain Right Now

Meta Platforms might be one of the most undervalued tech stocks right now.

GOOG GOOGL META

Yahoo Finance Video6d agobearishVIDEO

AI hyperscalers are 'falling behind' if they're not spending: Strategist

As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.

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Barchart6d agobullish

Meta Stock vs. Google Stock: One Is Clearly the Better Buy for the Next 10 Years

Both Big Tech stocks look like long-term winners, but one clearly has the upper hand.

GOOG GOOGL META

The Wall Street Journal6d agoneutral

‘LifeHack’ Review: A High-Tech Heist

A group of digital-savvy Gen-Zers try to pull off a crypto caper in the impressively entertaining feature debut from writer-director Ronan Corrigan.

GOOG GOOGL

Motley Fool6d agoneutral

Why This Hedge Fund Made a $3 Million Bet on Carter’s Despite Retail Headwinds

Known for its Carter’s and OshKosh brands, this childrenswear leader serves families through retail, wholesale, and digital channels.

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Motley Fool6d agobullish

Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now?

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

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24/7 Wall St.6d agoneutral

NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

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Benzinga6d agoneutral

Elizabeth Warren Targets Amazon, Google, Microsoft And Meta After Warning That AI Data Centers 'Use As Much Electricity As 100,000 Households'

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...

AMZN GOOG GOOGL META MSFT

24/7 Wall St.6d agoneutral

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned into agentic enterprise infrastructure and a ballooning commercial backlog. Sundar Pichai pitched a full stack consumer plus cloud story powered by Gemini. Same week, same AI obsession, ... Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

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24/7 Wall St.6d agoneutral

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

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Insider Monkey6d agobullish

Alphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure

With an upside potential of 7.8%, Alphabet Inc. (NASDAQ:GOOGL) earns its place on our list of the best agentic AI stocks to buy right now. Alphabet Inc. (NASDAQ:GOOGL) appears to be expanding its role as a foundational infrastructure provider within the growing AI ecosystem. On May 5, 2026, Reuters reported that Anthropic plans to spend $200 billion […]

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Bloomberg6d agoneutral

Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

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24/7 Wall St.6d agoneutral

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

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Insider Monkey6d agobullish

Here is Why Alphabet (GOOGL) is One of the Unstoppable AI Stocks to Buy

Alphabet Inc. (NASDAQ:GOOGL) is one of the unstoppable AI stocks to buy now. On May 12, Google announced the Googlebook, a new category of laptops built on an intelligence-focused system that integrates the Android tech stack with the ChromeOS browser experience. These devices are designed from the ground up for Gemini Intelligence, featuring a “Magic […]

GOOG GOOGL

Simply Wall St.6d agobullish

Googlebook Puts Gemini Laptops In Focus For Alphabet Investors

Alphabet (NasdaqGS:GOOGL) has introduced Googlebook, its first AI-focused laptop built on Android with integrated Gemini Intelligence. The product marks a shift away from ChromeOS for this device category and targets the emerging intelligent laptop segment. Googlebook is aimed at direct competition with AI focused offerings from established PC makers and large platform companies. For Alphabet, Googlebook extends the core Google ecosystem of search, YouTube, cloud and Android into a fresh...

GOOG GOOGL

24/7 Wall St.6d agoneutral

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

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