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Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...

Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...

The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.

The New York Times recently published an opinion piece suggesting that the company is at the beginning of the end, but it’s more complicated than that.

Meta has been ignored by the market in recent months.

Some AI stocks are trading at very reasonable levels right now.

Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

Wall Street weighs the bottlenecks within the AI trade.

Market royalty is getting a hardware makeover.

Meta's $10 billion Hyperion project will gobble up an estimated $3.3 billion in tax breaks. It’ll also have plenty of knock-on effects in the surrounding community.

The stock market has been on a tear during President Donald Trump’s second term. Since Jan. 20, 2025, the S&P 500 has climbed 23.4%. More stunningly, it has surged 48.5% since the April 8, 2025 tariff panic low, as investors decided the White House’s trade fights were survivable and artificial intelligence spending was unstoppable. That ... Uh-Oh! President Trump’s Landmark Tax Cuts Bill Could Be What Kills the Trump Bull Market

Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...

Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...

Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 5, 2026, when Reuters reported that Meta Platforms, Inc. (NASDAQ:META) argued against a potential EU order that would require it to give rival AI chatbots free access to WhatsApp. The dispute followed Meta’s […]

Meta Platforms (NasdaqGS:META) expanded its WhatsApp partnership with customer experience company Genesys, integrating AI tools to support multi-modal business communications for a global user base that the company reports is over 3 billion. At the same time, Meta is heading into its annual meeting, where shareholders are set to vote on proposals focused on public reporting of antisemitism and online hate moderation. Investors are also being asked to consider measures that would require...

The AI cloud company's first-quarter bookings hit a record. But soft guidance and rising costs spooked the market.

Vistra Corp. (NYSE:VST) is one of the 10 Best Utility Stocks that Beat Earnings Estimates. On May 7, 2026, Vistra Corp. (NYSE:VST) reported Q1 revenue of $5.64B, ahead of the $5.24B consensus estimate, while ongoing operations adjusted EBITDA totaled $1.49B. President and CEO Jim Burke said the company entered 2026 with momentum driven by its […]

Which big tech company is best positioned to absorb higher memory pricing?

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the company during the episode and said: And look, it’s not just Meta. We all kick ourselves for missing out on winners that seem obvious in retrospect. I wish I’d bought […]

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s growth, as he commented: This morning on Squawk on the Street, I said something I kind of want to take back. I was being smarmy about Meta Platforms, saying […]

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

The memory company believes it's on the cusp of a multidecade growth cycle for artificial intelligence (AI) and robotics.

Virtuix (NASDAQ:VTIX) executives outlined the company’s consumer, enterprise and defense strategy during an investor webinar, while also addressing recent volatility in the company’s share price. Founder, CEO and Chairman Jan Goetgeluk said the stock’s recent decline was “gut-wrenching,” noting tha