ニュース · QuantAbundancia

Motley Fool11d agoneutral

Micron Stock Is Up 700% Over the Past Year. Its Shares Still Look Relatively Cheap.

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

MarketBeat11d agoneutral

Virtuix Maps VR Growth Push as CEO Addresses Sharp Stock Slide

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

24/7 Wall St.11d agoneutral

NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

AMD GLW META

Motley Fool11d agoneutral

Missed April's AI Rally? These 3 Stocks Still Look Like Bargains.

Several megacaps are still well below their all-time highs.

META MSFT NVDA

Fortune11d agoneutral

Qualcomm’s CEO is working with ‘pretty much all’ major AI players on top-secret devices—and powering OpenAI’s first push into hardware

The phone is dying. Cristiano Amon knows what's replacing it—he just won't tell you yet.

META QCOM

Motley Fool11d agobullish

Alphabet, Microsoft, Amazon, and Meta Platforms Just Reported Earnings. Which Is the Best Buy?

The AI hyperscalers are all delivering solid results.

AMZN GOOG GOOGL META MSFT

Insider Monkey12d agoneutral

Advanced Micro Devices (AMD) Reports Q1 2026 Revenue of $10.3B Driven by Data Center Growth

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]

AMD META SSNLF

Simply Wall St.12d agoneutral

Meta Platforms Swaps Jobs For AI Infrastructure And Investor Uncertainty

Meta Platforms (NasdaqGS:META) is laying off 8,000 employees as part of an expanded cost control effort. CEO Mark Zuckerberg is linking the cuts directly to record AI infrastructure spending and heavier investment in data centers. Resources are being redirected from employee compensation toward AI hardware and related capital expenditure. The move is contributing to wider pressure on tech employment as peers reassess workforce and AI budgets. For you as an investor, this puts a spotlight on...

META

Investing.com12d agoneutral

Federal judge rejects immediate approval of Elon Musk’s $1.5m SEC settlement

Investing.com -- A federal judge in Washington, D.C., has declined to "rubber-stamp" a $1.5 million settlement between Elon Musk and the U.S. Securities and Exchange Commission (SEC), according to a Friday ruling reported by Reuters.

META SNAP TSLA

The Wall Street Journal12d agobearish

Tech Unemployment Ticks Up to 3.8% in April Amid AI-Driven Layoffs

The unemployment rate was unchanged at 4.3%. Nike will reduce its workforce by roughly 1,400 workers, or about 2%, mostly in its tech department, as it simplifies global operations. Inflation and economic uncertainty linked to the Iran conflict is giving some chief executives and tech leaders reason to pull back or pause their IT hiring, said Janco Chief Executive Victor Janulaitis.

META

Barrons.com12d agobullish

In Rush to Buy CPUs, Intel Won’t Be the Only Winner

The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.

AMD ARM INTC META

MT Newswires12d agoneutral

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

AAPL AMZN INTC META MSFT XLK

Financial Post12d agoneutral

Enbridge CEO says it's 'game on' for growth amid surging energy demand

'The best growth opportunities I have seen in 10 to 15 years,' says Greg Ebel

ENB META

MT Newswires12d agoneutral

Update: Market Chatter: Apple, Meta Oppose Canadian Bill on Weakening Encryption

(Updates with Meta's statement in the fourth and fifth paragraphs.) Apple (AAPL) and Meta Platfor

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decrypt12d agoneutral

Elizabeth Warren Wants Meta to Spill All on Stablecoin Plans Ahead of Clarity Act Votes

The Senate Democrat said Meta’s reported plans to partner with a third-party stablecoin issuer could undermine “competition, privacy… and financial stability.”

META

TheStreet12d agoneutral

Senator raises alarm over Meta's 'deeply troubling' crypto plans

Sen. Elizabeth Warren (D-Mass.) raised an alarm over Meta's (NASDAQ: META) upcoming stablecoin plans. In a letter to CEO Mark Zuckerberg on May 6, she demanded transparency over the company's plans to integrate a third-party stablecoin into its platform in the coming months. "The lack of ...

META

TechCrunch12d agobullish

Cloudflare says AI made 1,100 jobs obsolete, even as revenue hit a record high

CloudFlare announced its first large-scale layoff. CEO Matthew Prince says because of AI efficiency gains, the company doesn't need as many support roles.

AMZN GOOG GOOGL META MSFT NET

Yahoo Finance Video12d agobearishVIDEO

Coinbase & Cloudflare's AI-driven layoffs might not be rewarded

Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.

AMZN CRM META MSFT NET OPEN ORCL XYZ

GuruFocus.com12d agoneutral

Nvidia, Apple and Microsoft may be trading at best valuations in years

Nvidia, Microsoft and Apple could still have room to run after blockbuster earnings

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Bloomberg12d agoneutral

Apollo, Blackstone Weigh $35 Billion Financing for Broadcom

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

AVGO BX GOOG META OWL

Quartz12d agoneutral

Tech hyperscalers are displacing banks as top U.S. bond issuers

AI hyperscalers issued $121 billion in bonds in 2025, four times their five-year average, and the shift is rewriting credit-index rankings

AMZN GOOG GOOGL META MSFT ORCL

Yahoo Finance Video12d agobearishVIDEO

Should workers be worried about more AI layoffs? Acting Labor Secy. responds

While the push into further AI adoption has driven a wide trend of layoffs in the tech sector in 2026, Acting US Secretary of Labor Keith Sonderling speaks with Yahoo Finance Senior Reporter Jennifer Schonberger about how his department is examining artificial intelligence's impact on the labor market.

META ORCL

Investor's Business Daily12d agoneutral

Why Memory-Chip Stocks Are Top Of Mind For Investors

Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.

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Benzinga12d agoneutral

Bitcoin Will Be 'Worth Over A Million Dollars Or More' In 'The Very Long Term,' Lightspark CEO David Marcus Says

Bitcoin’s long-term trajectory is not in doubt despite its volatility, according to Lightspark CEO David Marcus. "The interesting thing about the price of Bitcoin is that it ebbs and flows, but over the very long run, it always trends in...

META PYPL TSLA

Insider Monkey12d agoneutral

Jim Cramer Lists Alphabet and Other Key Players in the AI Interface and Cloud Services Market

Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said: What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that […]

AAPL GOOG GOOGL META MSFT

Insider Monkey12d agobearish

Jim Cramer Says “Microsoft Appears Stuck With Old Software That Has Fallen Out of Favor”

Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked: It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, […]

META MSFT

24/7 Wall St.12d agoneutral

Smart glasses are about to have their iPhone moment and Apple is late to the party

Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party

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Motley Fool12d agoneutral

Why Are Some Investors Excited About Meta Platforms After Its Q1 Earnings?

Meta gave investors something important in its latest earnings: Early proof that its AI investments are starting to pay off.

META

Yahoo Finance12d agobearish

CoreWeave stock sinks after forecast miss

CoreWeave shares sink as forecast dissapoints.

CRWV META NVDA