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Bloomberg12d agoneutral

Anthropic Inks $1.8 Billion Computing Deal With Akamai

(Bloomberg) -- Anthropic PBC has signed a $1.8 billion computing deal with cloud services provider Akamai Technologies Inc. to meet surging demand for its artificial intelligence software, according to people familiar with the matter.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 TehranIran’s President Says He Had Meeting With In

Associated Press12d agobearish

Google settles racial discrimination lawsuit for $50 million

Google has reached a settlement with Black employees who alleged systemic racial disparities in hiring, pay, and advancement in a lawsuit filed in 2022. April Curley, a former Google employee, had sued the tech giant for racial discrimination, saying it engages in a “pattern and practice” of unfair treatment for its Black workers. Other former Google workers also joined the suit, which later received class action status.

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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GuruFocus.com12d agobearish

Microsoft shares fall as top hedge fund dumps $8B stake on AI fears

Microsoft pressured after TCI exit sparks fears over long-term AI competition

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GuruFocus.com12d agobearish

Microsoft Slips After TCI Cuts Stake

Hedge fund TCI reportedly reduced its Microsoft position over AI competition concerns.

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Investing.com12d agoneutral

Apollo, Blackstone reportedly in talks for $35B Broadcom financing deal

Investing.com -- Apollo Global Management Inc. and Blackstone Inc. are in discussions with Broadcom Inc. regarding approximately $35 billion in financing to support the chipmaker’s artificial intelligence chip development, according to a Bloomberg report Friday.

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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

24/7 Wall St.12d agobearish

Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

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Proactive12d agoneutral

Apple price target boosted by Wedbush on AI monetization expectations

Apple Inc (NASDAQ:AAPL, XETRA:APC) is entering a potential new growth phase driven by artificial intelligence, according to Wedbush analysts, who raised their 12-month price target from $350 to $400 and maintained an ‘Outperform’ rating. This implies upside from current levels of...

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Simply Wall St.12d agoneutral

Alphabet Regulatory Pressure Grows As Valuation And Momentum Stay Elevated

Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions arrive shortly after Alphabet reported record Q1 earnings and highlighted heavy spending on AI...

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Simply Wall St.12d agoneutral

How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story

In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marvell’s growing role as a custom silicon and interconnect partner to major hyperscalers. Next,...

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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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Moby12d agoneutral

RGC Resources, Inc. Q2 2026 Earnings Call Summary

Moby summary of RGC Resources, Inc.'s Q2 2026 earnings call

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Barrons.com12d agobullish

Memory Stocks Continue to Surge. What’s Driving Micron and Sandisk Higher.

Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. Sandisk which specializes in flash memory, rose 12% Friday.

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Motley Fool12d agobullish

The Best Artificial Intelligence (AI) Stocks to Buy With $1,000 in May

Cloud computing businesses are spending a ton now, but will reap the rewards later.

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24/7 Wall St.12d agoneutral

Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Wedbush raised its price target on Apple (NASDAQ:AAPL) to $400 from $350, with analyst Daniel Ives keeping an Outperform rating and calling the company “the sleeping tech giant about to see a major inflection point.” Ives estimates that roughly 20% of the world’s population will access AI through an Apple device over the coming years, ... Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

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Trefis12d agobullish

How Marvell Stock Surges To $400

Marvell Technology (MRVL) has rallied close to 80% year-to-date as the market rotated back toward AI infrastructure names.

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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 […]

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Insider Monkey12d agoneutral

Jim Cramer Says “Amazon and Alphabet Have Ensured Years and Years of Colossal Profits”

Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked: Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t […]

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Benzinga12d agoneutral

Gary Black Thinks Uber's 'Operational Leverage' Could Boost Robotaxi Efforts Vs Tesla, Waymo: 'There Will Be No Reason…'

Investor Gary Black, managing director of The Future Fund LLC, thinks that Uber Technologies Inc. could be poised to lead the Robotaxi sector ahead of Elon Musk-led Tesla Inc. and Alphabet Inc.‘s Waymo. Operational Leverage In a post on X...

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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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24/7 Wall St.12d agobullish

IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

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Motley Fool12d agoneutral

Stanford Trustees Exited HeartFlow Stock for $8.5 Million. Here's What That Means for Investors.

HeartFlow provides AI-driven tools for non-invasive heart diagnostics, serving hospitals and clinics with advanced cardiovascular insights.

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CryptoProwl12d agoneutral

TeraWulf Posts Steep Loss As It Pivots To A.I. Data Centres

TeraWulf (NASDAQ: $WULF) has reported a steep first-quarter loss as it pivots from a Bitcoin (CRYPTO: $BTC) miner t...

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24/7 Wall St.13d agobearish

Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

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Entrepreneur13d agoneutral

Why Removing Screens From Fitness Trackers Made Them 88% More Popular: ‘If It Has a Screen, It’s a Watch’

Companies like Whoop are betting billions that consumers want less tech, not more— and the strategy is paying off in a massive way.

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GuruFocus.com13d agobearish

Alphabet Gets More Time in EU Google Probe

EU regulators said Google's current proposal does not fully address Digital Markets Act concerns.

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Trefis13d agoneutral

DDOG Stock To $400?

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

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TechCrunch13d agoneutral

Airbnb says AI now writes 60% of its new code

Airbnb also said its customer support AI bot now handles 40% of issues without escalating to a human agent.

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