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The central plot to the largest M&A deal in the power industry is: AI hyperscaling is real, durable, and here to stay.

Data center electricity demand has turned utility stocks back into a growth story, and First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU) has captured the move. FXU is up 17% over the past year and 7% year to date, with shares around $48. Income investors holding FXU collect a variable quarterly distribution that has trended higher with ... Utilities ETF FXU Hits 17% Annual Gain As Data Centers Reshape Power Demand

Micron has made investors a ton of money in a short timeframe.

Meta Platforms (NASDAQ:META) is in an awkward stretch. The stock sits 11.23% below where it traded a month ago, yet the business just printed its strongest growth quarter in years. Our 24/7 Wall St. price target for Meta is $860.03 over the next 12 months, implying 40.71% upside from the $611.21 close. The recommendation is ... Meta Platforms Will Be a $3 Trillion Company By This Date

Synopsys (NASDAQ:SNPS) has whipsawed investors over the past year, from an August 2025 peak near $617.91 to a November low of $389.83, before settling at $498.43. With the Ansys integration now fully reflected in results and AI-driven chip design demand intact, our model sees room to run. Our 24/7 Wall St. price target for Synopsys ... Prediction: Synopsys Could Hit $600+ in 12 Months and Here’s Why

Nasdaq slides for third straight session as bond yields spark valuation fears across tech

Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.

Chip Sector Shake-Up: Intel and Qualcomm Target AI Challenger Tenstorrent

At $394, Taiwan Semiconductor Manufacturing (NYSE:TSM) screens favorably. The world’s largest contract chipmaker raised full-year guidance at a price still below the average Wall Street target, combining momentum with unfinished upside. TSMC fabricates the most advanced chips for leading AI and consumer technology customers. It controls a 72% share of the global foundry market and ... TSM at $394: Buy, Sell or Hold?

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.

At $160.49, ExxonMobil (NYSE:XOM) is a buy and at $196.12, Chevron (NYSE:CVX) is a hold. The two integrated majors have both ripped higher in 2026 on stronger production, capital discipline, and renewed energy demand, yet their setups now diverge sharply on valuation and earnings power. Both companies span exploration, refining, chemicals, and increasingly low-carbon ventures. ... Chevron at $196, ExxonMobil at $160: Buy, Sell or Hold?

Moby summary of RADCOM Ltd.'s Q1 2026 earnings call

BridgeBio Pharma (NASDAQ:BBIO) received a Neutral initiation from Citi Neutral on Tuesday, reflecting a measured stance on the company’s transthyretin amyloid cardiomyopathy (ATTR-CM) franchise. The call contrasts with Citi’s simultaneous Buy initiation Buy ratings on peer biotechs Alnylam, Ascendis Pharma, BioMarin, Cytokinetics, and of Ionis Pharmaceuticals (NASDAQ:IONS), making the BBIO Neutral a cautious outlier. For ... Citi Initiates BridgeBio at Neutral: Why the Cardiomyopathy Story Isn’t

Jacobs (J) could see stronger growth in H2 as data center demand, Life Sciences work, US infrastruct

CrowdStrike (NASDAQ:CRWD) just got hit with a Sell rating from DZ Bank, which set a $500 price target on the cybersecurity leader. The downgrade lands one day after KeyBanc raised its CrowdStrike price target to $700 from $525 with an Overweight rating. That $200 spread between the bull and bear case is the real story ... DZ Bank Just Slapped CrowdStrike With a Sell Rating. Is the $700 Bull Case Falling Apart?

Artificial intelligence is driving blistering growth across the semiconductor industry.

Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.

This episode breaks down what’s in the AI 11 basket, whether it's better to invest in baskets or individual companies, and the AI bubble.

The S&P 500 has never been more concentrated in two stocks than it is today.

Investors have piled into semiconductor stocks as AI enthusiasm drives markets higher, but rising bond yields and crowded positioning are beginning to raise concerns.

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

The Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) is down about 5% year to date while the S&P 500 is up 7%. Over five years, FHLC has returned 15% against about 80% for the S&P 500. If you bought FHLC for cheap sector diversification, fine. If you bought it expecting healthcare to keep pace with ... If You Hold This Healthcare ETF, You’re Losing Big

Small caps are finally getting their moment. The iShares Russell 2000 ETF (NYSEARCA:IWM) is up 12.11% year to date and 31.51% over the past year, a sharp rotation away from the mega-cap trade that dominated the prior cycle. For retail investors, that means the cheaper end of the market, names trading under $30 a share, ... The Russell 2000 Is Up 31% and These 2 Small Cap Stocks Under $30 Have the Fundamentals to Keep Running

If portfolio diversification is your goal, the opportunities in foreign equities are beginning to look more attractive.

The chipmaker has fallen after three of its last four quarterly reports -- and the bar going into this one is higher.

Micron Technology's stock has been falling in recent days, but it's still up big over the past 12 months.