ニュース · QuantAbundancia

Motley Fool11h agobullish

Berkshire Hathaway Just Dumped a Beloved Stock. Here's What It's Buying Instead.

Berkshire Hathaway sold its Amazon shares and bought Macy's stock.

Bloomberg14h agobullish

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Motley Fool1d agobullish

Is CoreWeave a Safe Stock to Buy Right Now?

CoreWeave stock is worth consideration, but be advised that it's not for the fainthearted.

AMZN CRWV INTC NVDA

24/7 Wall St.1d agobullish

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

AMZN SHOP

Motley Fool1d agobullish

Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by Year-End. Here's How You Can Buy It Now for Just $50.

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

AMZN GOOG GOOGL INTC META MU NVDA SNDK+1

GuruFocus.com1d agobullish

Amazon, McDonald Surge Into Jefferies Top Picks Broadcom as Gets Cut

McDonald's, Amazon Lead Jefferies New High-Conviction Stock Picks

AMZN APP AVGO COF CRDO MCD NKE SNOW

24/7 Wall St.1d agobullish

Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

The S&P 500 has delivered roughly 13% annualized returns over the past decade — one of the strongest bull runs in history. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), the gold standard for patient capital, managed about 12% annually in the same stretch. Impressive numbers for mere mortals. Yet both look like amateur hour next to the ... Here’s How Nancy Pelosi Beat the Stock Market and Warren Buffett

AAPL AMZN MSFT NFLX TSLA ^GSPC

GuruFocus.com1d agobullish

NextEra Energy Buys Dominion in $66.8 Billion All-Stock Deal

The combination creates the world's largest regulated electric utility

AMZN CRWV D GOOG GOOGL META MSFT NEE

Motley Fool1d agobullish

Is It Too Late to Buy Cerebras Systems After the Stock Soared Following Its IPO?

The AI chipmaker's stock surged on its open day of trading last week, and it's still well above its IPO price.

AMD AMZN CBRS GOOG GOOGL NVDA

Motley Fool2d agobullish

Is Now the Time to Buy Forgotten FAANG Stock Netflix?

Netflix isn't a Magnificent Seven stock, but it's still worth monitoring.

AAPL AMZN GOOG GOOGL META NFLX ^GSPC

Zacks2d agobullish

Buy the Dip in Nvidia Stock off of Record Highs as Q1 Earnings Approach?

Ahead of its Q1 report on Wednesday, May 20, Nvidia stock has pulled back roughly 6% from its recent record high of $236 a share (post-split basis),

AMD AMZN CBRS GOOGL META MSFT

24/7 Wall St.2d agobullish

Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years

The Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) and the Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY) track US consumer discretionary stocks, both are market-cap weighted, and both hold Amazon (NASDAQ:AMZN) and Tesla (NASDAQ:TSLA) as anchor positions. The decision between them hinges on one factor: how much Tesla you want to own. What each fund is actually ... Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years

AMZN NVDA TSLA

Reuters Videos2d agobullishVIDEO

NextEra to buy Dominion for $67 billion, betting on AI power demand

<body>STORY: :: Amazon Web ServiceTwo powerhouse utility companies are merging as the AI boom fuels data center demand.:: NextEra EnergyNextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.:: Dominion EnergyThe deal is one of the biggest in the U.S. power industry, and will create the world's largest regulated electric utility company by market value.:: NextEra Energy:: Amazon Web ServiceThe transaction gives NextEra greater reach into supplying electricity to Big Tech's burgeoning data centers, with Dominion's customers including Alphabet, Amazon, Microsoft, Meta and CoreWeave.:: ArchiveIt also follows an agreement NextEra made last year with Google to reopen a nuclear power plant in Iowa.The energy sector has seen a wave of consolidation recently as rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects.:: ArchiveThis year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish private-equity firm EQT. That followed Constellation Energy's deal for Calpine and Blackstone's purchase of TXNM Energy last year.Monday's announcement sent shares of NextEra lower by as much as five-and-a-half percent, while Dominion's stock rose as much as eleven-and-a-half percent to its highest level since November of 2022.</body>

AMZN CRWV D GOOG GOOGL META MSFT NEE

24/7 Wall St.2d agobullish

Buy TSM Below $400

Taiwan Semiconductor Manufacturing (NYSE:TSM) at $404.35 looks attractive on weakness below $400 based on the setup discussed below. The stock has already touched $386.12 on May 12 and $391.47 on May 13 before bouncing back, and the setup heading into summer suggests sub-$400 prints look like an opportunity. TSMC fabricates the world’s most advanced logic ... Buy TSM Below $400

AMZN NVDA TSM

Zacks2d agobullish

Buy Cisco as a New Leader of the AI Networking Infrastructure Space

Cisco rides booming AI networking demand as hyperscaler orders surge, driving record revenues and stronger fiscal 2026 guidance.

AMZN CSCO GOOGL META MSFT

Investor's Business Daily2d agobullish

Amazon's Big Rally Takes A Breather Just Short Of $3 Trillion Club. What To Watch Next.

Amazon stock has paused its rally just short of a $3 trillion market cap. Two upcoming events could dictate where AMZN goes next.

AAPL AMZN GOOG GOOGL MSFT NVDA

Yahoo Finance2d agobullish

Earnings live updates: Home Depot beats earnings estimates as small DIY projects remain a 'real source of strength'

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.

AMD AMZN CBRS GOOG GOOGL HD LOW NVDA+4

24/7 Wall St.3d agobullish

SPYG Has Beaten SPYV by 390% Over a Decade and the Reason Matters More Than You Think

State Street offers investors a clean factor split of the S&P 500 through the SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) and the SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG). Same issuer, same parent index, opposite factor tilts. The gap between them right now is the story: SPYG is up 10.29% year to date while ... SPYG Has Beaten SPYV by 390% Over a Decade and the Reason Matters More Than You Think

AAPL AMZN NVDA ^GSPC

Bloomberg3d agobullish

Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

AAPL AMZN GOOG GOOGL META MSFT MU SNDK+1

24/7 Wall St.4d agobullish

NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing

Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK Act, while the VanEck Social Sentiment ETF (NYSEARCA:BUZZ) uses natural language processing to score social media chatter around large-cap US stocks. Both test ... NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing

AAPL AMZN AXP CRM GOOG GOOGL MSFT NFLX+4

Barchart4d agobullish

Cerebras Is the Biggest IPO of the Year. If You Buy CBRS Stock Now, Brace Yourself for Volatility Ahead.

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

AMD AMZN AVGO GOOG GOOGL META MSFT

Motley Fool4d agobullish

Cerebras Soared 68% in Its First Day of Trading. After This Explosive IPO, Is It Too Late to Buy the Stock?

Investors may be eager to get in on this new AI growth story.

AMZN ^GSPC

Motley Fool4d agobullish

Heron Bay Doubles Down on Vontier, Buying 1.37 Million Shares

Vontier provides technology and services for global mobility infrastructure, supporting fueling, fleet, and diagnostics markets worldwide.

AMZN GOOG GOOGL SCHW ^GSPC

Motley Fool5d agobullish

What to Know About This Fund’s Bigger Bet on Lionsgate Studios Amid an 85% Stock Surge

Lionsgate Studios leverages a vast film and TV library to monetize original content and franchises across global platforms.

AMZN BKNG ^GSPC

MT Newswires5d agobullish

Update: AI Revenue May Jump Fivefold to $200 Billion This Year as Spending Race Intensifies

(Updates to add stock prices in 22nd paragraph.) The world's largest artificial intelligence firm

AMZN GOOG GOOGL META MSFT

MT Newswires5d agobullish

Update: AI Revenue May Jump Fivefold to $200 Billion as Spending Race Intensifies

(Updates to show Anthropic declined to comment in the 16th paragraph.) The world's largest artifi

AMZN GOOG GOOGL META MSFT

Zacks5d agobullish

RDDT vs. AMZN: Which Digital Advertising Stock Is a Better Buy?

Reddit's AI-powered ad tools and rising advertiser demand fuel 74% ad revenue growth, outpacing Amazon's advertising expansion.

AMZN RDDT

Barrons.com5d agobullish

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

ACLS AMZN GOOG GOOGL MU RMBS SNDK WDC

Barrons.com5d agobullish

Cathie Wood Is Buying the Year’s Hottest AI IPO. Why ARK Is Betting on Cerebras Systems.

Cathie Wood’s ARK Invest is staying true to its high-growth strategy. Two of its biggest funds snapped up Cerebras Systems on the heels of the chip maker’s impressive market debut, which saw the stock surge nearly 70%. A trading disclosure shows the flagship (ARKK) picked up 71,655 Cerebras shares on Thursday.

AMD AMZN HOOD