ニュース

Investors are watching whether Nvidia can extend confidence in AI spending through 2027 and 2028.

Palantir (NASDAQ:PLTR) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the company is “an n of 1” with a Rule of 40 score of 127%. Yet the valuation tells a very different story. The Palantir Problem: Priced for ... Forget Palantir: 2 Unstoppable AI Stocks to Buy Instead

At $223.15, Arm Holdings (NASDAQ:ARM) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone. The stock has rebounded sharply from a steep first-quarter drawdown, and the post-earnings story has fundamentally changed what Arm is selling to Wall Street. Arm designs the ... Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

Alphabet Inc. ’s Google (NASDAQ:GOOG) on Tuesday introduced a range of new artificial intelligence tools at its annual I/O developer conference, including AI agents integrated directly into Search and a faster, lower-cost Gemini model aimed at enterprise customers.

(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

The key takeaway from Ackman's move isn't that Alphabet isn't a good stock to own.

This semiconductor leader has grown sevenfold over the past year and shows no signs of slowing.

CleanSpark Inc. (NASDAQ:CLSK) is one of the 10 Stocks With Powerful Gains. Shares of CleanSpark rallied for a second day on Tuesday, jumping 9.30 percent to close at $14.69 apiece, as investors took heart from an investment firm’s bullish call for its stock. In a market note, CleanSpark Inc. (NASDAQ:CLSK) received a $24 price target […]

The "Magnificent Seven" are looking less magnificent in 2026. This low-cost index fund could be a better buy.

WIth Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus. Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in...

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

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

Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including CoreWeave (CRWV) and other neocloud stocks falling on Alphabet's (GOOG, GOOGL) latest AI infrastructure venture with Blackstone (BX); Snowflake (SNOW) shares jumping as Bank of America raises its price target; and Amer Sports (AS) raising its full-year guidance upon reporting strong demand for its Salomon shoes.

The combination creates the world's largest regulated electric utility

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

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

Bill Ackman's Pershing Square slashed its stake in Google-parent Alphabet last quarter, while Berkshire Hathaway tripled its stake before shares took flight last month.

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),

​Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) has issued 576.5 billion yen, around $3.6 billion in yen-denominated bonds, marking the largest such issuance ever by a foreign company. ​The report noted that this is the […]

<body><p>STORY: :: Amazon Web Service</p><p>Two powerhouse utility companies are merging as the AI boom fuels data center demand.</p><p>:: NextEra Energy</p><p>NextEra Energy on Monday said it will buy Dominion Energy in an all-stock transaction valued at nearly $67 billion.</p><p>:: Dominion Energy</p><p>The 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.</p><p>:: NextEra Energy</p><p>:: Amazon Web Service</p><p>The 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.</p><p>:: Archive</p><p>It also follows an agreement NextEra made last year with Google to reopen a nuclear power plant in Iowa.</p><p>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.</p><p>:: Archive</p><p>This 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.</p><p>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.</p></body>

It's absurd Reddit stock is getting beat up amid strong fundamentals.

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

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a highly concentrated portfolio: almost 65% of Berkshire’s $331 billion equity portfolio ... Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

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

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.

Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.

Microsoft became very cheap in the first quarter. It still is.