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Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families
Bloomberg67d agoneutral
Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says
Reuters67d agoneutral
Private infra, real estate capital to play larger financing role in AI data center boom, Goldman says

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

KeyBanc Initiates Coverage on Varonis Systems (VRNS) as AI Drives Data Security Demand
Insider Monkey67d agoneutral
KeyBanc Initiates Coverage on Varonis Systems (VRNS) as AI Drives Data Security Demand

Varonis Systems, Inc. (NASDAQ:VRNS) ranks among the best technology growth stocks to buy under $100. On May 26, KeyBanc began coverage of Varonis Systems, Inc. (NASDAQ:VRNS) with a Sector Weight rating. Analyst Eric Heath identified robust secular trends in the data security sector, stating that the deployment of AI and Copilot contributes to the data […]

Google Sends a Clear Signal — Heard on the Street Tuesday Recap
The Wall Street Journal67d agoneutral
Google Sends a Clear Signal — Heard on the Street Tuesday Recap

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

Why Richtech Robotics (RR) Is Down 6.0% After Nasdaq Noncompliance Notice Over Delayed 10-Q Filing
Simply Wall St.67d agoneutral
Why Richtech Robotics (RR) Is Down 6.0% After Nasdaq Noncompliance Notice Over Delayed 10-Q Filing

In May 2026, Richtech Robotics reported receiving a Nasdaq notice that it was out of compliance with listing rules after missing the deadline for its March 31, 2026 Form 10-Q filing, triggering a formal timeline to submit a remediation plan or face potential delisting. The situation places unusual focus on the company’s financial reporting controls and disclosure practices, as timely SEC filings are a core requirement for maintaining access to public equity markets. With the Nasdaq...

NVIDIA Expands Beyond GPUs With RTX Spark And Vera AI Platforms
Simply Wall St.68d agoneutral
NVIDIA Expands Beyond GPUs With RTX Spark And Vera AI Platforms

NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professional devices. The company also announced Vera CPUs for data centers, targeting new AI workloads for hyperscalers and enterprises. RTX Spark is tied to a partnership with Microsoft and MediaTek, while Vera connects to fresh ecosystem support across data center, robotics, and edge platforms. NVIDIA highlighted new supply chain partners, open...

NVIDIA Unveils RTX Spark: A Closer Look
Zacks68d agoneutral
NVIDIA Unveils RTX Spark: A Closer Look

NVIDIA and Microsoft are back in the headlines following the unveiling of a recent 'superchip', namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.

Jim Cramer Is Glad Microsoft (MSFT) Is Up
Insider Monkey68d agoneutral
Jim Cramer Is Glad Microsoft (MSFT) Is Up

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 2.2% over the past year and by 4.8% year-to-date. Recently, RBC Capital reiterated a Buy rating and a $640 share […]

Exec Edge68d agoneutral
Identity-Based AI Attacks: SlashID CEO & Co-Founder Vincenzo Iozzo, Live at Nasdaq

Watch the interview below, or Click HERE: Tech Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Vincenzo Iozzo, Chief Executive Officer and Co-Founder at SlashID. The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed why identity-based attacks have become a key cybersecurity risk, along with the importance of managing […] The post Identity-Based AI Attacks: SlashID CEO & Co-Founder Vincenzo Iozzo, Live at Nasdaq appeared first on ExecEdge.

Trump signs executive order scaling back AI review requirements
Yahoo Finance Video68d agoneutralVIDEO
Trump signs executive order scaling back AI review requirements

Yahoo Finance Tech Editor Dan Howley comes on Market Domination to break down the day’s leading and trending tech stories, including President Trump's executive order to scale back review requirements for AI model developers when they submit them to the federal government for assessment.

Bad News for Alphabet Stock Is Good News for Copper Investors
Barrons.com68d agoneutral
Bad News for Alphabet Stock Is Good News for Copper Investors

Copper soared while Alphabet stock sank; both things were related. The Google parent’s stock sank because of an $80 billion equity raise that included preferred stock and Berkshire Hathaway No one saw it coming, part of the reason for the reaction. Alphabet needs the money to spend even more on AI and meet what it calls “unprecedented customer demand.”

FOMO Is Fueling the AI Stock Frenzy. Marvell Is Just the Latest Sign.
Barrons.com68d agoneutral
FOMO Is Fueling the AI Stock Frenzy. Marvell Is Just the Latest Sign.

AI investors have a bad case of FOMO. Marvell Technology’s massive stock rally Tuesday is the latest signal that the “fear of missing out” on artificial intelligence is driving a lot of investors’ decisions these days. After all, just a few words from Nvidia CEO Jensen Huang sent Marvell’s shares soaring toward a record close.

Exec Edge68d agoneutral
Venture Capital's Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq

Watch the interview below, or Click HERE: Exec Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Ryan Keating, Industry Leader, Venture Services at EisnerAmper. Mr. Keating was joined by Editor-at-Large Jarrett Banks and they discussed the newly-formed Venture Services group which Ryan leads and how AI is reshaping the venture ecosystem by […] The post Venture Capital's Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq appeared first on ExecEdge.

Exec Edge68d agoneutral
Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq

Watch the interview below, or Click HERE: Exec Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Ryan Keating, Industry Leader, Venture Services at EisnerAmper. Mr. Keating was joined by Editor-at-Large Jarrett Banks and they discussed the newly-formed Venture Services group which Ryan leads and how AI is reshaping the venture ecosystem by […] The post Venture Capital’s Role in the AI Boom: EisnerAmper Industry Leader Ryan Keating, Live at Nasdaq appeared first on ExecEdge.

Ingram Micro Holding Corporation (INGM) Earns the AI Apps on Microsoft Azure Specialization
Insider Monkey68d agoneutral
Ingram Micro Holding Corporation (INGM) Earns the AI Apps on Microsoft Azure Specialization

Ingram Micro Holding Corporation (NYSE:INGM) is among the Most Undervalued Stocks. On May 4, 2026, Ingram Micro Holding Corporation (NYSE:INGM) reported that it earned the AI Apps on Microsoft Azure Specialization. It has the ability to design and deliver artificial intelligence-powered solutions using Azure AI, App, and Data services. The firm also linked the achievement to […]