AppLovin (NASDAQ:APP) executives outlined the company’s growth strategy at the Nasdaq London Investor Conference, emphasizing the role of its AXON machine learning platform, expansion beyond mobile gaming advertising and a continued focus on high margins and shareholder returns. Co-Founder and Chie
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Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Alphabet (NasdaqGS:GOOGL) agreed to a multi year AI cloud deal with SpaceX, paying US$920 million per month through June 2029 for access to 110,000 Nvidia GPUs. Waymo acquired a 5,500 acre autonomous vehicle testing site in Arizona that was previously used by Apple for self driving development. Google introduced Search profiles, giving publishers and creators dedicated pages in Google Search that may affect how content is discovered and monetized. These moves touch three core areas for...
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68% year to date and 121% over the past year. The fund tracks the STOXX World AC NexGen Software Development Index, powered by a ... The Capex Signal That Will Make or Break IGPT in the Next 12 Months
Super Micro Computer said on Tuesday it would raise $7 billion through a series of equity and equity-linked financing transactions to fund the purchase of components needed to meet the growing demand for its advanced AI servers. AI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Super Micro also plans to sell shares worth up to $2 billion in an at-the-market offering not before the third quarter.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted firesides live from Pax8 Beyond 2026 at the Salt Palace Convention Center in Salt Lake City, Utah. Interviews included Pax8, SentinelOne, […]
When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

SpaceX (SPAX.PVT) continues to turn investors' heads ahead of its IPO this Friday, June 12, as Elon Musk's space company strikes a deal with Alphabet (GOOG, GOOGL) for the Big Tech company to borrow computing power for $920 million per month. Yahoo Finance Senior Reporter Pras Subramanian discusses the value this has for investor sentiment on SpaceX's upcoming stock release. SpaceX is expected to go public on the Nasdaq this week under the ticker SPCX, with the space operator aiming for an IPO price of $135 per share.
Institutional demand builds as SpaceX prepares a $75 billion IPO that could value the company at about $1.8 trillion.
Mega-tech IPO history warns of sharp first-year declines, even as SpaceX, Anthropic and OpenAI prepare massive listings.
Alphabet (NASDAQ:GOOGL) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation that, on an earnings yield basis, still trades cheaper than most of its mega-cap peers. At $363.31, the stock carries a P/E of 16 and an earnings ... This Historically Cheap Cash Cow Is the Best Value and Growth Stock on Wall Street
The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how software development stocks fared in Q1, starting with Bandwidth (NASDAQ:BAND).
Apple Inc (NASDAQ:AAPL, XETRA:APC) shares were down 4% on Tuesday afternoon after the company's annual developer conference left some investors questioning the pace of its artificial intelligence rollout, even as analysts broadly viewed the event as a step forward. At its Worldwide Developers...
After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.
The catalyst for investors' dumping AI stocks again Tuesday isn't totally clear. But Brian Jacobsen, chief economic strategist for Annex Wealth Management, suggested Alphabet's recent capital raise and SpaceX's impending IPO could be contributing to the ongoing declines.

OpenAI (OPAI.PVT) has confidentially filed for an IPO after Monday's market close, setting up its own public launch to compete with Anthropic's (ANTH.PVT) this fall season. Winthrop Capital CIO Adam Coons explains whether his firm is eager to buy into SpaceX (SPAX.PVT) upon its IPO this Friday, June 12, while Yahoo Finance Markets and Data Editor Jared Blikre outlines SpaceX's possible challenges to scale for its proposed AI data centers in space. Elon Musk's SpaceX (SPAX.PVT) is expected to go public on the Nasdaq this week under the ticker SPCX, with an IPO price of $135 per share.
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best NASDAQ stocks to buy and hold for 3 years. On June 3, Northland lifted the price target on Lumentum Holdings Inc. (NASDAQ:LITE) to $1,200 from $1,000 while maintaining an Outperform rating on the shares. The firm stated that following the previous day’s comments from Nvidia’s CEO […]
Broadcom Inc. (NASDAQ:AVGO) is one of the best NASDAQ stocks to buy and hold for 3 years. Broadcom Inc. (NASDAQ:AVGO) received a rating update from Benchmark on June 4. The firm lifted the price target on the stock to $545 from $485 and maintained a Buy rating on the shares, stating that shares sold off by […]
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