High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Alphabet Inc. (NASDAQ:GOOGL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. One of the biggest analyst calls on Thursday, June 4, was for Alphabet Inc. (NASDAQ:GOOGL). Bank of America reiterated the stock as “Buy.” Analysts said that they are sticking with Alphabet following its capital raise earlier […]
Depending on who investors read, the SpaceX IPO will either end Western civilization while ruining working-class retirement funds or usher in an AI-enabled global utopia, generating trillions in profits. For bullish investors, including Baron Capital and ARK Invest, the projected $1.8 trillion valuation for SpaceX feels like a bargain for three main reasons.
SpaceX, OpenAI and Anthropic listings could reshape capital flows as new equity supply rises.
Alphabet supported a roughly $1 billion clean-energy financing deal.
The Department of Energy now projects data centers will account for up to 12% of U.S. electrical demand by 2028, and somebody has to actually build the power plants, transformers, and transmission lines to feed that monster. The hyperscalers get the headlines. The utilities get the contracts, the rate base, and the 27-year dividend streaks. ... AI Needs Power: 5 Dividend Stocks Quietly Funding the Datacenter Boom
I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...
Uber customers in the UK can now join an interest list to increase their chances of being matched with a Wayve robotaxi.
Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced […]
Stock market investors could be facing a specter they haven’t had to navigate since early April, when the bull market in tech caught fire and powered domestic indices out of their early year torpor and tensions between Washington and Tehran simmered into a fragile truce effort. The two-day surge in volatility follows a series of events that have tested the strength of the current tech market wave, pushed the Federal Reserve into a challenging position of moving toward rate hikes while defying President Donald Trump’s public call for easier policy, and unsettled investors hoping for an extended cease-fire agreement between the U.S. and Iran. “At the same time, growing expectations of Fed tightening have caught an investor base overweight equities and overweight emerging markets,” said ING’s Chris Turner, the bank’s global head of markets.
June 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
↗️ Marvell Technology (MRVL): Shares jumped premarket after S&P Dow Jones Indices said Friday that the chip maker will join the S&P 500 later this month. Flex (FLEX), an electronics manufacturing firm, will also join.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Under the terms, payments will begin at a reduced rate, before reaching the full agreed monthly fee from October until June 2029.
A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%
The Prime Minister was speaking at London Tech Week.
Investing.com -- U.S. President Donald Trump said Friday his team is exploring the idea of AI companies giving the American public a stake in their firms, and that he plans to host a meeting with AI executives as soon as next week.
Depending on who investors read, the SpaceX IPO will either end Western civilization while ruining working-class retirement funds or usher in an AI-enabled global utopia, generating trillions in profits. For bullish investors, including Baron Capital and ARK Invest, the projected $1.8 trillion valuation for SpaceX feels like a bargain for three main reasons.
For most of its time in the public markets, Reddit (RDDT) has been a story of artificial intelligence data. That story still holds. The company’s user-generated discussions have grown increasingly useful for AI developers seeking real-world conversations, queries, and opinions. But there's a second ...
The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design themselves.
Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale while its stock trades around $488.13. Over the past 3 years the stock is up 45.6% and over 5...
Investing.com -- The 2026 FIFA World Cup, the largest in the tournament’s history with 48 teams, 104 matches and 16 host cities across the United States, Canada and Mexico, is expected to generate measurable but largely short-lived gains for a select group of U.S. companies, while media engagement may provide a more durable revenue opportunity than in-person attendance, according to analysts at Barclays.
SpaceX recently unveiled a large new compute deal with Google, in addition to a previously announced one with Anthropic.
A 2x leveraged semiconductor ETF will eventually give you a day like June 5, 2026. ProShares Ultra Semiconductors (NYSEARCA:USD), which seeks twice the daily return of the Dow Jones U.S. Semiconductors Index, closed at $88.68 on Friday, down roughly 17% from $106.64 the day before. A holder who walked in Friday morning with $10,000 walked ... USD Implodes 17% And June 8th Could Be Worse
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
The computing power deal will bring approximately $30 billion to Elon Musk’s combined companies ahead of a massive IPO.
Earlier this year, Meta cut thousands of employees and told investors the reductions were necessary to fund its AI ambitions. The company redirected that payroll into infrastructure, researchers, and models designed to compete with OpenAI, Anthropic, and Google. Mark Zuckerberg called it the most ...
The AI race is getting more expensive, and Alphabet’s latest fundraising plan proved it. Still, Berkshire Hathaway’s $10 billion bet offers investors a reason to look deeper.
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