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24/7 Wall St.83d agoneutral
The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident
24/7 Wall St.83d agoneutral
RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story. RTH is up 5.79% in 2026 while XRT is down 6.25%. Same sector label, two very different bets, and the difference comes down to one decision: who ... RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

Anthropic to let partners share Mythos cybersecurity findings with others
Reuters83d agoneutral
Anthropic to let partners share Mythos cybersecurity findings with others

Anthropic said on Monday it is revising its earlier position to allow users of its Mythos cybersecurity model ‌to share information about cyber threats with others who may be exposed ‌to similar vulnerabilities. Mythos, announced on April 7, is being deployed as part of Anthropic's "Project Glasswing," a controlled ​initiative under which select organizations, including major tech firms such as Amazon, Microsoft, Nvidia and Apple, are permitted to use the unreleased Claude Mythos Preview model for defensive cybersecurity purposes. Mythos' capabilities to code at a high level have given it a potentially ‌unprecedented ability to identify cybersecurity ⁠vulnerabilities and devise ways to exploit them, according to experts.

Trump Announces Discount Drug Pricing Expansion With Mark Cuban
Bloomberg83d agoneutral
Trump Announces Discount Drug Pricing Expansion With Mark Cuban

(Bloomberg) -- President Donald Trump announced his administration is adding more than 600 generic medications to its direct-to-consumer drug sales website TrumpRx alongside billionaire Mark Cuban.Most Read from BloombergStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersIranian Media Said US Offered Interim Waiver on Oil SanctionsUS and Iran Far From Deal as Bond Rout P

Amazon.com Inc. (AMZN): Mark Cuban Remains Bullish in AI Era
Insider Monkey83d agoneutral
Amazon.com Inc. (AMZN): Mark Cuban Remains Bullish in AI Era

We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Amazon.com, Inc. (NASDAQ:AMZN) ranks 1st on this list. For Mark Cuban, Amazon.com, Inc. (NASDAQ:AMZN) stock is a long-term, high-conviction buy and hold investment. This strategy has yielded massive returns for Cuban, by his own admission. During an appearance on the The […]

Berkshire is extra bullish on Delta, Alphabet as CEO adjusts portfolio
Yahoo Finance Video83d agoneutralVIDEO
Berkshire is extra bullish on Delta, Alphabet as CEO adjusts portfolio

Berkshire Hathaway (BRK-A, BRK-B) has adjusted its equity portfolio under new CEO Greg Abel, including a new $2.6 billion stake in Delta Air Lines (DAL) while tripling the firm's stake in Alphabet (GOOG, GOOGL). The Glenview Trust Company CIO Bill Stone takes a closer look at Berkshire's revamped equity holdings and which stocks it has dumped under Abel. After stepping down from the chief executive role at the beginning of 2026, Warren Buffett remains as Berkshire's executive chairman.

Here’s What TD Cowen Thinks About Amazon.com (AMZN)
Insider Monkey83d agoneutral
Here’s What TD Cowen Thinks About Amazon.com (AMZN)

​Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 14, TD Cowen reiterated a Buy rating on Amazon.com, Inc. (NASDAQ:AMZN) with a price target of $350. ​The rating comes after the company recently rolled out a new 30-minute delivery for thousands of grocery and […]

Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years
24/7 Wall St.83d 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

NextEra to buy Dominion for $67 billion, betting on AI power demand
Reuters Videos83d agobullishVIDEO
NextEra to buy Dominion for $67 billion, betting on AI power demand

<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>

Buy TSM Below $400
24/7 Wall St.83d 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