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TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists
Bloomberg94d agoneutral
TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

The 2026 Chip War Is Already Over and Apple Dominated
24/7 Wall St.94d agoneutral
The 2026 Chip War Is Already Over and Apple Dominated

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

NVIDIA Corporation (NVDA): Should Not Be Touched?
Insider Monkey94d agoneutral
NVIDIA Corporation (NVDA): Should Not Be Touched?

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]

Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.
24/7 Wall St.94d agoneutral
Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.

You are being shown one number. Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company’s AI infrastructure budget. Amazon has cut roughly 30,000 roles in the last five months. Microsoft has shed about 125,000 through “voluntary” departures. Alphabet is in the middle of an ongoing 1,500. ... Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.

Nebius Group N.V. (NBIS): Order Book Turning Heads in Finance World
Insider Monkey94d agoneutral
Nebius Group N.V. (NBIS): Order Book Turning Heads in Finance World

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Nebius Group N.V. (NASDAQ:NBIS) ranks 2nd on this list. Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with […]

GuruFocus.com94d agoneutral
DeepL To Cut 25% Of Workforce As AI Reshapes Translation Market

DeepL is entering a leaner chapter as artificial intelligence starts to reshape the translation software market from the inside. Chief Executive Officer Jarek Kutylowski attributed the move to what he described as a massive structural shift from artificial intelligence. Kutylowski said adapting the company to work more effectively with AI means fewer layers, faster decisions and far less time spent on the back and forth that can slow large teams down.

Apple’s Camera-Equipped AirPods Reach Late Testing in AI Device Push
Bloomberg94d agoneutral
Apple’s Camera-Equipped AirPods Reach Late Testing in AI Device Push

(Bloomberg) -- Apple Inc. has reached the late stages of development for new AirPods with built-in cameras, a significant milestone for what will likely be its first wearable device designed for the artificial intelligence era.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Pause New Loans to US-Sanctioned

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings
Bloomberg95d agobullish
CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones
24/7 Wall St.95d agobullish
Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones

Shares of Qualcomm (NASDAQ:QCOM) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one of the sharpest re-rating runs in the chip group this spring. QCOM stock is now up 61% over the past month. The catalyst stack is unusually broad: ... Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones

Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes
24/7 Wall St.95d agoneutral
Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes

NVIDIA (NASDAQ:NVDA) stock has cooled off from its highs, but our proprietary model still sees room to run. The path to $300 is real, and it runs through Blackwell Ultra, Vera Rubin, and the agentic AI buildout that Jensen Huang says has just begun. Nvidia trades at $198.48 as of May 4, 2026. Our 24/7 ... Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes

Pivotal Research Remains Bullish on Meta Platforms (META) But Cuts PT
Insider Monkey95d agobearish
Pivotal Research Remains Bullish on Meta Platforms (META) But Cuts PT

Meta Platforms, Inc. (NASDAQ:META) is one of the best strong buy stocks to invest in according to billionaires. Pivotal Research cut the price target on Meta Platforms, Inc. (NASDAQ:META) to $790 from $910 on April 30, reaffirming a Buy rating on the shares. The firm told investors in a research note that the company reported […]

It Takes Meta Almost 9 Minutes to Make $1 Million in Profits. Google Does It in Under 4
24/7 Wall St.95d agoneutral
It Takes Meta Almost 9 Minutes to Make $1 Million in Profits. Google Does It in Under 4

The Number Alphabet (NASDAQ:GOOG) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit every 3 minutes, 59 seconds. By contrast, Meta Platforms (NASDAQ:META) generated $26.77 billion in Q1 net income, or $1 million every 8 minutes, 42 seconds. Microsoft (NASDAQ:MSFT) ... It Takes Meta Almost 9 Minutes to Make $1 Million in Profits. Google Does It in Under 4

Investors Should Dump Snap Stock As Fast As They Can
24/7 Wall St.95d agoneutral
Investors Should Dump Snap Stock As Fast As They Can

Snap (NASDAQ: SNAP), owner of Snapchat, just posted another trainwreck of a quarter. The stock is down almost 35% this year, 29% over the last year, and 89% over the last five years. There is not a single thing in its business or its prospects that can save investors. They need to shut the door. ... Investors Should Dump Snap Stock As Fast As They Can

Did Google Just Turn Chrome Users Into Its AI Data Center?
24/7 Wall St.95d agoneutral
Did Google Just Turn Chrome Users Into Its AI Data Center?

The AI arms race is getting expensive fast. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Meta Platforms (NASDAQ:META) are now on track to collectively spend roughly $710 billion to $725 billion this year building data centers, networking systems, and AI chips. That raises an uncomfortable question for investors: How long can hyperscalers keep pouring hundreds ... Did Google Just Turn Chrome Users Into Its AI Data Center?

Meta challenges UK media regulator over online safety fees
Reuters95d agoneutral
Meta challenges UK media regulator over online safety fees

Facebook and Instagram owner Meta is ‌bringing a legal challenge ‌against Britain's media regulator Ofcom over ​how fees and penalties are set under the government's Online Safety Act, Ofcom said on Thursday. "We will ​robustly ‌defend our reasoning and decisions."