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Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech
24/7 Wall St.66d agoneutral
Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June 2, 2026, said the document “appears to be a scaled back, slightly weaker version than what we had initially been expecting.” The White ... Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030
24/7 Wall St.66d agobullish
Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030

The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE:GS), the lead underwriter on the deal, told a potential IPO investor it expects SpaceX’s AI division revenue to climb roughly 100 times by 2030. That projection, reported ... Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030

Alphabet (GOOGL) Enters Private Equity Partnership With Swedish Private Equity Firm EQT
Insider Monkey66d agobullish
Alphabet (GOOGL) Enters Private Equity Partnership With Swedish Private Equity Firm EQT

On the back of strong confidence from hedge funds and Wall Street, Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI infrastructure stocks, with upside potential of 11.7%. Alphabet Inc. (NASDAQ:GOOGL) is entering private equity partnerships as AI deployment moves from hyperscale data centers into the broader enterprise. On May 28, 2026, Alphabet Inc. (NASDAQ:GOOGL)’s […]

Microsoft (MSFT) Plans To Unveil A Suite Of Homegrown AI Models
Insider Monkey66d agoneutral
Microsoft (MSFT) Plans To Unveil A Suite Of Homegrown AI Models

With strong hedge fund and Wall Street support, Microsoft Corporation (NASDAQ:MSFT) ranks among the best AI infrastructure stocks and carries an upside potential of 24.4%. Previously, Microsoft Corporation (NASDAQ:MSFT) built its early AI lead through its partnership with OpenAI. However, now, it is racing to prove it can operate independently. On May 28, 2026, Reuters reported that […]

$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
24/7 Wall St.66d agobullish
$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Prediction: Google Stock Will Hit $600 on This Date
24/7 Wall St.67d agoneutral
Prediction: Google Stock Will Hit $600 on This Date

Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOGL) is $453.04 over the next 12 months, but the more interesting question is when Google stock crosses $600. Based on our proprietary model, the bull case scenario carries shares to $604.63 by June 2, 2028. With GOOGL currently at $372.58, our recommendation is buy with 90% ... Prediction: Google Stock Will Hit $600 on This Date

The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade
24/7 Wall St.67d agoneutral
The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.
Barrons.com67d agoneutral
The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.

The Dow opened higher, but the S&P 500 and Nasdaq were on pace to fall for a second day in a row. The Dow rose 503 points, or 1%. The S&P 500 fell 0.3%. The Nasdaq tumbled 1.1%. A majority of stocks in the Dow and S&P were rising, but the chip stock slide was overpowering the latter.

Investing.com67d agobearish
Broadcom downgraded as Google moves to reduce reliance on chip supplier

Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.

Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?
24/7 Wall St.67d agoneutral
Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

If you have room for one mega-cap cloud name in a retirement portfolio right now, the question is simple: Alphabet (NASDAQ:GOOGL) or Microsoft (NASDAQ:MSFT)? Both are minting cash off the AI buildout, but they offer very different risk and reward profiles. Here is the head-to-head across the three dimensions that matter most for income-and-stability investors. ... Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

Is OpenAI coming for Tesla's robotics business?
Yahoo Finance Video67d agoneutralVIDEO
Is OpenAI coming for Tesla's robotics business?

OpenAI (OPAI.PVT) recently announced it is returning to the robotics business, potentially rivaling Tesla's (TSLA) Optimus robot. Barron's associate editor Al Root discusses the dynamics of the competition in the video above.