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The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.99d agoneutral
The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Investing.com99d agoneutral
AI could take capex to $1Tn in CY27

Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.

Analysts Reaffirm Buy Rating on Meta (META), Cite Growth and AI Potential
Insider Monkey99d agobullish
Analysts Reaffirm Buy Rating on Meta (META), Cite Growth and AI Potential

Meta Platforms, Inc. (NASDAQ:META) ranks among the stocks to invest in before they split next. On April 23, Guggenheim reaffirmed its Buy rating and $850 price target for Meta Platforms, Inc. (NASDAQ:META), citing strong ad revenue growth and AI developments. Guggenheim anticipates revenue growth of more than 23% in each quarter through 2026, driven by […]

Cathie Wood sells $79.9M of strong, surging semiconductor stock
TheStreet99d agobearish
Cathie Wood sells $79.9M of strong, surging semiconductor stock

When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...

Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners
Bloomberg100d agobullish
Nvidia’s Push Into Physical AI Sparks Rally in Asian Partners

(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re

Stifel Cuts META Price Target, Keeps Buy Rating
Insider Monkey100d agoneutral
Stifel Cuts META Price Target, Keeps Buy Rating

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Best American Tech Stocks to Buy. On April 30, Stifel reduced its price target on Meta Platforms, Inc. (NASDAQ:META) from $805 to $780 and kept its Buy rating on the stock. The research firm pointed out that Meta Platforms, Inc.’s (NASDAQ:META) GAAP earnings per share surpassed […]

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance
24/7 Wall St.100d agoneutral
Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The communication services sector is a concentration bet dressed up as diversification. After the 2018 GICS reshuffle pulled Meta, Alphabet, Netflix, and Disney out of technology and consumer discretionary, the sector became dominated by a handful of mega-cap platforms sitting alongside legacy telecom and traditional media. Anyone buying a passive sector fund here is mostly ... Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
24/7 Wall St.100d agoneutral
The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

Nvidia (NASDAQ:NVDA) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in as data centers raced to secure chips that could train and run ever-larger models. Yet as AI expands, the opportunity spreads beyond GPUs into unexpected corners of the stack. Memory — long viewed as a cyclical commodity prone to ... The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine

USA Today Q1 Earnings Call Highlights
MarketBeat100d agoneutral
USA Today Q1 Earnings Call Highlights

USA Today (NYSE:TDAY) reported what management described as its strongest start to the year in several years, citing improving revenue trends, rising digital contribution, and sharply higher profitability in the first quarter of 2026. Chairman and CEO Mike Reed said the company is “nearing” several

Mark Zuckerberg sends startling message to Meta employees
TheStreet100d agoneutral
Mark Zuckerberg sends startling message to Meta employees

Mark Zuckerberg held a company town hall on April 30 to address Meta employees directly about the layoffs. It was the first time he had spoken to staff about the cuts since Reuters first reported the plan in March. What he said did not reassure them. And what he did not say may have worried them ...

Mark Zuckerberg Says Meta Layoffs Are Being Driven By Soaring AI Spending, Warns More Job Cuts May Follow: 'I Wish That I Can Tell You...'
Benzinga100d agobearish
Mark Zuckerberg Says Meta Layoffs Are Being Driven By Soaring AI Spending, Warns More Job Cuts May Follow: 'I Wish That I Can Tell You...'

Meta Platforms Inc. CEO Mark Zuckerberg told employees on Thursday that the company's aggressive artificial intelligence spending is directly contributing to planned layoffs. Meta's AI Investment Reshapes Workforce Priorities During a company town hall, Zuckerberg said Meta's expanding AI infrastructure budget is forcing difficult financial trade-offs between funding advanced compute systems and maintaining headcount, Reuters reported. Zuckerberg explained that Meta's two primary expenses are in