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Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
24/7 Wall St.101d agobullish
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.101d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

What GameStop’s $55B Bid For eBay Means For Investors
Trefis101d agoneutral
What GameStop’s $55B Bid For eBay Means For Investors

In a move that would have sounded ridiculous just a few years ago, GameStop (NYSE: GME) has officially proposed acquiring eBay for $125 per share. That values the deal at roughly $55 billion, and turns one of the most unlikely comeback stories in corporate history into a full-blown takeover attempt. If you rewind to 2021, GameStop was the poster child of retail decline. Today, it’s trying to buy one of the internet’s original marketplaces. Also see, Should eBay Go For GameStop's Offer.

S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
24/7 Wall St.101d agobearish
S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

The S&P 500 (^GSPC) opened the week lower as oil prices spiked on renewed Iran tensions, with index futures slipping 0.1% after conflicting reports about a U.S. warship near the Strait of Hormuz. WTI crude futures jumped 3% to trade above $105 per barrel, and Brent climbed 3% to above $111, pulling capital into energy names. Futures recovered once ... S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth
24/7 Wall St.101d agoneutral
Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft (NASDAQ:MSFT) trades around $408, while Wall Street’s consensus target sits at $576.42, meaning analysts see a significant 41% upside for the stock today. Microsoft is one of the world’s most valuable companies, with a $3.16 trillion market cap and a software empire that leans heavily on Azure cloud and its OpenAI partnership. The stock’s performance ... Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Should eBay Go For GameStop's Offer?
Trefis101d agoneutral
Should eBay Go For GameStop's Offer?

GameStop (GME) shocked the retail sector on May 3, 2026, with an unsolicited $56 billion bid for eBay (EBAY). The proposal offers $125 per share in a 50-50 split of cash and GameStop common stock. It is a bold "reverse takeover" attempt by a company with an $11.9 billion market cap seeking to absorb a marketplace nearly four times its size. Also see What GameStop's $55B Bid For eBay Means For Investors.

Musk vs OpenAI trial enters second week
AFP102d agoneutral
Musk vs OpenAI trial enters second week

Following high-profile testimony from billionaire Elon Musk last week, one of OpenAI's co-founders will testify Monday in the California lawsuit brought by the world's richest man against the creators of ChatGPT. Musk is seeking to force his rivals in artificial intelligence (AI) development to revert to a non-profit foundation.OpenAI CEO and co-founder Sam Altman, who in 10 years has gone from being Musk's protege to a bitter rival, is not expected to take the stand until the week of May 11.

Seoul, Taipei hit records as Asian stocks track Wall St tech rally
AFP102d agobullish
Seoul, Taipei hit records as Asian stocks track Wall St tech rally

Tech firms led a rally across most Asian markets Monday following another healthy day on Wall Street fuelled by more strong earnings, while investors were also cheered by news that Iran had submitted fresh proposals to end its war with the United States.Iran's foreign ministry said Tehran had submitted a 14-point plan "focused on ending the war" and that Washington had already responded to it in a message to Pakistani mediators, which Iran was reviewing.

A Look At Gen Digital (GEN) Valuation As AI Security Launches Follow Strong Q3 FY2026 Results And Growth Guidance
Simply Wall St.102d agoneutral
A Look At Gen Digital (GEN) Valuation As AI Security Launches Follow Strong Q3 FY2026 Results And Growth Guidance

Gen Digital (GEN) has put AI security at the center of its story, pairing the launch of VPN for Agents and expanded Norton AI Agent Protection with Q3 FY2026 results and guidance for continued high single digit growth. See our latest analysis for Gen Digital. Despite a steady stream of AI security launches and partnerships with xAI and Microsoft, Gen Digital’s 1 year total shareholder return is down 23.92%, while the 3 year total shareholder return of 20.29% signals longer term gains from an...