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NVIDIA Robs All of Big Tech. Except Apple
24/7 Wall St.89d agoneutral
NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger
24/7 Wall St.89d agoneutral
Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned into agentic enterprise infrastructure and a ballooning commercial backlog. Sundar Pichai pitched a full stack consumer plus cloud story powered by Gemini. Same week, same AI obsession, ... Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs
24/7 Wall St.89d agoneutral
Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Alphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure
Insider Monkey89d agobullish
Alphabet (GOOGL)’s AI Cloud Surge Accelerates As Anthropic Commits $200 Billion To Google Infrastructure

With an upside potential of 7.8%, Alphabet Inc. (NASDAQ:GOOGL) earns its place on our list of the best agentic AI stocks to buy right now. Alphabet Inc. (NASDAQ:GOOGL) appears to be expanding its role as a foundational infrastructure provider within the growing AI ecosystem. On May 5, 2026, Reuters reported that Anthropic plans to spend $200 billion […]

Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight
Bloomberg89d agoneutral
Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI
24/7 Wall St.89d agoneutral
Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Here is Why Alphabet (GOOGL) is One of the Unstoppable AI Stocks to Buy
Insider Monkey89d agobullish
Here is Why Alphabet (GOOGL) is One of the Unstoppable AI Stocks to Buy

Alphabet Inc. (NASDAQ:GOOGL) is one of the unstoppable AI stocks to buy now. On May 12, Google announced the Googlebook, a new category of laptops built on an intelligence-focused system that integrates the Android tech stack with the ChromeOS browser experience. These devices are designed from the ground up for Gemini Intelligence, featuring a “Magic […]

Googlebook Puts Gemini Laptops In Focus For Alphabet Investors
Simply Wall St.89d agobullish
Googlebook Puts Gemini Laptops In Focus For Alphabet Investors

Alphabet (NasdaqGS:GOOGL) has introduced Googlebook, its first AI-focused laptop built on Android with integrated Gemini Intelligence. The product marks a shift away from ChromeOS for this device category and targets the emerging intelligent laptop segment. Googlebook is aimed at direct competition with AI focused offerings from established PC makers and large platform companies. For Alphabet, Googlebook extends the core Google ecosystem of search, YouTube, cloud and Android into a fresh...

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
24/7 Wall St.89d agoneutral
Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected
24/7 Wall St.89d agoneutral
Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating. The driver is a new “pluggable gigawatt-driven” framework that ties AI silicon demand to physical data center power capacity, implying AI semiconductor revenue is ... Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

AI Causes Another 4,000 Layoffs
24/7 Wall St.89d agobearish
AI Causes Another 4,000 Layoffs

Cisco (NASDAQ: CSCO), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses toward AI. Cisco calls itself “The critical infrastructure for the AI era.” That is a way to drive a stock up without really saying much. Cisco’s results ... AI Causes Another 4,000 Layoffs

After 19 Years: Google Will Get Its Ultimate Revenge on Apple
24/7 Wall St.89d agoneutral
After 19 Years: Google Will Get Its Ultimate Revenge on Apple

In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL). Google had been building a BlackBerry clone. Within months, Andy Rubin’s team scrapped it and rebuilt Android around touch. For 19 years since, Apple has held the high ground in that rivalry. Google paid roughly $20 billion a ... After 19 Years: Google Will Get Its Ultimate Revenge on Apple

Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.
24/7 Wall St.89d agoneutral
Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit with President Xi Jinping, accompanied by a phalanx of U.S. CEOs and a softer trade tone. Polymarket is pricing a 71.5% probability of ... Trump Woo Xi? We’ll See. The Tired History of Big Tech’s Misadventures in China.

Why The Market Is Re-Rating Google Stock
Trefis89d agoneutral
Why The Market Is Re-Rating Google Stock

Google (GOOGL) stock currently trades near $402. Based on an expected 2026 EPS of $14.22, the stock carries a forward P/E multiple of 28x. This multiple represents a 35% premium over its five-year historical average forward P/E of 21x. Comparatively, Google stock sits between Microsoft (MSFT) at 24x and Amazon (AMZN) at 31x, while remaining more expensive than Meta Platforms (META) at 19x. (See Google's valuation comparison with its peers). The critical insight is structural. The 153% stock surg

Why Nebius Stock Is No Longer A Speculative Play
Trefis89d agoneutral
Why Nebius Stock Is No Longer A Speculative Play

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

Reddit’s AI Data Licensing With Google Recasts Growth And Valuation Story
Simply Wall St.89d agoneutral
Reddit’s AI Data Licensing With Google Recasts Growth And Valuation Story

Reddit (NYSE:RDDT) is emerging as a key supplier of user generated data for major AI companies, licensing its content as training material to players including Google and OpenAI. The company is increasingly tied into Google's evolving AI search experience, with Reddit content feeding new AI driven results. An upcoming renewal of Reddit's licensing agreement with Google is in focus as the platform explores higher margin revenue streams beyond advertising. For you as an investor, Reddit is no...

Cisco and Other Old Tech Stocks Are Hitting New Highs. Is It Time to Worry?
Barrons.com89d agoneutral
Cisco and Other Old Tech Stocks Are Hitting New Highs. Is It Time to Worry?

The dot-com bubble began to burst in the spring of 2000, when presidential candidates George Bush and Al Gore emerged from their party conventions, the human genome project unveiled its first draft, and ‘American Beauty’ dominated the Oscars with five awards, including best picture. More than a quarter-century later, however, those same three stocks are leading an old-tech revival that has powered U.S. markets to a series of record highs, paced by an insatiable appetite for all things related to artificial intelligence. Investors are seeing few signs of a pullback like the one during the turn of the century crash that rocked tech markets for a decade.