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Amazon.com, Inc. (AMZN): A Top Tech Stock in Louis Navellier’s Eyeing Swiss Debt for AI Spending
Insider Monkey91d agoneutral
Amazon.com, Inc. (AMZN): A Top Tech Stock in Louis Navellier’s Eyeing Swiss Debt for AI Spending

Amazon.com (NASDAQ:AMZN) is one of the top tech stocks in Louis Navellier’s portfolio. On May 11, Bloomberg reported Amazon.com (NASDAQ:AMZN) plans to issue Swiss franc bonds to fund artificial intelligence spending. The tech giant has reportedly engaged the services of BNP Paribas, Deutsche Bank, and JPMorgan Chase as it considers a six-part Swiss franc bond […]

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake
24/7 Wall St.91d agoneutral
Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

At $390, Alphabet (NASDAQ:GOOGL) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility. Alphabet has the rare full stack. Search and YouTube remain two of the most-visited destinations online. Cloud is compounding at 63% growth on $20.03 billion in quarterly ... Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Veritone Q1 Earnings Call Highlights
MarketBeat91d agoneutral
Veritone Q1 Earnings Call Highlights

Veritone (NASDAQ:VERI) reported lower first-quarter revenue but reaffirmed its full-year 2026 outlook, citing growing demand for its AI training data services, public sector software and recently expanded relationships with major technology companies. On the company’s first-quarter earnings call, P

Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
24/7 Wall St.91d agoneutral
Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

Google, SpaceX in talks to explore data centers in orbit, WSJ reports
Reuters91d agoneutral
Google, SpaceX in talks to explore data centers in orbit, WSJ reports

Alphabet's Google is in talks with Elon Musk's SpaceX for a rocket launch deal as the ‌search giant looks to put orbital data centers in ‌space, the Wall Street Journal reported on Tuesday, citing people familiar with the discussions. Google ​is also in discussions about a potential deal with other rocket-launch companies, the report said. SpaceX and Google did not immediately respond to Reuters' requests for comments.

Reuters91d agoneutral
Google-backed Isomorphic raises $2.1 billion to scale AI-driven drug discovery

Isomorphic Labs, an artificial intelligence-driven drug discovery company, said on Wednesday it has raised $2.1 billion in ‌its latest funding round led by existing investor Thrive ‌Capital. The funding round, completed at an undisclosed valuation, also included other existing investors, Google ​Ventures and Alphabet, along with new backers MGX, Temasek and CapitalG. "This capital injection allows us to build out our drug design engine at scale, ⁠driving us forward in our mission to solve all diseases," said founder and CEO Demis Hassabis.

Google at 52-Week High: Buy, Sell or Hold?
24/7 Wall St.91d agoneutral
Google at 52-Week High: Buy, Sell or Hold?

At $395.30, Google (NASDAQ:GOOG) is a hold. The stock is pressed against its $397.28 52-week high after a strong rally, and consensus price targets have caught down to spot rather than the other way around. Alphabet’s Class C shares have rallied 159.59% over the past year on an AI narrative with hard numbers: Cloud growing ... Google at 52-Week High: Buy, Sell or Hold?

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter
24/7 Wall St.91d agoneutral
Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
24/7 Wall St.91d agoneutral
Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

Micron Stock Surged 9x But History Suggests Caution.
Trefis91d agobullish
Micron Stock Surged 9x But History Suggests Caution.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab

Cloud AI Today - CloudBolt Advances AI-Ready Cloud Management Platform
Simply Wall St.91d agoneutral
Cloud AI Today - CloudBolt Advances AI-Ready Cloud Management Platform

CloudBolt Software has unveiled the latest version of its cloud management platform, emphasizing AI-ready operations, enhanced governance, and broader support for alternatives to VMware. This release highlights innovations that facilitate AI integration into cloud operations, allowing AI-assisted workflows to interact with cloud management functions through a governed framework. It also introduces more precise role-based access control and extends customization capabilities to cover...