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Apple Plans to Let Users Build Their Own Passes in iOS 27 Wallet App
Bloomberg100d agoneutral
Apple Plans to Let Users Build Their Own Passes in iOS 27 Wallet App

(Bloomberg) -- Apple Inc. is preparing a new “Create a Pass” feature for its next major iPhone software update, allowing users to build and customize their own digital tickets and gift cards within the Wallet app.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on RefinersUS Denies Iran Report That Naval Ship Was Hit by MissilesSupertanker Appears to

Reddit CEO delivers bold warning to Google and OpenAI
TheStreet100d agoneutral
Reddit CEO delivers bold warning to Google and OpenAI

Reddit CEO Steve Huffman had a message for the AI giants on the company's first-quarter 2026 earnings call. And it wasn't subtle. "There is no artificial intelligence without actual intelligence. And that comes from Reddit," Huffman said. That single line landed like a warning shot, aimed squarely ...

Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety
Trefis100d agoneutral
Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety

Marvell (MRVL) has been one of the quieter names in semiconductors through the AI boom, until recently. A $2 billion strategic investment from Nvidia, advanced chip co-development talks with Alphabet, and multiple confirmed cloud-provider design wins have sent the stock up 50% in the last month alone. See why Marvell stock moved.

Jim Cramer Makes Big Prediction About Alphabet (GOOGL)
Insider Monkey100d agoneutral
Jim Cramer Makes Big Prediction About Alphabet (GOOGL)

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Alphabet Inc. (NASDAQ:GOOGL) made quite a splash as April closed after its shares closed 9.9% higher on April 30th. Raymond James discussed the firm on the 30th, as […]

Alphabet Eyes 20% Upside as Cloud Backlog Surges
24/7 Wall St.100d agobullish
Alphabet Eyes 20% Upside as Cloud Backlog Surges

Alphabet (NASDAQ:GOOG) just delivered a standout Q1, and our model points to additional upside. After a 9.97% single-day jump on the Q1 print, GOOG now trades at $381.94. Our 24/7 Wall St. price target for Alphabet is $460, implying 20.44% upside over the next 12 months. Our recommendation is buy, with a 90% confidence level. ... Alphabet Eyes 20% Upside as Cloud Backlog Surges

Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?
Investor's Business Daily100d agobullish
Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?

Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.

Intel’s Next Chapter Government Backing Foundry Ambitions And AI Partnerships
Simply Wall St.100d agobullish
Intel’s Next Chapter Government Backing Foundry Ambitions And AI Partnerships

The U.S. government holds a 10% stake in Intel (NasdaqGS:INTC), with public backing highlighted by President Trump and continued political support for the company. Intel is reported to be close to securing major foundry deals with Apple and Google to manufacture next generation chips using its advanced process and packaging technologies. U.S. antitrust regulators have cleared additional Intel investments in AI company SambaNova, supporting further expansion of Intel's AI partnerships and...

Analysts See 10% Upside for Alphabet Following Q1 Earnings
24/7 Wall St.100d agoneutral
Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Morgan Stanley Lifts IonQ Price Target to $47: Is the Quantum Computing Stock Finally Ready to Deliver?
24/7 Wall St.100d agoneutral
Morgan Stanley Lifts IonQ Price Target to $47: Is the Quantum Computing Stock Finally Ready to Deliver?

Morgan Stanley raised its price target on IonQ (NYSE:IONQ) to $47 from $37, while keeping an Equal Weight rating. The call arrived as part of a preview note covering another week of earnings from the semiconductors and quantum group on Monday, May 4. The price target raised signals growing Wall Street confidence in IonQ’s commercial ... Morgan Stanley Lifts IonQ Price Target to $47: Is the Quantum Computing Stock Finally Ready to Deliver?

These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
24/7 Wall St.100d agoneutral
These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution

It’s been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in the Mag Seven. Of course, that’s Alphabet (NASDAQ:GOOG), which clocked in growth figures that were so good that investors probably cheered the higher ... These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution

Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?
24/7 Wall St.100d agobearish
Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?

PayPal (NASDAQ:PYPL) currently trades around $50.48, while the average Wall Street price target sits at $52.97. That leaves an implied upside of roughly 4.9%, which is a remarkably narrow gap for a stock that has been through this much turbulence. PayPal operates one of the largest digital payments platforms, spanning branded checkout, Venmo, and global ... Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.100d 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

Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters
24/7 Wall St.100d agoneutral
Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching a “voice AI infrastructure play with an interesting setup” ahead of earnings on May 7. SoundHound trades near $10 with the stock still ... Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally
24/7 Wall St.100d agobullish
Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far, too fast? Apple: A 34x Forward Multiple Versus a 23x Decade Average Apple (NASDAQ:AAPL) closed the session within 1% of a new record ... Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience
24/7 Wall St.100d agoneutral
Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
24/7 Wall St.100d 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