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Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg101d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.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 Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.101d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.101d 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.com101d 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.

Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo
Benzinga101d agoneutral
Elon Musk's Robotaxi Plans Take Shape With Dallas, Houston Rollout, But Tesla Is Still Far Behind Waymo

Tesla Inc. (NASDAQ:TSLA) recently ramped up its Robotaxi operations in Texas, providing unsupervised Robotaxi rides in Dallas and Houston, while it was already providing rides in Austin. While the ramp-up in Cybercab production could provide another boost in its Robotaxi exploits, Tesla remains far behind its rival Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo. Tesla Vs Waymo On Thursday, Electrek reported that Tesla had increased the size of its unsupervised Robotaxi fleet to 25 across the

Reddit (RDDT) Is Up 7.5% After AI Ad And Data Deals Turbocharge Q1 Results - What's Changed
Simply Wall St.102d agoneutral
Reddit (RDDT) Is Up 7.5% After AI Ad And Data Deals Turbocharge Q1 Results - What's Changed

In the first quarter of 2026, Reddit reported revenue of US$663.41 million and net income of US$203.98 million, both sharply higher than a year earlier, as advertising and user engagement drove strong growth. Management also highlighted seven consecutive quarters of revenue growth above 60%, industry‑high gross margins above 90%, and rising contributions from AI-driven advertising tools and data licensing partnerships with Google and OpenAI. With Reddit’s quarterly results beating...

Cipher Digital Shifts From Bitcoin Mining To AI Infrastructure With Tech Giants
Simply Wall St.102d agoneutral
Cipher Digital Shifts From Bitcoin Mining To AI Infrastructure With Tech Giants

Cipher Digital (NasdaqGS:CIFR) is shifting from Bitcoin mining to AI infrastructure services. The company has entered into multi billion dollar, long term leasing agreements with Amazon Web Services and Google. These contracts position Cipher Digital as a high performance computing data center provider to two major cloud platforms. Cipher Digital has historically operated in Bitcoin mining, a business tied closely to crypto price cycles and mining difficulty. By committing capacity to...

Cathie Wood sells $79.9M of strong, surging semiconductor stock
TheStreet102d 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 ...

Pivotal Research Raises Alphabet (GOOGL) Price Target, Keeps Buy Rating
Insider Monkey102d agobullish
Pivotal Research Raises Alphabet (GOOGL) Price Target, Keeps Buy Rating

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best American Tech Stocks to Buy. On April 30, Pivotal Research increased its price target on Alphabet Inc. (NASDAQ:GOOGL) from $420 to $470 and kept its Buy rating on the stock. The research firm pointed to the company’s first-quarter results. Search revenue growth accelerated for the fifth […]

Is Alphabet (GOOGL) Still Attractive After 136% Rally And AI Investment Surge
Simply Wall St.102d agobullish
Is Alphabet (GOOGL) Still Attractive After 136% Rally And AI Investment Surge

Some investors may be wondering whether Alphabet is starting to look expensive or still offers value, even after a strong run in its share price. The stock last closed at US$385.69, with returns of 12.0% over 7 days, 29.7% over 30 days, 22.4% year to date and 135.9% over the past year, which naturally raises questions about growth expectations and risk. Recent headlines have focused on Alphabet's ongoing investments in artificial intelligence and cloud services, as well as regulatory...

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance
24/7 Wall St.102d 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.102d 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

Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later
24/7 Wall St.102d agoneutral
Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later

For nearly 60 years, investors have measured themselves against one benchmark: Warren Buffett. Since taking control of Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) in the mid-1960s, Buffett turned a struggling textile mill into a $1 trillion empire while delivering returns that left the broader market in the dust. According to Berkshire’s annual reports, the company generated compounded annual ... Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later

This Tech Billionaire's Net Worth Crossed $300 Billion In April On AI Rally As Elon Musk Stays Richest In The World
Benzinga102d agobullish
This Tech Billionaire's Net Worth Crossed $300 Billion In April On AI Rally As Elon Musk Stays Richest In The World

A surge in AI-driven technology stocks reshaped global billionaire rankings in April, pushing Google co-founder Larry Page into the $300 billion club while keeping Elon Musk at the top of the world's richest list, according to Forbes’ compilation as of 12 a.m. EST on Friday. April was a strong month for markets. The S&P 500 rose 10.4%, its best monthly performance since November 2020, while the Nasdaq climbed 15.3%, marking its strongest gain since April 2020. The rally lifted the combined net w

XRP Price Prediction: 3 AI Models Predict Where XRP Will Trade by December 2026
24/7 Wall St.102d agoneutral
XRP Price Prediction: 3 AI Models Predict Where XRP Will Trade by December 2026

XRP (CRYPTO: XRP) currently trades in the $1.35-$1.40 range, roughly 62% below the $3.65 peak it hit last July. Most XRP holders are at a loss right now. The token has had every reason to recover this year with a string of catalysts capable of pushing the price higher. There was the SEC and CFTC ... XRP Price Prediction: 3 AI Models Predict Where XRP Will Trade by December 2026