News

"Thanks" to AI, Microsoft may no longer be a buy.

Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS) just capped investor withdrawals at 5% from its $7 billion private credit fund, and Apollo Global Management (NYSE:APO) is again limiting redemptions from its largest non-traded retail private credit fund. ... A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks

Wall Street could still be underestimating Nvidia and overestimating AMD.

Nvidia CEO Jensen Huang recently said Marvell could become the next trillion-dollar artificial intelligence (AI) chip stock.

Lucid (NASDAQ:LCID) at $5.19 faces a deteriorating risk/reward setup. The stock sits within striking distance of its 52-week low of $4.47, and the latest filings show a capital structure deteriorating faster than deliveries can compensate. Lucid builds the luxury Air sedan and Gravity SUV from its Arizona plant, with a Saudi Arabia facility scheduled to ... Trading Near an All-Time Low of $5: 1 Crucial Balance Sheet Metric That Explains Why Lucid Is a Dangerous Capital-Destruction Trap

Soon, investors will start looking past the IPO noise to determine just how much money is up for grabs in the company's core markets.

Apple cites "an unprecedented challenge" from the expansion of AI data centers.

Netflix stock is down 46% from last summer's peak. Here's why that discount looks like an opportunity.

Lockheed Martin just added 10% to its annual revenue, but Wall Street doesn't realize it yet.

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Alphabet shares recently fell after the loss of some high-profile employees.

Inflation is heating up, but investors could be getting some relief.

Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Cathie Wood Buys the Dip as This AI Stock Crashes Nearly 20%

The hit landed before the bell. Andrew Ross Sorkin on CNBC walked viewers through a letter Anthropic sent to U.S. lawmakers accusing Alibaba (NYSE:BABA) of running what the AI lab called “the largest known distillation attack” on its Claude models to date. The mechanics, according to Anthropic, involved roughly 25,000 fraudulent accounts harvesting more than ... Anthropic Says Alibaba Used 25,000 Fake Accounts to Copy Its AI, and the Stock Is Already Sliding

Apple raises MacBook and iPad prices by $100 to $300 and leaves the door open to more increases

The AI investment sector has some bargain-priced stocks.

Shares of Apple (NASDAQ:AAPL) are down 6% in midday trading on Thursday, sitting near $274 after closing the prior session at $293. The slide is Apple stock’s sharpest single-day move in months and stands out against its 38% one-year gain. The trigger came straight from the C-suite. Apple announced price increases on MacBooks and iPads, ... Apple Sinks 6% in a Memory-Cost “Hundred-Year Flood” That Has Micron Surging

The answer depends on whether you're speculating or actually investing.

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

Nvidia faces a stronger challenge from the law of large numbers.

Marvell Technology (NASDAQ:MRVL) has been one of the strongest performers in the 2026 AI infrastructure trade, rising from $84.88 at year-end to $276.70. The question now is whether the run has more left. Based on our proprietary model, the 24/7 Wall St. price target for Marvell is $306.71, implying 10.84% upside over the next twelve ... Marvell Price Prediction: The Case for Double-Digit Upside

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

I keep hitting the buy button on Salesforce (NYSE:CRM), and I am not sorry about it. The stock sits at $152.76, down 42.03% year to date and 43.18% over the past year, while the company itself just delivered the strongest quarter in its history. That is the gap I am buying. Wall Street panic-dumped a ... Wall Street Just Panic-Dumped an Unstoppable $72 Billion Software Empire: Here Is the 1 AI-Driven Bargain I Am Loading Up On

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities […]

Novo Nordisk is no longer the front-runner, but it's not out of the running, either.

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave. The fund holds NextEra Energy at 13.59%, Southern Company at 7.47%, and Duke Energy at 7.15%, charges an expense ratio of ... Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026

Shares of Palantir (NASDAQ:PLTR) stock are down 6% in Thursday morning trading, changing hands near $106.50 after a prior close of $113.50. The move drops PLTR stock to its lowest level in over a year, deepening a string of fresh 52-week lows. Zoom out and the picture is rougher, as Palantir stock is now down ... Palantir Is Down 6% Today and 40% in 2026. Will It Break Below $100 Next?