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Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
Neko Health is planning to open its first US site in New York, with further US sites to follows, this year.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
<body><p>STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SK Hynix shares went on a wild ride after its U.S. listing last week.</p><p>Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.</p><p>But the firm's stock bounced back almost 13% later in the week.</p><p>It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.</p><p>Meta plans to produce AI chips this September.</p><p>That's according to a memo seen by Reuters.</p><p>The move would help Meta gain more independence from chip suppliers like Nvidia.</p><p>Apple sued OpenAI and two former employees.</p><p>The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware.</p><p>It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations.</p><p>OpenAI said in a statement they "have no interest in other companies’ trade secrets."</p><p>IBM shares plunged by a quarter in one day.</p><p>Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector.</p><p>IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.</p><p>The announcement added to worries over a software industry already rocked by the rise of AI tools.</p><p>And TSMC raised it forecast for capital spending by up to 14% for this year.</p><p>It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion.</p><p>That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth.</p><p>Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.</p></body>
Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.
Robinhood executives Stephanie Guild and Steve Quirk join Yahoo Finance Executive Editor Brian Sozzi to break down the unprecedented wave of upcoming AI and SpaceX IPOs, the risks of the "Magnificent Seven" market concentration, and why a looming $150 oil shock could test the stock market this summer.
Sodexo stock has delivered a 26.6% total return over the past 5 years, yet its current pricing sits in a grey area, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest more room on the upside. That split, combined with a mixed overall value score, raises a clear question about how much of the recent news flow is already reflected in the share price. Over 5 years, Sodexo has returned 26.6%, which points to a moderate payoff for...
The backlog is enormous. So are the losses and the capital bills behind it.
Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.
Meta's newest recruits could lose their jobs once data center construction is finished. Nobody knows if they'll get hired anywhere else
Meta and Alphabet may be competing in another field soon.
Meta keeps beating expectations by wider margins than almost anyone predicted, and a single event on the September calendar shifts the investment case in a way most coverage ignores entirely.
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is facing a lawsuit from 26 employees who allege the company used artificial intelligence tools and automated workplace metrics to select workers for mass layoffs, with the plaintiffs claiming the process disproportionately affected employees...
UFC CEO Dana White sits inside Meta's boardroom and calls Mark Zuckerberg the biggest killer he has ever met. What he witnessed there explains why Meta is now placing a bet that dwarfs anything Silicon Valley has attempted before.
Step onto Meta Platforms’ Menlo Park campus, and you might feel as though you’ve entered a virtual reality (VR) game. The expansive, 250-acre campus looks more like a utopian town than a corporate hub: one that’s filled with uniquely designed spaces, Instagrammable green spaces, and dozens of ...
Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.
Billion-Dollar AI Deal Can't Save Nebius Stock as Meta Threat Looms
Meta contracted Turner, Mortenson and DPR to build the Richland Parish facility, which will support 7,500 construction jobs at peak construction.
New York Gov. Kathy Hochul, on Tuesday, reportedly ordered the nation’s first statewide pause on new hyperscale data centers, temporarily halting environmental permits for up to a year. The freeze is intended to give the state time to develop rules...
Meta Platforms (META) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
AI is used to screen resumes, rank job applicants and handle initial interviews. It's also increasingly used to figure out who to target in layoffs.
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