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The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone
24/7 Wall St.29d agobearish
The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom’s Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World’s Most Powerful Custom-Silicon Juggernaut Into a 25

Meta to build C$13 billion Alberta data center, its first in Canada
Reuters29d agoneutral
Meta to build C$13 billion Alberta data center, its first in Canada

Tech giant Meta announced Wednesday it will build a massive data center in central Alberta, the company's first in Canada, as it rapidly ‌builds out computing capacity to support the global AI boom. The 1-gigawatt data center will ‌be located in Sturgeon County and represents a total investment of C$13 billion, or $9.17 billion, Meta said. Meta has doubled down on ​AI, pledging hundreds of billions of dollars to build large AI data centers in the U.S. The Alberta announcement represents the company's 33rd data center globally.

Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)
Insider Monkey29d agoneutral
Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]

'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.
Investor's Business Daily29d agoneutral
'Sticker Shock' Powers Open-Source AI Growth. What It Means For Top AI Stocks.

Efforts to rein in artificial intelligence costs are boosting the use of open-source AI models, analysts with D.A. Davidson told clients Wednesday. The trend could benefit some top AI stocks, they said. "The exponential growth of AI enterprise adoption has come with major sticker shock, which has brought back the realization that open-source AI models need to be part of the solution," D.A. Davidson's Gil Luria wrote.

Is Meta Platforms, Inc. (META) A Top AI Stock on Wall Street’s Radar?
Insider Monkey29d agoneutral
Is Meta Platforms, Inc. (META) A Top AI Stock on Wall Street’s Radar?

Meta Platforms, Inc. (NASDAQ:META) is one of the AI stocks on Wall Street’s radar. On July 2, Meta Platforms, Inc. (NASDAQ:META) chief executive officer Mark Zuckerberg acknowledged that the company’s AI agents have not progressed as quickly as expected. Likewise, the company’s bet on the new structure has not borne fruit. The remarks come as […]

Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price
24/7 Wall St.29d agoneutral
Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Artificial Intelligence (AI) is probably the hottest financial sector right now, based on expectation and anticipation. The expectations are over its far-reaching productivity boosting capabilities to generate huge profits in practically every industrial sector that uses computers, and the anticipation is over AI’s commercial realization timing. The AI fervor is one of the biggest ... Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Meta (META) Faces $1.4 Trillion Youth Addiction Lawsuit In August Trial
Simply Wall St.29d agobearish
Meta (META) Faces $1.4 Trillion Youth Addiction Lawsuit In August Trial

Four US states are seeking $1.4 trillion in penalties from Meta Platforms over allegations that its platforms addict young users. The case targets core design and engagement features across Meta’s social apps and is set for trial in August. The penalty request is close to Meta’s current market value, raising questions about regulatory risk and future operating flexibility. Meta Platforms, NasdaqGS:META, faces this legal fight with its stock trading at around $615.58 and a mixed recent...

Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors
24/7 Wall St.29d agoneutral
Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027. Tan did not push ... Broadcom’s $200 Billion AI Opportunity Is Drawing New Interest From Investors

Meta Price Prediction: The Case for 30%+ Upside After a Selloff
24/7 Wall St.30d agobearish
Meta Price Prediction: The Case for 30%+ Upside After a Selloff

Meta Platforms (NASDAQ:META) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% single-day drop on July 2, 2026. After running the numbers, the selloff looks overextended relative to fundamentals. Our 24/7 Wall St. price target for Meta is $828.63, implying 42.16% ... Meta Price Prediction: The Case for 30%+ Upside After a Selloff

3 Powerful Nuclear Energy Stocks to Buy in July
24/7 Wall St.30d agobullish
3 Powerful Nuclear Energy Stocks to Buy in July

Nuclear power has shifted from a sleepy utility niche to the most strategically important corner of the energy market. AI-driven electricity demand, hyperscaler power-purchase agreements and an executive-level push to quadruple U.S. nuclear capacity to 400 GWe by 2050 have rewritten the sector’s growth math. The EIA now models commercial data-center server electricity use growing ... 3 Powerful Nuclear Energy Stocks to Buy in July

Apple loses challenges against EU rules to curb Big Tech
Reuters Videos30d agoneutralVIDEO
Apple loses challenges against EU rules to curb Big Tech

<body><p>STORY: Apple lost its challenge against landmark EU rules on Wednesday.&nbsp;</p><p>The tech giant tried to refute the General Court's designation of its app stores and operating system as gatekeepers.&nbsp;</p><p>Apple is now subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of fines of as much as 10% of global annual turnover.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect in May 2023.</p><p>The ruling by the Luxembourg-based General Court will strengthen the position of EU antitrust regulators.</p><p>That’s as they try to make space for rivals and give Europeans more choice.</p><p>Apple first took its protests to the Court in 2024.</p><p>It again criticized&nbsp;the DMA on Wednesday, saying its mandate “goes beyond what is lawful and proportionate”.&nbsp;</p><p>Apple can appeal on matters of law to the Court of Justice of the European Union, Europe's highest.</p></body>

The Cloud Backlog That Changed Everything For Google Stock
Trefis30d agoneutral
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.