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While similar, Meta a better bet than SpaceX, says portfolio manager
Reuters Videos19d agoneutralVIDEO
While similar, Meta a better bet than SpaceX, says portfolio manager

<body><p>STORY: "Meta actually feels quite a bit like SpaceX now, where both companies are building data center capacity as quickly as they can," said Ellerbroek. "They're spending more than 100% of their operating cash flows to build new data centers. Their existing core businesses do not have use for everything that they're building. They're building excess. And they're doing that with the intention of building new businesses that will fill and use that capacity with a backup option of renting it to others if their internal plans fail."</p><p>He adds that "the prospects for (Meta) are appealing. We think the valuation is reasonable. With SpaceX, we've chosen not to own it," as it is relying on revenue from short-term deals for computing that could expire soon. "We don't trust the durability of those revenues and profits."</p></body>

T Mobile (TMUS) Joins Carrier Push For SIM Based Authentication To Curb AI Fraud
Simply Wall St.19d agoneutral
T Mobile (TMUS) Joins Carrier Push For SIM Based Authentication To Curb AI Fraud

Major US carriers, including T-Mobile US, have jointly enabled a new SIM-anchored cryptographic authentication technology aimed at reducing AI-driven digital fraud. The rollout shifts verification closer to the mobile network level and moves away from traditional SMS-based authentication methods. The initiative positions carriers as more active participants in digital identity security for both consumers and enterprises. T-Mobile US, NasdaqGS:TMUS, is taking part in this carrier-level...

AT&T (T) Teams Up With Verizon And T Mobile On Glide.id Security
Simply Wall St.19d agoneutral
AT&T (T) Teams Up With Verizon And T Mobile On Glide.id Security

AT&T (NYSE:T), T-Mobile, and Verizon have jointly enabled Glide.id's cryptographic authentication technology at the carrier network level. The collaboration targets rising AI-driven fraud by shifting from SMS-based logins to SIM-anchored cryptographic authentication. This move is intended to support passwordless authentication across services that rely on mobile identity verification. AT&T is one of the largest U.S. telecom companies, with its core business centered on wireless...

AppLovin (APP) Stock Still Looks Cheap On Its Huge Three Year Run
Simply Wall St.19d agoneutral
AppLovin (APP) Stock Still Looks Cheap On Its Huge Three Year Run

AppLovin stock has delivered very strong gains over the past three years. After a sharp pullback in recent months it still screens as undervalued on Simply Wall St’s broader checks, which raises questions about how much of that past success is already reflected in the current price. AppLovin has returned about 11x over three years. This puts a lot of focus on whether the current share price still leaves room for further long term value creation. Recent commentary around ongoing strength in...

Applied Optoelectronics (AAOI) Rockets 18% as Investors Eye Another Strong Quarter
Insider Monkey19d agoneutral
Applied Optoelectronics (AAOI) Rockets 18% as Investors Eye Another Strong Quarter

Applied Optoelectronics (NASDAQ:AAOI) grew its share prices by as much as 17.6 percent on Monday to $110.95 apiece, as investors resumed buying positions ahead of an expected strong earnings performance in the second quarter of the year. For the period, the company is expected to report a 75 to 92 percent jump in revenues to […]

3 Stocks Under $50 We Think Twice About
StockStory19d agoneutral
3 Stocks Under $50 We Think Twice About

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

AI is the 'main character' of the market's story, not US-Iran war
Yahoo Finance Video19d agoneutralVIDEO
AI is the 'main character' of the market's story, not US-Iran war

Aptus Capital Advisors head of equity and portfolio manager David Wagner comes on Market Domination to explain how he sees market fears over the US-Iran war begin to ease as AI continues to be a main driver for US equities (^DJI, ^IXIC, ^GSPC).

1 Industrials Stock Worth Your Attention and 2 We Ignore
StockStory19d agoneutral
1 Industrials Stock Worth Your Attention and 2 We Ignore

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 1.2% has trailed the S&P 500’s 8.3% gain.

AMD results put AI spending boom under the microscope
Proactive19d agoneutral
AMD results put AI spending boom under the microscope

Results land on Tuesday after-hours with data centre revenue expected to double and the sector in retreat Advanced Micro Devices Inc's (NASDAQ:AMD, XETRA:AMD) second-quarter print is the official set-piece since a sharp reversal in sentiment towards semiconductor stocks. The Philadelphia...

3 S&P 500 Stocks Worth Your Attention
StockStory19d agoneutral
3 S&P 500 Stocks Worth Your Attention

The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding shareholders.