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SanDisk (NASDAQ:SNDK) has won a higher price target from Bank of America, with the bank lifting its objective to $2,100 from $1,550 on the back of robust NAND demand, favourable pricing trends, and a new wave of long-term supply agreements. At BofA's 2026 Global Technology Conference in San...
Amazon and Corning expand U.S. fiber manufacturing with 1,000 new jobs planned.
Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms
One company powers global AI infrastructure, while the other drives conversational tech in cars and restaurants, each with a distinct risk and growth profile.
J.P. Morgan has upgraded Chipotle to 'Overweight' forecasting improved comparable sales.
Wall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy
A clinical-stage innovator faces off against an established biotech powerhouse, each with distinct financials and risk profiles shaping their 2026 outlook.
<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration. </p></body>
These stocks could grow in value considerably over the next few years.
Shares of Galaxy Digital surged on Monday, with investors betting that the crypto financial services company’s expansion into AI data centers will turbocharge its growth. The stock jumped 24% Monday afternoon and was on track for its largest percent increase since November 2024.
The S&P 500 is usually scheduled to rebalance on the third Monday in June; in 2026, it will be on the fourth Monday.
Uber Technologies (UBER) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.
MGM Resorts has had an impressive run over the past six months as its shares have beaten the S&P 500 by 23.5%. The stock now trades at $47.43, marking a 34.3% gain. This performance may have investors wondering how to approach the situation.
Cerebras Systems Inc (NASDAQ:CBRS) shares climbed about 23% on Monday after at least nine brokerages initiated coverage of the AI chip designer following the expiry of the quiet period, backing its unconventional wafer-scale architecture weeks after a strong market debut. IPO bookrunners...
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) had finally rolled over. Today, the bid is back. The NASDAQ 100 is up 2% to 29,589.50 and the Invesco QQQ Trust ... Is Today’s Tech Rally the Beginning of a Powerful Stock Market “Summer Melt-Up” That Will See Stocks Soar?
Icahn Enterprises currently trades at $7.45 per share and has shown little upside over the past six months, posting a small loss of 3.6%. The stock also fell short of the S&P 500’s 10.7% gain during that period.
SoFi’s broader growth trajectory remains solid. Its operating metrics remain strong, supported by robust member growth, increasing product adoption, and diversified revenue streams.
This is herd mentality, a popular premise in behavioral economics that Charles Mackay famously described nearly two centuries ago in “Extraordinary Popular Delusions and the Madness of Crowds.” Mackay wrote that crowd psychology is behind misguided speculations throughout history: the Salem Witchcraft trials, the Dutch tulip bubble, the British alchemy craze, to name a few. Recent analysis of initial public offerings by PitchBook found that venture-backed tech companies’ median revenue multiple was roughly four times.
Supermicro is enjoying a rally that looks to be short-lived.
One company boasts robust free cash flow and scale, while the other posts rapid growth and improved margins. Explore how their financials and risks compare.
Is IONQ a good stock to buy? We came across a bullish thesis on IonQ, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on IONQ. IonQ, Inc.’s share was trading at $65.40 as of May 27th. IONQ’s trailing P/E was 163.13 according to Yahoo Finance. IonQ, Inc. (IONQ) […]
Is MO a good stock to buy? We came across a bullish thesis on Altria Group, Inc. on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on MO. Altria Group, Inc.’s share was trading at $72.11 as of May 27th. MO’s trailing and forward P/E were 15.05 and 12.87 respectively according to Yahoo […]
Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Atlas.ML’s Substack. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $198.70 as of May 27th. MRVL’s trailing and forward P/E were 64.72 and 51.81 respectively according to Yahoo Finance. […]
Is NBIS a good stock to buy? We came across a bullish thesis on Nebius Group N.V. on Studio Innovation’s Substack by Studio. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.’s share was trading at $208.37 as of May 27th. NBIS’s trailing P/E was 80.33 according to Yahoo Finance. Nebius Group […]
Is NET a good stock to buy? We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $209.22 as of May 27th. NET’s forward P/E was 178.57 according to Yahoo Finance. Cloudflare is a […]
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