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Investing.com31d agoneutral
Netflix, Disney, YouTube target $2B FIFA rights package for next World Cups - CNBC

Investing.com -- A massive bidding war is brewing over the U.S. broadcast rights for the 2030 and 2034 FIFA World Cups, as streaming and legacy media giants look to sideline incumbent Fox Corp (NASDAQ:FOX). According to a recent report from CNBC, heavyweights Netflix Inc (NASDAQ:NFLX), Walt Disney Company (NYSE:DIS), and Alphabet’s (NASDAQ:GOOGL) YouTube are all actively exploring bids for the coveted soccer package. Discussions between FIFA and prospective media partners are slated to kick off

A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
24/7 Wall St.31d agobearish
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

Google Co-Founder Worth $280 Billion Flees NYC Real Estate at 94% Loss Ahead of Mamdani’s Rent Freeze
24/7 Wall St.31d agoneutral
Google Co-Founder Worth $280 Billion Flees NYC Real Estate at 94% Loss Ahead of Mamdani’s Rent Freeze

The world’s third-richest person just accepted a 94% loss to walk away from New York City real estate. Google co-founder Sergey Brin, worth roughly $280 billion, sold his stake in a Manhattan multifamily fund for six cents on the dollar, according to Bloomberg. The direction of that trade matters more than the dollar figure to ... Google Co-Founder Worth $280 Billion Flees NYC Real Estate at 94% Loss Ahead of Mamdani’s Rent Freeze

Alphabet (GOOGL) Could Be 15% Undervalued After AI And Cloud Growth
Simply Wall St.31d agoneutral
Alphabet (GOOGL) Could Be 15% Undervalued After AI And Cloud Growth

Regulation meets AI driven growth at Alphabet The UK’s Competition and Markets Authority has imposed new conduct rules on Google Search, requiring fairer rankings and data portability, just as Alphabet (GOOGL) leans heavily into AI driven expansion. At the same time, Alphabet’s Gemini platform and Google Cloud business are drawing strong demand, backed by a US$80b equity raise and recent Q1 revenue of US$422.5b with net income of US$160.2b. See our latest analysis for Alphabet. Alphabet’s...

Bloomberg31d agoneutral
Meta Debuts New AI Image-Generation Model Inside Chatbot, Instagram

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google
24/7 Wall St.31d agobullish
Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google

Palantir (NASDAQ:PLTR) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a $106 June low, powered by an NVIDIA sovereign AI partnership and blistering enterprise growth. Google, meanwhile, is compounding at scale on the back of Cloud and Gemini. ... Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google

DTE Energy Nearing 52-Week High: Buy, Sell or Hold?
24/7 Wall St.31d agoneutral
DTE Energy Nearing 52-Week High: Buy, Sell or Hold?

DTE Energy (NYSE:DTE) at $151.36 is a hold. The Michigan utility is pushing against its $155.06 52-week high on hyperscaler power supply deals, but a Q1 earnings miss and modest upside to consensus targets argue for patience. DTE is a Detroit-based regulated utility with a $32 billion market cap operating DTE Electric, DTE Gas, DTE ... DTE Energy Nearing 52-Week High: Buy, Sell or Hold?

Bloomberg31d agoneutral
BlackRock Sees Private Credit Taking Bigger Role in AI Buildout

(Bloomberg) -- Private credit is poised to take on an even bigger role in financing the “massive amount of infrastructure investment” for artificial intelligence as companies look for capital to fund outsized expenditures, according to the head of BlackRock Inc.’s research arm.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosof

Bloomberg31d agoneutral
Traders Are Dumping Tech Bonds to Make Room for Amazon Debt Deal

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
24/7 Wall St.31d agobearish
TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
24/7 Wall St.31d agobullish
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Alphabet (NASDAQ:GOOGL) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit. One scales custom TPU volume and pulls packaging leverage in-house. The other races to build advanced capacity for the entire industry. The results clarify who captures operating leverage and who absorbs the CapEx. TPUs Carry Alphabet. HPC ... Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now

Amazon Readies $25 Billion Bond With AI Costs Rising
Investor's Business Daily31d agobullish
Amazon Readies $25 Billion Bond With AI Costs Rising

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

Google Invests in $468-Million Funding Round for German Fusion Group
POWER Magazine31d agoneutral
Google Invests in $468-Million Funding Round for German Fusion Group

Proxima Fusion, a Munich, Germany-based group that is considered among the leading European companies working on fusion energy, said it completed a €411 million ($468 million) funding round. Proxima on July 7 said investors included technology giant Google along with global energy company RWE.

Amazon to Issue at Least $25 Billion of New Bonds
The Wall Street Journal31d agoneutral
Amazon to Issue at Least $25 Billion of New Bonds

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Reddit (RDDT) Expands AI Licensing, Is The Stock Fully Priced?
Simply Wall St.31d agoneutral
Reddit (RDDT) Expands AI Licensing, Is The Stock Fully Priced?

Reddit (RDDT) is back in focus after highlighting progress on two fronts: expanded AI data licensing deals with Google and OpenAI, and improved AI tools that detect and remove spam across its platform. See our latest analysis for Reddit. Recent AI licensing headlines have arrived during a period of strong momentum for Reddit, with a 7 day share price return of 15.18% and a 90 day share price return of 42.31%, even though the year to date share price return is down 16.96% and the 1 year total...