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The next investing opportunity may be outside Big Tech
Yahoo Finance Video39d agoneutralVIDEO
The next investing opportunity may be outside Big Tech

Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.
Barrons.com39d agobullish
Alphabet Joins the Dow Today. Surging AI Demand Is Pushing Shares Higher.

The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition. Alphabet’s move comes amid a broader rebound for the Magnificent Seven group of stocks on Monday.

Alphabet Stock Gains on First Day as a Dow Member
Barrons.com39d agoneutral
Alphabet Stock Gains on First Day as a Dow Member

The shares were up 1.3% in premarket trading. The Google-parent is replacing Verizon Communications in the 30-stock Dow index from Monday’s session, in a move announced last week. Because the Dow is a price-weighted index—meaning stock price rather than market capitalization determine the weighting of each company—few funds choose to replicate its composition.

CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Simply Wall St.40d agoneutral
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI

CoreWeave (NasdaqGS:CRWV) has disclosed a $99b backlog tied to large AI infrastructure contracts. The company is supplying GPU cloud capacity to major partners including Nvidia, Meta, Microsoft, and OpenAI. These agreements reflect long term commitments for AI workloads across hyperscalers and leading AI labs. CoreWeave sits at the center of rising demand for high performance compute, with the stock trading at $96.58 and up 21.8% year to date. This comes despite the shares being down 18.1%...

AI Demand Is Outstripping Supply — Even Google Can’t Keep Up
24/7 Wall St.40d agoneutral
AI Demand Is Outstripping Supply — Even Google Can’t Keep Up

Artificial intelligence has moved beyond proving it works. The challenge today is producing enough computing power to satisfy demand. Big Tech is spending hundreds of billions of dollars building AI infrastructure, yet companies are still finding themselves short on capacity. That indicates AI adoption is accelerating faster than the industry’s ability to support it. The ... AI Demand Is Outstripping Supply — Even Google Can’t Keep Up